Help Center Open AgencyOS

Overview dashboard

What each number and card on your agency overview means, and where it links to.

The Overview is the first page you see after signing in. It shows what needs attention soon and gives a quick count of what your agency manages. Every card is a shortcut: click it to open the matching page.

The overview. 1 Review renewals, 2 Renewal metrics, 3 Inventory counts, 4 Upcoming renewals, 5 Recent activity.

Renewals at a glance

Review renewals (callout 1) shows how many renewals are due in the next 30 days and opens Renewals. The cards below it (callout 2):

CardWhat it countsOpens
Due in 30 daysRenewals due in the next 30 days, and how many of them fall in the next 7 days.Renewals
Active domainsDomains stored in AgencyOS.Websites & Hosting
Hosting servicesHosting renewals due in the next 30 days.Websites & Hosting, filtered
Infrastructure renewalServers due in the next 30 days.Infrastructure, filtered

Clients & Outsources Inventory

Live counts (callout 3) of your clients, influencers, models, photographers and videographers. Click a count to open that list. See Clients and Working with outsources.

Upcoming renewals

The renewals due in the next 30 days (callout 4): client and service, due date, amount and status, such as upcoming, awaiting payment or overdue. View all opens Renewals. You only see the Amount column if your role can see financial details.

Recent activity

The latest important changes in your agency (callout 5), such as sign-ins, updated clients and approval links created. More opens Activity history.

Type in Search at the top of the overview to find matches in upcoming renewals and recent activity. Click a result to open its page.