Client Performance Dashboard
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Click a row to update numbers or settings. Use “Open report” to see one client across Ads, SEO, Competitors and Summary. Hover i for what a metric means.
Client Status MixSample history
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Focus Work Queue
🗺 Local Map Visibility — Top 10 Priority Clients
SEO clients below 75% target, ranked by MRR × gap
| Rank | Client | SEO Lead | MRR | Map Score | Gap | Priority |
|---|
🔍 Organic Rankings — Top 10 Priority Clients
SEO clients below 75% target, ranked by MRR × gap
| Rank | Client | SEO Lead | MRR | Organic Score | Gap | Priority |
|---|
Priority = MRR × gap in points to the 75% target. Only clients who buy SEO appear here. Clients with no data for a bucket or no MRR entered are left out of that list.
How the scores work
Every client is scored only on the services they buy. Services come from the client's Stripe subscriptions (SEO and PPC lines of MRR) unless set by hand in the client editor. A client who doesn't buy Google Ads is never marked down for Ads, and the same goes for SEO.
Lead volume against a 5× ROI target on the Ads management fee, and cost per lead against the niche benchmark. Provisional 50 / 50 weights.
The original scorecard formula: Map 40% + SEO leads 40% + Organic 20%. The lead target now uses the SEO part of MRR.
The service scores the client has, weighted by what they pay for each service. Provisional weighting. One service = that service's score.
Missing data never counts as poor performance. A component with no data is left out and its weight is shared across the components that do have data. A service with no data for the selected period is left out of the Overall score, and the row is labelled partial in Data Notes. A client with no data at all shows No Data, not Needs Attention.
Periods stay consistent. Every score uses data from the selected reporting period only. Monthly periods are compared to the previous month when we have it, otherwise to the Q3 monthly average. Quarterly totals are divided by 3 before scoring so they're comparable to a single month.
| Setting | Value | Status | Source |
|---|
Status bands and the department goal
| Score | Status | What to do |
|---|---|---|
| 75% or more | Winning | Hitting targets. Keep the cadence going. |
| 50–74% | Watch | Progressing. Review the weakest component this month. |
| Under 50% | Needs Attention | Escalate to the service lead and Client Success. Write an improvement plan. |
| Live under 3 months | Disqualified | Score is recorded but not counted toward the goal. |
| No data for the period | No Data | Not scored and not counted. Fix the data gap shown in Data Notes. |
Department goal: 85% of eligible clients (live 3+ months, with data) in Winning status, measured on whichever score the service filter is showing.
SEO component 1: Local map visibility
Run a heatmap scan centered on the client's Google Business Profile for each target keyword. Record the client's grid visibility and the top competitor's visibility from the same scan. More keywords give a fairer read than one: a single scan on a small grid can make a client look like the leader everywhere.
Local Map Visibility is the average market share across all of the client's scanned keywords. If the client is the leader, that keyword scores 100%. The Oct 7 meeting approved tracking at least one strategic keyword per SEO client each quarter. The map tool choice (Local Falcon vs. BrightLocal) is still pending, so the BrightLocal fields are ready but not connected.
SEO component 2: SEO lead volume
SEO lead volume = Organic and Business Profile phone calls + website form submissions. Paid leads (Google Ads, Local Services Ads, Facebook) are scored in the Google Ads score instead, so they never inflate the SEO score.
Change from the original scorecard: the original compared SEO leads with a target built from total MRR, which included Ads management and software fees. V2 uses only the SEO line of MRR, or total MRR when there's no split. The legacy composite is still calculated and powers the Work Queue, so nothing that existed before was removed.
Niche defaults
These apply to every client unless you set overrides in the client's settings. Edit them here and every client re-scores.
| Niche | Booking rate | Close rate | Avg ticket | Gross margin | GP / lead |
|---|
Worked example (sample numbers): septic
Worked example (sample numbers): dog training
SEO component 3: Organic rankings
From Google Search Console (non-branded queries with 10+ impressions, bucketed by average position) or the rank tracker. Positions 11–20 don't count yet but are shown as quick-win opportunities on the Competitor Comparison tab.
Other columns
| Column | How it's calculated | How to read it |
|---|---|---|
| Review Growth Rate | New Google reviews in the last 4 weeks ÷ 4, so reviews gained per week. Renamed from “Review Velocity”. The 4-week count, star average, reviews of 3★ or lower and unreplied count are shown under it. | Aim for +1/wk or better. Reply to every review, and to low ones within 48 hours. |
| New Reviews | The raw count of new Google reviews in the last 4 weeks (SEO tab). | Use it on client calls. It's easier to understand than a weekly rate. |
| Client Satisfaction | 1–10 answer from the monthly call. Pick it straight from the table. | 9–10 happy, 7–8 at risk of drifting, 6 or below unhappy. Doesn't change any score. |
| MRR | Active Stripe subscriptions, split into SEO, PPC (Google Ads and LSA management) and Other. | Decides which services a client is scored on and drives the 5× ROI targets. |
Septic pumping playbook
Map scan keywords
Business Profile setup
- Primary category: Septic system service. Add secondaries only for services they actually sell, such as Drainage service or Portable toilet supplier.
- Service-area business: set the real pumping territory by county or town, not a huge radius.
- Add service items for pumping, inspections, real estate inspections, riser installs, repairs and drain field work.
- Post weekly with truck and job-site photos, with captions that name the town.
Map visibility levers
- Review growth is the biggest lever. Run Google Review Blast right after each pump-out while the tech is still on site.
- Ask reviewers to mention the service and town ("pumped our tank in Hanover").
- Citations: Angi, HomeAdvisor, Thumbtack, BBB, Nextdoor, plus the state onsite wastewater association and any county licensed-pumper list.
- Report suspicious new competitor profiles (Oct 7: two likely fake profiles appeared near First Call Septic).
Google Ads levers
- Count Google Ads and LSA leads together for the monthly total (Oct 7 decision), and keep the split visible.
- Check that every Ads and LSA lead creates a CRM opportunity. The Oct 20 review found 42 Ads leads but 7 CRM opportunities for one septic client.
Seasonality
In northern markets demand drops when the ground freezes and spikes at the spring thaw. Set the seasonal adjustment to about 70–80% for winter months.
Dog training playbook
Map scan keywords
Business Profile setup
- Primary category: Dog trainer. Secondary: Pet trainer, and Kennel or Pet boarding service only if they run board-and-train on site.
- Add each program as a service item: board and train, private lessons, puppy training, behavior modification.
- Post weekly with short before/after training clips.
Map visibility levers
- Review requests at graduation or the final lesson. Ask owners to name the program and the problem solved.
- Citations: IACP and CCPDT trainer directories, AKC CGC evaluator listing, Thumbtack, Bark, Nextdoor.
- Local links from vets, groomers, rescues and pet stores.
Google Ads levers
- Landing pages with program videos (added for Proven K9 in August) to lift landing page conversion rate.
- Consider Microsoft Ads as an add-on once Google Ads cost per lead is stable.
Seasonality
Demand peaks from January to spring. It softens in late summer and before the holidays. Set the seasonal adjustment to about 110–120% in peak months and 80–90% in slow months.
Monthly client meeting routine
- Agenda (Oct 20): quick check-in (under 3 minutes) → performance highlights → ask for feedback and the 1–10 rating → growth opportunities.
- Use the Performance Summary tab for the client and period you're presenting. Avoid acronyms with clients: say “Google Business Profile”, not “GBP”.
- Update the opportunities pipeline on the call: which recent leads closed and for how much (Oct 15).
- Needs Attention: the service lead reviews it with Client Success within a week and adds a 60-day plan to the client's ClickUp task.
- Any review of 3★ or below: make sure it gets a calm, factual reply within 48 hours.
- Client satisfaction 6 or below: follow up within a week, whatever the numbers say.
Financial Dashboard
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