Product Features

Templates for Agency Account Managers

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Milos Vukotic

Currently, you can create Account Templates that can be used across Agency and Client Accounts, use pre-built Public Templates, or use the Client Metrics Performance Overview page to monitor clients' KPIs.

Customer is requesting to create templates that can be used by Agency Account Managers.

Use case:
Monitoring performance of key data for several clients within an Agency Account, like Revenue or Total Sales metrics data on the same Databoard from several Client Accounts. These Databoards can be later shared between Agency Account Managers to review and discuss their clients' performance.