Client dashboard

The Client Dashboard delivers a 360-degree overview of a single client's digital performance, audience growth, engagement velocity, and closed ROI.

Dashboard architecture

Every Client Dashboard is structured using a responsive Bento card layout:

┌────────────────────────────────────────────────────────────────────────┐
│  AI EXECUTIVE BRIEFING (Generated daily with natural language summary) │
├──────────────────────────┬──────────────────────────┬──────────────────┤
│  TOTAL REACH & IMPR.     │  BLENDED ENGAGEMENT RATE │  TOTAL AD SPEND  │
│  1.42M (+24.2%)          │  4.8% (Target: 3.5%)     │  £4,250          │
├──────────────────────────┼──────────────────────────┼──────────────────┤
│  CONVERSIONS & PIPELINE  │  BRAND HEALTH SCORE      │  CONTENT OUTPUT  │
│  182 Deals (£42.8k)      │  92 / 100 [ Excellent ]  │  14 Posts / Wk   │
├──────────────────────────┴──────────────────────────┴──────────────────┤
│  CROSS-CHANNEL PERFORMANCE TRAJECTORY (Daily / Weekly / Monthly)       │
└────────────────────────────────────────────────────────────────────────┘

Bento KPI components

1. Unified total reach and impressions

Combines impressions across:

• Organic social: Instagram, Facebook, TikTok, LinkedIn, YouTube, Pinterest, Threads, X.
• Paid ads: Meta Ads, Google Ads, TikTok Ads, LinkedIn Ads.
• Web and SEO: Google Analytics 4 sessions and Google Search Console impressions.

2. Blended engagement rate

Calculated using weighted industry benchmarks: $$\text{Engagement Rate} = \frac{\text{Comments} \times 3 + \text{Shares/Saves} \times 4 + \text{Likes} \times 1}{\text{Total Impressions}} \times 100$$

3. Revenue and pipeline attribution

When connected to CRM Connector or HubSpot, metric cards display:

• Closed-Won deal value
• Pipeline opportunities created
• Blended Return on Ad Spend (ROAS) and Cost Per Acquisition (CPA)

AI executive briefing

At the top of the dashboard, our AI engine synthesizes complex multi-platform graphs into plain-language bullet points:

• What went well: Highlights top-performing channels and breakout creative posts.
• Where friction occurred: Identifies rising CPCs or declining video retention.
• Recommended action: Suggests immediate optimizations (e.g. "Double budget on Ad Set #4", "Post 2 more contrarian video hooks on TikTok").

Customizing the client dashboard

1. Click Customize Cards in the top-right toolbar.
2. Toggle metric card visibility on or off.
3. Drag and drop tiles to reorder based on client priorities (such as prioritizing Lead Gen over Brand Awareness).
4. Save as the default template for this client workspace.