Your dashboard
The agency portfolio view, and the first screen after sign-in: every client, live campaign counts, and the two ways into a client workspace.
Before you start
- You need at least one client. An empty dashboard shows "no managed clients yet" with Create managed brand → and Request access ↗.
- Live campaign counts come from the client workspaces. A client with no campaign shows zero.
Read the summary row
The strip under the greeting holds five numbers for the whole portfolio.
| Number | What it counts |
|---|---|
| Active clients | Client brands your agency reaches today |
| Live campaigns | Campaigns in production or live, across all clients |
| MTD spend | Client spend this month |
| Invites sent | Creator invites sent this month |
| Accept rate | Invites accepted over invites sent |
Only Active clients and Live campaigns carry real data today. MTD spend, Invites sent and Accept rate show a dash or a zero for every agency. Read spend from the client report instead. See Reports.
Read a client card
Each card shows the client name, the workspace address, and three metrics: live, MTD and eng%. Only live carries real data today. The warning above applies to the other two.
Open a client
Pick the client
Find the client card in the portfolio.
Look, but do not change
Click View ▸. Cyrqle opens the read-through client page inside your agency context.
Work as the client
Click Act As ▸ instead. Cyrqle switches you into the client brand workspace.
Edits you make after Act As ▸ land inside the client brand workspace. Cyrqle records each one against your own user account.
Add a client from here
The header carries the same two actions as the Clients page: Request access ↗ and Create managed brand →. Only agency owners and admins can use them.
Pitfalls
- The status, sector and market chips above the portfolio are labels, not filters. Clicking them changes nothing.
- A billing banner appears at the top when your agency licence needs attention. Fix it from Billing in your agency workspace. An inactive licence blocks campaign creation and report export.
Reference
- The dashboard lists a brand when your agency created it, or when the brand accepted your access request. A declined or unlinked brand disappears.
- A brand linked to two of your agencies appears once per agency, in each agency's own dashboard.