Stravax Engage ships a client performance dashboard as part of the agency layer. Each client account gets its own dashboard, built only from that account's data: new leads, qualification and conversion counts, lead sources, AI qualifier activity, and daily messaging volume. Invite a client into their own account and the dashboard is there by default, showing only their numbers.
| Section | What it shows |
|---|---|
| Overview cards | New leads, qualified leads, and converted leads for the period, plus conversion value (kept separate by currency, never summed together) |
| Lead trend | New leads per day across the period |
| Lead sources | Where leads came from, ranked by volume |
| AI qualifier | Conversation turns handled by the AI qualifier, qualified vs disqualified outcomes, and the current AI status mix across open conversations |
| Messaging volume | Messages sent per day |
Choose a period such as This month, Last month, This year, Last year or a custom range. In the earlier look, switch between the last 7, 30 or 90 days.
No, not unless they are an admin on the account. AI spend and per-message pricing are stripped out for everyone except admin-level team members. A client you have invited as a regular team member sees the same cards and charts everyone else does, just without the cost figures.
Invite them into their own client account (see /docs/team-security/inviting-teammates). The dashboard is not a separate report you generate and send: it is the default view inside the account, so once they are in, it is already there.
If your own login belongs to more than one client account, you get each client's dashboard plus one summary that combines them. In the new look, open the brand menu and choose All brands, subject to access and plan. In the earlier look the summary opens from Home. That list is always built from the accounts you are actually a member of, never from anything a request can widen. For the account model behind this, see /docs/agency/multiple-brands.