All clients
Read every client at /agency: who is outside their usual range, what waits for you, which reports are due, and one client at a time in the drawer.
On this pageThe usual range
All clients is the agency home page. Each client is a tile, filed under the reason it needs you, and every client is judged against its own usual range rather than against the others. The old /agency/compare address opens this page. There is no side-by-side view; export the CSV to line clients up.
The usual range
Trakkr keeps one reading per client per UTC day, from that day's latest completed scan, and learns the usual range from its recent readings. The centre is the average of the last seven readings. The width comes from how far this client's score normally moves day to day, and is never less than 2 points either side.
A client needs 14 days with a usable reading before today. Until then it is still learning its usual range and nothing on its tile turns red or green. After that, today's reading is below, inside or above the range, and that position decides where the client goes.
The top of the page
The headline names clients below their usual range and the pending actions on scored clients. The line under it covers who is above, how many are inside, reports waiting for your OK, and reports scheduled in the next 7 days. Three parts follow:
- Outside their usual range: how many clients are outside, of those with a range. Each dot is a client against its own band; select one to open it.
- Pending actions: one amber square per action. Review them › opens Portfolio Actions.
- Reports due: reports scheduled for scored clients over the next 7 days (today and the six after, in your time zone). Client reports › opens Reports.
Until two clients have a usual range, the page shows only the headline and the tiles.
Why a client is in that group
| Group | Why a client is there |
|---|---|
| Needs you | Below its usual range, a report waiting for your OK, pending actions, a scan overdue, or analytics stopped reporting |
| Report due in the next 7 days | A report is scheduled and nothing else needs you |
| Rising | Above its usual range |
| Steady | Inside its range, still learning it, or no usable reading today |
A scan is overdue once it is 12 hours past due: a day after the last scan on a paid plan, a week after otherwise. A report waiting for your OK is late once a full day has passed since its send time. Late reports sort first and read Late 1 day (or more).
From 9 clients, Steady folds into one line and Report due in the next 7 days shows its first row. Clients with no score sit under Not scoring (first scan, Tracking paused or No score yet) and are left out of every count above.
Tiles, pills and display
A tile shows the latest score and the change against the client's own reading from 7 to 21 days earlier, naming that date. With no usable reading in that window it says Not checked yet. Below sit the last 28 days over the usual range band, the client's one need in words, and its portal activity and next report.
The pills are All, Needs you, Reports due and Paused. Reports due counts every client with a report in the next 7 days, including those in Needs you. Find a client (/) matches name and domain, and Filter narrows to one client group.
Display groups by Why it needs you (the default), Client group, Added by or Nothing, one wall. It sorts by Biggest fall first (the default: late reports, then the largest fall against each client's own reading from 7 to 21 days earlier), Highest score, Next report or Name, A to Z. Press j and k to move between tiles and ↵ to open one.
The client drawer
The drawer shows the score, the change against the client's own reading from 7 to 21 days earlier, and a 28-day chart with the band and how many days had a usable reading. Then:
- Latest by AI: each AI's latest score, the lowest marked.
- What the client sees: portal activity, last and next report, and the Note for the client, which the client reads in their portal.
- Your work behind it: pending and in-progress actions, with Open in Actions ›.
A client below its range gets Diagnose the drop; any other gets Open dashboard. Ask Agent opens the Agent on that client. The arrows walk to the next client.
Acting on clients
A tile's menu (hover or right-click) opens the client's pages, sends a report now or sets up a schedule, handles the client portal and contacts, files the client into a group, starts a pitch, exports its row, and (with edit rights on the brand) pauses or resumes tracking.
Press x to select tiles; the bulk bar offers Send reports and Export. Send reports always confirms first, marking each client Sends now, Needs your OK before it sends, or skipped (tracking paused, or no active schedule). Export in the page header downloads every unarchived client as CSV.
Remove from portfolio (shown only to the brand's direct owner) and Archive › on a paused row both archive the client: tracking and its report schedules pause, and it moves to Archived at the bottom, out of every count. Restore › brings it back.
Who can do what
The page needs agency access on the account and agency mode on the team. Owners and admins without restricted brand access get everything above. Everyone else sees Read only and only the clients shared with them: no selection, no tile menu, no Pending actions or Reports due part, no Archived, and the client note is read only.
Common questions
Why does a client's score differ from its Dashboard?
The tile shows the latest completed scan in the client's default market, and its change compares with the client's own reading from 7 to 21 days earlier. The Dashboard may be on another market, and some of its change figures use a longer window. Match the two first.
Why is a client that fell in Steady?
The fall kept it inside its usual range. A fall only puts a client in Needs you when today is below the range.
Why is a client still learning its usual range?
It has fewer than 14 days with a usable reading in the last 28. Failed scans and days with no scan don't count.
Why does a client say Not checked yet?
There is no usable reading from 7 to 21 days before its latest scan, so there is nothing to compare with yet.
What is the difference between pausing and archiving?
Pausing stops tracking, and the client moves to Not scoring with its last score. Archiving also pauses report schedules and drops the client from every count until you restore it. If tracking is still paused after a restore, resume it from the menu.
Why is a client I expect missing?
Check the search box, the pill and any group filter, then Archived. If you are not an owner or admin, you see only the clients shared with you.