See the portfolio
Move from a client-level P&L to the whole book of business without rebuilding a spreadsheet.
Portfolio overview
Portfolio net profit
£113,520↑ 7.8% vs previous periodRevenue
£624.7kAcross 4 clientsNet margin
18.2%+1.4 ptsPortfolio performance
Net profit by weekMeta spend rose 19% while contribution profit fell 8%. Refunds added another £1,240 of pressure.
Review evidenceBuilt for the work between reports
Move from a client-level P&L to the whole book of business without rebuilding a spreadsheet.
Trace a margin change back to ads, COGS, refunds, fees or VAT — with evidence ready for the client.
Prepare recommendations centrally while every consequential action stays under client control.
One model, clean client boundaries
Your team gets a consistent operating model across the portfolio. Clients keep their own data access, approvals and accountability.
How we handle dataAgency early access
We are inviting a small group of ecommerce agencies to build the multi-client workflow with us.