Using the Demo Client for Client or Prospect Interactions
The Demo Client is populated in the account at account creation. If you have deleted the Demo Client, you'll need to contact Support to reinstate it.
When you sign up for a free 14-day trial, you gain access to a prebuilt demo Client. A banner at the top of the screen will indicate that you are in the demo Client.
This feature is ideal for creating and sharing sample reports and dashboards with prospects, as it allows you to demonstrate the platform's capabilities in a controlled environment.
Log in to your AgencyAnalytics account.
Navigate to the Demo Client, which is preloaded with sample data.
Create or clone a report within the Demo Client.
Customize the report to match your desired layout and metrics.
Export or share the report (e.g., as a PDF) with your potential client. This ensures no real client data is exposed.
How to Preview Demo Data Sources in AgencyAnalytics
From within a Client, navigate to the 'Data Sources' tab and select 'Connect Data Source', which will allow you to select the integration for which you'd like to see the demo data preview.
Next, hover the arrow over the "i" next to the integration name, which will open a small pop-up window, click the "View Demo" option, and the integration will then populate with demo data.
To stop viewing Demo data, simply refresh the page, or go to a different section.
These demo features are particularly useful for showcasing dashboard capabilities to potential clients without exposing real client data.
Toggling Sample Data
While editing a report, locate the Sample Data toggle option in the top left.
Enable the toggle to preview dummy data within the report.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄
