Zoho
Client profile & advertising
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Theme
Paid ads operations, in one place
Welcome back.
Sign in to review campaign performance, manage creative workflows, and keep every client moving forward.
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Live performanceMeta reporting from campaign to individual ad.
02
Clear prioritiesAlerts that surface what needs attention now.
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Creative workflowBuild, review, and organize campaigns in one workspace.
Account Reporting and Coordination
Performance Dashboard
Tools7 active
Visible for this clientHide tools that this client does not use.
Meta
Performance snapshot
Preparing Meta performanceSaved campaign metrics will appear here while the latest range is checked.
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LinkedIn Ads
Paid campaign performance
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Mailchimp
Email performance
B
Brevo
Email performance
MailerLite
Email performance
Lawmatics
Email performance
Google Analytics
Website performance
Preparing website performanceSaved Analytics metrics will appear here while the property is checked.
Social media
Social performance
Preparing social performanceSaved social metrics will appear here while connected profiles are checked.
Client workspace
Client overview
Client record
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AI Analysis
Analyze current Meta performance
Uses the client, campaign status, and date range selected above.
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Campaign performance review
Ready to analyze the current Meta view.
Campaign monitoring
Campaign health
Live campaigns · rolling 30 days
Account Detail
Campaign hierarchy
Shared configuration is read-only
You can use your account connections. An administrator manages client tools, alert rules, AI models, and shared workspace files.
Your account
Connections
Connect services for the signed-in user. Google calendars are discovered automatically.
Client Master
Import dashboard clients
Preview the agency client list, then import or update dashboard clients with team owners, services, and links.
Meta App
Read-only client ad accounts
Test the agency Meta app connection and confirm which ad accounts are available before syncing campaign metrics.
Alert Rules
Success thresholds
Team access
User management
Set access, assign a team title, and map each signed-in person to their Zoho team member. Alan remains the protected owner.
Operations
System alerts
Admin-only diagnostics for failed integrations, server errors, and browser crashes. Credentials and request bodies are never stored.
Operations
Integration health
Monitor enabled client connections, last successful syncs, and setup issues without opening every client dashboard.
Reliability
Data storage
JSON remains the live source while Supabase keeps a verified secondary copy.
AI Model
Connected models
Choose a provider and fine-tune routing only when needed.
Configure
AI Model
Connected models
Choose a provider and fine-tune routing only when needed.
Copy Templates
Source Google Docs
Eight reusable documents organized by campaign workflow.
Manage docs
Copy Templates
Source Google Docs
Eight reusable documents organized by campaign workflow.
Creative examples
Approved ad layouts
Admin-managed 1:1 and 9:16 examples for optional template mode.
Manage examples
Creative examples
Approved ad layouts
Admin-managed 1:1 and 9:16 examples for optional template mode.
Use square or vertical images.