When it comes to managing your business, the key to success is to work smarter, not harder. That’s why we’ve launched the new Agency Dashboard, a major update designed to transform the way our clients manage their operations.
This update introduces a brand-new micro app, new APIs, and a comprehensive UI revamp that promises an exceptional user experience with enhanced functionality.
And while the name says Agency Dashboard, the dashboard can be used for any business that takes advantage of HighLevel’s powerful all-in-one platform. So let’s dive right into what makes this update a major win for our clients.Get Started with 14-Day FREE Trial
- Why the Agency Dashboard Update Matters
- Features of the Agency Dashboard
- Here are some of the key features you can expect:
- 5 Use Cases for HighLevel’s New Agency Dashboard
- A More Efficient Dashboard from HighLevel
Why the Agency Dashboard Update Matters
Over the past year, a common theme emerged from our user feedback. You wanted a more intuitive, feature-rich dashboard capable of providing detailed insights and greater flexibility in managing business activities.
The previous dashboard, while functional, fell short of delivering the functionality, analysis, or user-friendliness that you expected out of HighLevels’ versatile all-in-one marketing platform.
Our development team took your feedback to heart and went to work. The result is a new Agency Dashboard that addresses your biggest concerns head-on.
Features of the Agency Dashboard
Designed to provide a smoother and more insightful user experience, the new Agency Dashboard is packed with enhancements that help you streamline your operations, gain deeper insight into performance metrics, and make smarter, data-driven decisions.
Here are some of the key features you can expect:
Date-Wise Filter for Precise Data Analysis
The date-wise filter lets you isolate specific time frames (daily, weekly, monthly, or custom date ranges), making it easier to analyze trends, monitor performance, and make data-driven decisions.
Additional Tabs for Comprehensive Insights
- Revenue Tab: Track your financial performance including income streams, cash flow, and revenue trends.
- SaaS Tab: Get crucial metrics related to subscription-based services including subscriptions, renewals, and customer engagement.
- Rebilling Tab: Ensure a seamless financial workflow by tracking billing cycles, payments, and outstanding invoices.
- Summary Tab: Get a holistic view of your business’ overall performance giving you a quick snapshot of its health.
Comprehensive UI Revamp
Designed with simplicity and efficiency in mind, the updated user interface has been redesigned to be more intuitive and user-friendly, ensuring you can navigate through the dashboard with ease. The new UI also enhances functionality, making it simpler to access the tools and insights you need.
New APIs for Enhanced Integration
New APIs mean greater flexibility in integrating the Agency Dashboard with other tools and platforms you might be using. This allows for a more seamless workflow and the ability to customize the dashboard to better fit your unique needs.Get Started with 14-Day FREE Trial
5 Use Cases for HighLevel’s New Agency Dashboard
Knowing all the new bells and whistles for the new dashboard is great. But understanding what that means for your marketing agency, roofing company, or medspa? That’s where the magic happens.
Understand Your Financial Performance
Track your business health by analyzing a detailed breakdown of income streams, cash flow, and revenue trends so you can make informed decisions about your finances and identify areas for growth.
Optimize Your SaaS Offering
Manage your subscriptions more efficiently and gain critical insight into your subscription rates, renewal patterns, and customer interactions so you improve customer engagement and retention.
Streamline Your Billing Payments
Ensure a smooth financial workflow by managing your billing cycles, tracking payments, and following up on outstanding invoices to ensure timely payments.
Make Smarter Business Decisions
Track and analyze precise data over specific time frames to understand your performance and trends to make informed decisions or adjust your marketing strategies accordingly.
A More Efficient Dashboard from HighLevel
The new HighLevel Agency Dashboard opens the door for future enhancements and features that will further support and empower you with top-tier management tools.
With its enhanced functionality, intuitive design, and comprehensive insights, the updated Dashboard sets a new standard for how your business operates.
To learn more about the new Agency Dashboard and how to implement it into your daily operations effectively, drop into our Client Success Zoom Room. Our trusted HighLevel experts are here to guide and help you harness the full potential of the versatile and powerful HighLevel platform.