Agency Dashboard

The Agency Dashboard is a tab inside the customer portal at sheetlinkwp.com/account/. It's visible automatically for any account that has at least one Agency or Enterprise license.

You can access every feature below without logging into WordPress. The portal pulls data directly from our backend, so you don't have to bounce between admin consoles across 25-100 client sites.

What it replaces: the per-site SheetLink → Agency admin page in WordPress. The in-WP dashboard still exists for when you're already in a client site, but the portal version shows every client at once.

Top of the tab shows four aggregated stats across every activated site on every Agency/Enterprise license for your account:

• Sites activated - used / total. At a glance, see how many slots are free.
• Submissions - 7d - total form submissions processed in the last 7 days, with delivered vs failed counts.
• Delivery health - 7d - success rate across all destinations. Color-graded: green ≥98%, lime ≥90%, amber ≥75%, red <75%.
• Hot leads - 7d - count of submissions scored 70+ by AI Lead Scoring, with warm and cold breakdowns.

All time windows are rolling 7 days from the moment you load the tab.

Below the portfolio stats, each license is shown as its own card with its active and deactivated sites:

• Tier badge + MRR plan - Agency/Enterprise tier, plus monthly plan if subscribed (Growth, Agency Bundle, or Agency Plus).
• Slots used - how many of the license's site activations are in use.
• Add-on count - how many optional add-ons are active on this license.

Per-site row shows domain, last activity, 7-day submissions, delivery health, and hot/warm/cold lead counts. Click a site row's action button to deactivate (frees a slot) or reactivate.

Deactivating a client site on the portal has the same effect as the plugin calling /api/sheetlinkwp/deactivate - the activation is marked inactive and the site stops receiving entitlements on its next sync (usually within 5 minutes).

To deactivate: click the Deactivate button on the site row. You'll be asked to confirm, then enter a 6-digit code emailed to your account address. Once confirmed, the slot is freed immediately and can be used for a new client.

To reactivate: click Reactivate on a deactivated site. No re-auth code required (reactivation isn't destructive). Fails with 409 if you've already used every slot.

The plugin on the client's site keeps its files and local settings intact after deactivation - it just can't authenticate to our backend any more. If you reactivate later, everything resumes exactly where it left off.

The Agency tab is visible only when your account has at least one Agency or Enterprise license. Freelancer-only accounts see Licenses & add-ons and Security tabs only.

The endpoint backing the dashboard (GET /api/sheetlinkwp/portal/agency) returns 403 Forbidden for Freelancer-only sessions, so the data is never exposed to lower tiers even if the URL is hit directly.

Delivery logs are retained per the plan's data retention policy (detailed in Troubleshooting). Portfolio stats always read from the live sheetlink_delivery_logs table, so what you see reflects the most recent 7 days of actual data.

If a site was active but had zero submissions in the last 7 days, it appears in the list with a "—" health value. That's not a problem - it means the site simply hasn't received any form submissions yet.