video1.0<iframe src="https://www.loom.com/embed/845c1d20a3194894a34112e97801af6d" frameborder="0" width="2088" height="1566" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15662088Loomhttps://www.loom.com15662088https://cdn.loom.com/sessions/thumbnails/845c1d20a3194894a34112e97801af6d-38e547daed1f2649.gif404.117In this video, I walk you through how to create a custom dashboard for agency reporting that is fully personalized for client viewing. You'll learn how to tailor metrics, layouts, and visuals, and once set up, you can share a link with your clients featuring your agency branding. I demonstrate how to add, edit, and rearrange sections and components like statistics, charts, and tables. I also show you how to save your dashboard as a template for future use. Please make sure to preview the dashboard from the client’s perspective to ensure it meets their needs.