Choose the client first.
Select the workspace before connecting sources or reviewing performance. Accounts and reporting queries follow that workspace context.
Keep connected accounts, reporting windows, and people organized by client. Move between workspaces without rebuilding the context for every review.
Explore the workflowConnected sources.
Clearer decisions.
Sample daily variations. Provider-reported revenue may use different attribution rules; totals are not deduplicated sales.
Select the workspace before connecting sources or reviewing performance. Accounts and reporting queries follow that workspace context.
Confirm the account roster and import a bounded date window. Source health and warehouse coverage remain visible checks, rather than assumptions.
Organize workspace membership alongside the client’s data. Review permissions and plan limits as your agency grows.
Connect a source, verify a reporting window, and build your first report.