Portfolio Overview
A curated summary of your agency’s health across active client campaigns.
Total Leads Generated
Reports Ready
Avg. Health Score
colors_sparkAI Operations Summary
"Over the last 30 days, lead volume grew steadily across all verticals. FinTech campaigns led with a 19% lift in qualified consultations, while E-commerce ROAS stabilized at 4.8x after seasonal adjustments. Two reports are pending your review."
Recent Pulse
Budget increase approved for Vertex Labs is 100% drafted.
3 Days Ago
Quarterly report finalized for Horizon Capital for Q3 planning.
1 Week Ago
New campaign launch for Atlas Retail confirmed.
2 Weeks Ago
A/B test concluded for Zenith Group showing +7.3% AOV lift.
3 Weeks Ago
Monthly ROI report for Air Duct Brothers delivered to stakeholders.
4 Weeks Ago
Client Portfolio
View Allarrow_forward| Client Name | Status | LTM Performance | Actions |
|---|---|---|---|
AB Air Duct Brothers Home Services | Active | +24% | |
VL Vertex Labs SaaS Platform | Active | +18% | |
ZG Zenith Group E-commerce | Optimizing | +4% | |
HC Horizon Capital Financial Services | Review | +32% |
"Showing the top 4active clients based on growth velocity."