Agency dashboard / view

Joakim Wergeland

• Community team

March 21, 2025 09:53

___ wrote:

Does not have to be comprehensive but should include an overview of budget per organization and results.

This post had 5 votes on Canny.

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  Joakim Wergeland

  • Community team

  March 21, 2025 09:54

  Hi!
  
  Thanks for the feedback :) 

  Having a specific agency dashboard, or "agency layer" on top, is definitely something we believe could help agencies a lot. We'll gather some more information, and plan this in a bit more detail before it's ready for development.
  
  User Management - it would be great to have an option to choose which users (within the agency) can access which end organisation. This should probably be an "owner" or "admin" privilege.

  As a minimum be able to see which sub-organisations has been added.

  Default Currency - it would be great to have an option to set the default currency on the agency level, and have all new organisations created by that agency have this set currency by default.

  Share Report/Dashboard templates across organisations.

  Have gotten feedback that it would be useful to get a "benchmark report" for all the organizations of a agency. In that way the agency can use the data to benchmark insights for all the different organizations.

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