Agency dashboard overview
One Clients page for every client, the portfolio strip, log in as client, email reports, agency API keys and what an agency plan includes.
On this page · 4 sections
Convultra’s agency features are for teams managing conversion tracking across several client accounts. Instead of signing in and out of separate accounts, you get one Clients page that lists every client, shows their state and key figures, and lets you log in as a client to configure or troubleshoot.
Getting there
The Agency section of the sidebar has four entries: Clients, Team, Branding and Billing.
Agency features need an Agency plan. Agencies pay a wholesale rate per client with a minimum of 5 clients, and every client gets Growth features and 1,000 conversions a month pooled across the agency. Rates are published on Pricing. If you do not see the Agency section, your account is on a direct plan; email partners@convultra.com to switch.
What you get
One page for every client
The Clients page lists every client with their conversions, revenue and a state (Healthy, Spend warning, Script missing, Delivery failing, Paused or No projects), so you spot problems without opening each account.
The portfolio strip
Across the top: Client revenue, Client spend, Blended ROAS, Conversions, Delivery failing and Tracking healthy, for the selected date range.
Client management
Add clients with one email invite, create projects for them and remove them, all from the Clients page. See Client management and the short guide Adding a client to an agency account.
Log in as client
Log in as client opens a client’s dashboard so you can set up integrations or fix a problem without their password. See Client management.
Email reports
An Agency Summary Report for you and Client Detail Reports for each client, on a daily, weekly or monthly schedule. See Agency reporting.
Agency API keys
On the Agency plan you can create an API key that reaches every client you actively manage, so one warehouse sync or one MCP connection covers the whole portfolio. See API keys and agency access.
Coming soon
A branded client portal for white-label client access is coming soon. Audience Sync is live: each client project gets five audiences that sync to that client’s Google Ads and OpenAI Ads accounts.
Requirements
- An Agency plan