AgencyAnalytics

Matthew Davis

Tatum Savage

Eleanor McQueen

Craft visually engaging dashboards that will "wow" your clients

Dashboards

Click Create Dashboard, then follow the dashboard creation wizard.

Create a dashboard

Choose from a variety of professionally designed, pre-configured templates when creating your dashboard sections.

Create a dashboard section using a pre-built template

From the homepage, click the dashboard tab, then create section. Add widgets from all your different Clients, then save to finish!

Create an account level dashboard

Use dashboard permissions to create a Staff Only dashboard, perfect for tracking internal goals and KPIs for your team.

Create Staff only custom dashboards

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

View widgets in full screen

Activate metrics and filter data. You can do so via the settings button at the top right of dashboards, or when editing widgets

Access Metrics, Filters, and Settings

How to utilize the horizontal scrolling feature within table widgets in Reports and Dashboards

Horizontal scrolling for table widgets

Everything you need to know about the map widget.

Map Widget Overview

Go to Overview > Dashboard. Click (...) > Manage. Drag and drop the custom dashboards to your desired order and click Save Settings.

Change the order of multiple custom dashboards

Possible custom metrics formulas you can use for your Clients.

Custom metric example formulas

Quickly email a report from any dashboard in our platform by selecting "Send via Email" from the export menu at the top right.

Email a report from any dashboard

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 the dropdown button directly above the custom dashboard to create a new dashboard, or to switch between them

Add multiple custom dashboards

Click the "Export" button at the top right of any dashboard, then choose "Get Link"

Create a shareable link to a dashboard

Admins can connect their preferred client support messaging tool via the Settings > General area of their account

Connect a client messaging platform

To view your dashboards in full-screen mode, hit the share button at the top right, then select "Present" from the drop-down.

Enable presentation mode for 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

Create and configure dashboard templates via the Template section.

Create a dashboard template

For the required Client, click Create Dashboard Section, then choose Start from a Template. Pick the template of your choice, name it, then save it!

Apply dashboard section templates

Use the "Templates" control panel to edit or delete your dashboard templates.

Edit dashboard templates

Click the "x" that appears when you hover over a dashboard template in the "Templates" control panel.

Delete dashboard templates

Roll out complex and sophisticated dashboard configurations at scale with just a couple of clicks.

Clone an existing dashboard

From the Templates page, click the Sections tab, then click Create Template in the upper right. Then, choose start from template.

Clone a dashboard template

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

Configure mobile dashboard designs

Toggle to "Edit Dashboard", click the "Delete" button, and then confirm your choice

Clear a dashboard

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

Tiago Araujo

Overviews

Product Roadmap

Product Updates

System Status

Find answers and get help from Intercom Support and Community Experts

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