Your Agency dashboard is your command center — giving you a bird's-eye view of all your clients' performance data and quick access to everything you need to manage their accounts.
Client Performance Snapshot
The first thing you will notice on your Agency dashboard is a summary of key stats for each client. At a glance, you can see the following for every client account:
- Plays — total number of plays across all of the client's videos
- Impressions — total number of impressions across all of the client's videos
- Revenue — total combined revenue from all conversions across all videos
- Conversions — total number of conversions across all videos
- Conversion Rate — calculated as Conversions divided by Plays
- Average Revenue per Play — calculated as Revenue divided by Plays
Note: All stats and data shown on the dashboard are updated every 2 hours.
What You Can Do From the Dashboard
Jump Into a Client's Account Hover over any client slot or click the three vertical dots inside it to access the Jump In option. One click and you are inside that client's account. For more details see How to Jump Into a Client's Account.
Add a New Client You have two ways to add a client — click the + Add New Client button in the top menu, or hover over an empty client slot and click Add New Client. Either way, just fill in the client's name and email address and they will receive an invitation automatically. For more details see How to Add a New Client.
Remove or Delete a Client Click the three vertical dots inside a client slot to access their settings, where you will find the option to remove or delete that client from your agency.
Sort Your Clients You can sort your client list by Name or by Date Added to keep things organized as your roster grows.
Access Agency Settings Click on your name in the top right corner to access your Agency account settings. For more details see How to Access Agency Account Settings.
Tip: Always check the top of the page when working in your accounts. A banner will indicate when you are inside a client's account so you always know exactly whose account you are in — and avoid making unintended changes.
If you have any questions, feedback, or need assistance, feel free to reach out to our Customer Happiness Team at hi@vidalytics.com.