Agency Features

Agency portal overview

How the Agency portal replaces the standard Today screen and provides a multi-client command centre.

What is the Agency portal?

If your LiftSignals account is on the Agency plan, your home screen is replaced with the Agency Client Roster — a multi-client management view that shows all your client workspaces at a glance.

The client roster

Each client card shows:

Client name and store type
Health score (coloured indicator)
Key metrics: MRR, at-risk customers, average CLV
Active alerts (churn spikes, sync errors)
Assigned team members (avatars)
Last sync time

Entering a client workspace

Click Enter workspace on any client card to switch into that client's full LiftSignals environment — you see Protect, Grow, Explore, and all other screens as if you were a user in that workspace. Click the back arrow or use the workspace switcher to return to the Agency home.

Portfolio analytics

The summary KPIs at the top of the Agency roster show aggregate metrics across all clients: total managed MRR, active alerts, and average health score. The client table can be sorted by health score, MRR, or at-risk count to quickly identify which clients need attention.

Was this article helpful?