Client Health Scores
Composite 0–100 · Updated Feb 28
■ 80–100 Healthy
■ 60–79 Watch
■ 0–59 At Risk
ROAS Trend↓ Declining
Spend EfficiencyStrong
Creative Freshness2 aging ads
Lead Quality3.4x · High
Comms CadenceOn track
⚡ Pause 2 aging TikTok ads · brief 3 fresh UGC creatives this week
ROAS Trend↑ Improving
Spend EfficiencyExcellent
Creative FreshnessAll fresh
Lead Quality5.8x · Elite
Comms CadenceExcellent
✅ Scale 3 winning creatives +25% budget · duplicate to lookalike audiences
ROAS Trend→ Stable
Spend EfficiencyStrong
Creative Freshness1 aging ad
Lead Quality4.1x · High
Comms CadenceOn track
⚠ Replace 1 aging ad before it crosses the fatigue threshold (currently day 21)
Atlas Financial
At Risk ⚠️
ROAS Trend↓ Declining
Spend EfficiencyPoor
Creative FreshnessAll stale 25d+
Lead Quality2.9x · Low
Comms Cadence1 missed
🔴 Creative brief this week + client check-in Thursday (ROAS recovery plan)
⚠️ Immediate action required: Atlas Financial (49/100) is your highest-risk account. All creatives are 25+ days old, CPM is elevated 34%, and ROAS has declined 3 consecutive weeks. Recommend emergency creative refresh and budget review before Monday.
Portfolio avg: 74/100
Alert Center
Real-time anomaly detection across all client accounts · Auto-diagnosed root causes
All
Critical
Warning
Info
Resolved
Atlas Financial
Elara Aesthetics
Critical
Atlas Financial
6h ago
New
📈 Google Display CPM +47% in 6 hours ($4.10 → $6.03)
AI detected 3 new financial services advertisers entering the Google Display auction targeting your exact keyword clusters (debt consolidation, credit score). This is driving CPM up across all Atlas ad sets simultaneously — not creative fatigue. Frequency is now at 4.2 impressions/user/week on remarketing, above the 3.0 efficiency threshold. If uncorrected by Monday, projected monthly overspend is +$18,400 above budget with declining ROAS.
Recommended action
- Cap Google Display daily budget at $3,200/day (down from $4,100) — protects monthly ceiling
- Add frequency cap: 3 impressions/user/7 days on remarketing campaigns
- Separate prospecting + remarketing audiences into distinct campaigns — shared audience is causing auction overlap
- Monitor CPM for 48 hours before restoring original budget
⚠ Est. impact if unaddressed: −$18.4K overspend + −0.4x ROAS by month end
Critical
Atlas Financial
3 days ago
In Review
📉 ROAS below 2.5x floor for 3rd consecutive week (current: 2.1x)
ROAS has declined week-over-week for 21 days. Root cause analysis: all 5 active creatives are 25+ days old (average age: 31 days), above the observed 18-day creative fatigue threshold for financial services lead gen. Lead quality score has also dropped — CPL is up 34% ($67 → $90) while the conversion rate from lead → booked call is stable. This points to audience exhaustion, not funnel issues downstream.
Recommended action
- Request 3 new creative variants from client this week — provide brief with top-performing hooks from Velocity Boards (similar audience)
- Pause bottom 2 ad sets by CTR (keep top 3 running at reduced budget)
- Schedule client check-in by Thursday — set expectation that recovery takes 2-3 weeks after creative refresh
- Prepare 30-day recovery plan with milestone metrics (ROAS 2.5x → 3.0x)
⚠ Without creative refresh: projected ROAS 1.8x by Week 4 · client retention at risk
Warning
Elara Aesthetics
11h ago
In Review
📉 TikTok conversion rate −18% vs 7-day rolling average (3.4% → 2.8%)
Three TikTok ads have been running 14, 18, and 21 days respectively — all past the 12-day median fatigue point for med spa creative. The budget simulator confirms TikTok is your most efficient channel at 5.4x post-refresh ROAS. Pausing and refreshing creatives now — before CPL degrades further — protects this channel's efficiency. Meta and Google are holding steady, so this is isolated to TikTok creative, not audience or funnel.
Recommended action
- Pause the 2 lowest-performing TikTok ads by Conv Rate (keep the 18-day ad running at 50% budget — still above floor)
- Brief client for 3 new UGC-style TikTok creatives this week — hook formats: problem/agitate/solve, before/after, social proof
- Reallocate paused TikTok budget to Google temporarily (+$28K) until new creatives are live
- Set a 10-day creative refresh cycle for TikTok going forward
⚠ If not refreshed within 7 days: est. CPL +$22 and potential −$180K/mo revenue gap
Info
Velocity Boards
14h ago
New
✨ 3 creatives showing early winning signals (2.3x–3.1x above baseline CTR)
AI detected 3 ad creatives exceeding the 1.8x early-signal threshold within 72 hours of launch. This pattern historically predicts top-quartile performers with 78% accuracy across sports eCommerce accounts. Current budget allocation gives each creative $1,200/day — well below the efficiency ceiling. Scaling now captures opportunity before the learning phase window closes (typically days 4-7).
Recommended action
- Increase daily budget on all 3 winning creatives by 25% ($1,200 → $1,500/day each)
- Duplicate top performer to 2 lookalike audiences (1% and 3% lookalike from purchasers)
- Monitor 48h — if ROAS holds above 5.0x, scale to $2,000/day
✓ Est. upside if actioned: +$38K additional revenue/mo at current ROAS trajectory
Info
Luminary Skin
Yesterday · 9:14am
Resolved
📧 Weekly performance report auto-generated and delivered
Report included: 7-day ROAS summary (4.1x), channel breakdown (Meta/Google/TikTok), creative performance table with top 3 ads, and a 1 aging creative flagged with replacement brief pre-drafted. Delivered to client contact Sarah Chen at 9:14am. Open confirmed at 9:31am.
No action needed
Fully automated. Client acknowledged report via email. Next report scheduled: Monday 9:00am.
ℹ 0 human-hours required · client notified · brief pre-drafted for aging creative
Priority this week: Atlas Financial needs both a client check-in (ROAS recovery plan) and a creative brief. Elara Aesthetics needs 3 fresh TikTok creatives. Combined, these two accounts represent
$785K/mo in managed spend — resolving these alerts is the highest-leverage action in your pipeline.
Portfolio alert score:
Moderate risk · 2 accounts need immediate attention