The Agency Dash Pro product

Make the first screen in every client CRM feel like your agency.

Agency Dash Pro gives HighLevel agencies a dedicated client-dashboard layer: a polished, embedded reporting experience that turns an ordinary sub-account into a destination your clients recognize, understand, and return to.

Sample data · Agency Dash Pro
Agency Dash Pro client dashboard product preview

The client experience matters

Your dashboard is the front door to the CRM experience.

HighLevel gives every account a functional starting point. Agency Dash Pro turns that starting point into a refined reporting experience—one that looks like it belongs to the service your agency delivers.

The default starting point

Useful, but familiar.

A native dashboard is built to serve many account types. It can make a finished client account feel like every other account.

  • Generic visual hierarchy
  • Reporting that is easy to overlook
  • Little sense of your agency’s standard
The Agency Dash Pro layer

Purposeful, polished, and client-ready.

Embed a dashboard that gives important metrics a clear home and makes the account feel intentionally delivered.

  • A recognizable reporting destination
  • Metric-led views for client conversations
  • A finish that reinforces your agency brand

More than a dashboard widget

Built to elevate the account your client actually sees.

01

A recognizable front door

Put a polished reporting destination in the place your client already expects to find the story of their account.

02

Metrics with meaning

Present the approved pipeline, appointment, revenue, and follow-up signals that make progress easier to understand.

03

A handoff that feels finished

Move beyond a generic starting screen and make your CRM implementation feel deliberate from the first login.

Sample data · Agency Dash Pro
Agency Dash Pro reporting dashboard preview

One product, three purposeful layers

From agency workspace to client-facing dashboard.

Agency Dash Pro is not a replacement CRM. It is the presentation layer that helps your agency deliver HighLevel reporting with more consistency and polish.

  1. ConnectAuthorize the client account your team manages.
  2. ShapeApply the dashboard family and presentation that fit the account.
  3. DeliverEmbed the stable URL into the HighLevel dashboard widget.
Explore the workflow

A better client-facing CRM experience

Give every client account a dashboard that feels uniquely yours.

Connect an authorized account, choose its reporting experience, and turn the dashboard into a more polished front door for your service.