SpendApproval — Agency Dashboard

Estimated Revenue (i)

$1,359,400

of $2,930,000 target — 46.4% — Day 15 of 31

Budget Pace (All Clients)

Today (48%)

52% spent

Spent: $264,200 Should be: $247,100 +$17,100 over pace

Media Under Management

$505,000

Blended ROAS

5.14x / 5.52x target

AI-generated portfolio summary

0:00

Pending Approvals

8

Blocking $47K/day in recommended shifts

Revenue Gap

$36,016

~2.3 days of revenue behind MTD target

Reallocation Opportunities

9

Est. +$30K revenue impact across 3 clients

Approval Rate

75%

9 approved / 3 rejected — Avg 2.4h

View audit trail →

Client Portfolio Health

MTD Performance

	Client	Budget	Spent	% Spent	Pace	ROAS	Revenue Gap	Pending

Recent Activity

Active Clients

6

1 inactive — 6 with live data

Portfolio Budget

$755K

$400K spent MTD (Day 15 of 31)

Pending Approvals

15

Blocking $47K/day in reallocations

Clients Needing Attention

3

Acme, Globex, PeakFit over pace

Client Portfolio

7 clients

	Client ▲	Budget ▲	Spent	Pace	ROAS	Revenue Gap	Pending ▲	Status ▲

Approval Requests

	Status ▲	Amount ▲	Client ▲	Platform ▲	Created ▲

Escalation Policies

Manage escalation chains for your clients. Each step defines a channel, recipient, and timeout before escalating further.

	Client	Escalation Chain	Max Calls	Last Updated

Communication Log

	Channel ▲	Status ▲	Recipient	Sent At ▲	Delivered At

Client Month Year

Acme Digital Marketing

Day 15 of 31 (48%)

Total Budget

$175,000

Spend to Date

$94,500

54% of budget

Budget Variance

+6.0%

Forecasted Total

$195,300

+$20,300 vs budget

Revenue to Date

$483,000

of $1,080,000 target

Blended ROAS

5.11x

Target: 6.17x

Revenue Gap

$39,581

Behind target

Blended CPA

$102

930 transactions

▶ Performance Graph Revenue & Budget over time + channel breakdown

Revenue Budget — Solid = Actual Dashed = Target / Forecast

Over Time

By Channel

▶ KPIs Traffic, CPC, CVR, Transactions, CPA, AOV, ROAS Forecast Mode

Approval Threshold Rules

Click any cell to edit ✓ Saved

Tier	Amount Range	Required Approval	Max Response Time
Auto-Approve	Under $5,000	Automatic	Instant
Standard	$5,000 – $50,000	Single Approver	4 hours
Elevated	$50,000 – $100,000	Dual Approval	2 hours
Executive	Over $100,000	VP + Finance Director	1 hour

Current Request Distribution

45%

35%

15%

5%

Auto-Approve45%

Standard35%

Elevated15%

Executive5%