Agency Workspace Dashboard

Agency Workspace Dashboard

The Agency Workspace in MerchantFlow is a dedicated dashboard layout designed for agencies and partners who manage multiple e-commerce brands from a single account. Unlike the standard merchant view, the agency workspace replaces individual store navigation with cross-brand portfolio management tools.

What Is the Agency Workspace?

Agency and partner tenants use a different dashboard layout from merchant tenants. Instead of seeing data for a single store, agencies see aggregated performance across all connected brands, with the ability to drill into individual client accounts.

Core Agency Pages

Agency and partner tenants see no merchant navigation at all. Their sidebar is:

The live sync indicator and Quick Actions menu are hidden in agency workspaces.

How to Use the Portfolio View

The Portfolio Overview page aggregates every connected brand into your agency's own currency.

Headline KPIs: Net Revenue, Ad Spend, Blended ROAS, Blended MER, Blended CAC, Contribution Margin, and Connected Brands. A second row breaks costs out into COGS, Fulfillment, Shipping, Payment Fees, OPEX, Refunds, and Net Profit. A Revenue & Ad Spend Trend chart sits below.

Brand Leaderboard columns: Brand, Revenue, Ad Spend, ROAS, Margin, Profit, Net Profit, Health, Actions. It is sorted by revenue, highest first - the columns are not click-to-sort.

Channel Mix columns: Platform, Spend, Impressions, Clicks, Conversions, CPC, Brands. Each row expands into a per-brand breakdown.

Currency handling: brands are converted into your agency currency at the period-end rate. A brand whose rate cannot be resolved is excluded from the totals entirely rather than counted at 1:1, and a banner tells you how many brands were left out. The brand count still includes them, so a partial rollup is visible rather than silently wrong.

Alerts: the "brands need attention" banner and the alert count are driven by sync health only - a brand with no sync yet, a sync more than 24 hours old, or a failed sync in the last 48 hours. There are no cross-brand ROAS, margin, or ad-spend alerts.

How to Manage Clients and Brands

The Clients page (Brands in a partner workspace) is a card list with a stats bar - Total, Active, Pending, and Revoked - plus matching filter pills and a search box. A fifth Declined entry joins both only once at least one brand has declined an invitation.

Click Add Brand to open a modal with two modes:

• Connect their Shopify -- you install MerchantFlow on the client's store and cover their billing. Your first 10 client stores are included; additional stores are $29/mo each. If the store already has a MerchantFlow account, MerchantFlow refuses to take it over and tells you to invite the owner by email instead.
• Invite by email -- send the brand owner an invitation with a Read Only or Read & Write permission level. The brand keeps its own MerchantFlow subscription, so invited stores are not billed to your agency plan. Copy the Approval Link from the success screen - it is shown once and is not retrievable from the client row afterwards.

Each client card shows the brand name, health icon, permission level, last sync time, and amber setup chips when the store, ads, or COGS are not yet connected. Actions are View (switch into the brand), Manage (open the client detail page), and Revoke.

Per-Client Reports and Branding

Manage opens /dashboard/clients/[id] with three tabs:

• Branding (Plus) -- override the company name, logo, brand colour, website, phone, and footer address for this brand's reports. Anything left blank falls back to your agency branding. Reset to agency branding clears the override.
• Reports -- reports scoped to this brand only, in the brand's own currency. Nine templates: P&L, Product performance, Marketing overview, Order summary, Expense breakdown, Month over month, Week over week, Year over year, and Fulfillment Ops.
• Schedule -- email a report to the brand on a Daily, Weekly, or Monthly schedule, to up to 10 recipients, in the tenant's timezone.

Portfolio-level reports at /dashboard/portfolio/reports use the same templates minus Product performance, and export as CSV or PDF.

How to Set Up an Agency Workspace

1. Go to merchantflow.ai/signup and pick Agency under I am a. Referral partners sign up at merchantflow.ai/signup/partner instead
2. Complete registration and verify your email
3. Log in to your agency workspace
4. Navigate to Clients to invite your first brand
5. Once the brand approves, their data appears in your Portfolio

For detailed setup steps, see Agency Workflows.

Frequently Asked Questions

How many brands can I manage from one agency workspace?

There is no limit on invited brands that keep their own subscription. For brands whose billing you cover through an agency-led Shopify install, your plan includes 10 stores and additional stores are $29/mo each.

What does the agency plan cost?

$499/month or $4,790/year (a 20% saving), billed to the agency workspace, with a 14-day trial. It unlocks the full Plus toolkit - Flow AI, valuation, funding, white-label exports, unlimited scheduled reports - and does not consume merchant-tier limits.

Can agency team members see all client data?

Access is controlled through roles and permissions at the agency-workspace level, not per client. Owners and admins can invite, connect, revoke, and edit branding. Anyone with the financials permission - owners, admins, and analysts - can read the whole portfolio. Plain viewers cannot see portfolio financials at all.

When a brand approves a connection, agency owners and admins are granted membership in that brand: admin if the invitation asked for Read & Write, or a read-only agency viewer role if it asked for Read Only.

How do I switch between client accounts?

Click View on any brand card to enter their full merchant dashboard. Use Back to Agency Dashboard in the store switcher in the header to return to your agency view.

Does the agency workspace have Flow AI?

Yes. Agency and partner workspaces get a Portfolio mode in Flow AI, selected by default, which reads across every connected brand - portfolio summary, brand leaderboard, brand comparison, channel mix, and alerts. Starter suggestions include "Which brands need attention right now?" and "Where should I reallocate budget across brands?"

What happens to a client when I revoke the connection?

Your agency memberships in that brand are removed. If the brand's billing was covered by your agency plan, the coverage ends, the store is moved back to its own subscription flow, and your extra-store count is recalculated.

Can I send branded PDF reports to clients?

Yes. Configure your agency name, type, logo, brand colour, website, phone, and address at Settings > Branding (/dashboard/settings/branding), then export a report as a white-label PDF. Per-client overrides are set on the Branding tab of each client's detail page.

Logos must be PNG, JPEG, or SVG and under 400KB; the brand colour is a six-digit hex value defaulting to #208B98. There is no custom domain or custom email-sending domain for agencies. See Agency Workflows.

Related Guides

• Agency Workflows -- complete agency onboarding guide
• Team Management -- manage agency team members
• Roles and Permissions -- configure access levels
• Dashboard Overview -- understand the full navigation structure

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Last updated: August 29, 2026