new
Reporting
Dashboard
Dashboard and Custom Report available on all plans š¤
Weāre excited to announce a major upgrade for all plans ($97, $297 and $497)! Sub Accounts now have access to multiple dashboards and fully customizable reports
, empowering agency owners to tailor insights for their teams and make data-driven decisions faster.š
Whatās New
- Multiple Dashboards and Reports- Create dedicated dashboards and reports for Sales, Marketing, Finance, or any other team. You can even set one as the default dashboard.

- Custom Widgets & Metrics- Add, edit, and update metrics with unlimited flexibility to surface the insights that matter most.



- Scheduled Reports- Schedule reports at any frequency you choose and deliver them automatically to your team.


- Full Customization- Personalize your dashboards and reports with themes, colors, and backgrounds to match your brand.

- Deeper Insights- View and analyze data in multiple formats, including tables and other visualizations.
- Universal Widgets- Add or remove universal widgets to create a dashboard or report experience that fits your agencyās workflow.
- No More Restrictions - Previously sub-accounts with agencies on $297 plan were limited to 1 dashboard and 1 custom report unless upgraded. Those restrictions have now been lifted, giving you complete flexibility. No more upgrade model after adding 15 widgets.
- Dashboards and custom reportsarenow available on $97 planas well.
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Why This Matters
With this release, user across all plans can:
- Build dashboards and reports that align with specific teams and goals
- Gain actionable insights at a glance
- Automate reporting for efficiency
- Tailor the look and feel of dashboards and reports to enhance usability and brand consistency