Monitor Every Client in One View

Know exactly how every client is performing—at a glance. With real-time metrics like ad spend, clicks, conversions, and more in one unified view, you instantly compare trends, spot red flags, and prioritize where to act. Even view a roll-up of your performance for groups of clients, making it easy to assess by location, brand, franchise, or industry. No switching dashboards, no clunky spreadsheets, no guesswork—just crystal-clear insight across your entire client portfolio.

With built-in trend comparisons across clients—weekly, monthly, or quarterly—you’ll always know who’s improving, who’s slipping, and who needs attention. This cross-client visibility helps you proactively allocate your time and team resources where they’ll have the biggest impact.

Stop wasting hours exporting to spreadsheets and making manual calculations that are outdated as soon as they’re done. The Roll-up Table automatically pulls in real-time data and displays the key metrics that matter to you—so your team can skip the manual effort. That means more time for strategic, billable work that drives real client performance.