AgencyAnalytics

Everything you need to know about custom dashboards.

Custom Dashboard Overview

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

Create and Manage Dashboards

Create a Roll-up dashboard with data from multiple Clients, or a Staff-only dashboard section within a Client to track content intended for your team's eyes only.

Create Dashboards for Internal Use

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

This article covers adding images, titles and headers, custom text boxes, and stat widgets to dashboards and reports, plus managing and deleting images in your media library.

Add Images, Text, and Custom Content to Dashboards and Reports

Toggle a comparison to the previous calendar period or calendar year using the time period selector for your dashboard section.

Compare to a previous period (Dashboards)

Everything you need to know about the map widget.

Map Widget Overview

Filters give you the option to help you organize or display a specific set of data in your Reports and Dashboards. This article covers how to set and change filters…

How to Filter Data on Dashboards and Reports

With some basic web development skills you can embed the AgencyAnalytics dashboard in an iFrame on your own website.

Embed the dashboard on your own website

Tom Delbaere

AgencyAnalytics Team

Ellen Doe

Craft visually engaging dashboards that will "wow" your clients

Dashboards

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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