Agency Dashboard
Manage AEO work for multiple client organizations from a single agency control panel — client roster, cross-client visibility, branded reports.
Overview
The Agency Dashboard is for consultants and agencies running AEO work on behalf of multiple clients. Instead of switching between organizations one at a time, you get a single control panel that shows every client side-by-side, with the ability to drill into any one of them in a single click.
Plan gate: Agency Dashboard is available on Enterprise-Agency and Custom plans (the tiers that include
agency_features: true). Other tiers will not see it in the sidebar. Legacyenterpriseaccounts retain access until re-tiered.
What you get
| Feature | Description |
|---|---|
| Client roster | A list of every organization you manage, with current visibility score, recent change, and active alerts |
| Cross-client visibility | One chart that overlays visibility scores across all clients so you can spot which accounts need attention |
| Bulk actions | Run snapshots, schedule reports, or apply alert rule templates across multiple clients at once |
| Branded reports | Each client can be configured with their own logo, colors, and footer for white-label PDF reports |
| Per-client billing visibility | See which clients are on which plan and how much of their quota they're using |
Adding a client
- Open Agency from the sidebar
- Click Add client
- Either:
- Invite an existing organization — paste their org ID and they'll receive a join request to approve
- Create a new organization on their behalf — fill in the org name, plan, and primary contact email, and the platform will provision it under your agency umbrella
- New clients show up in the client roster as soon as the invitation is accepted (or immediately, for organizations you create)
Permissions
When you add a client, your agency admins are added as admin members of that client's organization. The client's own users still have full ownership of their data — agency access is delegated, not transferred.
To revoke agency access, the client (or you) can remove the agency users from their organization member list. See Team Management for details.
Bulk actions
The toolbar at the top of the client roster lets you select multiple clients and apply an action to all of them at once:
- Run snapshots now — triggers a manual capture across the selected clients
- Apply alert rule template — copies an alert rule from a template into each selected client
- Schedule report — configures the same scheduled report (e.g., weekly executive summary) for each selected client
- Export visibility CSV — downloads a single CSV with one row per client and their key metrics
Bulk actions respect each client's plan limits — if a client is over quota, the action is skipped for them and reported in the result summary.
Branded reports
Each client can have their own report branding. Configure it from Client → Branding (or from the client's own Branding settings):
- Logo (PNG, displayed in report header)
- Primary color (used for chart accents and headings)
- Footer text (typically "Prepared by Your Agency Name")
When you generate a Report for that client, the PDF picks up their branding automatically.
Best practices
- Use the cross-client chart in your weekly review. It surfaces accounts that are regressing before clients notice and ask.
- Create alert rule templates and apply them across clients. Most agencies want the same baseline alerts (visibility drop > 10%, new competitor surfaces, robots access broken). Templating saves hours.
- Brand reports per client, not per agency. Clients want their logo on the PDF, not yours — branding is a deliverable, not a marketing surface.
- Don't share dashboards across clients. Use the per-client view for client-facing demos so they only see their own data.
Related docs
- Team Management — how agency users are added to client orgs
- Reports — generating branded PDF reports
- Branding — per-client branding configuration