Stop rebuilding the same dashboards for every client!
If you run an marketing or ad agency, you’ve lived this:
- You sign a new client 🎉
- Then you spend the next 2+ hours rebuilding the same agency dashboards you already built for the last one. 😖
- Copy widgets. Tweak filters. Forget a KPI. Go back and fix it.
Seriously. Why start from scratch each time?
Today, we solved that problem.
Introducing Shareable Agency Dashboard Templates
With SegMetrics, agencies can now…
- Save any dashboard as a template
- Share it with specific clients (or all of them)
- Let your team deploy it with one click
- Manage and update all your agency dashboard templates in one place
No more grunt work. No more reporting inconsistencies.
That 20+ widget dashboard you perfected — acquisition, ROAS, LTV, trends by channel, the works?
Save it once. Use it forever.
See Shareable Agency Dashboard Templates in action
Turn your dashboards into intellectual property
Not only will our Shareable Agency Dashboard Templates save you time, they also give you a new way to package and provide value to your clients.
After all, your dashboards aren’t just reports. They’re encapsulations of how you think. How you analyze performance. How you demonstrate your value. They’re a key ingredient in the secret sauce you offer your clients.
Your dashboards are assets.
And now, because creating new templates only takes seconds, you can build proprietary dashboards directly into your service tiers. Create special dashboards for different service tiers. Give starter clients overview dashboards and premium clients deep analytics suites. Or create custom dashboards by industry (e-commerce, SaaS, course creators, etc.)
We can even work with you to create a custom dashboard that you can templatize for all your clients.
Meanwhile, you never have to worry that your carefully-built dashboards are getting diluted or broken. Every team member and client works from the same dashboard template that you create.
Try Shareable Agency Dashboard Templates for yourself
To test-drive AI Search Tracking with your own data, start your 14-day free trial today.
Data beats opinion. Growth beats guesswork. 🚀


