AgencyAnalytics

Create Client templates with reports and dashboards to streamline new client onboarding and setup.

Create and Manage Client Templates

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

Dashboard Templates

Use email templates to cut down time spent updating report emails. Design once then use it forever!

Create Email Templates

Create reusable report designs and section components to streamline your reporting workflow and maintain consistent client reports across your agency.

Manage and Apply Report Templates

AgencyAnalytics Team

Use Templates to quickly set up Clients, Reports, or Dashboards.

Templates

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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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.

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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.

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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