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Dashboards Agency When to use workspaces Delivery of Reports and Dashboards to Clients

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agency solution
18 Jul 2024 12:34 AM

Compiling Client Reports

Our product is designed for the efficient creation of deep funnel reports for agency clients.

  1. Integrations automatically download data from business applications.
  2. Workflows combine data from different applications.
  3. Dashboards visualize this data.
  4. Dashboard templates allow you to clone dashboards for all clients in a second.
  5. Workspaces and sub-accounts ensure privacy and access control.
  6. AI answers user questions and enhances their experience with ad-hoc self-service reports.
  7. Workflows send updates via email or Slack.
create-basic-e-commerce-dashboard
Create a Basic E-commerce Dashboard
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Create a simple e-commerce dashboard for multiple clients
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Delivery of Reports and Dashboards to Clients
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Workspaces and Sub-accounts
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When to use workspaces
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Share data between workspaces
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