Managing multiple clients
Navigate between clients and manage your agency portfolio
The agency dashboard gives you a bird's-eye view of all your clients, with quick access to individual property dashboards.
Property switcher
The property switcher in the sidebar moves between clients. It searches by name and by domain.
Clients
The Clients area is your book of business: client records group one or more properties into a commercial account, with the engagement details alongside the tracking data. Prospect properties you're pitching stay separate from active client work.
Portfolio overview
The Properties page is the one place that reads across the whole portfolio. It shows three counts at the top:
- Properties: how many properties your team tracks
- Avg visibility: the mean of each property's most recent daily visibility score, across the properties that have one
- Active prompts: the prompts tracked daily, added up across your properties
Below that, every property gets a card carrying its latest visibility score, its 7-day trend, and its setup progress. Search narrows the set by name or domain. Export downloads the properties on screen as CSV.
There is no portfolio-wide trend chart. Visibility over time is per property, on that property's own visibility page.