Live Metrics for account managers

Each client sees their own numbers.
Nothing more.

Give each client access to their project, choose what they can see, and spot goals falling behind across your entire portfolio before they call you.

Plans start at 299 TND/month · 1 month free with annual billing

Karim MansouriAgency

Home Maison Jasmin

Maison Jasmin

Paid media, e-commerce and goals · Oct 1 → Oct 16, 2026

October 2026

Ad spend (MTD)

$4,200

Meta + Google combined

Ad revenue

$18,060

Conversion value

ROAS

4.30x

$18,060 ÷ $4,200

Sessions

38,900

Google Analytics 4

Purchases

301

CPA $13.95

Store revenue

52,400 TND

486 orders

ROAS by campaign

The campaigns earning the most this month

Retargeting DPA

6.1x

Search · Brand

5.4x

Prospecting Reels

4.8x

Performance Max

3.6x

Lookalike 2%

2.2x

Goals

Tracked automatically on live data

3On track

1Behind

Ad revenueMonthly · combined paid media$18,060 / $16,000On track
ROASMonthly · combined paid media4.3x / 4.0xOn track
PurchasesMonthly · combined paid media301 / 280On track
SessionsWeekly · Google Analytics8,900 / 10,000Behind

Assigned client: [email protected] Team: 3 members with access Client access to Live Advisor: not granted

Same project, two views: you choose what your client sees.

Agency view shown.

Project-level permissions

View, edit, manage connectors, goals, and dashboards.

Seats on the Agency plan

Your entire team connected. 1 on Solo, 2 on Studio.

Access levels

Live Advisor answers using your actual data.

Screenshot to share

The client logs in and sees their up-to-date numbers.

THE PROBLEM

More clients, more requests,
less time to advise.

Each client wants their numbers, their way, at the right time. Without a sharing tool, the account manager spends their days sending files.

Stop…

…sending screenshots and exports to your clients every week.

An Ads Manager screenshot, a GA4 export, a manually edited spreadsheet. The client waits for you to send the report, and the numbers are already outdated by the time they open it.

meta_screenshot.png

ga4_export.csv

Friday send, 6 PM

Stop…

…choosing between giving access to everything or nothing.

Sharing your ad account access exposes your settings and other clients’ data. Sharing nothing leaves you stuck sending files manually.

Shared admin access

« Why can I see this account? »

Stop…

…finding out a client is behind on their goals when they call you.

With 10 clients, it’s impossible to open every project every morning. You spot goals falling behind too late, and the client is the one who tells you.

10 projects to open

Missed call · client

Portfolio viewAgency · 6 clients · this month

Export CSV

Portfolio of 6 clients, sorted by spend, highest first

Total · 6 clients	$13,750	$57,090	4.2x	15 on track5 behind

Amounts in USD (ad account currency)ROAS = revenue ÷ spend

Portfolio overview

All your clients on one screen. Goals falling behind come first.

The agency portfolio view brings all your clients together, one row at a time. See at a glance who’s spending, who’s generating returns, and who’s falling behind.

Each client’s spend, ROAS, and goals, side by side.

On track or Behind: the number of goals on track and behind for each client.

Sort and filter to call the clients who need your attention first.

Export to CSV for team meetings or internal tracking.

Good to know: Portfolio view is a permission. The agency owner grants it to each member under Settings → Team. Amounts remain in the currency of the ad accounts.

Alerts & Daily OKR

La même alerte, au même moment. For you, your client, and your team.

A goal falling behind? A sync failing? Everyone affected sees it in the app. And yesterday’s summary is emailed every morning.

In-app alerts: successful or failed syncs, goals reached or falling behind.

Sent to the right people: project owners, assigned clients, and agency members with access.

One click opens the right tab: connectors or goals for the relevant project.

Good to know: With Standard, Daily OKR is included for 1 brand. Premium and Unlimited enable it across all your brands.

Notifications

Who gets what

"Sessions" goal is behind Maison Jasmin · weekly · 12 min ago · opens Goals Sent to YouSalma (client)Team
Sync failed Bayt Kids · Meta Ads · 12:04 AM · opens Connectors Sent to YouTeamNo client assigned
"Store revenue" goal reached Dar Zitoun · monthly · yesterday · opens Goals Sent to YouYoussef (client)Team
Sync successful Maison Jasmin · WooCommerce · 12:06 AM · opens Connectors Sent to YouSalma (client)Team

They manage their clients with Live Metrics.

Less reporting, more advising.

"Each client has their own access. They can see their ads and goals, not our settings. We no longer send screenshots on Friday nights."

Sana K.

Account manager, agence digitale

"On Mondays, I filter clients who are behind in Portfolio view. I call the ones who need attention before they call me."

Rami B.

Directeur clientèle, agence marketing

"When a goal falls behind, the client, my team, and I receive the same alert. We can discuss it before the client starts worrying."

Leïla H.

Responsable comptes clés, agence

USE CASE

One tool, at every stage of the
client relationship.

From client onboarding to Monday’s check-in, the same screens support you, client after client.

Day 1

A new client signs up

They get their own project, connectors, and access to only what matters.

Assign them by email under Project → Settings.

Select the tabs and sections they should see.

Customer view

Settings

New Recruit

A team member joins the team

They work on their clients without accessing other projects.

Invite them with project-level permissions.

Grant Portfolio or Live Advisor access under Settings → Team.

Permissions

Capabilities

Monday, 9 AM

The portfolio check-in

In five minutes, know which clients to call this week.

Filter clients with goals marked Behind.

Export the table to CSV for your team.

Portfolio view

CSV export

Every morning

Your daily summary, on autopilot

Yesterday’s numbers are sent automatically. You save your time for advising.

Enable Daily OKR under Tools → Automation.

Track goal alerts in the app.

Daily OKR

Notifications

Account manager FAQ

Your questions, our answers.

What exactly can my client see?

Only the projects you’ve assigned them to, and within each project, the tabs and Overview sections you’ve selected in Client view. Tools and Live Advisor are denied by default. They also receive notifications for their projects.

Can my client create projects?

No, not if they’ve been invited by your agency: they can only access their assigned projects. An independent client who owns their own projects can create them. They are not linked to your agency.

Can my client access Live Advisor?

Not by default. An agency owner or editor can grant access under Settings → Agency clients, individually for each client. When using Live Advisor on your projects, they use the agency’s shared token quota: 100K on Standard (read-only), 500K on Premium, and 2M on Unlimited.

Who receives notifications?

Project owners, assigned clients, and agency members with access to the project. Alerts cover syncs (successful or failed) and goals (reached or behind). One click opens the Connectors or Goals tab for that project.

For account managers

Fewer screenshots. More time for your clients.

Create one project per client, invite them by email, and choose what they can see. They can access their metrics as soon as the first sync is complete.

Each client sees their own numbers. Nothing more.

Project-level permissions

Seats on the Agency plan

Access levels

Screenshot to share

More clients, more requests, less time to advise.

Open the project to your client. Stay in control of what they see.

All your clients on one screen. Goals falling behind come first.

La même alerte, au même moment. For you, your client, and your team.

Less reporting, more advising.

One tool, at every stage of the client relationship.

Your questions, our answers.

Fewer screenshots. More time for your clients.

Each client sees their own numbers.
Nothing more.

More clients, more requests,
less time to advise.

One tool, at every stage of the
client relationship.