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Agency Portfolio

Know the health of all of your clients in a single view

See the status of every client's KPIs, Budgets, Anomalies and Automations in one place.


Take back control with Agency Portfolio. Everything you need to know about your clients in a consolidated view.

We built Portfolio to be the central place for your team to know what’s going on across all clients and where attention is needed.

portfolio parts

Get weekly and monthly reports summarizing your client’s performance.

Agency Portfolio Features

Filtered client view

Each team member can filter the dashboard to only the clients they want to see.

Filtered client view
Quick status view

Quick status view

Configure budgets for a single campaign or a group of campaigns that align to a business goal.

Account statistics

Easily see how each client is set up and performing with summary views.

Account statistics
Consolidated notifications

Consolidated notifications

Schedule emails at the same time and get one consolidated email. Or send Slack messages to a Client channel.

Multiple data sources

Bring different channel teams together and have a single view for each Client.

Multiple data sources - Portfolio
Customizable branding

Customizable branding

Customizable branding across the app, Slack and emails lets you share notifications directly with clients.

Get the complete picture of your client’s performance

We monitor your portfolio, so you can focus on execution and growth.

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