CLIENTS & ONBOARDING

Client overview (Client 360)

A single client's performance, health, approvals, opportunities and recent activity on one page.

Select Clients → Client name overview in the sidebar.

What it shows

  • At a glance: health, owner, setup progress and invoices.
  • Needs attention for this client.
  • Channels synced (out of five data sources), approvals waiting and the latest Growth Audit.
  • What changed?: organic search clicks, search impressions, website sessions and key events compared with the previous period. A dash means there is no current measurement, not zero.
  • Your next move and Run Growth Audit.
  • Connection health, Opportunities & next actions, latest audit observations and Recent activity.
  • Export report and Manage connections.

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