Agency
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
Use the property switcher in the sidebar to jump between clients. Search by name or domain to find a specific client quickly.
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 agency rollup view shows:
- Visibility scores for all clients in a single table
- Top and bottom performers: which clients are gaining or losing visibility
- Cross-client trends: aggregate visibility across your entire portfolio
See Rollup reporting for details.