Data as of Sep 6, 2026 (week of Aug 31–Sep 6 vs. Aug 24–30) · read-only, no write-back
Client status
The outlined chip next to each client name is where they are in their lifecycle with us (Active, Onboarding, On Hold, Ending) — a separate dimension from performance. On Hold accounts are listed but excluded from miss counts and streaks.
Client
SEM
Marketplace
Social Ads
Retention
SEO
No clients match this search or filter.
Status filter shows any client with at least one service currently in that status. Each cell shows the worst status across that client's platforms in that service; a dash means this client isn't in that service at all.
Accounts needing attention, trailing 8 weeks
Client
Platform
Specialist
Status
KPI vs target
Spend
Revenue/leads
No clients match this search or filter.
Accounts needing attention, trailing 8 weeks
Client
Specialist
Status
ROAS vs target
Spend
Sales
No clients match this search or filter.
Six ROAS-target Amazon Ads accounts are live via Windsor.ai. Seven TACOS-target accounts are marked “Setup needed” pending an Amazon Seller Central connection.
Accounts needing attention, trailing 8 weeks
Client
Platform
Specialist
Status
KPI vs target
Spend
Revenue/leads
No clients match this search or filter.
Accounts needing attention, trailing 8 weeks
Client
Specialist
Status
Revenue vs target
Open rate vs target
Click rate vs target
No clients match this search or filter.
Status is driven by campaign revenue vs. target; open/click rate only affects the on-target vs. close-miss split once revenue is hit. Flow revenue is shown for reference only in each account's detail and is never scored. Six of 12 Klaviyo accounts aren’t connected in Windsor yet and show as Setup needed.
Scored on trend, not on single weeks. The growth target (organic revenue or organic leads) is judged on trailing 4 weeks vs. the prior 4 weeks, not week over week — SEO moves too slowly for a single week to mean much, and scoring weekly deltas would flicker green/red at random. Year over year sits alongside it so seasonal dips read correctly without anyone having to remember to write a note. Site health is a state with a real 90% threshold (where a target is set), so it scores directly. Organic traffic and AI referral revenue are shown for direction but are not scored. AI Visibility is on the KPI sheet as a target but has no data source wired up yet — shown as "not yet available" below, never fabricated.
Client
Specialist
Performance
Growth target (4wk vs prior)
Year over year
Site health
Organic traffic
No clients match this search or filter.
Data: Google Analytics 4 and Semrush Site Audit via Windsor.ai / direct Semrush pull, read-only. Trailing 4 weeks = Aug 14–Sep 10, 2026 vs. prior 4 weeks Jul 17–Aug 13, 2026; year-over-year uses the same 4-week window one year earlier. AI-referral revenue is a GA4 session-source hostname match (chatgpt.com, claude.ai, gemini.google.com, perplexity.ai, copilot.microsoft.com, and similar), shown as context only. Four accounts' site health scores could not be pulled this run (Semrush API quota) and show as “—” rather than a guess.
