Sagely Feature
Agency Dashboard: Your whole team, one view.
By the Sagely Team · Updated
Stop bouncing between tools. The Sagely Dashboard gives you real-time visibility into every client, project, and conversation - without the noise.
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How Sagely's Agency Dashboard Tracks Every Client Request
Live client overview
See every active client, open task count, and recent messages at a glance. No more manually checking each workspace.
Ticket volume at a glance
See open, in-progress, and resolved tickets across every client workspace without switching tabs.
Team pulse
Know what everyone's working on. No daily standups needed.
Every Client Ticket. One Queue. Full Visibility.
Every request from a client becomes a named, trackable ticket. Not an anonymous support queue - a per-client ticket with a type, priority, assignee, and due date. Your team knows exactly what needs attention and for whom.
Type-tagged from the start
Bug, Feature Request, Question, Account Issue, Technical Support. Every ticket is categorised on creation so your team knows what kind of help is needed before opening it.
Assigned, not ignored
Every ticket can be assigned to a team member. No more "I thought you had that one." Unassigned tickets stand out so nothing slips through without an owner.
Priority and due dates
High, Medium, Low. Due dates turn red when overdue. Your whole team sees urgency at a glance without needing a project management tool on the side.
Set Up Your Agency Request Dashboard in Minutes
Connect your clients
Add clients to Sagely. Each gets their own workspace, automatically linked to your dashboard.
Everything surfaces automatically
New messages, file uploads, approvals, and tasks appear in your dashboard the moment they happen.
Act from anywhere
Reply, approve, or assign tasks directly from the dashboard. No jumping between apps.
More Sagely Features
Agency Dashboard Software: Common Questions
- Does Sagely track time against specific tickets?
- Yes. Time tracking is built into every ticket. Log hours with one click or let automatic timers run - every minute is linked to a specific client and ticket so billing is accurate.
- Is there a Kanban view in the dashboard?
- Yes. Sagely includes a Kanban board so you can manage ticket status visually across all your clients in one place.
- What plan do I need to access the activity feed and saved reports?
- All plans include tickets, time tracking, and the Kanban board. The activity feed is available on Freelance and above. Saved reports are on the Agency plan.
Start Tracking Client Requests Today
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