Agency OS / Performance Overview
XT

Performance Overview

Historical result, spending, costing and agency margin only. Customer contact information stays outside this page.

Workflow prototype v6
Ad Spend
$29,441.83
Selected reporting period
Client Costing
$126,845.31
Total costing applied to clients
Gross Profit
$97,403.48
Costing less ad spend
Gross Margin
76.8%
Gross profit ÷ costing
Active Brands
21
11 paused in source report
Average Costing / Brand
$6,040.25
Based on active brands

Spend and costing trend

Compare monthly financial movement across the selected scope.

SpendCosting
$0$40k$80k$120kDecJanFebMarAprMayJunJul

Costing by ads platform

Platform filter is available globally.

SEM
$68,220
Meta
$42,110
TikTok
$12,440
Telegram
$4,075

Brand result summary

Normal analytics surfaces show brand names, not raw codes.

BrandPlatformCountrySpecialistSalesSpendCostingProfitMargin
LA
LAUTZEUSMapped brand
SEMIndonesiaDvinceDylan$15,894.06$81,267.19$65,373.1380.4%
B2
Mapped Brand BName from mapping sheet
MetaSingaporeHenric LimChua$2,713.49$12,663.30$9,949.8178.6%

Reports

Manage ads accounts, update daily costing, and maintain editable performance reports.

Editable operational view
Blank result fields remain blank. Actual CPR/CPD use final daily costing before client markup; CPR/CPD use client costing. Extreme markup is not flagged.
LA

LAUTZEUS

SEMID · IndonesiaSpecialist: DvinceSales: Dylan
Spend$15,894.06
Costing$81,267.19
Profit$65,373.13
Margin80.4%
Daily budget$1,000
⌄
Days 1–10 10 daily records
⌄
DateSpendCostingRegDepAdjustmentProfitMarginActual CPRActual CPDCPRCPDRemark
Days 11–20 10 daily records · collapsed
⌄
This group uses the same editable daily table structure. It remains collapsed to keep the report compact.
Days 21–31 Includes the 28 July costing-sync example
⌄
DateSpendCostingRegDepAdjustmentProfitMarginActual CPRActual CPDCPRCPDRemark

SPEND is read-only here and receives only the final synced daily costing. Costing, results, adjustments and remarks remain editable.

B2

Mapped Brand B

MetaSG · SingaporeSpecialist: Henric LimSales: Chua
Spend$2,713.49
Costing$12,663.30
Profit$9,949.81
Margin78.6%
Daily budget$1,000
⌄
The same three date ranges, final-costing sync and editing controls appear here after expansion.
Maintain the reusable advertising account directory here. A rental fee of 0% means the account has no percentage-based rental charge.

Ads account list

Accounts saved here become selectable records in Spending Update.

Daily routine: choose a date and sales-created brand, or search by brand name. The saved account history refreshes immediately; enter real media spending, then save a draft or sync the final costing into the Performance Report.
Previously used for LAUTZEUS:
Real media spend$30.60
Rental fees$1.33
Daily spending total$31.93
Report syncReady

Spending entries

Add saved accounts from the Ads Account List. Rental fee percentages are filled from the selected account record.

Saved ads accountPlatformEmail ID / LoginAds Account IDReal SpendRental %Rental FeeFinal Cost

The selected brand remains the original record created by sales. Account usage never changes brand identity or ownership fields.

Daily spending total

LAUTZEUS · 28 Jul 2026

Real spend $30.60
Rental fees $1.33
Final daily costing = $31.93
Final costing to update in Report$31.93
SPEND
Ready to update daily report

New Brand

Sales onboarding form for creating the client, brand and commercial setup before performance reporting begins.

Sales input workflow
Generated internal display label
BRAND SEM-ID-SPECIALIST-SALES
Components remain separate in database

Customers

Customer identity, contacts and commercial information are separated from the performance overview.

Client Alpha Sdn Bhd

1 active brand · Indonesia

Contact
Primary contact
Phone
Protected
Sales owner
Dylan
Brand
LAUTZEUS

Client Beta Pte Ltd

2 active brands · Singapore

Contact
Primary contact
Email
Protected
Sales owner
Chua
Platforms
Meta, SEM

Pending onboarding

Commercial setup incomplete

Total budget
Not entered
Contact
Not entered
Sales owner
Assigned
Status
Draft

Brand Mapping

Upload the mapping sheet and connect each unique report code to structured brand metadata.

The code digits can be any length. Treat the entire raw code as an opaque unique identifier. Do not infer the platform, specialist or sales person from the digits.

Mapping structure

The composite label is generated for display, while each component remains independently filterable.

Raw brand codeBrandPlatformCountryAds specialistSales personClientDisplay label
ID-1745612599LAUTZEUSSEMIDDvinceDylanClient AlphaLAUTZEUS SEM-ID-DVINCE-DYLAN
SG-4253192665SGUnmapped

Import

Upload monthly MHTML report files, format existing imported data, and review parser results.

FileCountryMonthPatternBrandsRowsStatusTechnical notes
SG JULY.mhtmlSingaporeJul 2026Pattern B21651ParsedPartial month placeholders retained
SG JAN.mhtmlSingaporeJan 2026Pattern A20620ParsedLegacy UI structure parsed
Recommended rule: only block an import for structural failures, invalid dates, duplicate source files or non-numeric values in numeric fields. Blank result fields remain valid.
Saved