Every client's numbers, on one page.
Each client as a scorecard in its own currency, with net sales, margin after marketing, spend and return, and the setup and integration health behind them. Then the money at stake and open actions across every client, so your strategists know where to look first.
Where to look first, across the whole book.
Money at stake and open actions for every client, ranked, then the agency's own checks. Contracts coming up for renewal, invoices overdue and data that has gone stale are raised alongside the clients' own actions.
- Money at stake by client
- Every client's open actions in one list
- Expiring contracts, overdue invoices and stale data
Several brands, added up in one currency.
Group the brands you run and see them totalled in one currency, then compared brand by brand, for the group owner who wants the whole picture.
- Totals across brands, in one currency
- Each brand compared side by side
A home page for your client's team, with your people on it.
Each client logs in to a welcome page with this month's four headline numbers against target, who at the agency works on the account and when they are away, the latest report and the week's changes. When a client leaves, a seven-step handover settles the final month, exports their data and moves them to their own ad connections.
- Four headline numbers against target
- Your team on the account, with their time off
- The latest report and the week's changes
Questions from agencies
Does each client need its own plan?
No. Agency plans include Pro for each client, up to the plan's client limit, with logins for the client's own team.
Do clients see each other's numbers?
No. Client users see only their own brand.
What happens when a client leaves?
A guided handover settles and invoices the final month, exports their data and moves the brand to its own ad connections.
