Vortreks — Agency Portal

Dashboard

Clients

Client Accounts

Client

Industry

Website

Status

Actions

User Management

Agency team members and their access

Agency Team

Member

Role

Tabs

Clients

Last login

Actions

Theme Builder

Customize every color, font, background, and text — changes apply live as you edit

Agency Logo

Upload your logo

PNG or SVG · Max 500KB · 200×200px recommended · Transparent background

Name & Badge

Agency Name

Topbar Badge

Horizontal Logo

Upload a wide/horizontal logo — PNG with transparent background works best. Apply separately for topbar and login screen.

Topbar Horizontal Logo

+ Upload (replaces icon + name)

PNG · Max 500KB · 400×80px recommended · Transparent background

Agency Favicon

Shown in the browser tab on your agency dashboard.

+ Icon

PNG or ICO · Max 100KB · 32×32px or 64×64px exactly

Accent & Status Colors

Button Colors

Live Preview

Text Colors

Surface & Border

Tooltip Style

Tooltip Background

Tooltip Text

Font Family

Select font — applies to entire portal

Page Texts

Dashboard Title

Welcome Text

Page, card, topbar, border and badge colors are all in the Colors tab. This tab is for the background image, card transparency and border style.

Portal Background

Upload Background Image

Click to upload PNG · JPG · WebP

JPG, PNG or WebP · Max 2MB · 1920×1080px recommended

Image opacity

100%

Card transparency

100%

Borders

Show Borders

Border Thickness

1px

The login logo and your agency logo, icon and name are in the Branding tab.

Background Image

JPG, PNG or WebP · Max 2MB · 1920×1080px recommended

Image opacity

Card transparency

Title

Subtitle

Button Text

Text colors

Copy Theme to Another Client

Apply your current theme settings to another client portal

Copy FROM

→

Copy TO

Client Dashboard Themes

Click a client to customize their dashboard — colors, logo, font, background image, texts

ℹ️ One theme, two surfaces — this applies to both the client's dashboard here and their Leads Portal at leads.<their-domain>.com, so the logo and colors always match.

Settings

Account management & media library

Change Password

New Password

Confirm

Media Library

Files are kept in a folder per client, then sorted by category (logos, team photos, office, before & after, ads, social…). Click a file to copy its URL. Files are stored in the cloud and survive any code update.

Data & Sync

Your theme settings and client themes are saved to Supabase — they survive file updates, browser clears, and device changes.

Client

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Traffic Over Time

Traffic by Channel

Device Breakdown

Local Area Breakdown

Ad Spend Daily

Age Range

Gender

Household Income

Sessions Over Time

Channels

Devices

Top Pages

Age Range

Organic Clicks & Impressions

Top Keywords

Campaign Intelligence

Growth Opportunities

AI Search Visibility Score

NEW

AI Search Mentions

LIVE

Manual AI Search Test

Open each AI tool, search the query, come back and record whether the client appeared.

Lead Stats

Track lead performance across all clients from your front desk system.

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Total Leads

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New Patients

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Returning

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Calls

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Forms

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Surveys

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Appts Booked

Leads by Source

Pipeline Breakdown

Leads per Client

Recent Leads

Connection Health

Live-check every connected platform for every client — catches broken tokens, expired API versions, and mismatched accounts before a client notices.

Template Library

Global templates created once here and applied to whichever clients you choose. A client's own Lead Center template always takes precedence over a Global one covering the same stage — Global is a default, not a forced override.

Global Nurture Templates

Your Dashboard

Performance across all your connected platforms

Ad Spend & Clicks — Daily

Campaigns

Click a campaign to see its metrics

Device Performance

Daily Breakdown

Age Range — Ad Clicks

Logged-in Google users only

Gender — Ad Clicks

Logged-in Google users only

Household Income — Ad Reach

Based on geographic income data

Search Term Performance

What people actually searched before clicking your ads

Local Services Ad Spend — Daily

LSA Campaign Breakdown

About Local Services Ads

Google Local Services Ads (LSA) are the green checkmark "Google Guaranteed" ads that appear at the very top of Google search results for local service businesses.

Unlike standard Google Ads, LSA charges per qualified lead (phone call or message), not per click. Google verifies leads and you can dispute ones that don't qualify.

Key difference: Google Ads = pay per click · Local Services Ads = pay per lead

Sessions Over Time

Traffic by Channel

Device Breakdown

Top Pages

Local Area Breakdown

Age Range — Visitors

Logged-in Google users only

Gender — Visitors

Logged-in Google users only

Organic Clicks & Impressions

Top Ranking Keywords ⓘ

Your top keywords by clicks from Google Search Console. These are terms people searched and clicked through to your site.

Calls, forms, texts & chat — managed by your front desk team. One card per phone number (repeat calls show as a "Called" count) and spam excluded.

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Total Leads

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New Patients

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Returning

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Calls

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Forms

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Surveys

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Texts

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Chat

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Appts Booked

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Avg. Response Time

Leads by Source

Pipeline Status

Recent Leads

Integrations

Connect your platforms so your agency can pull data and build your reports

Connected Platforms

0 connected

Account Status

Your Account

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Managed By

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Need to change your password or have a question? Contact your account manager directly — they manage your portal access.

Live Chat

Manage incoming chats and view transcripts

Away Mode Off

Active Chats

Click a chat to respond

No active chats right now

Chat Transcripts

No transcripts yet

Google Reviews

Monitor and reply to your Google Business Profile reviews

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AdGenius

by Vortreks — Google Ads AI · build, optimize & dominate

AdGenius targets the Google Ads account linked to the selected client. Each client connects once via your Vortreks MCC — switching clients switches accounts automatically. Note: Call-Only Ads were retired by Google in Feb 2026 — AdGenius uses RSAs with call assets instead.

Business details

Business name & main service

Industry

Target location

What makes you better than competitors?

Monthly budget

Primary lead goal

Keyword research

Service or product to advertise

Location

Focus

Paste existing ad copy to improve

Current headlines

Current descriptions

Industry

Target keyword

Quality score audit

Target keyword

Ad copy (paste headline + description)

Landing page URL

Describe what's on the landing page

Landing page conversion audit

Landing page URL

Goal

Keyword sending traffic

Describe the current page

Budget & bidding strategy

Monthly budget

Industry

Average customer value

Current CPA (if known)

Campaign stage

Competitor intelligence

Your service & market

Known competitors (optional)

Your biggest challenge vs competitors