Track each client's setup and health
Use the Setup and health tab on Clients and the Needs you list on your Home to see which clients still need setting up and which syncs have fallen behind.
3 min readUpdated 7 October 2026
Two places tell you where each client is: the Setup and health tab on Clients, for every client at once, and Needs you on your Home, for the setups you are responsible for.
Before you start
- You need access to Clients. The Tracking column and the Tracking fleet card need a role that can add clients or manage integrations.
Setup and health
- Open Clients and choose the Setup and health tab.
- Each client is one row:
| Column | What it shows |
|---|---|
| Client | The client's name and icon |
| Setup | Not started (none of Shopify, Meta Ads, Google Ads and Klaviyo connected), In progress (some) or Complete (all four) |
| Integrations | The four platforms. A dashed circle is not connected; a dot shows green for syncing, amber for behind, red for paused |
| Syncing | Nothing connected, All syncing, or for example "1 of 3 behind" |
| Tracking | The client's tracking summed up, for example a number of gaps. Choose it to open the client's Settings, Tracking |
| Added | When the client was created in Fabrik Analytics |
| Next | Start, Resume or Review, which open the client's setup |
- Use the search box to find a client.
Below the table, Tracking fleet shows pixel and webhook health across your clients.
Needs you on your Home
Needs you lists "Fellwick: setup not finished" (chip Setup) for each client whose setup has not been finished, with Resume. Setup counts as finished once someone chooses Go to dashboard on the setup's Summary. That same click starts loading the client's last 12 months.
The owner and directors see every client's setup items; others see the clients where they are the account lead.
On the client's Home
Inside the client, Home shows the Getting set up checklist: Shopify, tracking, Meta, Google Ads, Klaviyo, costs, targets, tax, filters, team, Slack and reports, each worked out from the client's real data, with Not relevant for optional items. See Use the setup checklist on Home.
Troubleshooting
- A row says "connected, no successful sync yet": the first sync has not finished. Give it an hour, then open the client's Settings, Integrations.
- A platform is paused: open the client's Settings, Integrations and reconnect it. See Check integration health and reconnect.
- A client is missing from the list: only clients connected to your agency are listed. Check Connections for a request waiting for approval.