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Agency view (all workspaces)

One roll-up of clicks, conversions, revenue, payout and profit across every workspace you own or administer.

Last updated 3 min read

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Agencies and groups often run several workspaces — one per client, brand or region. The Agency view sums the main numbers of all of them for one date range, so you do not have to switch workspaces to compare clients.

Who can use it#

The view includes every active workspace in which you are owner or admin. Workspaces where you are a manager or analyst, suspended or pending workspaces, and workspaces a platform administrator opened with Open as are not included.

With fewer than two such workspaces the page shows "For agencies with several workspaces" and no numbers.

Open it#

The Agency view has no sidebar entry. Open it in any of these ways:

  • Go to https://app.trackcrown.com/app/agency.
  • Press Cmd-K (Ctrl-K on Windows) and search for "Agency view" (also found by "agency", "all workspaces", "roll-up", "clients").

Pick the period with the date-range picker in the top bar. Days are counted in one time zone for all workspaces: your Display time zone from your profile when you set one, otherwise the current workspace's time zone. The zone is shown in the page description, for example "Totals of all 4 workspaces you own or administer · Europe/Berlin".

What it shows#

KPI cards#

CardValue
ClicksSum of clicks, with the number of unique clicks below
ConversionsSum of conversions, with pending conversions below
RevenueRevenue in the main currency, other currencies listed below
ProfitRevenue minus payout in the main currency, other currencies listed below

The main currency is the current workspace's currency when any workspace reports money in it; otherwise the first currency alphabetically.

Totals per workspace#

ColumnNotes
WorkspaceName, with your role underneath
Clicks, ConversionsCounts
Unique, PendingHidden by default; turn them on with the column menu
Revenue XXX, Payout XXX, Profit XXXOne set of columns per currency, for example Revenue USD and Revenue EUR

The All workspaces row sums every column.

How the numbers are calculated#

  • Each workspace is reported by the same engine as its own Reports page (network view: the workspace's own data only), over the same window, then the counts are added up.
  • Money is summed per currency and never converted. A workspace in EUR and one in USD produce separate EUR and USD columns. A workspace with conversions in several currencies contributes to each of them.
  • If reporting does not answer for a workspace, a warning names it ("Reporting did not answer for …; their numbers are missing from the totals.") and the totals exclude it.

Limits#

  • Fixed metrics: clicks, unique clicks, conversions, pending conversions, revenue, payout and profit. For any other metric, grouping or filter, switch to the workspace and use the report builder.
  • No drill-down: open a workspace with the workspace switcher in the top bar to see its offers and partners.
  • No currency conversion; for converted totals, set every workspace to the same currency or convert in your own tool (see Currencies & FX).
  • Not available through the REST API: API keys belong to one workspace. Call /api/v1/reports with a key per workspace to build the same roll-up.
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