Accounts
Client portfolio
Health combines relationship (35%), media performance (30%), delivery (20%) and financials (15%). If a part has no data, it shows as a gap and isn't guessed.
FY26 feesCRM
$8.4M
10 accounts · top 3 are 44%
Watch or at risk
4
$3.8M of fees
Below margin targetFinance
3
Under each account’s own target (42% standard, 40% on Pulse’s volume tiers)
You sponsor
5
$5.09M of fees
LB
Lumora Beauty
Beauty & skincare · DTC
↓14Watch · 63
relationship
performance
delivery
financial
- Fees
- $1.42M
- Margin
- 41%
- Notice
- Nov 15
Largest account. A new CMO has asked for a creative review, and the TikTok winner's hook rate is down 22% in three weeks.
PG
Pulse Games
Mobile gaming · Mobile app
↓6Watch · 73
relationship
performance
delivery
financial
- Fees
- $1.18M
- Margin
- 22%
- Notice
- Jan 31
Client is happy and performance is strong, but asset volume has run 38% above the SOW tier since August and the extra versions weren't billed.
NO
Northpeak Outdoor
Outdoor retail · eCommerce
↓9Healthy · 77
relationship
performance
delivery
financial
- Fees
- $1.06M
- Margin
- 46%
- Notice
- Apr 30
Healthy and profitable, but the holiday hero concept is fatiguing two weeks before Black Friday (Nov 27).
HM
Helio Money
Consumer fintech · Mobile app
↑2Healthy · 80
relationship
performance
delivery
financial
- Fees
- $790k
- Margin
- 44%
- Notice
- Nov 30
Healthy. The notice date is Nov 30 and no renewal conversation has been logged yet.
FF
Fernway Foods
Packaged food · DTC
↓5Watch · 71
relationship
performance
delivery
financial
- Fees
- $640k
- Margin
- 39%
- Notice
- Nov 30
Claims approvals are holding 9 assets in client review. The SOW ends Nov 30 with no extension signed.