Portfolio Overview
Your agency's reporting health across active client campaigns — automated.
ACTIVE CLIENTS
Retainer campaigns tracked
REPORTS READY
Auto-Generated18 reports auto-compiled before Monday review
PENDING REVIEW
Needs ApprovalAwaiting account manager
$ RECOVERED THIS WEEK
+12% WoWSaved labor costs
at $75 blended rate
90-DAY RETURN
+8% vs forecastRecovered + new MRR
conservative estimate
400+
Clients Served
$250M
Ad Spend Managed
8-Year
Avg Client Retention
50+
Industry Awards
AI Operations Summary
Demand generation campaigns are performing above benchmark across six active clients this week. Email nurture sequences via Klaviyo drove a 19% increase in LTV for eCommerce retainers. Eighteen client reports have been automatically compiled from HubSpot, Klaviyo, Google Ads, and Meta — two are awaiting account manager review before Monday delivery. Paid search efficiency improved 22% across high-intent keyword segments.
SYNCED SOURCES
Client Portfolio
Automated weekly reporting status across active campaigns.
| CLIENT | CAMPAIGN TYPE | HEALTH SCORE | REPORT STATUS | MONTHLY PERFORMANCE | ACTION |
|---|---|---|---|---|---|
| Lennar Homes | PPC + SEO |
|
Ready — Auto-Generated | +18% | |
| Visit Orlando | Paid Media + Content |
|
Ready — Auto-Generated | +22% | |
| Florida Health Partner | SEO + Demand Gen |
|
In Review — Needs Approval | +11% | |
| Meridian eCommerce | Email + Paid Search |
|
Ready — Auto-Generated | +27% | |
| Atlas Home Services | PPC + Local SEO |
|
In Review — Needs Approval | +9% | |
| BrightPath Retail | Paid Social + Email |
|
Ready — Auto-Generated | +19% | |
| Summit Legal Group | Search + Conversion |
|
Ready — Auto-Generated | +13% | |
| Vantage B2B Systems | ABM + SEO |
|
Ready — Auto-Generated | +14% |