Demo Features
AgencyAnalytics gives you three ways to work with sample data instead of a real Client's data: a prebuilt Demo Client, a demo preview for any integration, and a Sample Data toggle inside the Report Builder. Use these to build sample reports and dashboards for prospects, train new team members, or preview a layout, all without touching or exposing live Client data.
As of September 2026, the Demo Client is no longer available to new customers, but you're not without a workaround: you can create a Sample Client and turn on Sample Data to get the same effect.
Use the Demo Client for Client and Prospect Demos
A banner at the top of the screen lets you know when you're in the Demo Client.
This separate Demo Client is especially useful for demonstrations, and it doesn't count toward your Client limit for billing purposes. Use it to create and share sample reports and dashboards with prospects, so you can demonstrate AgencyAnalytics in a controlled environment. You can also use it to train new team members without exposing live Client data.
Step 1: Log in to your AgencyAnalytics account.
Step 2: Go to the Demo Client, which comes preloaded with sample data.
Step 3: Create or clone a report inside the Demo Client.
Step 4: Customize the report to match the layout and metrics you want to show.
Step 5: Export or share the report (for example, as a PDF) with your prospect. This keeps any real Client data out of what they see.
Preview Demo Data on a Data Source
You can also preview what any integration looks like, filled with sample data, without connecting a real account.
Step 1: From inside a Client, click the Data Sources tab, then click Connect Data Source.
Step 2: Find the integration you want to preview.
Step 3: Hover over the i icon next to the integration's name, then click View Demo in the pop-up. The integration populates with demo data.
To stop viewing demo data, refresh the page or move to a different section.
Previewing an integration with demo data is a great way to show prospects what a dashboard can look like before they've connected any real accounts.
Toggle Sample Data on a Report
Step 1: While editing a report, find the Sample Data toggle in the top left.
Step 2: Turn on the toggle to preview dummy data across the report.
FAQ
What happens if I delete my Demo Client?
You'll need to contact our support team to have it reinstated. It isn't something you can recreate yourself.
How do I stop viewing demo data on an integration?
Refresh the page, or navigate to a different section. Demo data previews aren't saved, so you're never at risk of mixing them up with your real connection.
Does using the Demo Client count against my Client limit?
No. The Demo Client is separate from your regular Clients and doesn't count toward your billing limit.
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