Client View →
Live · Updated 2 min ago
JL
Jason Lu
🔬 Demo Environment — All data is illustrative. Connect Meta, Google, TikTok, Shopify, GA4, LinkedIn & Snowflake to activate real-time sync.
Total Spend / Month
$950K
↑ 12.4% vs last month
Portfolio Avg ROAS
4.0x
↑ 0.3x vs last month
Alerts Today
4
1 critical · 1 warning · 2 info
Time Saved / Month
47h
vs manual reporting baseline
Connected
Meta Ads
Google Ads
TikTok Ads
Shopify
GA4
LinkedIn Ads
Snowflake
7 / 7 sources live · last sync 4 min ago
Client Overview 4 accounts · $12,400/mo retainer
$950K managed
Naked MD
Med Spa Healthcare
Active
ROAS
3.2x
Spend
$700K
CPC
$4.20
Conv %
3.2%
CTR
1.8%
7-day ROAS
↑ +0.4x
M
G
TK
$4,200/mo
Monthly Retainer
Velocity Boards
eCommerce Sports
Active
ROAS
5.8x
Spend
$45K
CPC
$1.85
Conv %
4.7%
CTR
3.1%
7-day ROAS
↑ +0.9x
M
G
TK
$2,400/mo
Monthly Retainer
Luminary Skin
Beauty DTC
Active
ROAS
4.1x
Spend
$120K
CPC
$2.75
Conv %
3.8%
CTR
2.4%
7-day ROAS
↑ +0.3x
M
TK
$3,000/mo
Monthly Retainer
⚠ 1 Alert
Atlas Financial
Finance Lead Gen
Review
ROAS
2.9x
Spend
$85K
CPC
$7.40
Conv %
2.1%
CTR
0.9%
7-day ROAS
↓ −0.2x
M
G
$2,800/mo
Monthly Retainer
Alert Feed
4 active
Atlas Financial 6h ago
CPM spiked significantly across Google Display. Possible audience overlap with remarketing campaign — review and segment immediately.
📈 CPM +47% in last 6h — Action needed
Naked MD 11h ago
TikTok conversion rate has dropped below 7-day rolling average. Likely creative fatigue — 3 ads running >14 days.
📉 Conv rate −18% vs 7-day avg
Velocity Boards 14h ago
AI detected 3 new high-performing creatives via early engagement signals. Ready for budget scaling — estimated +22% ROAS uplift.
✨ 3 winning creatives detected
Luminary Skin Yesterday
Weekly performance report auto-generated and delivered to client contact. No manual effort required.
📧 Weekly report auto-sent to client
System Status
All systems operational
Ad Intelligence Scrapers
Running
Report Generator
Online
Alert Engine
Active
Platform API Connections
4 / 4 Live
Creative Briefs
AI Generated
3 ready for review
✍️ 3 briefs ready for review
🕷️ 847 competitor ads analyzed
🕑 Last updated 2:14 AM
Naked MD · Med Spa
Hook Brief #47 —
Med Spa Reactivation
✦ AI Generated Competitor-sourced
"You've been thinking about it. Here's why this week is the right time."
📊
Source Intelligence
3 competitor ads from Meta Ad Library · 14–22 day run time · high impression signals
🎬
Recommended Format
UGC testimonial · :15s
📱
Recommended Platforms
Meta Stories · TikTok
M
TK
Ready for review
Velocity Boards · Sports eComm
Hook Brief #12 —
Product Demo Series
🔥 Trending format
"Everyone said this trick was impossible. We filmed it anyway."
📊
Source Intelligence
TikTok Creative Center · top 3 performing sports ecomm ads this week
🎬
Recommended Format
POV action shot · :30s
📱
Recommended Platforms
TikTok · Instagram Reels
TK
IG
In production
Luminary Skin · Beauty DTC
Hook Brief #28 —
Before/After Authority
↑ High engagement signal
"30 days. No filter. This is what happened."
📊
Source Intelligence
Meta Ad Library · beauty DTC top performers · 18+ day run time
🎬
Recommended Format
Split screen transformation · :20s
📱
Recommended Platforms
Meta Feed · Instagram
M
IG
Ready for review
Creative Health — Active Ads
5 ads monitored · 2 need attention
Ad Name Client Days Running Impressions ROAS Trend Status
Glow Up — Before/After Series
Naked MD
 Naked MD 18 days 842K ↓ −0.4x vs 7d avg Watch
Trick Shot Challenge — POV
Velocity Boards
 Velocity Boards 24 days 1.2M ↓ −0.8x vs 7d avg Replace
Consultation Booking — UGC
Naked MD
 Naked MD 6 days 124K ↑ +0.3x vs 7d avg Fresh
Pro Model Demo — Product Focus
Velocity Boards
 Velocity Boards 9 days 312K → Flat vs 7d avg Fresh
30-Day Transformation — No Filter
Naked MD
 Naked MD 21 days 698K ↓ −0.2x vs 7d avg Watch
Automated Client Reports
4 reports queued · next in 12h
Client Report Type Scheduled Status
Naked MD Monthly Performance Mar 1, 9:00 AM Sent 5 days ago View →
Velocity Boards Weekly Summary Mon, 8:00 AM Scheduled —
Luminary Skin Weekly Summary Mon, 8:30 AM Generating... —
Atlas Financial Performance Alert Triggered Sent 6h ago View →
Creative IQ
AI Pattern Analysis · 47 ads · Feb 2026
Creative Performance Ranking
▲ Top 5
▼ Worst 5
Ad CreativeSpendImpressionsROASTrend
▶
Board Drop — Spring Edit
Velocity Boards · TikTok
$18K
945K
6.1x
↑
▶
Before & After — 6 Weeks
Naked MD · Meta
$52K
1.8M
5.2x
↑
▶
Dr. Chen Explains — UGC
Naked MD · Meta
$38K
1.2M
4.8x
↑
▶
Real Results, No Filter
Luminary Skin · Instagram
$24K
780K
4.5x
→
▶
Why We Left Our Old Agency
Naked MD · TikTok
$31K
1.1M
4.2x
↑
🧬 Creative DNA — What's Working
Top 5
Bottom 5
Urgency Hook in First 2s
100%20%
Real Person / Face on Camera
80%20%
Transformation Narrative
80%40%
Direct Address to Viewer
80%20%
Before / After Structure
60%0%
Product-First / Brand Opening
20%80%
The Formula (5.0x avg ROAS): Urgency hook in first 2s + real face on camera + transformation narrative. Ads missing 2+ of these 3 average 2.0x ROAS. Ads hitting all 3 average 5.0x ROAS.
Cross-Client Learning
Plaid Testing exclusive · cannot be replicated by single-client tools
Velocity Boards → signal detected in → Naked MD
Match confidence: 87%
The "Board Drop — Spring Edit" hook format (6.1x ROAS on TikTok for Velocity Boards) uses a fast-cut urgency structure with a face reveal in first 1.2s. Naked MD's audience on TikTok shares 73% behavioral overlap with Velocity Boards' converters (women 28–42, high-intent, 7–14 day purchase cycle). Recommend testing a similar fast-cut UGC hook with a before/after reveal for Naked MD's next TikTok creative sprint.
Source ROAS: 6.1x
Audience overlap: 73%
Purchase cycle match: Yes
Generate Brief →
Naked MD → authority pattern → Luminary Skin
Match confidence: 79%
"Dr. Chen Explains" (4.8x ROAS) uses a credentialed-professional format that consistently outperforms lifestyle content for Naked MD (avg +1.6x ROAS lift). Luminary Skin's audience skews toward similar high-skepticism, research-driven buyers (women 32–48, premium skincare). Test a dermatologist or founder testimonial format for Luminary's next creative batch — their current ads lack authoritative voice, which may explain their 4.1x ROAS ceiling vs Naked MD's 5.2x peak.
ROAS lift: +1.6x avg
Audience overlap: 68%
Spend: $38K tested
Generate Brief →
All Clients → portfolio-wide signal → Atlas Financial
Priority: High
Across all 4 clients, ads that lead with a specific number or stat in frame 1 outperform brand-first openers by an average of 2.3x ROAS. Atlas Financial's current creatives (all brand/trust-first) average 1.8x ROAS. Recommend testing: "We've managed $20M+ in assets for 50+ clients" as an opening hook instead of the current logo/brand reveal format. Estimated ROAS improvement: +0.8x–1.4x based on portfolio patterns.
Portfolio avg lift: +2.3x
Current Atlas ROAS: 1.8x avg
Pattern confidence: 94%
Generate Brief →
Client Health Scores
Composite 0–100 · Updated Feb 28
■ 80–100 Healthy   ■ 60–79 Watch   ■ 0–59 At Risk
72
Naked MD
Watch
ROAS Trend↓ Declining
Spend EfficiencyStrong
Creative Freshness2 aging ads
Lead Quality3.2x · High
Comms CadenceOn track
91
Velocity Boards
Healthy
ROAS Trend↑ Improving
Spend EfficiencyExcellent
Creative FreshnessAll fresh
Lead Quality5.8x · Elite
Comms CadenceExcellent
84
Luminary Skin
Healthy
ROAS Trend→ Stable
Spend EfficiencyStrong
Creative Freshness1 aging ad
Lead Quality4.1x · High
Comms CadenceOn track
49
Atlas Financial
At Risk ⚠️
ROAS Trend↓ Declining
Spend EfficiencyPoor
Creative FreshnessAll stale 25d+
Lead Quality2.9x · Low
Comms Cadence1 missed
⚠️ 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
Budget Reallocation Simulator
AI-Powered · Naked MD · Feb 2026
Drag sliders to reallocate budget. Total locked at $700K
M
Meta Ads
$420K · 3.0x
G
Google Ads
$168K · 3.5x
T
TikTok Ads
$112K · 5.4x
Total allocated $700K / $700K
Current ROAS
3.4x
$2.39M revenue / mo
Projected ROAS
3.4x
$2.39M revenue / mo
Conversions / mo
4,857
4,857
—
Avg CPL
$144
$144
—
Revenue Impact
—
—
—
💡 AI Recommendation (current allocation):
Move $55K from Meta → TikTok. TikTok is your most efficient channel at 5.4x ROAS but receives only 13% of budget. This shift projects +0.18x blended ROAS → 3.58x and +$128K additional revenue/mo before TikTok audience saturation.
AI Activity
Last 24h
847 autonomous actions completed · 0 human-hours required
🕷️
Scraped 847 competitor ads across 4 client niches — Med Spa, Sports eCommerce, Skincare DTC, Financial Services Lead Gen
Completed 2h ago · 0 errors · 847 creatives indexed
2:14 AM
✍️
Generated 3 creative briefs based on top-performing competitor ads identified in the Med Spa and DTC niches. Ready for creative team review in the Briefs queue.
Completed 4h ago · Awaiting creative team review
12:08 AM
📤
Auto-sent weekly performance reports to 3 clients — Velocity Boards, Luminary Skin, and Naked MD. Each report included executive summary, ROAS breakdown by channel, and next-week recommendations.
Yesterday at 9:00 AM · 0 manual hours · 3 / 4 clients on auto-reporting
Yesterday
⚠️
Anomaly: CPM Spike +34% — Atlas Financial
Why: 3 direct competitors (identified: FinServ Leads Co., TrustCapital, Apex Advisors) increased Meta auction spend by 2.8x in your target audience (homeowners 45–60, $150K+ HHI, Texas/Arizona) starting Monday. Your audience CPM typically spikes $4–6 when these competitors run weekend sale pushes.
Recommended action: Reduce frequency cap from 4.0 to 2.5/day until Wed. Increase bid cap 12% to maintain impression share. Shift $8K from Meta Display to Google Search this week (higher purchase intent, immune to social auction pressure). Estimated CPM normalization: 48–72h.
Detected 3h ago · Auto-draft ready · Pending Jason's approval to execute
LIVE
📉
Pattern: Naked MD ROAS declining 3-week trend
Why: 2 of top 3 creatives (Before & After — 6 Weeks, Dr. Chen Explains) are entering fatigue phase after 18–21 days and 1M+ impressions each. Frequency to cold audience has risen to 5.8x/week — above the 3.5x threshold where ROAS typically begins declining. This is a creative rotation issue, not a targeting or budget problem.
Recommended action: Pause "Before & After — 6 Weeks" by Friday. Introduce 2 new creatives from the brief queue ("Consultation Booking — UGC" is ready). Set frequency cap at 3.0/day for all Naked MD campaigns. Expected ROAS recovery: +0.3–0.5x within 7 days.
Flagged 6h ago · 3 new creatives queued · Creative team notified
ACTION