AgencyAnalytics Client Dashboard Setup (Onboarding)

AgencyAnalytics Client Dashboard Setup (Onboarding)

1. 01

   Create a new client profile in the Clients section

   Click 'Add Client' and enter the client's name, website, and branding details. Upload their logo and set brand colors for white-labeling.

2. 02

   Connect marketing data sources via the Integrations page

   Select from 85+ integrations (e.g., Google Analytics, Facebook Ads, HubSpot). Authenticate each account and map data fields. Use the 'Auto-Connect' option for common platforms.

3. 03

   Configure automated report templates in the Reports tab

   Choose a pre-built template or create a custom report. Add widgets for KPIs, charts, and tables. Enable AI insights and anomaly detection per widget.

4. 04

   Set up the Client Portal for on-demand access

   Toggle 'Client Portal' on in the client settings. Customize the portal URL and enable goal tracking alerts so clients see real-time performance.

5. 05

   Define goals and alerts in the Goals & Alerts section

   Set numeric targets for key metrics (e.g., conversions, CTR). Configure anomaly detection thresholds to trigger email or in-app notifications.

6. 06

   Schedule recurring delivery of reports

   Under 'Scheduling', set frequency (weekly, monthly) and delivery method (email, portal). Attach a plain-language AI summary generated by the platform.

7. 07

   Test the dashboard and report as a client user

   Use the 'Preview as Client' feature to verify branding, data accuracy, and mobile responsiveness. Adjust widget layout if needed.