Client Portal

Your Marketing. Fully Visible.

Real-time access to your campaign performance, a complete log of every action taken on your account, and a direct line to request changes — all in one place.

Included with all ongoing management partnerships · No additional cost · Password-protected

Real-time data
Password protected
Performance alerts
Trend analysis
portal.profitmates.ai/dashboard
ROAS
4.2x
+0.3
Conversions
284
+12%
Competitor Score
78/100
+5
Landing Page
84/100
+11
Conversions — last 30 days
+12% vs prev.
Recent activity
Updated Smart Bidding target CPA from $45 → $38
Paused 3 underperforming ad variations in Brand campaign
Added 12 new negative keywords from search term report
AI Insight: Meta return rate trending down — creative refresh working
The Difference

What most agencies give you vs what you actually need

What you get now

  • Monthly PDF report that arrives weeks late
  • Unreadable reports full of jargon and vanity metrics
  • No idea what’s been done on your account
  • Surface metrics: clicks, impressions, CTR
  • Offshore team managing your campaigns
  • Generic dashboard you never log into

What the portal gives you

  • Real-time dashboard — always current
  • Built-in request system with status tracking
  • Timestamped work log of every action
  • Competitor intel, landing page audits, customer profiles
  • AI-generated insights delivered proactively
  • Your portal, your data, password-protected
Portal Features

Everything you need. Nothing you don't.

Performance Dashboard

Live campaign metrics across Google and Meta Ads — ROAS, conversions, cost per lead, and spend. Updated in real time, not when we get around to it.

Competitor Intel

Ongoing competitive monitoring built into your portal. See what your competitors are running, where the gaps are, and how your positioning compares — updated regularly.

Landing Page Auditor

Continuous landing page scoring against CRO best practices. Know your conversion score, see prioritised fixes, and track improvements over time.

Customer Profiles

Detailed buyer personas built from your ad data, reviews, and search queries. Know who your most profitable customers are — and how to find more of them.

Creative Briefs

Structured briefs your creative team can execute immediately. Hook recommendations, messaging angles, and audience-specific copy direction — all informed by your campaign data.

Work Log

A complete, timestamped record of every action taken on your account. Ad changes, bid adjustments, audience updates — you can see exactly what was done and when.

AI-Generated Insights

Your portal surfaces patterns and opportunities your campaigns are showing — in plain language. Think of it as a smart digest of what’s happening and what it means.

Work Log

Know exactly what's been done — and when.

Every action taken on your account is logged automatically. Bid changes, audience adjustments, ad copy updates, budget shifts — each one timestamped and described in plain language. No more wondering what's actually been done.

It's not a monthly summary. It's a live record that updates every time we touch your account. Full accountability, all the time.

Work Log
Updated Smart Bidding target CPA from $45 → $38
Today, 9:14am
Paused 3 underperforming ad variations in Brand campaign
Today, 8:30am
Added 12 new negative keywords from search term report
Yesterday, 4:22pm
Expanded remarketing audience to 30-day window
Yesterday, 11:05am
Increased Meta Ads budget by 15% — ROAS holding above target
2 days ago, 2:18pm
Requests
Pause ads over Easter long weekend
Completed
Test new headline — ‘Book in under 60 seconds’
In Progress
Add new service area to geo-targeting
Queued
+
Submit a new request
Request System

Changes requested. Changes tracked. Changes made.

Need something done on your account? Submit it through the portal request system. You can see the status of every request — queued, in progress, or completed. No emails disappearing into inboxes. No wondering if it was picked up.

It's a simple, clean system that keeps everyone on the same page without the back-and-forth.

AI Insights

Patterns surfaced. Opportunities flagged. In plain language.

The portal doesn't just show you data — it interprets it. AI-generated insights surface trends, anomalies, and opportunities in language you can act on. No jargon, no charts that need a decoder ring.

Think of it as a senior analyst reviewing your campaigns every day and telling you what matters — without charging you for the privilege.

AI Insights
Google Search outperforming Meta 3:1 on customer value

Customers acquired through Google Search have an average job value of $1,800 compared to $620 from Meta. Consider shifting 15% of Meta budget to Google Search to test impact on blended cost per customer.

Follow-up speed improving — conversion rate responding

Average response time dropped from 47 minutes to 8 minutes over the past 2 weeks. Lead-to-sale rate has increased from 14% to 18% in the same period. Correlation is strong.

Brand campaign cannibalising organic traffic

32% of brand campaign clicks are from users who would likely have clicked the organic listing. Pausing brand during business hours could save ~$400/month without losing conversions.

Included with ongoing management

The client portal comes standard with both partnership tiers. There's no additional setup fee and no extra monthly cost — it's how we work.

Growth PartnershipReal-time portal + AI monitoring
AI Transformation PartnerPortal + monthly strategy sessions
Book a Discovery Call

Not sure if you're ready for ongoing management? Start with a Growth Check.