---
title: Monitor client performance from the Clients Reporting Dashboard
description: How to use the Clients Reporting Dashboard to monitor ad spend, leads, and KPIs across all client workspaces in one view — without switching into each account individually.
---

[Skip to content](https://help.plai.io/monitor-client-performance-reporting-dashboard#main-content)

[Submit a Ticket!](https://help.plai.io/kb-tickets/new?hsLang=en)

Open main navigation

Close main navigation

- [Submit a Ticket!](https://help.plai.io/kb-tickets/new)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Plai Help Center](https://help.plai.io/?hsLang=en)
2. [Agency Operations](https://help.plai.io/agency-operations?hsLang=en)
3. [Client Management](https://help.plai.io/agency-operations?hsLang=en#client-management)

# Monitor client performance from the Clients Reporting Dashboard

## The Clients Reporting Dashboard gives you a live overview of every client account in one place — ad spend, leads, and key metrics across all your workspaces — so you can spot who's active, who's underperforming, and who needs your attention without switching into each account individually.

#### Who this is for

Agency admins and team members with reporting access.

#### Where to find it

Open the **Brands** tab from the top navigation. The **Clients Reporting Dashboard** is one of the four sections at the top of the Clients tab, alongside Home, Agency, and Teams.

#### What the dashboard shows

- **Ad spend per workspace** — whether each client is actively spending or not
- **Lead volume** — leads generated across each workspace in the selected time period
- **Key performance metrics** — KPIs for each client account at a glance
- **All workspaces in one view** — no need to switch into individual accounts to check status

#### How to use it

1. Open the **Brands** tab and select **Reporting**.
2. Review the list of workspaces and their current metrics. Look for: 
     - Clients with **zero spend** — their campaigns may be paused, budget exhausted, or ad account disconnected.
     - Clients with **low lead volume relative to spend** — a signal to check in and review campaign performance.
3. To investigate a specific client further, go to the **Workspaces** section, find their account, and click **Switch**to enter their workspace and review campaigns in detail.

The dashboard updates in real time. Use it as your daily agency health check — a quick scan across all clients takes seconds and surfaces anything that needs immediate attention.

 

Zero-spend clients are your most common flag. Before contacting them switch into their workspace, and look for launched campaigns — this will define if they need help getting started or if they actually have a campaign configuration error.

 

#### Related articles

- Manage workspaces and team members
- Charge clients a percentage of ad spend (Rebilling)
- Read your ad spend and KPIs
- Set up your agency and manage clients

 

- [Start Here](https://help.plai.io/start-here?hsLang=en)
- [Connect Your Accounts](https://help.plai.io/connect-your-accounts?hsLang=en#main-content)

    - [Platform connections](https://help.plai.io/connect-your-accounts?hsLang=en#platform-connections)
    - [Troubleshoot Connections](https://help.plai.io/connect-your-accounts?hsLang=en#troubleshoot-connections)
    - [Pixels & tracking](https://help.plai.io/connect-your-accounts?hsLang=en#pixels-tracking)
    - [Account Management](https://help.plai.io/connect-your-accounts?hsLang=en#account-management)
- [Launch Campaigns](https://help.plai.io/launch-campaigns?hsLang=en#main-content)

    - [Campaign Management](https://help.plai.io/launch-campaigns?hsLang=en#campaign-management)
    - [Campaign features](https://help.plai.io/launch-campaigns?hsLang=en#campaign-features)
    - [Platform guides](https://help.plai.io/launch-campaigns?hsLang=en#platform-guides)
    - [Targeting & audiences](https://help.plai.io/launch-campaigns?hsLang=en#targeting-audiences)
    - [Blockers](https://help.plai.io/launch-campaigns?hsLang=en#blockers)
- [Creative & AI Tools](https://help.plai.io/creative-ai-tools?hsLang=en)
- [Optimize & Results](https://help.plai.io/optimize-results?hsLang=en#main-content)

    - [AI optimization](https://help.plai.io/optimize-results?hsLang=en#ai-optimization)
    - [Reading results](https://help.plai.io/optimize-results?hsLang=en#reading-results)
    - [Improve performance](https://help.plai.io/optimize-results?hsLang=en#improve-performance)
    - [Budget guidance](https://help.plai.io/optimize-results?hsLang=en#budget-guidance)
    - [Troubleshooting](https://help.plai.io/optimize-results?hsLang=en#troubleshooting)
- [Agency Operations](https://help.plai.io/agency-operations?hsLang=en#main-content)

    - [Agency setup](https://help.plai.io/agency-operations?hsLang=en#agency-setup)
    - [Client Management](https://help.plai.io/agency-operations?hsLang=en#client-management)
    - [Billing & subscription](https://help.plai.io/agency-operations?hsLang=en#billing-subscription)
    - [Reference](https://help.plai.io/agency-operations?hsLang=en#reference)

[mailto:getsupport@gmail.com](mailto:getsupport@gmail.com) <https://www.facebook.com/groups/533159132270676> <https://www.linkedin.com/company/plaiio/>

Copyright © 2025, Plai

#### Still need help?

Can't find what you're looking for? Our support team is here.

[Submit a Ticket](https://help.plai.io/kb-tickets/new?hsLang=en)