Agency Features Overview
Convultra's agency features are built for teams that manage conversion tracking across multiple client accounts. Instead of logging in and out of separate accounts, you get a single dashboard where you can view all your clients, monitor their performance, and manage their configurations.
How to get there
Navigate to Dashboard → Agency to access the agency dashboard and all agency features.
Agency features require an agency account type. If you do not see the Agency section in your dashboard, your account may be on an individual plan. Contact [email protected] to upgrade.
What You Get
Single Dashboard for All Clients
See every client account in one place. The agency dashboard shows a summary of all your clients with their tracking status, recent activity, and key metrics — so you can spot issues without opening each account individually.
Aggregate Metrics
View combined metrics across all your client accounts:
- Total conversions across all clients
- Total revenue tracked
- Overall recovery rate
- Delivery success rate
This gives you a high-level view of how your entire client portfolio is performing.
Client Management
Add new clients, link existing Convultra accounts, and configure each client's settings from your agency dashboard. See the Client Management guide for detailed instructions.
Client Impersonation
Need to configure a setting or troubleshoot an issue for a client? Use the Login As feature to securely access a client's account as if you were them. Every impersonation session is logged for security, and there is a clear visual indicator so you always know when you are viewing a client's account.
Cross-Client Reporting
Generate reports that compare performance across clients or aggregate data for your agency's overall metrics. See the Agency Reporting guide for more details.
Key Sections
Requirements
- An agency account type (contact support to upgrade if needed)
- Clients must approve the linking request before their account appears in your agency dashboard