Portfolio blindness
The account that needs attention is hidden inside dozens of healthy client workspaces.
Campaign Budget Optimizer for agencies
Run the portfolio without living in every account.
Give account teams one operating system for pacing, health evidence, approvals, and client-ready decision records.
Where control breaks
The operating problem is larger than the dashboard.
Approval sprawl
Budget decisions live across email, Slack, spreadsheets, and platform change history.
Client explanation
The team has the data but rebuilds the reasoning every time a client asks why spend moved.
The control model
The agency manages a portfolio of decisions—not a portfolio of tabs.
- 01
Prioritize clients by forecast risk and decision urgency.
- 02
Attach CampaignHealth and ConversionHealth evidence to the recommendation.
- 03
Route material changes to the correct internal or client approver.
- 04
Turn the approved record into a branded client brief.
What the record proves