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Dashboard

The dashboard at /dashboard is the first thing you see when you log in. It gives you a snapshot of everything that needs your attention.

What's on the dashboard

Pending items

The top of the dashboard highlights items that need action from you:

  • Files awaiting your review — deliverables your agency has shared that you haven't opened yet.
  • Tasks in Client Review — tasks your agency has marked as ready for your feedback.
  • Pending event requests — calendar events your agency has proposed.

Campaign analytics

If your agency has connected marketing integrations (Meta Ads, Google Analytics, etc.), the dashboard shows a summary of your campaign performance — traffic, ad spend, and key metrics — without you needing to log in to each platform separately.

Navigation cards at the bottom of the dashboard link to the main sections of the portal.

Keeping it up to date

The dashboard reflects live data — refresh the page at any time to see the latest updates from your agency.

Client Portal Help Documentation