Portfolio dashboard
Go to /dashboard/portfolio to see aggregate metrics across the brands your agency manages. This is the only legitimate cross-brand surface in the product. Every other dashboard page is scoped to a single brand-tenant.
Cross-brand boundary — what’s enforced
Inside a single brand-tenant (one workspace), you can narrow to one outlet via the chip strip on any page. That’s a single-brand, single-tenant view.
Mixing two different brands’ data on the same workspace-scoped page is forbidden — tenant isolation, DPDP compliance, per-brand channel registrations, and per-brand billing all depend on single-workspace scope. The portfolio page is the dedicated surface for cross-brand aggregation; it calls portfolio-specific data endpoints, never workspace-scoped endpoints with mixed headers.
If you are operating a single brand with many outlets, you do not need the portfolio page — narrow by outlet via the chip strip on each product page.
Who sees it
| Role | Sees portfolio? |
|---|---|
| Agency operator | Yes — lists every client brand they manage |
| Platform admin | Yes — across all tenants |
| Single-brand workspace operator | Not applicable — there is only one brand to view |
What you see
KPI strip
Top-level metrics aggregated across all client brands you have access to:
- Total contacts across brands
- Total sends this period
- Overall engagement rate (weighted average)
- Total MAU across brands
Brand performance grid
A table comparing every client brand:
| Column | Description |
|---|---|
| Brand | Name + status badge |
| Contacts | Total contacts in that brand’s workspace |
| Sends (period) | Messages sent |
| Engagement rate | Opens + clicks divided by delivered |
| Revenue | Attributed revenue |
| MAU | Monthly active users |
Sort by any column to find top and bottom performers.
Comparison charts
- Channel performance across brands — which channels work best
- Brand trend — time-series for brand-level metrics
Switching into a brand
Click a brand row to switch into that brand’s dashboard via the Clerk org-switcher. The URL changes to /dashboard/{brand-slug}/... and you are now operating inside that brand-tenant. The agency cockpit is no longer visible from there; a sidebar badge (via {agency name}) confirms you are delegated in.
Use cases
- Multi-brand holding company — compare brand performance side by side
- Agency — demonstrate client ROI in one view
- Cross-brand benchmarks — see which channel mix or playbook is winning across the portfolio
What’s next
- Agency overview — agency mode in full
- Workspace vs organization — the underlying account model