Whether you’re managing one client or a hundred, My Dashboard gives you one place to check recent activity, star your priority clients, and jump between accounts without missing a beat. Customize which widgets you see, share your view with teammates, and click into any client for a full summary, from billing to campaign performance. We show you how to set up and navigate My Dashboard in this video.
Managing multiple clients means keeping track of a lot of moving pieces. My Dashboard gives you one place to monitor client activity, review key metrics, and quickly access the information you need across your client portfolio.
When you sign in, you’ll land on the Overview page, where My Dashboard lives. At the top of the page, customizable widgets give you a real-time view of your agency, making it easy to monitor performance across your clients at a glance.
Customize your dashboard by choosing the widgets that matter most to you. As new widgets become available, you can easily add them to your dashboard. You can also choose whether your dashboard shows metrics for all clients or only your starred clients.
If you’re working with other administrators, you can also create and share dashboard views with your team.
Every widget is interactive. Click any widget to explore more detailed information, adjust the date range, and filter your results to focus on the data that’s most important to you.
Scroll down to your client list to quickly access the accounts you manage most often. Star up to 30 priority clients, search for specific accounts, and quickly see when each client last sent a campaign.
Need a closer look? Open a Client Summary to review account details, recent campaign activity, journeys, list performance, billing information, and more, all without leaving your dashboard.
When you need deeper reporting, you can jump directly into the client’s Insights page.
And that’s it! You’re ready to start using My Dashboard to monitor client activity and manage your client portfolio more efficiently.
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