Portfolio Overview
Real-time snapshot of your entire client portfolio.
Total Clients
434
5 account managers
Active Clients
300
69% of total
Stores Connected
157
36% tokenized
Meta Mapped
106
328 without ad accounts
Client Breakdown by Status
Clients by Group
258Active76Past Due Offboard58At Risk - 60-120d silent32Active (recent join)8Active (slow)2Unknown
Top Account Managers
| Name | Clients | Active % | Stores |
|---|---|---|---|
| Nik Igic | 109 | 83% | 42 |
| Unassigned | 100 | 43% | 4 |
| Boris Rodriguez | 89 | 73% | 49 |
| Abdul Wassey | 82 | 79% | 31 |
| Jhosehp Rendon | 54 | 69% | 31 |
Recent Clients
| Name | AM | Status | Joined |
|---|---|---|---|
| Eric Ingram | — | Active | 6/15/2026 |
| Stephanie | — | Active | 6/15/2026 |
| Pat Gase | — | Active | 6/11/2026 |
| Ashley | — | Active | 6/11/2026 |
| Thomas Buck | — | Active | 6/10/2026 |
| Wayne Bosna | — | Active | 6/10/2026 |
| Robby Weddle | — | Active | 6/9/2026 |
| Carlos Maciel | — | Active | 6/1/2026 |
| Nana Nkunim | — | Active | 6/1/2026 |
| Ryan Rude | — | Active | 5/29/2026 |