Agency Dashboard

What is the Agency Dashboard?

The Agency Dashboard (/agency) is the centralized control center designed for growth agencies, lead generation consultants, ghostwriters, and B2B sales teams who manage outreach and content on behalf of multiple client brands.

Instead of logging into separate accounts or sharing passwords, the Agency Dashboard gives agency owners and account managers a unified bird's-eye view of performance across all client sub-workspaces while keeping each client's data strictly isolated.

1. Aggregated Bird's-Eye Metrics

At the top of the Agency Dashboard, seven metric cards summarize the cumulative volume and results delivered across all your active client workspaces:

2. Managing Clients & Workspaces

The Clients & Workspaces section lists every client brand managed under your agency:

┌────────────────────────────────────────────────────────────────────────────────────────────────────────┐
│ [AC] Acme Corporation   [ ACTIVE ]    Last Activity: Sep 8, 2026                                       │
│ 1,240 Contacts   •   4 Active Campaigns   •   86 Replies                  [ Open Workspace ]           │
└────────────────────────────────────────────────────────────────────────────────────────────────────────┘

What You See for Each Client:

• Client Avatar & Name: Quick visual identifier for the client brand.
• Status Badge: Indicates whether the client workspace is Active or Paused.
• Last Activity Timestamp: Shows the most recent action or message sent in that workspace.
• Key Client Metrics: Instant count of total contacts stored, active campaigns running, and replies collected for that specific client.

1-Click Workspace Switching

Clicking the Open Workspace button next to any client immediately switches your active session into that client's dedicated environment (/dashboard).

You can review their live campaign steps, manage their CRM inbox, schedule their LinkedIn posts, or inspect their pipeline without re-authenticating.

3. Strict Client Isolation Boundary

Reachvo ensures complete privacy and data separation between client accounts:

• Isolated Account Connections: Each client workspace has its own dedicated LinkedIn accounts and email sender inboxes.
• Isolated Prospect Lists: Contacts, companies, and target segments in Client A are never visible in Client B.
• Isolated Campaigns & Inboxes: Replies from Client A's prospects flow exclusively into Client A's CRM inbox.
• Centralized Billing & Credit Pool: Your agency master subscription retains unified invoicing, and AI credits are pooled across your workspaces so you can allocate them flexibly.

4. How to Onboard a New Client (Step-by-Step)

Follow this 5-step workflow whenever your agency signs a new client:

1. Open Workspace Management:
   Click Manage team & workspaces in the top right header of the Agency Dashboard (or open Settings → Workspace).
2. Create the Client Workspace:
   Click + New Workspace, enter the client's business name (e.g. Vertex Media), and set their primary industry.
3. Connect the Client's Sending Channels:
   Switch into the new workspace and navigate to Settings → Accounts:
   • Connect the client's LinkedIn account using the Reachvo Chrome Extension.
   • Add their cold email sender accounts (Google Workspace, Outlook, or Custom Email).
4. Invite Account Managers & Clients (Team Roles):
   • Admin / Member: Assign your agency's account managers to draft sequences, search prospects, and handle inbox replies.
   • Viewer / Client: Invite the client with read-only access so they can view live pipeline reports and review scheduled social posts without accidentally changing settings.
5. Launch & Monitor:
   Build their campaigns in Campaigns → Outreach Campaigns and monitor overall agency progress from the master Agency Dashboard.

Best Practices for Growth Agencies