Dashboard Overview

The Dashboard brings agency status, analytics, billing, automation coverage, and shifts into one workspace. Which cards appear depends on your access permissions.

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First steps

Get started with AgencyKey can show Install the app, Connect your first model, and Invite a team member. Connection completes after the first model is connected and its initial synchronization finishes. Sending an invitation is enough for the team step; acceptance is not required. Choose Skip — I work alone if you do not need a teammate, or Hide the checklist to dismiss it. Skipped steps are counted separately from Done. If your access does not allow team invitations, that step is omitted and progress uses the two remaining steps. The checklist needs account-add access and appears only while steps remain and it has not been hidden. Team actions still depend on invitation access.

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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 pairs each financial summary with its ranking: Revenue and Top models by revenue are in the left column, while Subscriptions and Top models by subscriptions are in the middle. Shifts and Mass messages continue below those columns. Accounts, Billing, Employees or Top chatters, Shift coverage, and My results are arranged on the right; Proxies appears there when it needs attention. AgencyKey moves an untouched older default to this layout automatically, while 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.

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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.

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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.

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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.

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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.

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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, both model rankings, My results, and Top chatters. Choose Today, Yesterday, Last 7 days, Last 30 days, or a custom range of up to 366 days. Future dates and longer custom ranges are adjusted to the allowed range. Revenue and model rankings compare with the immediately preceding range of the same length. When the range includes today, these comparisons use completed days; today remains in the displayed total. This is not a comparison up to the same hour yesterday. 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.

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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.

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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 by revenue, 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.

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Acquisition and subscriptions

With access to Creator Analytics revenue, Acquisition shows New fans and first-subscription activity for the chosen models and period. In AgencyKey Desktop, Subscribed before the period is hidden by default. Open Acquisition settings in the card and enable Show fans who subscribed before the period to display it. This choice is stored locally for your profile on this device and does not sync to other devices. New means the first subscription to that model falls within the entire selected period. Fans who subscribed before the period can include free, non-paying, and expired fans; unknown or invalid first-subscription dates are excluded from these counts. One person is counted separately on each model. Without the corresponding revenue access, Subscriptions shows subscription events instead. Its event count excludes return and renewal events; the model subscription ranking includes repeat subscriptions. New fans, paying fans, subscription events, and currently active subscribers are different measures. Revenue and the audience card have independent chart controls. Select an available title or value to open its permitted Creator Analytics view.

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Revenue by fan group

The Revenue breakdown can separate New and prior fans. If some first-subscription dates are unknown, the labels change to New and other fans and Other fans includes those unknown results. In Creator Analytics, unknown revenue instead has its own Unclassified category. Do not treat Other as an exact synonym of Existing fans.

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Top models by revenue and subscriptions

The Dashboard now has two separate model rankings. Top models by revenue ranks money results; Top models by subscriptions ranks subscription events, including repeat subscriptions. The subscription ranking is not a count of currently active subscribers. Each card shows up to ten creators in three modes:

• Leaders — highest result in the selected period;
• Growth — largest absolute increase against the comparable previous period;
• Decline — largest absolute decrease against that period.

Each row shows the creator avatar, its revenue amount or subscription-event count, and the available comparison percent. Up to two creator tags appear below the name, with any additional tags behind a compact counter. Select a card title or creator row to open the matching Revenue or Subscriptions report, already filtered to the same period and creator when applicable. If tags are outside your access or temporarily unavailable, the ranking still works without them.

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Stats cards

At the top of the page, you’ll see statistics cards. Which cards appear depends on your access permissions.

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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.

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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.

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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, PPV open %, and Reply time. 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. Reply time ranks employees by their usual (median) reply time, fastest first. It includes only employees with at least 5 measured replies in the selected period and models, and shows their reply count. Team or subordinate Employee Analytics access is required; personal-only access does not unlock the team ranking.

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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.

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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

The compact card no longer uses progress bars or separate Sending now / Scheduled counters. Select the card title or a trigger row to open Mass Messages and review the setup. The counts include only creators within your access scope and current Dashboard creator selection.

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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. Usual reply time also shows your own median when measured replies are available. It does not require the team ranking’s five-reply minimum. It measures replies, not simply time spent with a chat open. 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.

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Your shifts

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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.

All affected Accounts remain available inside the scrollable card. If the selected day is fully covered, the card shows All Shifts Filled instead of an empty list. Use Open shifts to open the full schedule for the selected day.

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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

If you have no upcoming shifts, you’ll see “No upcoming shifts”.

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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

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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