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Interactive product tour · sample data

Take a budget decision from signal to signed record.

This guided workspace uses a realistic agency account. Compare the evidence, choose a response, approve it, and inspect the publish preview—without connecting an ad platform.

Sandbox only · no live account changes
Sample workspaceNorthstar Dental Group
Evidence refreshed 2m ago
July approved limit$48,00017 days remaining
Current forecast$50,430+$2,430 above plan
Decision confidence82%Based on 21 days

Evidence before allocation

Two health systems constrain the budget move.

Combined decision input
ConversionHealth72 · Limited

Primary outcomes are active, but the CRM import is 36 hours behind and value coverage is 84%.

Decision effectCaps scale confidence
CampaignHealth87 · Strong

Non-brand search has stable qualified-lead efficiency and room to absorb controlled demand.

Decision effectSupports bounded reallocation
Budget control$48,160

Reduces low-confidence delivery and moves controlled budget into proven non-brand demand.

Forecast variance+$160

Compare responses

Choose the operating posture.

Selection resets approval
Selected planRebalance toward qualified leadsForecast $48,160 · 82% confidence

Agency-ready proof

The decision becomes the client update.

No rebuilding the story from screenshots, Slack messages, and change history.

Northstar Dental GroupJuly budget decision brief
Client-ready
On planForecast variance reduced from +5.1% to +0.3%
Decision
Rebalance toward qualified leads
Owner
Jordan Lee · Budget owner
Next review
July 21 · after CRM import
Evidence attached Approval recorded Publish separated
Durable audit recordEvery action has an owner.
  1. Portfolio drift detected

    Forecast moved 5.1% above the approved July limit.

  2. Evidence assembled

    CampaignHealth and ConversionHealth findings attached.

  3. Rebalance toward qualified leads selected

    Forecast finish $48,160; confidence 82%.

Built around operating reality

One control model. Different budget problems.

See how the workflow changes for the team responsible for the money.

Solution

Agencies

Run a portfolio of client decisions with clear ownership and client-ready proof.

Open solution Solution

In-house teams

Give channel operators and finance one approved monthly operating plan.

Open solution Solution

Multi-location

Protect local floors while moving opportunity across markets and accounts.

Open solution Solution

Seasonal advertisers

Reserve, release, and roll back event budget against an explicit calendar.

Open solution