AI-generated portfolio summary
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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
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
Approval Threshold Rules
✓ Saved
| Tier Name | Min Amount | Max Amount | Required Approval | Max Response Time |
|---|
Tiers are evaluated top to bottom. The first matching tier determines the approval workflow. Changes auto-save.
Current Request Distribution