Spend
R$561,540
6 clients
One way to use it for each kind of team.
Relator has two account types: agency, with a space for each client, and company, for those following their own business.
Agencies and freelancersMany clients, each in its own space.An agency desk, a client portfolio, a client portal and your brand on reports.Starter, Pro and Scale · from R$59/monthSee how it worksCompanies and solo professionalsYour whole business on one screen.Paid media, website and CRM for your own business, with goals, reports and RelatorAI, no spreadsheet needed.Starter, Pro and Scale · from R$59/monthSee how it works
The month-end ritual.
Export from Meta.
Paste Google.- Check the spreadsheet.
- Fix the slide.
And the CRM, which says what actually sold, is left out.
Relator does this work on its own. And the CRM is part of the math.
What your team uses every month, without one more tool.
Meta, Google, GA4 and your CRM arrive through native ingestion and feed every screen below.
- Metrics normalized across channels
- Previous period on every chart
- Last sync time on every source
01 · Agencies
One desk for the whole portfolio.
Connect the agency's Business Manager and MCC once and assign each account to the right client. Every client gets its own space, and the agency Home tells you who needs you today.
- Business Manager and MCC accounts assigned per client
- Spend, results and status for everyone
- Drafts waiting for approval in this week's agenda
Real ROAS
- Korra4.3×
- Vértice4.1×
- Nimbo1.6×
- Atlas3.4×
- PomarNo data
- Tempero3.7×
Farol Agency/Clients
Ask RelatorAIPT
Clients
12 active
Client portfolio
- 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
Metrics normalized by Relator
02 · Each client
Every client live in six steps.
Client created, accounts assigned, client brand, first report, scheduled delivery and portal. The steps check themselves off, and the first client becomes the template for the next ones.
- In the portal, clients see the summary, campaigns and reports
- Email invite as Admin, Editor or Viewer
- Agency logo on the portal and reports
The agency brand is available from Pro.
Farol · Agency getting startedKorra: next step is client created
03 · Company account
What the ads actually sold, without spreadsheets.
For companies that run their own marketing: connect Meta, Google, GA4, Search Console and your CRM, and see how much each campaign sold, with the ROAS leadership recognizes.
- Real ROAS with CRM sales
- Scheduled report for leadership
- RelatorAI for everyday questions
Scheduled reports and goals from Pro.
Real ROAS, with CRM sales
4.1×
ROAS in the ads manager: 6.8×
Real ROAS by campaign
- Áurea 16 · Launch5.2×
- Nexo · Gaming season4.2×
- Lume · Back to school3.2×
- Prisma · Business2.8×
From ad to sale
Meta Ads, Google Ads, GA4, RD Station CRM and HubSpot
Platform ROAS vs. real ROAS
September 2026
ROAS the platform shows0.0×
Real ROAS, with CRM sales0.0×
The platform counts conversions. The CRM counts closed sales.
Real ROAS by campaign
R$486.3K in attributed revenue
- Áurea 16 · Launch94 sales5.2×
- Nexo · Gaming season51 sales4.2×
- Lume · Back to school43 sales3.2×
- Prisma · Business24 sales2.8×
Side by side
What changes between the two account types.
FeatureAgencyCompany
- Structure
- Agency: Agency desk and one space per client
- Company: One space for your own business (two on Business)
- Connections
- Agency: Agency Business Manager and MCC, each account assigned to a client
- Company: Your own business accounts
- Client portfolio
- Agency: Yes, with each client's setup journey
- Company: Not applicable
- Client portal
- Agency: Invite as Admin, Editor or Viewer
- Company: Not applicable
- Brand on reports
- Agency: Agency logo from Pro
- Company: Your own business brand
- Real ROAS (CRM)
- Agency: In CRM, Home, Campaigns and RelatorAI
- Company: In CRM and RelatorAI
- Plans
- Agency: Starter, Pro and Scale (the same table)
- Company: Starter, Pro and Scale (the same table)
Built for whoever answers for the media.
Client portfolio
- PomarOnline storeMarina AlvesSpendR$132,900-5.9%Key metricROASNo dataNo goal
- NimboOnline storeMarina AlvesSpendR$71,200+9.9%Key metricROAS1.60×Goal ≥ 2.50×
- AtlasOnline storeMarina AlvesSpendR$88,300-2.3%Key metricROAS3.40×Goal ≥ 3.30×
| 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 | |
| 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 | |
| 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 |
- Total spendR$704,040+4.8%
- 7 of 9 on goal
- 2 stalled sources
- 4 open alerts
One operation for every client.
Stop building reports one by one. The portfolio shows where to act and each client gets the month with their own brand.
- Portfolio with what needs you on top
- Reports with each client's brand
- Client portal with its own access
Vértice
On track
Goals this period · 2 of 3 on pace
0%Client goals
- CRM revenue ≥ R$500,000.00 by Sep 30At the current pace you close at R$503,100.00 (+1%)StatusOn trackActual / targetR$0.00 / R$500,000.00
- ROAS ≥ 4x by Sep 30 · Meta AdsAt the current pace you close at 4.3x (+8%)StatusOn trackActual / target0x / 4x
- CPA ≤ R$120.00 by Sep 30 · Google AdsAt the current pace you close at R$134.90 (+12%)StatusAt riskActual / targetR$0.00 / R$120.00
| Goal | Status | Progress | Actual / target |
|---|---|---|---|
| CRM revenue ≥ R$500,000.00 by Sep 30At the current pace you close at R$503,100.00 (+1%) | On track | R$0.00 / R$500,000.00 | |
| ROAS ≥ 4x by Sep 30 · Meta AdsAt the current pace you close at 4.3x (+8%) | On track | 0x / 4x | |
| CPA ≤ R$120.00 by Sep 30 · Google AdsAt the current pace you close at R$134.90 (+12%) | At risk | R$0.00 / R$120.00 |
All of marketing, with revenue at the center.
For in-house teams reporting to leadership: media, site and CRM on one panel, with the monthly goal always in sight.
- Real ROAS, with CRM sales
- Goals with monthly pace and forecast
- RelatorAI for leadership's questions
Your next month-end close can be the last one done in a spreadsheet.
Try it free for 7 days: connect your sources today and send the first report this week.
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