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Agency Pilot

Agency dashboard

Mission Control: every client, every number

Open Agency Pilot and the first thing you see is every client's spend, leads, cost per lead, booking rate and revenue for the period — with the clients that need you today at the top, and the reason spelled out.

Agency Pilot Mission Control: nine clients needing attention, $29,796 ad spend, 694 leads, $90.29 cost per lead, 30% booking rate and $534.6K revenue over 30 days, with attention cards per client
Thirty days across twelve clients: totals, changes, and who needs attention first.

Needs attention, worst first

Leads down, cost per lead up, ads spending with no leads, missed calls, sites down, overdue invoices and tasks — flagged per client.

Agency totals

Ad spend, leads, cost per lead, booking rate and revenue across every client, against the previous period or last year.

A table you can shape

Pick columns from about sixty metrics, filter by channel, sort, and export to CSV.

Side by side

Tick up to five clients and line them up to see who's really out of line.

Always current

Accounts sync hourly with a 400-day backfill; websites are checked every 15 minutes.

Same numbers for the client

Each client's own dashboard and portal use the same data, without your internal notes.

Start the day with the right client

The attention cards are the point. Each one names the client and the reason — "Google Ads not spending · 3 enabled campaigns, no spend in 3 days", "Leads down 49% · 36 vs 70", "Website is down · no response within 12 seconds" — ordered critical first. Most mornings, that's the to-do list.

Thresholds are sensible out of the box: leads down 30% or more, cost per lead up 30% or more, $150 of ad spend with no ad leads, a quarter of calls missed, half of leads unqualified, a website down, an invoice overdue or tasks overdue.

Every client in one table

Below the cards, every client sits in one sortable table: status, ad spend, cost per lead, leads, lead sources, booking rate, revenue and a leads-versus-spend trend line. Switch channels — website, Google Ads, Meta Ads, Business Profile — to see the same table for just that source, and export anything to CSV.

The Mission Control client table with ad spend, cost per lead, leads, lead sources, booking rate, revenue and trend sparklines per client
Every client, sortable, with trend lines and channel filters.

Click into any client

Each client opens to their own dashboard: account health, data-source status, leads over time, and tiles for leads, qualified leads, booking rate, revenue, cost per lead, ad spend, ROAS, calls, missed calls, website sessions, profile views and search clicks — each with a sparkline. Below that, leads by source, ad spend against leads, calls answered and missed, and lead quality.

A client's dashboard tiles: 98 leads, 54 qualified, 37.8% booking rate, $308.1K revenue, $125.54 cost per lead, $7,030 ad spend, 29.3× ROAS, 88 calls, 3 missed calls, website sessions, profile views and search clicks
One client's month: leads, bookings, revenue, cost and return, with sparklines.

The numbers

What Mission Control tracks

SourcesGoogle Ads, Meta Ads, Google Analytics 4, Search Console, Business Profile, the tracking script, calls, forms, chats and texts
MetricsAbout sixty, including spend, clicks, leads, cost per lead, booking rate, calls, missed calls, talk time, revenue (new, repeat, other), average job, jobs sold, ROAS and ROAS on new customers
PeriodsToday, yesterday, 7/30/90 days, month, year to date or custom, against the previous period or last year
SyncHourly per source, with a 400-day backfill on the first sync; website checks every 15 minutes
On the phoneAgency Mission Control in the LeadPulse app, with the same attention list

What this does not do

Better to find this out here than three weeks in.

  • Business Profile and Search Console data arrive 2–3 days late because Google publishes them late; the dashboard says which day each source runs through.
  • Revenue and ROAS depend on sold jobs being recorded — by your team, by the client in their portal or app, or from sales sent in by webhook.

Questions

What is an agency Mission Control dashboard?
One screen showing every client's marketing performance — spend, leads, cost per lead, bookings and revenue — with the clients that need attention first and the reason why.
Can clients see Mission Control?
Clients see their own dashboard in the portal and app, with the same numbers for their business only. They never see other clients or your agency view.
How fresh is the data?
Hourly for ad platforms and Analytics, every 15 minutes for website checks, and you can press Sync now at any time.

Put your agency on autopilot

Start a 14-day trial with 300 credits. Add your first client and send an onboarding link today.

Build a morning review around actionable exceptions

An agency performance dashboard is most useful when it helps the team choose where to spend attention. Start with the clients flagged for a concrete issue, then distinguish urgent operational problems from performance changes that need investigation. A website that is unavailable calls for a different response from a lower lead total during a short comparison period. Read the reason on the attention card before assigning work. The dashboard can surface a signal, but it cannot replace the account context needed to decide what should happen next. A focused review ends with a manageable set of owners and actions instead of a general instruction to check every account.

Verify the evidence behind an attention flag

A warning should begin an investigation rather than end it. Open the client's detail view, check the selected dates and confirm that the relevant data source is current. Review any known budget change, business closure or campaign pause that could explain the movement. If leads are down, inspect which source changed and whether captured enquiries have been reviewed. If costs rose, look at volume and quality together. This sequence prevents a team from reacting to a percentage without knowing its denominator or measurement window. Record what you found so another colleague can understand why the alert led to action or was considered expected.

Compare clients with the business model in mind

Side-by-side comparison can reveal outliers, but different clients may have very different economics. A high-value specialist service may sustain a cost per lead that would be unsuitable for a lower-value recurring service. Sales cycles, service areas, seasonality and available capacity also affect the result. Choose comparable clients when testing an operational question, and explain material differences when they are not comparable. Use the dashboard to identify where to look, then assess the account on its own objectives. A cross-client table should not become a universal league table in which the cheapest lead automatically represents the strongest marketing performance.

Choose columns for the role doing the review

The account manager, advertising specialist and agency owner may approach the same portfolio with different questions. Select the metrics that help answer the current question and keep unrelated columns from dominating the scan. An operational review may emphasize missed calls, tasks and website status; a campaign review may focus on spend, qualified outcomes and return. This does not require hiding inconvenient information. It means giving each review a clear purpose so the team can notice the relevant pattern. When exporting a table for later work, retain the period and channel context so the selected figures remain understandable outside the dashboard.

Use agency totals without losing client-level context

Totals describe the portfolio, but large accounts can dominate them. A strong overall month may coexist with several clients who need attention, while a single paused campaign can make an agency-wide total fall sharply. Review the aggregate and then identify which accounts contributed most to the movement. Avoid applying the same explanation to every client based on the combined number. For an illustrative agency with one large advertiser and several small local clients, portfolio spend can change substantially even when most accounts are stable. The table and detail views help you separate that concentration effect from a broad pattern across the agency.

Connect revenue questions to the sales record

Mission Control can show revenue and return, but those measures depend on the sales information available. Before discussing a weak return, check whether the client's team recorded sold jobs and whether repeat work or refunds need attention. Longer sales cycles can also separate lead generation from the date a sale appears. Ask the account owner to reconcile representative records when the dashboard and the client's account of results disagree. This makes the next conversation more concrete. A performance dashboard is strongest when it combines reliable platform data with a maintained business record, rather than using incomplete sales updates as proof of campaign failure.

Create a handoff that survives the next meeting

When a portfolio review identifies work, record the client, the observed issue, the proposed investigation and the person responsible. Include the date range and source so the specialist can reproduce the observation. Distinguish an immediate operational fix from a hypothesis that needs more evidence. For example, a site outage may require a direct technical check, while a cost increase may require campaign and lead-quality review. At the next review, return to the decision and its outcome. This keeps the dashboard connected to actual work and prevents the same attention item from being discussed repeatedly without a clear owner or resolution.

Use the mobile view for continuity

A mobile agency view can help an owner or account manager check which clients need attention away from a desk. Use it to understand the issue and coordinate the next step, while keeping detailed investigation appropriate to the information required. A quick check should not encourage a large campaign decision based on one tile without context. Agree who covers the portfolio when the usual owner is unavailable and where they should record their handoff. That operating agreement matters more than the device used. The same current account picture becomes useful when it supports continuity across meetings, travel and ordinary changes in availability.

Frequently asked questions

What should I inspect first in Mission Control each morning?

Start with the reason on the highest-priority attention items, then check the relevant client detail and source status. Separate an operational interruption from a performance trend. Assign the next action only after the issue is understood well enough that the owner can investigate or resolve something specific.

Does an attention flag prove a campaign is failing?

No. It identifies a condition worth reviewing, such as a decline, a cost increase or missing activity. The explanation may involve timing, incomplete data, a planned pause or an actual problem. Inspect the client context before presenting the flag as a settled judgment about the quality of the campaign.

How should I compare two clients with different budgets?

Use the comparison to explore a defined question and account for differences in volume, service value and objectives. A larger budget can change both the scale and stability of a metric. Ratios help in some situations, but they still need enough context to avoid treating fundamentally different businesses as interchangeable.

Why can the agency total look good while clients need attention?

Large accounts can outweigh smaller accounts in a combined total. One strong advertiser may mask declines elsewhere in the portfolio. Review the client table alongside the aggregate so the agency does not overlook a business with a real issue simply because the overall spend or lead number increased.

What if a client has no recorded revenue?

Check whether the sales-recording process is in use and whether the selected period matches the relevant jobs. Missing recorded sales are a data-completeness issue, not automatic evidence of no business outcome. Work with the client to improve updates and explain the limitation when reviewing return metrics.

How should I handle a planned advertising pause?

Make the account context clear to the team reviewing performance. A no-spend signal during a deliberate pause calls for a different response from unexpected delivery loss. Verify that the pause is intended, then keep the reason and expected restart in the operational record so colleagues do not duplicate the investigation.

Can I use the table for a specialist channel review?

Yes. Channel filters and selectable columns support a more focused view of the client portfolio. Choose the source and metrics relevant to the specialist's question, and retain that context when exporting or discussing the figures. A filtered review should be labelled clearly rather than presented as all-channel performance.

How should I react to a sudden cost-per-lead increase?

Check the comparison window, spending and lead volume first, then inspect campaign changes and reviewed lead quality. A small denominator can make a ratio move sharply. Decide whether there is enough evidence for an immediate change or whether the account needs a more targeted investigation before altering the campaign.

What should I include when assigning an investigation?

Name the client, the observed metric, the date range, the data source and the question that needs answering. Add any known business context. This gives the specialist a reproducible starting point and helps avoid a vague task that simply says performance is down without explaining what prompted the concern.

Does hourly synchronization mean every platform reports today's complete data?

No. Synchronization retrieves what the source makes available, and some sources publish later than others. Review the dashboard's source dates, especially for Business Profile and Search Console. A recent sync does not remove the platform's reporting delay or make an incomplete period suitable for every comparison.

Can an account manager show the agency view to a client?

The client-facing dashboard provides that business's own information, while Mission Control includes the broader agency portfolio. Use the appropriate client view for a client meeting. This also keeps the discussion focused on the business's results instead of exposing unrelated accounts or agency-only operational information.

When is a CSV export useful?

Use an export when a defined analysis requires additional calculations, a documented review snapshot or discussion outside the live table. Keep the date range, channel and metric definitions with it. An exported number without context can easily be interpreted differently by someone who did not participate in the original review.

How should the team deal with recurring alerts?

Investigate whether the underlying issue remains unresolved, the operating process is incomplete or the account context explains the repeated signal. Assign ownership and record the decision. Repeatedly acknowledging the same item without changing anything does not improve the account, even when the dashboard continues to surface it accurately.

Can Mission Control replace every specialist platform view?

It brings important account information together for monitoring and investigation, but specialist work can still require the underlying platform and its detailed controls. Use the overview to identify the right question and the client detail to narrow it. Then move to the appropriate working context when the task requires it.

What is a useful weekly portfolio review outcome?

A short set of evidence-based priorities with owners, rather than a long recital of every metric. Note which clients need immediate action, which need a deeper review and which are operating as expected. Return to the previous decisions so the review creates continuity and accountable work across the agency.