Happy to build the portfolio view. Before I start I need two things, because each client is scored red, amber or green against its target using real numbers, and I will not guess either:
- Exports per client, per channel: weekly data with client name, channel (paid, organic, email), week, spend, conversions, and revenue if you track it. Please send at least the last three complete weeks; with only two weeks I can still flag red clients, but I cannot score amber (two weeks of worsening in a row). One CSV per client per channel, or one combined export, both work.
- Targets per client: the KPI each account is judged on and its target, for example CPA $50, ROAS 4.0, or a weekly lead count.
Optional, but they make the view sharper: - Spend plan per client (planned weekly spend), so I can flag pacing that is more than 15 percent off plan. Without it, pacing is not checked. - Expected channels per client, so I can tell you which exports are missing. - Account owners, so each red or amber client's action prompt goes to the right person.
Can you paste or upload the exports and targets?