The Clients screen: your agency’s book
See every client in one table, with spend, result, key metric, data health and alerts, and find out who needs attention.
In this article · 7 sections
The Clients screen answers one question: how is the book doing? It lists every agency client, active and archived, with the period’s numbers, data health and open alerts. It is also where you enter each client.
Clients
12 active
- PomarOnline storeMarina AlvesSpendR$132,900-5.9%Key metricROASNo dataNo goal
- VérticeOnline storeMarina AlvesSpendR$118,640+6.0%Key metricROAS4.10×Goal ≥ 3.90×
- KorraOnline storeMarina AlvesSpendR$96,400+9.4%Key metricROAS4.30×Goal ≥ 3.80×
- AtlasOnline storeMarina AlvesSpendR$88,300-2.3%Key metricROAS3.40×Goal ≥ 3.30×
- NimboOnline storeMarina AlvesSpendR$71,200+9.9%Key metricROAS1.60×Goal ≥ 2.50×
- TemperoOnline storeMarina AlvesSpendR$54,100+8.6%Key metricROAS3.70×Goal ≥ 3.50×
| Client | Sources | vs goal | Data | ||||
|---|---|---|---|---|---|---|---|
| PomarOnline storeMarina Alves | R$132,900-5.9% | No dataRevenue | ROASNo dataNo goal | — | Meta failing since Sep 28 | Conversion tracking failing for 2 days+1 alert | |
| VérticeOnline storeMarina Alves | R$118,640+6.0% | R$486,320+18.0%Revenue | ROAS4.10×Goal ≥ 3.90× | +5% | Synced 12 min ago | No alert | |
| KorraOnline storeMarina Alves | R$96,400+9.4% | R$412,800+11.3%Revenue | ROAS4.30×Goal ≥ 3.80× | +13% | Synced 40 min ago | No alert | |
| AtlasOnline storeMarina Alves | R$88,300-2.3% | R$301,700+4.8%Revenue | ROAS3.40×Goal ≥ 3.30× | +3% | Syncing Google Ads | No alert | |
| NimboOnline storeMarina Alves | R$71,200+9.9% | R$113,900-29.8%Revenue | ROAS1.60×Goal ≥ 2.50× | -36% | Synced 25 min ago | ROAS below goal for 5 days | |
| TemperoOnline storeMarina Alves | R$54,100+8.6% | R$198,600+12.7%Revenue | ROAS3.70×Goal ≥ 3.50× | +6% | Synced 1 h ago | No alert |
- Total spendR$704,040+4.8%
- 7 of 9 on goal
- 2 stalled sources
- 4 open alerts
How to open it
In the agency sidebar, click Clients. The number next to the item is your client count. The screen is also available from inside a client, under the same sidebar item.
| Client | Spend | Result | Key metric | Data | Status |
|---|---|---|---|---|---|
| Korra | R$48,320.00 | R$212,400.00 | ROAS 4.40× | Synced 40 min ago | No alert |
| Atlas | R$31,870.00 | 1,284 leads | CPL R$24.82 | Meta stalled since yesterday 2:00 PM | CPL above goal for 5 days |
| Vértice | R$18,200.00 | 612 conversions | CPA R$29.74 | Synced 2 h ago | +2 alerts |
- 1The period drives every number in the table and the comparison.
- 2Search and filters narrow the book without reloading the page.
- 3Click a row to enter the client.
- 4The footer adds up the book; See formulas explains each calculation.
What each column shows
Client
- Meaning
- Name, logo, business type (or “inferred”) and account manager.
Sources
- Meaning
- The platforms feeding the client.
Spend
- Meaning
- Meta Ads and Google Ads spend in the period, in the client’s currency, with the change.
Result
- Meaning
- Revenue, leads or conversions, according to the business type.
Key metric
- Meaning
- ROAS, CPL or CPA, with the active goal when there is one (for example, “Goal ≥ 4.00×”).
Data
- Meaning
- A sentence about syncing: “Synced 40 min ago”, “Meta stalled since yesterday 2:00 PM”, “Google Ads failing since Sep 23”.
Status
- Meaning
- The most severe alert and how long it has been open, plus a count of the others (“+2 alerts”).
| Column | Meaning |
|---|---|
| Client | Name, logo, business type (or “inferred”) and account manager. |
| Sources | The platforms feeding the client. |
| Spend | Meta Ads and Google Ads spend in the period, in the client’s currency, with the change. |
| Result | Revenue, leads or conversions, according to the business type. |
| Key metric | ROAS, CPL or CPA, with the active goal when there is one (for example, “Goal ≥ 4.00×”). |
| Data | A sentence about syncing: “Synced 40 min ago”, “Meta stalled since yesterday 2:00 PM”, “Google Ads failing since Sep 23”. |
| Status | The most severe alert and how long it has been open, plus a count of the others (“+2 alerts”). |
On smaller screens, the less important columns disappear first. You can drag a header edge to change a column’s width; Relator remembers it for you.
Period and comparison
The default is the last 30 days, compared with the previous period of the same length. The change sits right next to the number, with an arrow and a color: green when it improves, red when it gets worse. For revenue, leads, conversions and ROAS, up is better. For CPL and CPA, down is better. For spend, a drop shows in red, because a shrinking budget is often a sign of a client cooling off. See Periods and comparisons.
Filters and sorting
- Search client looks up the name.
- Business type, Source and Account manager narrow the book. Under Account manager, “No manager” shows clients without an owner yet.
- With alert keeps only clients with an open alert.
- Clear filters brings back the whole book.
- Click a column header to sort. The default is Spend, highest first. Archived clients always stay at the bottom, and clients without data go to the bottom in both directions.
- Filters and sorting live in the page address: you can bookmark them or send the link to a teammate.
Colors and warnings
- Amber: attention. A metric off goal or an open alert.
- Green: on goal.
- Red: a failing source (the connection needs to be redone) or a bad change.
- A source is stalled when it misses its sync window: 24 h for Meta Ads and Google Ads, 48 h for GA4.
The totals footer
- Total spend for the book, with the change. If clients use different currencies, you see “Different currencies, not summed”.
- X of Y on goal: how many clients with a goal are within it.
- How many sources are stalled and how many alerts are open.
- See formulas opens the How Relator calculates panel, with the definition of each number and the table of result and key metric by business type.
Archived clients
Archived clients stay on the list, faded and at the bottom, to show that the history was kept. They have no numbers and do not open when clicked. See Edit and archive a client.
Frequently asked questions
Where did the Book, Portfolio and Agency business screens go?
They were merged. Old Book and Portfolio addresses open the Clients screen, and the old Agency business opens the agency Home. See The agency Home.
Why is there no total ROAS for the book?
Because adding up ROAS across different clients has no meaning. The footer shows total spend and how many clients are on goal.
How do I set a client’s account manager?
On the client profile, General tab, Account manager field. See Edit and archive a client.
Why does a client show no result?
The type is Brand, or the type is not set and the accounts have not reported revenue or conversions yet. Set the client’s business type.
Does the client see this screen?
No. The Clients screen is only for the agency team.
Read next
- Clients and portalCreate a clientSet up a client with name, company details, business type and invites in a single panel, in three steps.
- Clients and portalClient business type and KPIsThe business type decides which result and key metric Relator highlights for each client, on the Home and on the Clients screen.
- Performance and dashboardsAgency Home: today’s agendaIn the agency view, the Home lists the clients who need you today first, with the reason, the suggested action and this week’s deliveries.
- Metrics, goals and alertsAutomatic alertsLearn which problems Relator detects on its own (unusual spend, stopped delivery, broken tag, goals off pace), where they show up and how to tune the sensitivity.
- Clients and portalEdit and archive a clientChange a client’s name, logo, account manager and details, and learn what happens when you archive a client the agency no longer serves.