Customize your Dashboard
Your Dashboard is a grid of cards that you arrange to match the way you work. There’s no edit mode and no Save button — the page is always live, and your changes stick on their own. New and default layouts use a compact multi-column grid so the main status cards fit on one screen. The current default keeps financial cards in the left column, Subscriptions, Mass messages, and My results in the middle, and operational status cards such as Accounts, Employees, Proxies, Shift coverage, and Billing on the right. Top models sits below Revenue. AgencyKey moves an untouched older default to this layout automatically; a layout you already customized stays as you arranged it. Cards use updated starting sizes, but those sizes are not locked. Resize any card for your workflow; a layout you already customized keeps its saved sizes. Your upcoming shifts is hidden from the new default. Use Add block to restore it when you want your personal schedule on the Dashboard. Once restored, it remains part of your saved layout even when there are no upcoming shifts.Move a card
Hover over a card and use the small grip in its top-right controls to drag it wherever you want. The other cards slide out of the way to make room, so cards never overlap.Resize a card
Drag the bottom-right corner of any card to make it bigger or smaller. A small indicator shows the current width and height in grid units while you drag. Each card has a minimum size, so it never shrinks down to unreadable. Click that resize corner without dragging to return only that card to its standard size; the other cards keep their own sizes.It saves itself
The moment you finish moving or resizing a card, your arrangement is saved to your account. Reload the page, come back tomorrow, or sign in on another computer — your Dashboard comes back exactly as you left it.Your arrangement is private to you. It never changes anyone else’s Dashboard, and no one else’s arrangement changes yours.
Arrange from a narrow screen
In a web window narrower than 1024 px, AgencyKey automatically changes the Dashboard to a responsive one- or two-column layout. Open Arrange card name from a card’s visible grip button to change its shared layout without dragging: place it before or after another card, choose its alignment and width, or make it shorter or taller. The preview shows both the shared arrangement and the resulting phone order. Cards stay full width on a phone and follow that reading order. Changes also apply to your wide desktop Dashboard, but nothing is saved until you select Apply. If the layout changes while the dialog is open, select Use latest arrangement before continuing. Direct dragging and corner resizing return when the web window is at least 1024 px wide.Analytics period
If you can view Dashboard analytics, the Analytics period control applies one date range to every compatible card available to you: Revenue, Subscriptions, Top models, My results, and Top chatters. Choose Today, Yesterday, Last 7 days, Last 30 days, or a custom range of up to 30 days. Future dates and longer custom ranges are adjusted to the allowed range. The default is the last 7 days. AgencyKey saves the period, revenue amount mode, and the chart style selected for each financial card to your account, then restores them on your other devices. The time-zone label next to the picker shows which report time zone defines the dates. If settings cannot sync, your latest local selection remains visible and the warning provides Retry.Filter the Dashboard by creator
Use Creators for a manual multi-selection. The adjacent filter button can replace the current selection with every accessible creator in one group, with selected tags, or with No tags; you can adjust the result manually afterwards. A quick selection is limited to 200 creators. If there are no matches, the result is too large, or AgencyKey cannot load the complete set, your current selection stays unchanged. The creator selection narrows creator-aware cards such as analytics, Accounts, Billing, and Mass messages. It does not change agency-wide proxy or employee-headcount summaries or shift coverage. Available groups, tags, and creators still follow your access.Revenue
Shows revenue for the selected period with a chart and comparison with the previous period. A revenue-sources view beside the graph separates PPV, tips, subscriptions (including renewals), and other income for the same period. In a smaller card, open it from the pie-chart action instead. Use the shared Before commission / After commission switch next to the period; it controls Revenue, Top models, and the money rankings in Top chatters. The revenue total and source composition use the same mode. The switch remains available if Revenue is hidden while a compatible ranking is visible. Select the card title or amount to open Creator Analytics with the same period and amount mode.Subscriptions
Shows subscription events for the selected period, including Promo and Trial totals. Select the card title or a total to open Creator Analytics with the same date range. Revenue and Subscriptions each have an independent chart control in the card’s top-right actions. Hover or focus the card, then switch between a line and columns. The charts label their minimum, maximum, and latest values and recalculate when you resize the card.Top models
Shows up to ten creators in three ranking modes:- Revenue — highest revenue in the selected period;
- Growth — largest absolute revenue increase against the comparable previous period;
- Decline — largest absolute revenue decrease against that period.
Stats cards
At the top of the page, you’ll see statistics cards. Which cards appear depends on your access permissions.Accounts
Always shows Total, Connected, and Need attention for the selected creators, including a visible zero when no account needs attention. When there are problems, the card lists affected accounts and their connection status and links to the Accounts page for review.Proxies
Shows proxies that need attention. When every configured proxy is healthy, the card stays out of the default grid; you can restore it with Add block.Employees
Shows active and inactive employees in a compact summary. Owners with an empty team also get a shortcut to invite the first employee. If your Employee Analytics access covers the whole team or your subordinates, this slot instead becomes Top chatters with up to ten people. Switch between Sales amount, Growth, Decline, Messages, and PPV open %. The PPV view shows both the percentage and opened/sent counts; available group paths appear below names. Select the card or an allowed employee row to open Employee Analytics with the same dates, creators, amount mode, and employee filter. Other users keep the active/inactive employee summary.Billing
If you can view Billing, the top row always separates Agency balance, On trial, and Awaiting payment for the selected creators. Awaiting-payment creators are still inside their grace period and can work for now. The lower row keeps the nearest charge day and total known amount, active subscriptions, and a separate blocked count when present; an unknown charge amount stays unknown instead of becoming zero. Select the card to open Billing.Mass messages
If you can view Mass Messages, the Dashboard checks coverage across all creators available to you:- Priority mailing — how many creators have a configured campaign and whether any need attention
- Automated messages — how many creators are covered overall and by Nudge, Subscriber welcome, Purchases, and Resubscribe triggers
My results
If you can view Employee Analytics, My results shows your sales amount for the selected Analytics period. A compact row underneath keeps only supporting metrics above zero: Total Sales, Messages, Fans Reached, and PPV bought out of PPV sent. A period with messages but no sales is still treated as an active result. When the period is empty, the card shows the zero result without filling the card with extra zero-value metrics. An up or down percentage compares the sales amount with the previous matching period; hover the info icon for its context. Select the amount or metrics to open Employee Analytics already filtered to the same dates and your own user.Your group, roles, and My access are now in the account menu under your avatar in the top-right corner, not in a Dashboard card.
Your shifts
Shift coverage
The Shift coverage card checks today and tomorrow separately. Use the day switch to see how many creator Accounts still have gaps and the total number of uncovered hours. Each Account with a gap shows:- hours without shifts;
- a visual strip for the selected day;
- exact uncovered intervals when the day has partial coverage;
- a link to Shifts with that Account and date already selected.
Coverage follows your AgencyKey time zone and handles overnight shifts. The summary supports up to 100 Accounts; larger workspaces are directed to the full Shifts page.
Your upcoming shifts
If you have access to view shifts, this section shows your upcoming work schedule:- Shifts are grouped by day: Today, Tomorrow, or specific dates
- Up to 5 upcoming shifts are displayed
- Each shift shows: time range, visual timeline bar, and creator name
What you see
The content displayed on the Dashboard depends on your permissions:- Stats cards only appear if you have the corresponding access rights
- Revenue, Subscriptions, and Top models appear only with access to the corresponding Creator Analytics data
- My results appears only when your role can view Employee Analytics
- The employee card becomes Top chatters only when Employee Analytics covers the whole team or your subordinates
- Billing appears only with permission to view Billing
- Mass messages appears only when your role can view Mass Messages
- The shifts section only appears if you have permission to view shifts
Next steps
- Choose your role path — follow the Owner, Manager, or Chatter first-day checklist
- Learn the sidebar — find features, creators, and open chats
- Open Help — start from the symptom when something is missing or not working