Xplainr
    Multi-Client Management

    Building Portfolio Overview Dashboards

    See all clients at a glance with unified views. Portfolio-level visibility for agencies.

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    Managing 10, 20, or 50+ client accounts without a unified view is chaos. Portfolio overview dashboards give you instant visibility into every account's health.

    Why You Need a Portfolio View

    Individual client dashboards don't scale. You need a single view that shows all accounts at once with clear health indicators.

    Essential Dashboard Elements

    • Health scores: At-a-glance status for each account
    • Trend indicators: Up, down, or stable performance
    • Alert flags: Accounts needing immediate attention
    • Key metrics: Spend, conversions, efficiency by account

    How Xplainr Helps

    Xplainr's multi-domain support provides automatic portfolio views with health scores, anomaly detection, and drill-down capabilities for each client.

    Try Multi-Client Portfolio View

    Manage all clients from one dashboard

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    Written by the Xplainr Team

    Our team of marketing analytics experts creates in-depth guides to help you make better data-driven decisions. We've spent years working with marketing teams of all sizes.

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