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 brand dashboards.
Brand switcher
The brand 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 brands into a commercial account, with the engagement details alongside the tracking data. Prospect brands you're pitching stay separate from active client work.
Portfolio overview
The Brands page is the one place that reads across the whole portfolio. It shows three counts at the top:
- Brands: how many brands your team tracks
- Avg visibility: the mean of each brand's most recent daily visibility score, across the brands that have one
- Active prompts: the prompts tracked daily, added up across your brands
Below that, every brand 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 brands on screen as CSV.
There is no portfolio-wide trend chart. Visibility over time is per brand, on that brand's own visibility page.