Understanding the Dashboard

Your PerfoAds dashboard is mission control for all your Google Ads clients. This guide walks you through every element, metric, and action available - so you can manage accounts confidently and efficiently.

What You'll Learn

Time needed: 10 minutes to read, 5 minutes to explore

Dashboard Layout Overview

When you log in, you see the client list dashboard with three main sections:

  1. Top Bar - Navigation, search, and Add Client button
  2. Summary Cards - High-level overview of all accounts
  3. Client Table - Detailed list of all your clients with metrics

[Screenshot: Full dashboard view showing all three sections] Your dashboard gives you complete visibility into all managed accounts

Summary Cards

The four cards at the top give you an at-a-glance view of your entire operation.

Total Clients

What it shows: How many Google Ads accounts you're managing

Example: 12 Clients

Why it matters: Tracks your client base size. Helps you see growth over time.

[Screenshot: Total Clients card showing number] Total active clients in your account

Active Syncs

What it shows: How many clients are currently syncing data

Example: 2 Active

Why it matters:

[Screenshot: Active Syncs card showing count] Real-time view of ongoing sync operations

Total Spend

What it shows: Combined ad spend across all clients (last 30 days)

Example: $45,230

Why it matters:

Note: Only includes clients with recent sync data

[Screenshot: Total Spend card showing dollar amount] Aggregate spending across your entire client portfolio

Active Alerts

What it shows: Total AI-generated alerts needing attention

Example: 18 Alerts with severity breakdown:

Why it matters:

[Screenshot: Active Alerts card showing count and severity colors] See all unresolved alerts at a glance

Client List Table

This is where you spend most of your time - viewing and managing clients.

Table Columns Explained

Each row represents one client. Here's what every column means:

Client Name

What it shows: The friendly name you gave the client

Features:

Example: ACME Corp, Bakery - Downtown

[Screenshot: Client name column with edit icon] Click the name to view details, click the pencil to edit

Customer ID

What it shows: The Google Ads customer ID (10-digit number)

Example: 123-456-7890

Why it matters:

Format: Always XXX-XXX-XXXX

Last Sync

What it shows: When data was last refreshed

Examples:

Freshness Indicators:

Why it matters: Know if you're looking at current data or outdated metrics

[Screenshot: Last Sync column showing different time formats and color indicators] Color-coded freshness helps you spot stale data quickly

Synced Days

What it shows: How many days of data you have

Example: 90 days

Why it matters:

Typical values:

Status

What it shows: Current state of the client account

Possible values:

✅ Active

🔄 Syncing

❌ Failed

⏸️ Paused

[Screenshot: Status column showing all four status types] Status helps you quickly identify which clients need attention

Alerts

What it shows: Number of unresolved AI alerts for this client

Format: Badge with number and color

Color coding:

Examples:

Click the badge: Opens client detail page filtered to alerts

[Screenshot: Alerts column showing different colored badges] Color tells you severity at a glance

Actions

What it shows: Dropdown menu with quick actions

Available actions:

Smart Sync

Full Sync

View Details

Edit Client

Delete Client

[Screenshot: Actions dropdown menu open showing all options] Quick access to common operations without leaving the dashboard

Using Filters and Search

Search Box

Located in the top bar, lets you find clients quickly.

Searchable fields:

Examples:

[Screenshot: Search box with example search] Search across name, ID, or URL to find clients fast

Filter by Status

Click the status filter dropdown to show only:

Use case: Filter to "Failed" to see which clients need troubleshooting.

[Screenshot: Status filter dropdown] Filter helps you focus on specific client groups

Sort Columns

Click any column header to sort:

Click once - Sort ascending (A to Z, oldest to newest) Click twice - Sort descending (Z to A, newest to oldest) Click third time - Remove sort

Useful sorts:

[Screenshot: Column headers with sort arrows] Click headers to reorder the table

Understanding Client Health at a Glance

You can quickly assess client health by looking at multiple indicators together:

Healthy Client

✅ Status: Active 🟢 Last Sync: Just now (green) 📊 Synced Days: 90 days 🟢 Alerts: 0-2 (green or none)

What it means: Everything's running smoothly, no urgent action needed.

Needs Attention

🟡 Status: Active 🟡 Last Sync: 2 days ago (yellow) 📊 Synced Days: 90 days 🟡 Alerts: 3-5 (yellow)

What it means: Data is getting stale, some optimization opportunities exist. Review alerts soon.

Critical Issues

🔴 Status: Failed or Active 🔴 Last Sync: 5+ days ago (red) 📊 Synced Days: 30 days 🔴 Alerts: 5+ (red)

What it means: Sync is broken or critical problems exist. Fix immediately.

[Screenshot: Three example rows showing healthy, attention-needed, and critical clients] Compare these patterns to quickly triage your client list

Quick Actions from Dashboard

You can do most common tasks without leaving the dashboard:

Sync a Single Client

  1. Find the client in the list
  2. Click Actions (⋮) next to their name
  3. Select Smart Sync
  4. Status changes to "Syncing..."
  5. Wait 2-4 minutes

When to use: Before client calls, after making Google Ads changes

Sync Multiple Clients

  1. Check the boxes next to client names
  2. Bulk Actions menu appears at the top
  3. Click "Sync Selected"
  4. All selected clients sync in queue

When to use: Refreshing data for a group of related clients

[Screenshot: Multiple clients selected with bulk actions menu] Select clients and sync them all at once

Edit Client Info

  1. Click Actions (⋮) → Edit Client
  2. Modal opens with editable fields
  3. Update name, website, budget, or goals
  4. Click Save

When to use: Client changes their business info, budget increases

View Client Details

Method 1: Click client name Method 2: Click Actions → View Details Method 3: Click alert badge (opens to alerts)

What you see: Full client page with campaigns, metrics, AI chat, and alerts

Top Bar Features

Main Navigation

Clients - Where you are now (client list) Sync Logs - History of all sync operations AI Chat - Global AI assistant (not client-specific) Settings - Configure sync schedules, preferences, API keys

[Screenshot: Top navigation bar] Navigate between main sections of the platform

Add Client Button

Big blue button in top right - starts the client onboarding process.

Shortcut: Press Ctrl+K (Windows) or Cmd+K (Mac) to open quickly

User Menu

Click your profile icon (top right) for:

Dashboard Refresh Behavior

Auto-Refresh

Dashboard updates automatically when:

Refresh frequency: Every 30 seconds while you're viewing the page

Manual Refresh

Refresh button (top right, circular arrow icon):

[Screenshot: Refresh button location] Force a refresh if you need the latest data immediately

Tips & Best Practices

Daily Workflow

Morning routine:

  1. Check summary cards - any unusual numbers?
  2. Sort by Alerts (highest first) - which clients need attention?
  3. Filter to Failed - any broken syncs overnight?
  4. Review clients with red Last Sync - data stale?

Throughout the day:

Staying Organized

Naming convention: Use consistent names so sorting works well

Regular cleanup:

Performance Optimization

Large client lists (20+ clients):

Slow dashboard:

Common Questions

Q: Why don't I see any clients? A: You haven't added any yet. Click "Add Client" in the top right to get started.

Q: Can I rearrange the columns? A: Not currently, but you can sort by any column to reorganize the list.

Q: What does the dash (-) mean in the Alerts column? A: No alerts for that client. Either the account is healthy or AI hasn't analyzed it yet.

Q: Why is Last Sync showing "Never" for a client I just added? A: You added the client but haven't run a sync yet. Click Actions → Smart Sync to pull data.

Q: Can I hide paused clients from the list? A: Yes, use the Status filter and uncheck "Paused" to hide them.

Q: What happens if I delete a client by accident? A: All data is permanently deleted and cannot be recovered. You can re-add the client, but you'll need to sync from scratch.

Q: How many clients can I manage from one dashboard? A: No hard limit, but we recommend 50 or fewer for best performance. Contact sales for enterprise pricing if you need more.

Troubleshooting

Problem: Dashboard shows old data

Symptom: Metrics don't match Google Ads, Last Sync times look wrong

Solution:

  1. Click the refresh button (top right)
  2. Wait 5 seconds for data to reload
  3. Check if Last Sync updated
  4. If still wrong, try logging out and back in

Problem: Client stuck in "Syncing" status

Symptom: Status shows "Syncing" for 20+ minutes

Solution:

  1. Refresh the dashboard
  2. Check Sync Logs page for that client
  3. If truly stuck, contact support (provide client name and timestamp)

Problem: Summary cards show zeros

Symptom: Total Clients shows 0, Total Spend shows $0

Solution:

  1. Check if you have any clients added (table should have rows)
  2. Refresh the dashboard
  3. Check if clients have been synced (Last Sync should not be "Never")
  4. If clients exist but cards show 0, contact support

Problem: Actions dropdown doesn't work

Symptom: Clicking Actions (⋮) does nothing

Solution:

  1. Refresh the page
  2. Try a different browser (Chrome, Firefox, Safari, Edge all supported)
  3. Clear browser cache
  4. Disable browser extensions that might interfere

Next Steps

Now that you understand the dashboard, explore these related topics:

Ready to explore a client? Click any client name in your dashboard to view their details.

Need to add more clients? Click Add Client in the top right.

Want to customize your dashboard? Go to Settings → Display Preferences (coming soon).

Need help? Contact support at contact@perfoads.com

Last Updated: October 4, 2025