Agency Overview KPIs & The Client Directory Table

#The Central Command Center for Agency Operators

As an agency owner or marketing service provider, you manage more than just a single storefront. You oversee an expanding roster of restaurants, dental clinics, retail shops, and professional services. Each client business maintains its own isolated review library, custom QR codes, team members, and performance analytics.

The Client Businesses directory is your agency command center. Think of yourself as a premier commercial property manager: this directory is your master building ledger where every client unit is cataloged, performance is tracked in aggregate, and you hold the master key to inspect any account on demand.

#The 8 Agency Portfolio KPI Metrics

At the top of your directory, 8 summary KPI cards distributed across two distinct tiers provide a real-time health check on your entire client portfolio:

• Row 1 (Agency Business Status):
• • Active Businesses: Total client accounts currently active, accepting scans, and generating reviews.
• • Deactivated Businesses: Accounts temporarily switched off (e.g. pending monthly retainer payments).
• • Employees Added: Total staff members registered across all client businesses combined.
• • White-Label Properties: Client businesses configured with custom branded CNAME domains.
• Row 2 (Portfolio-Wide Customer Activity):
• • Total QR Codes: All active QR codes printed and deployed across your client portfolio.
• • Total Scans: Cumulative customer smartphone scans tracked across all client QR codes.
• • AI Generated Reviews: Approved AI reviews currently loaded into client libraries.
• • Negative Feedbacks Intercepted: Total unhappy 1 to 3 star ratings shielded from Google Maps and saved to private inboxes.

#Navigating the Client Businesses Directory Table

Below the KPI metric cards, the primary directory table catalogs every client business with comprehensive operational details:

• Business: The registered storefront name and industry category.
• Location: City, area, and neighborhood coordinates.
• Owner / Client: Displays the client's name and email address. If no user account is attached, an orange "Unassigned" badge appears. If managed internally by your agency, a navy "Agency Owned" badge is displayed.
• Active Reviews: The count of APPROVED reviews currently live and available for customers to copy.
• QR Scans: Lifetime scans recorded for this specific business location.
• Last Activity: Timestamp of the most recent customer scan, review copy, or settings update.
• Status: A green "Active" pill or red "Inactive" pill.
• Actions: Three essential tools: Report (white-label PDF), View (step into account), and Edit / Assign (modify details).

#Instant Client Search and Filtering

As your agency scales to dozens or hundreds of businesses, locating specific accounts is instantaneous. Use the top search bar to filter your directory by:

• • Business Name (e.g. "Ramesh Dental")• City or Area (e.g. "Pune", "Koramangala")• Industry Category (e.g. "Restaurant", "Salon")

#Frequently Asked Questions