The Agency Dashboard lets marketing agencies manage multiple client accounts, provide white-labeled analytics, and maintain oversight across all clients.
Agency Features
Overview
| Feature | Description |
|---|---|
| Multi-Client Management | Separate organizations per client |
| White-Label | Your branding, no Zenovay |
| Aggregate Reporting | Cross-client metrics |
| Client Portal | Self-service for clients |
| Billing Management | Centralized or per-client |
Setting Up Agency Mode
Enable Agency Features
- Contact your CSM or sales
- Request agency mode activation
- Configure agency settings
- Start adding clients
Agency Organization
Your agency needs:
- Master agency organization
- Client organizations (one per client)
- Agency team members
Structure
Your Agency (Master Org)
├── Agency Team (your staff)
├── Agency Dashboard
└── Aggregate Reports
├── Client: TechCorp (Sub-Org)
│ ├── TechCorp Team
│ └── TechCorp Websites
├── Client: StartupXYZ (Sub-Org)
│ ├── StartupXYZ Team
│ └── StartupXYZ Websites
└── Client: BigRetail (Sub-Org)
├── BigRetail Team
└── BigRetail Websites
Client Management
Adding New Clients
- Go to Agency → Clients
- Click "Add Client"
- Enter client details:
┌─────────────────────────────────────────────────────┐
│ Add New Client │
│ ─────────────────────────────────────────────────── │
│ │
│ Client Name: │
│ [TechCorp Inc. ] │
│ │
│ Client Slug: │
│ [techcorp ] │
│ │
│ Industry: │
│ [Technology ▼] │
│ │
│ Primary Contact: │
│ [john@techcorp.com ] │
│ │
│ Billing: │
│ ○ Include in agency bill │
│ ● Bill client directly │
│ │
│ White-Label: │
│ ☑ Use agency branding │
│ ☐ Custom client branding │
│ │
│ [Cancel] [Create Client] │
└─────────────────────────────────────────────────────┘
Client Settings
For each client, configure:
- Client name and details
- White-label options
- Billing arrangement
- Team access
- Website limits
Client List View
Agency Dashboard - All Clients
Client Websites Users Status MRR
────────────────────────────────────────────────
TechCorp 5 8 Active $199
StartupXYZ 3 4 Active $90
BigRetail 12 15 Active $499
NewClient 0 1 Setup $90
────────────────────────────────────────────────
Total: 4 20 28 $878
Agency Dashboard
Overview Screen
See all clients at once:
┌─────────────────────────────────────────────────────┐
│ Agency Overview Last 30 Days │
│ ─────────────────────────────────────────────────── │
│ │
│ Total Clients: 12 Active: 11 Setup: 1 │
│ Total Websites: 45 Total Users: 89 │
│ │
│ Aggregate Metrics: │
│ ├── Total Visitors: 2.4M │
│ ├── Total Pageviews: 8.1M │
│ ├── Avg Session Duration: 2:45 │
│ └── Total Revenue Tracked: $284K │
│ │
│ Top Clients by Traffic: │
│ 1. BigRetail 850K visitors │
│ 2. TechCorp 420K visitors │
│ 3. MediaCo 380K visitors │
│ │
└─────────────────────────────────────────────────────┘
Quick Actions
From agency dashboard:
- Switch to any client
- View client health
- Access reports
- Manage settings
Client Portal
Client Access
Clients can access:
- Their own analytics
- Their team management
- Their website settings
- Limited to their data
What Clients See
┌─────────────────────────────────────────────────────┐
│ [AGENCY LOGO] TechCorp │
│ ─────────────────────────────────────────────────── │
│ │
│ Dashboard Sessions Heatmaps Goals Settings │
│ │
│ [Normal analytics dashboard - your branding] │
│ │
└─────────────────────────────────────────────────────┘
Clients don't see:
- Other clients
- Agency dashboard
- Agency branding options
- Aggregate reports
Client Permissions
Control what clients can do:
| Permission | Options |
|---|---|
| View analytics | Always yes |
| Manage websites | Configurable |
| Add team members | Configurable |
| Access billing | Configurable |
| Export data | Configurable |
White-Labeling for Clients
Agency Branding (Default)
All clients see:
- Your agency logo
- Your agency colors
- Your support contact
Per-Client Branding
For clients who want their own brand:
- Go to Agency → Clients tab → select client → Branding
- Upload client logo
- Set client colors
- Configure client domain
Custom Domains Per Client
Each client can have:
analytics.clientdomain.com- Their own SSL certificate
- Complete separation
Aggregate Reporting
Cross-Client Reports
Generate reports across clients:
Agency Report - Q1 2025
Client Performance Summary:
Client Visitors Goals Revenue MoM Growth
──────────────────────────────────────────────────────
TechCorp 420K 2,450 $124K +15%
BigRetail 850K 5,100 $89K +8%
MediaCo 380K 890 $42K +22%
StartupXYZ 120K 340 $18K +45%
──────────────────────────────────────────────────────
Total 1.77M 8,780 $273K +14%
Scheduled Agency Reports
Set up automated reports:
- Weekly client summaries
- Monthly performance reviews
- Custom report templates
- Automatic delivery
Report Templates
Create reusable templates:
- Executive summary
- Traffic analysis
- Conversion report
- Revenue attribution
Team Management
Agency Team Roles
| Role | Access |
|---|---|
| Agency Owner | Everything |
| Agency Admin | All clients, settings |
| Account Manager | Assigned clients |
| Analyst | View only, all clients |
Assigning Clients
Assign team members to clients:
- Go to Team → Members
- Edit member
- Select "Assigned Clients"
- Save
Client Team Roles
Within each client org:
- Admin (client-level)
- Editor
- Viewer
Billing Options
Agency-Billed
You pay for all clients:
- Single invoice
- Volume discounts
- You bill clients separately
Client-Billed
Clients pay directly:
- Zenovay bills each client
- You don't handle payments
- Separate accounts
Hybrid
Mix of both:
- Some clients on your bill
- Some clients direct
- Flexible arrangement
Onboarding Clients
New Client Checklist
- Create client organization
- Configure branding
- Set up websites
- Invite client team
- Configure permissions
- Set up reporting
- Provide training
Client Welcome
Automated welcome flow:
- Client receives invitation
- Creates/links account
- Sees branded dashboard
- Accesses their analytics
Client Health Monitoring
Health Indicators
Monitor client status:
| Indicator | Status | Meaning |
|---|---|---|
| Tracking | ✓ Active | Data flowing |
| Tracking | ⚠ Warning | Reduced traffic |
| Tracking | ✗ Error | No data |
| Login | Recent | Client engaged |
| Login | Stale | Client inactive |
Alerts
Set up alerts for:
- Tracking issues
- Traffic drops
- Goal failures
- Client inactivity
Client Offboarding
Removing Clients
When ending a client relationship:
- Notify client
- Export their data
- Provide data to client
- Remove organization
- Stop billing
Data Handoff
Options for client data:
- Full export (CSV/JSON)
- Transfer ownership
- Delete after period
Best Practices
Client Organization
- Use consistent naming
- Document client details
- Regular health checks
- Proactive communication
Reporting
- Scheduled reports save time
- Customize per client
- Include actionable insights
- Regular review meetings
Support
- Clear escalation path
- Document client preferences
- Track support requests
- Regular check-ins
Troubleshooting
Client Can't Access
If client can't log in:
- Check invitation status
- Verify email correct
- Check permissions
- Reset if needed
Data Not Showing
If client data missing:
- Check tracking code
- Verify websites configured
- Check filters
- Review date range
Wrong Branding
If branding incorrect:
- Check organization settings
- Verify white-label config
- Clear cache
- Check domain settings