Compare

The Clients roster is the agency home page. One row per client, and the heading above each row says in words why that client is in front of you.

Comparing is not a separate mode. Select two to four rows and a Side by side band opens above the table. The old /agency/compare address redirects to the roster with nothing filtered, which is where an old link should land anyway.

Why a client is in that group

By default the roster is grouped by reason, not by score. Five groups, in reading order:

A client lands in Needs you today when analytics stopped reporting, visibility fell 8 points or more since the last reading, the brand is marked at risk, the last report is more than 10 days old, or a prospect has opened a pitch. The group header carries the reason as a clause, so you read "down 12.4 points, Adidas taking them" rather than decoding a colored dot.

Nothing to show is the quiet failure most agencies miss. The numbers are fine, so nothing alarms, but your team has shipped nothing and the client has not opened anything. That is the profile of an account that cancels without complaining first.

A client whose first report has not run yet falls through to Steady rather than Nothing to show. It has not shown nothing, it has not started.

You can regroup with the Grouped control: Why it needs you (the default), Client group, Added by, or Nothing, one flat list.

The pulse band

Five cells sit above the table, and three of them are filters.

Avg visibility carries a sparkline and the change since the previous reading. Accounts counts the portfolio and notes how many are paused. Needs you, Nothing to show, and Reports due each show a count and narrow the table to that group when you select them. Select the same cell again to clear it.

Columns

Seven columns ship visible: Client, Visibility, Week, Trend, Work, Client sees, and Group. Client, Visibility, and Week are fixed and cannot be turned off.

Work is what your team has done: approvals waiting, runs being measured, or pieces shipped this week. Client sees is portal opens and scheduled sends. Those two are the columns a single-brand dashboard cannot give you, and they are why the roster answers a retention question rather than a reporting one.

The Columns menu adds Rank, Prompts, Added by, Status, Presence, Citations, Best, Weakest, Gap, Last report, and Actions. Your choice is remembered in that browser, so it survives a reload.

Status is the older triage pulse: At risk, Watch, New, Improving, Healthy, or Paused. It is off by default because the group heading already names the reason in plain words. Turn it on if your team is used to reading the pulse.

Select a sortable column heading to sort within each group.

Side by side

Select two to four clients with the row checkboxes, or use Compare with… in a row menu to add one at a time. Below two the band closes; above four it does not open. Two gives a clean pair for a call, four is the ceiling.

The band opens above the roster, so the table stays readable underneath. It holds a line chart with one line per client, then a table with one row per measure:

• Visibility, Week, Rank, Presence, Prompts, and Citations, with the leading client's value marked.
• Behind, which appears only when at least one selected client trails a competitor.
• Work and Client sees, as words rather than numbers.
• One row per assistant, so you read Claude across four clients on one line.

Only assistants that at least one selected client has a score for appear. The chart uses the same reading window as the table.

Search, window, and export

Search matches the client name and domain. The header carries a window control: Last 7 reports (the default), Last 30 days, or Last 90 days. Every measure on the page, including the compare band, moves with it, which is the first thing to check when a roster number disagrees with a brand's own dashboard.

Export offers the portfolio as CSV or a copy of the table as text. With rows selected, the bulk bar offers Compare, Send reports, and Export for just that selection.

A row menu opens that client's Dashboard, Reports, or Prompts, sends a report now, sets up a schedule, previews the portal as the client, copies the portal link, invites a contact, files the client into a group, starts a pitch, or removes the client from the portfolio.

Who can do what

The roster needs agency access on the account and agency mode on the team. Owners and admins without restricted brand access get the full page. Anyone else, including a client signed in to a portal, gets a read-only roster: no selection, no bulk actions, and the operator-only columns (Work, Client sees, Group, Added by) are hidden.

Common questions

Why does a roster number differ from the brand's own dashboard?

The roster uses its own window, which defaults to the last seven completed reports. A brand dashboard may be showing a different period. Match the two windows before treating the gap as a data problem.

Why can I only compare four clients?

Because a fifth column stops being readable. Four is the ceiling the band enforces, and the bulk bar says so when your selection is outside two to four.

Why is a client stuck on New?

It has no completed reports yet, so there is nothing to compute a trend from. Check that the brand has prompts and that reporting is running.

What is the difference between pausing and removing a client?

Pausing keeps the brand and its history while new reporting stops, and the row moves to the Paused group. Removing it stops tracking and takes the client off every agency surface, and there is no undo. Use the reversible one unless you are certain.

Why is a client I expect missing?

Check the search box and any active group filter first. Then check whether your own brand access is restricted, and whether the brand belongs to this team at all.