HighLevel Dashboard for Performance Tracking and Client Reporting
Custom HighLevel Dashboards as Unique as Your Agency
Customizable HighLevel Dashboard for Smarter Campaign Management
A white-labeled HighLevel dashboard centralizes key marketing data, making it easier to track campaign performance, client interactions, and lead generation. Customize widgets, white label dashboards, and highlight the KPIs that drive results—all in a single, intuitive interface.
Provide clients with a live, up-to-date view of their marketing efforts while streamlining internal analysis. With automated reporting and seamless HighLevel integration, agencies save time, improve decision-making, and strengthen client relationships.
Custom HighLevel Dashboards as Unique as Your Agency
Seamless Data Integration
Centralize Data From 85+ Marketing Platforms
Integrate data from HighLevel reporting with over 85 other marketing platforms, all in one centralized location.
Simplify tracking and analysis, giving your agency a comprehensive view of performance metrics. Consolidate data to easily identify trends, make informed decisions, and focus on generating winning campaigns.
Unified Oversight
Custom Dashboards for Multi-Client Management
Unify data from multiple clients, giving you a clear view of campaign performance.
Monitor, compare, and optimize effortlessly, freeing your team to focus on delivering impactful strategies.
Elevate Your Agency’s Brand
White-Label Client Dashboards for a Professional Edge
White-label dashboards put your agency’s brand front and center.
Deliver customizable insights that resonate with each client, showcasing the value you deliver–all while keeping your brand in the spotlight.
Uncover Deep Insights
Custom Metrics for In-Depth Analysis & Client Reporting
Custom metrics unlock deeper insights by blending data from 85+ integrations.
Track campaign performance with laser focus and understand your clients on a whole new level. Deliver actionable data that empowers clients to make smarter decisions.
Drag and Drop to Perfection
Customizable Dashboards To Meet Client Needs
Need to showcase a unique client metric? No sweat. Our easy-to-use platform seamlessly integrates with 85+ external data sources, making it easy to craft unique and comprehensive dashboards.
No need to jump from platform to platform or create multiple dashboards in different applications. With 11-Second Smart Dashboards, agencies effortlessly create and save custom dashboards, ensuring that all relevant high-level metrics from every platform are easily accessible in one place.
Use the intuitive drag-and-drop editor to create bespoke marketing dashboards that become an extension of your agency’s services.
Spend More Time on Strategy
Streamline Reporting and Hit Performance Targets
Using HighLevel dashboards simplifies client reporting and campaign analysis, giving agencies time to focus on what truly matters–crafting winning campaigns and building client trust.
These customizable dashboards provide a clear, real-time view of campaign performance in a fraction of the time normally spent on manual client reporting.
Want to generate reports that showcase how many tasks your team crushes, leads generated, and campaign performance across every category? Ditch the spreadsheets and build custom reports in minutes.
Always There When You Need Us
24/5 Live Support with Rapid Response Times
Round-the-clock support prioritizes your users’ needs with live chat available 24/5 and response times under three minutes.
With dedicated support, agencies maintain their focus on generating impactful results, knowing that expert help is just a quick message away.
You care about your client’s success. We care about yours.
Sign up for your free trial now!
No credit card required. No setup hassle. Just instant access to automated reporting, custom dashboards, and multi-channel insights.
4 Key Sections To Include in a HighLevel Dashboard
HighLevel opportunity metrics offer a detailed view of client opportunities, including total opportunities, opportunities by stage, status, and pipeline, as well as won, lost, and abandoned opportunities. These metrics also track the monetary values associated with each opportunity, providing a comprehensive overview of client performance.
Incorporate opportunity metrics into a HighLevel analytics dashboard to showcase the value the agency provides and access clear insights that make it easier to optimize campaigns based on live data.
HighLevel contact metrics provide a detailed overview of total contacts, contacts by tag, and contact details. This comprehensive data helps agencies keep track of client interactions and segment audiences.
With detailed contact insights at their fingertips, agencies take a data-driven approach to ensuring improved campaign performance, reinforcing the agency's expertise and commitment to delivering exceptional results.
HighLevel conversation metrics track total conversations, categorize them by message type, and provide detailed message insights. These metrics provide a comprehensive view of client interactions and help agencies understand communication patterns.
This data-driven approach helps agencies optimize contact engagement, boost sales, and build a strong community around the brand.
Forget static reports. Integrate seamless goal tracking and transform your reporting dashboard into a dynamic command center. See client progress in real-time, making it easy to demonstrate the impact of your campaigns in a single glance.
Tracking KPI goals clearly demonstrates success when they are properly aligned with client objectives. Here are a few best practices for creating relevant KPI goals:
Align With Client Objectives: Ensure KPIs directly support the client’s strategic goals.
Use Clear Metrics: Choose specific, quantifiable metrics that reflect performance accurately.
Regularly Review and Adjust: Continuously monitor and adjust KPIs to stay aligned with evolving goals and insights.
FAQs About Custom HighLevel Dashboards
Still have questions about how to create and use custom HighLevel Dashboards? Don’t worry, we’ve got you covered.
An AgencyAnalytics dashboard is the view your client opens whenever they want the current picture, and a report is the version that goes out, fixed to a period and scheduled. Any dashboard can be added to a report as a section, so you're never building the thing twice. The HighLevel report template covers the same data in the scheduled format.
An AgencyAnalytics dashboard opens on the most recent data stored for that client's connected accounts, with the date range and comparison period you set. Every integration also ships a prebuilt dashboard of its own, which is the quickest way to see what a new connection is pulling in.
The template comes with an AgencyAnalytics subscription. There's one plan at $25 per client a month and it covers every feature. The 14-day free trial requires no credit card, so build the template and see it working before you pay anything.
AgencyAnalytics connects to HighLevel with V2 API access, and you need to be logged into the account you're connecting. It brings 365 days of history with it, so the first report isn't starting from scratch. Full steps are in the HighLevel connection guide.
Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that's a roll-up report.
Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client's browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it's a one-time setup.
Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.
Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they'd rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.
Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they'd rather hang onto their passwords, set them up as a Client User and they connect everything themselves.
Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.
Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client's end, so you hear about it before they do.
