Some of the features described in this article might be available only for Tracked Campaigns and/or on specific pricing plans. Learn more.
The filters in the Agency Dashboard help your team get an overview of their campaigns and prioritize their work more efficiently.
Each campaign has an Account Manager, who is the assigned user in charge of it. Admin users can assign or change the Account Manager directly from the Dashboard's Reports column.
See your campaigns only
Edit the view of the Dashboard to see only your campaigns. Click on the "All Campaigns" menu and select "My Campaigns."
See the sub-segment of campaigns you're responsible for:
After clicking on the filter button in the Agency Dashboard, choose between:
Campaign attributes: campaign name, domain (URL), Visibility or Visibility trend,
Health attributes: campaign MRR,
Objective attributes: Forecast Status,
Reporting attributes: Account Manager.
Personalize your view with one or more filters.
Use cases
Let's say you only want to see the campaigns with poor health status that are assigned to a specific Account Manager. Click on the filter button > "Client Health Status" > "Poor." Then, click on "Select another filter" > "Account Manager" > Pick one or more Account Managers. Then, click on "Apply filters".
Another situation could be when you track multiple campaigns for the same client, but the Account Managers are handling specific markets only. You'd then filter by campaign or domain name, and combine that with a specific AM.
You can later check the Client Health Tracker to see which metric is underperforming and take action.