A guide to viewing consolidated and per-account analytics across all client sub-accounts in a UniLink Agency dashboard — page views, clicks, revenue, and exports in one place.
- UniLink's Agency Analytics Dashboard consolidates metrics from all client sub-accounts into a single view — available on Business and Agency plans.
- Access it at Agency Dashboard → Analytics → All Accounts, select a date range, and toggle between aggregate totals or per-account breakdowns.
- Key metrics available: page views, link clicks, revenue, conversion rate, and top-performing pages — all exportable as CSV or PDF.
Managing analytics across a dozen client sub-accounts by logging into each account individually is the kind of work that kills agency efficiency. By the time you've pulled numbers from six accounts, the first one is already stale. UniLink's Agency Analytics Dashboard was built specifically for this problem: it pulls metrics from every sub-account you manage into a single interface where you can see aggregate performance, compare accounts side-by-side, and export reports without ever switching contexts.
What Agency Analytics Does
The Agency Analytics Dashboard is a read-only analytics aggregation layer that sits above your individual client sub-accounts. It does not replace each sub-account's own analytics view — those remain intact and accessible — but it adds a meta-level view where you can see all accounts simultaneously. You can toggle between an aggregate view (all accounts combined into a single set of metrics) and a per-account breakdown (each client's metrics displayed as individual rows in a comparison table).
The metrics tracked in the Agency Analytics Dashboard mirror what's available per-account: total page views, unique visitors, total link clicks, click-through rate by page, revenue (for sub-accounts with e-commerce enabled), and conversion rate (for sub-accounts with conversion goals configured). Each metric can be sorted ascending or descending, which makes it easy to quickly identify your highest-performing clients, your lowest-engagement pages across the portfolio, or which accounts need attention this week.
Date range filtering applies globally — when you select "Last 30 days" or a custom date range, every account's data updates to that same window simultaneously. You can also drill into any individual account's detail view directly from the Agency Analytics Dashboard without logging out and into that sub-account. This is a significant workflow improvement over managing accounts separately: a single interface, one date selector, and the ability to move fluidly between portfolio-level and account-level data without context switching.
How to Get Started
- Confirm your plan: Agency Analytics requires a Business plan ($49/month) or Agency plan. Log in at app.unilink.us, go to Account → Billing, and verify your plan. If you're on Starter or Pro, you'll need to upgrade before the Agency Dashboard is accessible.
- Ensure sub-accounts are added: The Agency Analytics Dashboard only shows data from sub-accounts that have been added to your agency. Go to Agency Dashboard → Sub-Accounts and confirm your clients are listed. If you have clients who aren't yet sub-accounts, add them before proceeding.
- Open the Agency Dashboard: From your account menu (top right), select Agency Dashboard. This loads the agency management interface, which is separate from your personal account dashboard.
- Navigate to Analytics: In the Agency Dashboard left sidebar, click Analytics. The first time you open this view, it may take 15–30 seconds to load as it aggregates data from all sub-accounts.
- Set your initial date range: Use the date range picker in the top right of the Analytics panel to select your reporting period. Starting with "Last 30 days" gives you a meaningful baseline before exploring custom ranges.
How to Use Agency Analytics
- Switch between All Accounts and per-account view: At the top of the Analytics panel, click All Accounts to see aggregate totals, or click an individual account name to see that client's isolated metrics. The aggregate view shows totals across your entire portfolio; the per-account breakdown shows each client as a separate row.
- Select your date range: Click the date range selector and choose a preset (Today, Last 7 days, Last 30 days, Last 90 days) or set a custom start and end date. All metrics on the page update instantly to reflect the selected period.
- Review the metrics table: In per-account breakdown view, the metrics table shows each sub-account as a row with columns for page views, clicks, revenue, and conversion rate. Click any column header to sort by that metric — useful for ranking clients by revenue or identifying accounts with low engagement that may need attention.
- Drill into a specific account: Click any client row in the breakdown table to expand that account's detailed analytics — page-level performance, traffic sources, top links clicked, and revenue timeline. Use the breadcrumb at the top to return to the all-accounts view.
- Export data: Click the Export button (top right of the Analytics panel) to download the current view as CSV (raw data) or PDF (formatted report). The export respects the active date range and view mode — aggregate or per-account — at the time you click.
Key Settings
| Setting | What It Does | Recommended |
|---|---|---|
| View mode (All Accounts / Per-Account) | Switches between aggregate portfolio totals and a side-by-side comparison of individual accounts | Use All Accounts for executive summaries; use Per-Account for client-specific reporting and troubleshooting |
| Date range selector | Filters all metrics to the selected time window across all sub-accounts simultaneously | Match your date range to your billing or reporting cycle so metrics align with what you report to clients |
| Metric column sort | Sorts the per-account table by the selected metric in ascending or descending order | Sort by revenue descending to see your highest-value clients; sort by clicks ascending to spot underperformers |
| Account drill-down | Opens a detailed analytics view for a single sub-account without leaving the Agency Dashboard | Use before client calls to review their specific numbers without switching accounts |
| Export format (CSV / PDF) | Downloads the current view as raw data (CSV) or a formatted visual report (PDF) | Use CSV for your own analysis in Google Sheets or Excel; use PDF for sending directly to clients |
Get the Most Out Of Agency Analytics
Establish a consistent weekly reporting habit using the Agency Analytics Dashboard rather than pulling numbers on demand. Block 15–20 minutes every Monday morning to open the Agency Dashboard, set the date range to "Last 7 days," and scan per-account metrics for anything unusual — a client whose clicks dropped 40% week-over-week, a page that suddenly has high views but zero clicks (possible broken links), or a revenue spike that a client should be informed about. This proactive review cadence helps you identify issues before clients notice and report them to you.
Use the aggregate All Accounts view for your own business reporting. The total revenue, total clicks, and total page views across your entire agency portfolio are metrics that matter for understanding the health and growth of your agency — not just individual client performance. Tracking these totals over time (export monthly CSV files and keep them in a folder) gives you a growing dataset for spotting trends in your agency's overall performance and for making decisions about pricing, capacity, and where to invest in growth.
Drill into each client's detailed analytics before their monthly or quarterly review call. The account-level drill-down shows you their top-performing pages, which links are getting clicked most, traffic source breakdown, and revenue timeline. Coming to a client call with specific data points — "Your merch page views were up 23% this month, driven primarily by Instagram traffic, but your conversion rate dropped from 4.2% to 3.1% — let's look at whether a checkout change caused that" — is the difference between a client who sees you as a strategic partner and one who sees you as someone who sends monthly PDFs.
Tag your sub-accounts with client or campaign labels to enable faster filtering in the per-account view. If you manage 30+ clients and need to quickly view metrics for just a subset — say, all e-commerce clients or all clients on a specific retainer tier — labels let you filter the sub-account list to that subset before pulling analytics. Labels are set in Agency Dashboard → Sub-Accounts, and they carry through to the Analytics view's filter options.
Troubleshooting
| Problem | Cause | Fix |
|---|---|---|
| Agency Dashboard option not visible in account menu | Account is on Starter or Pro plan, which does not include Agency Dashboard access | Upgrade to Business ($49/month) or Agency plan at Account → Billing; Agency Dashboard appears in the account menu immediately after upgrade |
| Sub-account showing zero metrics despite having live pages | Sub-account was added after the selected date range, or pages in the sub-account have no published content | Expand the date range to "All Time" and check if any data appears; if the account was recently created, data may appear within 24 hours as initial metrics are indexed |
| Revenue column shows $0 for a client with confirmed sales | Sub-account has e-commerce enabled but the payment processor is connected to the sub-account, not the agency-level account | Revenue metrics in Agency Analytics only aggregate from sub-accounts where the payment processor is connected and reporting to UniLink; verify the sub-account's Settings → Payments configuration |
| Export CSV is missing data for some sub-accounts | Export only captures the data visible in the current filtered view, or some accounts were excluded by an active filter | Clear any active filters in the Analytics panel before exporting; select "All Accounts" view mode and remove any date or label filters to ensure all accounts are included in the export |
- Eliminates the need to log into each client account separately to review their analytics — all metrics in one view
- Aggregate view gives a real-time portfolio health summary useful for agency business reporting and growth tracking
- Per-account breakdown with sortable columns makes it easy to spot outliers — both top performers and underperformers
- Direct drill-down to any account's detailed analytics without context switching or separate logins
- Requires Business or Agency plan — not available on Starter or Pro
- Revenue aggregation only works for sub-accounts where payment processing is connected and reporting correctly
- Data freshness is not real-time — metrics may lag by up to a few hours for very large portfolios
Frequently Asked Questions
How many sub-accounts can I view in the Agency Analytics Dashboard at once?
The Agency Analytics Dashboard loads all sub-accounts associated with your agency account simultaneously. There is no documented hard cap on how many accounts can be viewed, though very large agencies (100+ sub-accounts) may experience slower initial load times as data is aggregated. The sortable per-account table handles large lists well — you can filter and sort to find specific accounts without scrolling through all rows.
Can I give clients read-only access to their own analytics in the Agency Dashboard?
Clients can be given access to their own sub-account's analytics via the sub-account's Settings → Team section — they can be added as a Viewer role which gives read-only analytics access. They cannot access the agency-level Analytics Dashboard or see other clients' data. This is the correct way to handle client self-service analytics access — sub-account Viewer role, not agency-level access.
Does the Agency Analytics Dashboard include data from before a sub-account was added?
No. The Agency Analytics Dashboard only shows data from the period after a sub-account was connected to your agency. If a client had a standalone UniLink account before being added as a sub-account, their historical data from before the connection is not retroactively included in agency analytics. Pre-connection data remains visible within the sub-account itself but is not aggregated into agency views.
Can I compare two specific accounts side-by-side in the Agency Analytics Dashboard?
The per-account breakdown table shows all accounts as rows simultaneously, which allows visual comparison between any number of accounts. UniLink does not currently offer a dedicated two-account side-by-side comparison view. For a focused two-account comparison, export the CSV data and create your own comparison in Google Sheets or Excel, where you have full control over the visualization and layout.
How often does the Agency Analytics data update?
Agency Analytics data updates on a rolling basis throughout the day. Most metrics — page views, clicks — reflect data within a few hours of events occurring. Revenue metrics may take slightly longer to aggregate from sub-accounts depending on payment processor reporting. For truly real-time data (monitoring a live campaign launch, for example), use the individual sub-account's analytics view, which updates faster than the aggregated agency view.
- Agency Analytics is accessed at Agency Dashboard → Analytics and requires a Business or Agency plan — not available on Starter or Pro.
- Toggle between All Accounts (aggregate totals) and Per-Account (comparison table) views to suit different reporting needs.
- Sort the per-account table by conversion rate ascending every week to surface the clients who need your attention most.
- Drill into any sub-account's detailed analytics directly from the Agency Dashboard without logging out of your agency account.
- Export as CSV for your own analysis or PDF for client-facing reports — both formats respect the active date range and view mode.
Managing multiple client pages? Upgrade to UniLink Agency and get a consolidated analytics view across your entire client portfolio.