AGENCY DASHBOARD

Run every client, role and report from one Agency Dashboard workspace.

Wranker’s Agency Dashboard replaces scattered client spreadsheets, one-off project invites, manual report branding and disconnected request queues with one branded operating layer for SEO agencies and growing teams.

No credit cardQuick setupScales from solo projects to agency portfolios
Portfolio
Cross-client health and risk
Team & Roles
Scoped access and presets
White Label
Brand-ready reports
Activity
Audit trails and exports
Placeholder proof strip — replace with agency customer logos when available.
Agency portfolio
Clients, projects and reporting readiness
VerifiedWhite-label live
Clients
48
8
Projects
126
14
Members
42
6
Reports ready
31
12
Client operating view
4 active accounts
ClientLeadProj.ReportsStatus
AAcme Growth
Sara Lee186Healthy
NNorthshore SEO
Tom Allan124Watch
OOrbit Local
Priya Rao248Healthy
BBluebird Care
Maya Chen93Healthy
Portfolio movement
Projects and reports across six months
+22%
JanFebMarAprMayJun
Projects Reports
Operating workflow
Client request to branded delivery
2–3 clicks
Clients Hub
Accounts, renewals and contacts
Requests
Client asks routed to owners
Tasks
Delivery work scoped by role
Reports
White-label exports ready
Scoped roles
Invite once, govern access precisely
42 users
Owner
2
Client Manager
9
SEO Pod
18
White-label reports
Agency branding carried into exports
Published
WBluebird Monthly SEO
Scheduled
31
Client-ready
18
Delivery & activity
Workload, requests and audit trail
31 overdue
Team delivery
237 done
27 late
Branding published
Acme Growth · 14 min ago
Request assigned
Northshore SEO · 28 min ago
Report approved
Orbit Local · 1h ago
THE OLD WAY

Agency work slows down when every client, role and report lives somewhere else.

SEO agencies do not only need another project dashboard. They need a reliable operating layer above projects: client context, access control, request routing, white-label branding, delivery risk and audit history in one place.

No single view of portfolio risk
Role drift across project invites
Client asks buried in messages
Report branding rebuilt by hand
Fragmented agency operations
Client spreadsheets
Project invites
Slack requests
Drive folders
Billing notes
Report templates
Taskboards
Audit trail
Email updates
White-label PDFs
Manual review output
18
Client files
42
Access checks
0
Shared source
10+

Agency surfaces coordinated: Portfolio, Clients, Requests, Messages, Drive, Billing, Templates, Team & Roles, Audit Log and White Label.

7

Setup areas: General, Branding, Verification, Ownership & Transfer, Defaults, Notifications and Danger Zone.

6

Team Performance KPIs reused inside agency scope: Assigned, Completed, Overdue, Avg Completion, Time Logged and Reassigned.

1

Agency context that controls portfolio filters, team access, brand tokens, reports, exports and operational audit trails.

Structural figures from the product architecture — replace with verified adoption benchmarks after launch.

THE AGENCY OPERATING LOOP

From agency setup to branded client reporting in five steps.

The Agency Dashboard is not a passive list of clients. It is a repeatable operating loop that helps teams create scope, organise accounts, control access, run delivery and report the result.

1
01

Create scope

Switch from Personal to Agency, group projects under a branded workspace, and keep project-level access intact while the agency layer takes over the operating view.

2
02

Organise clients

Connect client workspaces, projects, requests, renewals and source health so account context sits above day-to-day SEO delivery.

3
03

Control access

Invite people once, apply role presets, set client and project scope, and keep Owner, Admin, Editor and Viewer permissions consistent across modules.

4
04

Operate daily

Review active tasks, overdue work, incoming requests, team activity, drive files, billing visibility and audit events from the same agency context.

5
05

Brand and report

Publish agency branding, verification, defaults and white-label report themes so dashboards, PDFs, emails and shared links carry the right client-facing identity.

PORTFOLIO OVERVIEW

See every agency, project, member and risk signal before delivery slips.

The Agency Dashboard starts with a portfolio overview: filter chips, KPI band, action cards, agencies table and activity rail. Owners and managers can see verification, branding, source health, active tasks, overdue work, domains and risk without opening each project.

Filter by agency type, verification, branding, risk, requests and time range.
Use Portfolio KPI chips for Agencies, Projects, Members, Active tasks, Overdue and Domains verified.
Open PCC, Users, Activity, Verification or Branding directly from portfolio cards and table actions.
×Agency health is rebuilt from client spreadsheets, status calls, taskboards and disconnected SEO dashboards.
Wranker rolls agency metrics, project health, requests, risk and activity into one scannable operating surface.
Agency Management

Portfolio Overview

See agency health, active work, members and risk without opening each project.

Live portfolio
Agencies
58
Projects
312
Members
146
Overdue
72
Agencies table
Health, access and delivery risk
3 of 58
Agency
Proj.
Team
Risk
BS
Bluebird SEO
MyVerified
42
18
Low9%
N
Northshore
SharedPending
24
09
Medium28%
VL
Veridian Labs
SharedDraft
18
07
High41%
Oldest sync 2h agoOpen portfolio
Risk signals
Before delivery slips
2 High7 Medium
Veridian
8 overdue tasks · 2 idle projects
High
Northshore
DNS verification still pending
Medium
Bluebird
Source sync needs review
Watch
Domains
312/424
Queue down 18%
CLIENTS HUB

Keep account memory close to the work — without turning SEO delivery into CRM sprawl.

Clients Hub is the client layer above projects. It gives account teams a directory and workspace for client context, contacts, renewals, invoices, reports due, open requests and related projects while keeping the agency overview SEO-first.

Use client directory filters for status, owner, renewal window, reports due and open requests.
Open a client workspace to see projects, contacts, briefs, notes, files, invoices and activity.
Role-gate billing, drive and message visibility so teams see the right client context only.
×Client notes, renewal dates, deliverables and project context live in folders, chat threads and billing tools.
Wranker keeps client context connected to projects, requests, reports, renewals and agency activity.
AR

Acme Retail

Health 72
acmeretail.comRetainer client
ActiveDTC
Open workspace
Active projects
043 synced today
Open tasks
213 overdue
Reports
Frinext due
Account memory
Client layer
Decision maker
Maya Stone
Technical contact
Owen Clark
Account owner
Priya Shah
Latest brief note
Prioritise category pages before renewal review. Add Q3 report context to Friday summary.
Priority pagesFriday report
Linked project context
PCC linked
acmeretail.com
Core SEO · 2h sync
Healthy
3 linked projectsOpen PCC
Retention signals
72
Relationship health
Needs review
Renewal in 18 days
3 overdue tasks
Report due this week
Renewal & reports
Renewal date
Jul 17
Notice window
18 days
Next report
Friday
Access & assets
GA4 access
GSC access
GTM access
Drive folderNeed
TEAM & ROLES

Invite once, scope precisely and stop permissions from drifting.

Agency Users reuses Wranker’s Team & Roles system inside agency scope. Owners and admins can invite members, apply preset roles, customise permissions, assign client or project scope, and review access changes in the audit trail.

Use Owner, Admin, Editor and Viewer roles plus agency-specific presets like Client Manager or Operations Manager.
Show Inherited vs Direct access so project overrides are easy to understand.
Export users, permissions and audit history for access reviews.
×Every project has its own invite list, and nobody is fully sure which contractor, client or teammate can see what.
Wranker maps agency roles to project access, supports presets and overrides, and tracks every access change.
Agency Management

Team & Roles

Invite once, apply role presets and keep client or project scope easy to audit.

Drift protected
Members & access
Agency Users

Role preset, scope and access origin stay visible in one pass.

9 members
Member
Role
Scope
Access
AK
Aisha Khan
Owner · Leadership
Owner
All agency
7 projects
Inherited
12m ago
RM
Rohan Mehta
Admin · Ops
Admin
All clients
5 clients
Inherited
1h ago
EB
Emma Blake
CAM · Growth Pod
CAM
Acme Co
2 projects
Direct
2h ago
PS
Priya Sharma
Project Manager
PM
Assigned
3 projects
Direct
4h ago
Inherited vs Direct resolvedOpen audit trail
Invite once
Client Manager preset
EditorSelected
Scope
Acme · 2 projects
acme.comlocal
SEO workspaceView
ReportsEdit
Access guardrails
Inherited baseline
agency role applies
7
Direct overrides
project-level scope
3
Audit logged
REQUESTS, ACTIVITY & AUDIT

Turn hand-offs, client asks and operational changes into traceable work.

Requests, Activity and Audit Log give agencies an accountable operating layer. Incoming offers, client asks, membership changes, project moves, report shares, exports and source-health events are searchable, filterable and exportable.

Accept, decline, comment and assign internal owners for collaboration requests.
Filter audit events by actor, project, event type and date range.
Export CSV/PDF with a scope watermark for operational reviews.
×Client requests and internal changes are buried in email threads, Slack messages and scattered project notes.
Wranker shows request queues and immutable activity with actor, event, agency, project, target and timestamp filters.
Agency Management

Requests, Activity & Audit

Turn client asks, hand-offs and operational changes into owned work with a complete event record.

Traceable
Request queue
Owned hand-offs

Client asks, collaboration offers and source issues become routed work with clear ownership.

12 open
Request
Owner
State
Q3 report share approval
REQ-4821Acme Retail · client ask
Assign owner
Priya · 12m ago
Northshore access request
REQ-4817northshore.digital · collaboration
Review
Rohan · 34m ago
GA4 reconnect hand-off
REQ-4809Veridian Labs · source health
In progress
Maya · 1h ago
Task linked · audit logged
Open activity
Accept
4 routed
Comment
9 notes
Locked
append-only
Audit trail
Export

Immutable event history keeps actor, target and time attached to every hand-off.

Request accepted
09:42
Priya · Acme report
Owner assigned
09:36
Rohan · GA4 reconnect
Role changed
09:22
Aisha · Northshore
CSV exported
08:58
Admin · Audit review
Trace detail
ActorPriya S.
ProjectAcme SEO
WatermarkAgency scope
Scope watermark
CSV / PDF ready
SETUP, BRANDING & WHITE LABEL

Publish agency identity once and carry it into dashboards, PDFs, emails and shared links.

Setup centralises agency-level configuration: General, Branding, Verification, Ownership & Transfer, Defaults, Notifications and Danger Zone. Published branding becomes the default for report headers, email highlights and client-facing share links unless a project override is set.

Manage logo, favicon, primary color, report header, watermark, from-name and reply-to settings.
Track verification status across email, DNS and HTML methods.
Use tab-scoped History and top-level Audit Log links for configuration changes.
×Each report, email and shared link needs manual logo, color, header and footer edits.
Wranker resolves branding by Project override → Agency brand → Wranker default, then applies it to deliverables.
Agency Management

Setup, Branding & White Label

Publish agency identity once and apply it to dashboards, PDFs, emails and shared links.

White-label live
Branding setup
Publish default

Agency identity resolves before exports, email templates and shared dashboard links render.

Published
B
Bluebird
agency brand
Logo · Uploaded
Light + dark logo
Color · #008CCD
AA pass
Theme · Ready
Header + footer
Live preview
Client-ready

One preview checks dashboard, report and email surfaces before publishing.

BBluebird
Powered by Wranker
Monthly SEO Report
Logo, accent color and footer watermark included.
Traffic
+18%
Audit
92
Tasks
8
Email identity
Ready
FromBluebird via Wranker
Reply-toops@bluebird.io
Share slug/a/bluebird
Published brand coverage
Applies to dashboards, PDFs, email and shared links by default.
4 surfaces
Published v12
Dashboards
PDFs
Emails
Share links
PERFORMANCE, DRIVE & BILLING

Run agency operations with the delivery, file and billing context your team actually needs.

Agency operations go beyond projects. Wranker connects Team Performance, Drive, Billing, Templates & Playbooks and role-gated visibility so operations, account and finance users can work from the same agency context without seeing unnecessary modules.

Use performance KPIs and assignee tables to identify overload and overdue risk.
Keep Drive and Templates close to client and project work.
Show Billing only to allowed roles, with renewal and invoice context in Clients Hub.
×Delivery metrics, client files, invoices and renewal visibility are checked in separate systems and reconciled late.
Wranker gives each role the operational panels they need: performance for ops, drive for delivery, billing for accounts and templates for repeatable execution.
Agency Management

Performance, Drive & Billing

Run agency operations with delivery metrics, client files and billing context in one controlled workspace.

Ops ready
Performance
Team board

Workload, overdue risk and completion velocity stay connected to operations.

Last 30d
Assigned
184
+18
Completed
151
82%
Overdue
12
−5
Assignee
Capacity
Risk
Priya S.
SEO pod
Load22 active
3 overdue
Capacity balanced
76%
Drive context
Files

Client files beside tasks and reports.

Synced
Q3 SEO proof pack
Acme Retail · 18 files
Synced
Billing visibility
Role gated

Renewals and invoices for allowed roles.

Renewals due
next 30 days
3
Role-gated operations context
Ops workspace
Avg completion
2.4d
14% faster
Playbooks
8
ready templates
Billing risk
Low
renewal context
CONNECTED AGENCY SURFACES

One agency layer that coordinates SEO delivery, people, reports and operations.

The Agency Dashboard connects Wranker’s existing project, performance, roles and reporting systems instead of creating a second copy of every screen.

Agency scope

Portfolio, Clients Hub, Requests, Messages, Drive, Billing, Team & Roles and Audit Log

Give users one context switcher for agency-wide operations instead of duplicating dashboards per project.

Project Control Center

Projects, source health, modules, owners, reporting schedules and agency-scoped bulk actions

Keep SEO delivery project-first while allowing agencies to filter, move, assign and report across many clients.

Team & Roles

Owner, Admin, Editor, Viewer, role presets, custom roles, client scope and workspace permissions

Control access by agency, client, project and module without rewriting project-level permissions.

Team Performance

Assigned, Completed, Overdue, Avg Completion, Time Logged and Reassigned metrics

Turn taskboard activity into delivery risk signals for operations managers and agency owners.

Report Builder

Agency templates, report headers, PDF/CSV exports, share links and white-label scheduling

Package agency-branded performance into client-ready reporting without rebuilding the story every month.

Audit events

Invites, role changes, branding edits, verification, exports, project moves and billing visibility changes

Maintain trust, traceability and compliance across agency operations.

BUILT FOR AGENCY GROWTH STAGES

A management layer that fits solo specialists, teams and full agencies.

The same Agency Dashboard supports a solo SEO moving beyond personal projects, an in-house team coordinating stakeholders and an agency running client operations at scale.

SOLO SEO

Move from personal projects to a branded agency workspace when you are ready.

Keep your existing projects, invites and workflows while adding agency branding, shared access and report-ready structure.

  • Switch to Agency without rebuilding projects
  • Invite collaborators across selected projects
  • Add logo, color and default report branding
  • Keep personal work separate from agency work
IN-HOUSE TEAM

Coordinate SEO, content and stakeholder access without loose spreadsheets.

Give teams a controlled operating layer for projects, requests, approvals, activity and performance across business units or regions.

  • Centralise users, roles and project scopes
  • Track requests, audit events and source health
  • Use team performance to spot delivery risk
  • Export filtered views for stakeholder reviews
AGENCY

Run client operations, delivery and white-label reporting from one Agency Dashboard.

Bring client portfolios, account memory, task performance, team roles, requests, billing visibility and branded reporting into one operational command center.

  • Manage clients, projects and renewal context
  • Route requests, files, messages and tasks
  • Control team access by role preset and scope
  • Publish white-label reports and shared links
PLACEHOLDER TESTIMONIAL
“This is the kind of view an agency owner would open before a delivery meeting — clients, people, risk and reports in one place.”

Placeholder testimonial — replace with verified customer proof once available.

PLACEHOLDER METRIC
0%

Placeholder metric — replace with a verified benchmark after launch, such as reduction in manual reporting setup time or access-review effort.

WHY WRANKER

Agency operations without the manual stitching.

Wranker gives SEO agencies an operating layer that keeps projects, people, clients, requests and reports connected.

WorkflowWithout WrankerWith Wranker
Manage client portfolios
Client context, project lists, renewal notes, requests and delivery status live in separate documents or tools.
The Agency Dashboard groups portfolio, Clients Hub, Projects, Requests, Drive, Billing and activity under one agency scope.
Invite and govern teams
Every project invite is handled separately, role drift is hard to track, and access reviews become manual audits.
Team & Roles applies presets, agency roles, client scope, project scope, invite authority and audit trails from one surface.
Handle client requests
Requests arrive through email, chat or spreadsheets with no owner, no routing and no delivery context.
Incoming and outgoing requests sit beside client, project and activity context with accept, decline, assign owner and comment flows.
Track team performance
Delivery risk is noticed late because taskboards, overdue lists and time logs are checked project by project.
Agency Team Performance rolls up Assigned, Completed, Overdue, Avg Completion, Time Logged and Reassigned by assignee and project.
Brand reports and shared links
Teams manually add logos, colors, cover pages, email copy and client-facing context to every deliverable.
Agency branding publishes once and flows into headers, report themes, emails, share links and white-label PDF exports.
Prove what happened
Membership changes, report shares, billing actions, project moves and brand edits are scattered across tools.
Activity and Audit Log capture who did what, where, when and why, with filtered CSV/PDF export and event detail drawers.
START FREE

See which agency workflows you can centralise first.

Start with a free audit, then use Wranker to connect projects, clients, teams, requests, activity, white-label reporting and agency performance when your workspace is ready.

WHAT YOU GET
No credit card to start the audit workflow
Agency-ready setup for projects, people and branding
CSV/PDF exports with scope and time watermarks
White-label ready reports, emails and shared links
Scale from one project to full client portfolios
RELATED FEATURES

Build the agency workflow around the connected Wranker stack.

Agency Dashboard is the operations layer. These connected Wranker features handle the project, people, reporting and delivery workflows underneath it.

FAQ

Agency Dashboard questions, answered.

Direct answers for agencies comparing SEO agency dashboards, client operation tools, white-label reporting systems and team access workflows.

What is the Agency Dashboard in Wranker?+

The Agency Dashboard is Wranker’s agency operating layer for managing client portfolios, projects, team roles, requests, branding, audit activity, reporting templates, drive files, billing visibility and performance from one connected workspace.

Who is Wranker’s Agency Dashboard for?+

It is built for SEO agencies, solo SEOs growing into an agency model, in-house SEO teams, content teams and local marketers who need to manage many projects, people, reports and client workflows without stitching together spreadsheets and separate tools.

How is the Agency Dashboard different from a project dashboard?+

A project dashboard focuses on one website or client project. The Agency Dashboard sits above projects and controls portfolio filters, agency members, client workspaces, requests, white-label branding, audit events and cross-project performance.

Can solo users switch to Agency mode without losing existing projects?+

Yes. The intended flow keeps existing personal projects and per-project invites intact. When a user creates an agency, they can move selected projects under the agency, add branding and invite members while preserving project history and access.

How do roles and permissions work inside the Agency Dashboard?+

Wranker uses agency roles such as Owner, Admin, Editor and Viewer, plus agency presets and custom role templates. Agency membership gives baseline access, while direct project access and overrides can still control sensitive project-level permissions.

Does the Agency Dashboard include client management?+

Yes. Clients Hub is the client layer above projects. It helps teams manage client records, contacts, renewals, reports due, open requests, invoices when allowed, files, notes and related projects without turning Wranker into a heavy CRM.

Can agency branding appear in reports and shared links?+

Yes. Agency branding can publish logos, primary color, favicon, report header, watermark, email from-name and reply-to settings. Wranker resolves branding by project override first, then agency brand, then Wranker default.

Can requests and insights become tasks?+

Yes. Requests, overdue work, audit signals and portfolio issues can lead into Campaign Activity Taskboard workflows. Teams can assign owners, create tasks, route follow-ups and add report-ready context.

Can I export or share Agency Dashboard views?+

Yes. Agency tables, activity views, notifications and performance panels are designed for CSV/PDF export with scope and time watermarks. Reports and shared links can also use agency branding when published.

Does the Agency Dashboard support SEO, AI SEO, content and reporting workflows?+

Yes. The Agency Dashboard coordinates the operational layer above Wranker modules such as SEO Dashboard, Content Dashboard, AI SEO workflows, Report Builder, White Label SEO Reports and Campaign Activity Taskboard.

AGENCY DASHBOARD

Stop running agency operations from scattered tools.

Start with a free audit, then use Wranker to connect client portfolios, access control, requests, team performance and white-label reporting inside one agency workspace.

No credit cardQuick setupCancel anytimeScale when ready