AgencyAnalytics

Create a dashboard section template then apply it to new dashboards to make uniform dashboard creation a breeze.

Dashboard Templates

Learn how to create, edit, and delete dashboards from within your AgencyAnalytics account.

Create and Manage Dashboards

Email a dashboard on demand, present a dashboard section, or create a dynamic link to share dashboard content directly with Clients.

Share or Present a Dashboard

Create an account-level dashboard or a staff-only dashboard section within a Client to track content intended for your teams eyes only.

Create a Dashboard for Internal Use

Tatum Savage

Matthew Davis

John Sexon

Craft visually engaging dashboards that will "wow" your clients

Dashboards

Click on the widget's ellipsis "...", then select "Full Screen."

View widgets in full screen

Everything you need to know about the map widget.

Map Widget Overview

Possible custom metrics formulas you can use for your Clients.

Custom metric example formulas

An overview of Filters and how to utilize them in dashboards and reports.

How to Filter data

Toggle a comparison to the previous calendar period or calendar year using the time period selector

Compare to a previous period (Dashboards)

Click "..." on any widget to capture it. You'll have the option to copy or download the image.

Capture an image of a widget

Toggle to "Mobile" view to design a mobile-optimized version of each Client dashboard.

Configure mobile dashboard designs

Build custom metrics in your Client's settings area, then add them like you'd add any other widget to a report or dashboard.

Custom Metrics

Create custom goals from the Goals tab of the Home page, then add them like you'd add any other widget to a report or dashboard.

Create custom goals

Cached data can cause a variety of display issues, deleting the AgencyAnalytics data cache in your browser may resolve this.

How to clear cached AgencyAnalytics data in Google Chrome

Some widgets have a "secondary dimension" option in the widget's settings. Use this to add extra details to the data shown in your charts.

Secondary dimensions in widgets

Find answers to frequently asked custom metrics questions.

Custom Metrics FAQ

Use custom content to add custom statistics, custom text, headers, images, videos, and more!

Add custom content to dashboards and reports

How To

Everything you need to know about custom dashboards.

Custom Dashboard Overview

A catalog of the main widget types available in our dashboards and reporting

Widgets Catalog

Bridey Dion

Overviews

Product Roadmap

Product Updates

System Status

Find answers and get help from Intercom Support and Community Experts

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