AgencyAnalytics

Learn how to create, customize, and share dashboards in AgencyAnalytics, including custom colors, dynamic date ranges, period comparisons, and internal-only views.

Create and Manage Dashboards

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

Everything you need to know about the map widget.

Map Widget Overview

This article covers how to filter data source dashboards, report widgets, and dashboard widgets in AgencyAnalytics.

How to Filter Data on Dashboards and Reports

This article covers how to use an iFrame to embed AgencyAnalytics dashboards and reports directly on your own website.

Embed a 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.

Set up your account

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

Ship something

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

Connect your stack

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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