Client Details Page

The client details page is where you deep-dive into a single Google Ads account. With 6 tabs of data, AI-powered insights, and customizable metrics, this is your control center for managing and optimizing individual clients.

What You'll Learn

Time needed: 20 minutes to read

Accessing Client Details

Three ways to open:

  1. From client list: Click client name
  2. From actions menu: Click ⋮ → View Details
  3. From alert badge: Click colored alert badge (opens to Alerts tab)

[Screenshot: Client list showing these three access points] Multiple ways to access the same client detail page

Page Layout

Header Section

Client information bar (always visible):

[Screenshot: Client details header bar] Header stays visible as you navigate between tabs

Tab Navigation

Six tabs available:

  1. Overview - Performance metrics and charts
  2. Campaigns - Campaign list with filters
  3. AI Alerts - Optimization recommendations
  4. AI Chat - Conversational assistant
  5. Ad Groups - Ad group performance
  6. Settings - Client-specific configuration

[Screenshot: Tab navigation bar] Switch between tabs to view different aspects of the account

Overview Tab

The Overview tab gives you an at-a-glance view of account health and performance.

Performance Metrics Cards

Default metrics (8 cards):

[Screenshot: Performance metrics cards grid] Metrics update based on selected date range

Customizing Metrics

How to customize:

  1. Click Customize Metrics button (top right of cards section)
  2. Metric selector modal opens
  3. See available metrics organized by category

Categories:

[Screenshot: Metric selector modal showing all categories] Choose from 40+ available metrics

Adding/Removing Metrics

To add a metric:

  1. Find it in the selector
  2. Click the metric name
  3. Checkmark appears
  4. Metric card added to overview

To remove a metric:

  1. Click X on metric card
  2. Or uncheck in metric selector

Protected metrics (cannot remove):

Why protected? These four metrics are fundamental to understanding account performance.

[Screenshot: Protected metrics with lock icons] Protected metrics always visible

Reordering Metrics

Drag and drop:

  1. Hover over metric card
  2. Grab the drag handle (⋮⋮)
  3. Drag to new position
  4. Drop to reorder

Auto-save: Order is saved automatically per client

Reset to default: Click "Reset to Defaults" button

[Screenshot: Drag handle on metric card] Arrange metrics in your preferred order

Date Range Selector

Preset ranges:

Custom range:

  1. Click "Custom Range"
  2. Select start date
  3. Select end date
  4. Click Apply

Maximum range: 90 days (based on synced data)

[Screenshot: Date range selector with presets] All metrics and charts update when you change the date range

Budget Tracking

Monthly budget widget:

Navigate months:

Color coding:

[Screenshot: Budget tracking widget showing progress bar and month navigation] Monitor budget pacing and prevent overspend

Set monthly budget:

  1. Click Edit Client (header)
  2. Update Monthly Budget field
  3. Save

Conversion Breakdown Table

Shows all conversion actions:

Example rows:

Purchase             | 45 | $4,500 | $50.00 | 3.2%
Lead Form Submit     | 120| $1,200 | $10.00 | 8.5%
Phone Call           | 30 | $900   | $30.00 | 2.1%

Sorting: Click column headers to sort

Why it matters: See which conversion actions drive the most value

[Screenshot: Conversion breakdown table with example data] Understand which conversions contribute most to business goals

Performance Chart

Dual Y-axis chart:

Default view: Shows Cost and Clicks over time

Customizing the chart:

  1. Click metric dropdown above chart
  2. Select up to 3 metrics to display
  3. Chart updates instantly

Aggregation options:

[Screenshot: Performance chart with dual axes] Visualize trends and patterns over time

Hover for details: Hover over any point to see exact values for that day/week

Export chart: Click Export → Download as PNG

Campaigns Tab

View and analyze all campaigns in the account.

Campaign List

Columns displayed:

[Screenshot: Campaign list with all columns] Comprehensive campaign performance data

Filtering Campaigns

Filter by Type:

Filter by Status:

Apply filters:

  1. Click Filter button
  2. Select campaign types
  3. Select statuses
  4. Click Apply

Clear filters: Click "Clear All Filters"

[Screenshot: Campaign filter panel] Focus on specific campaign types or statuses

Sorting Campaigns

Click any column header to sort:

Useful sorts:

By Cost (highest first):

By Conversion Rate (lowest first):

By CTR (highest first):

Exporting Campaign Data

Export formats:

Process:

  1. Apply filters if needed (only visible campaigns export)
  2. Click Export button (top right)
  3. Choose CSV or Excel
  4. File downloads automatically

What's included:

[Screenshot: Export dropdown showing CSV and Excel options] Export for reporting or further analysis

Pro Tip: Filter to specific campaign types before exporting to create targeted reports.

AI Alerts Tab

AI-generated optimization recommendations for this client.

Alert List

Each alert shows:

[Screenshot: AI Alerts list showing multiple alerts] All unresolved alerts for this client

Severity Levels

Critical (Red) - Severity 8-10:

Important (Yellow) - Severity 5-7:

Low (Green) - Severity 1-4:

[Screenshot: Alerts sorted by severity] Severity helps you prioritize which alerts to act on first

Alert Categories

Budget Issues:

Performance Problems:

Technical Issues:

Strategy Recommendations:

Quality Score:

Geographic Performance:

[Screenshot: Alerts filtered by category] Filter by category to focus on specific issue types

Accept/Decline Workflow

Accepting an alert:

  1. Read the recommendation
  2. Click Accept
  3. Modal asks: "What action will you take?"
  4. Choose:
    • Implement now
    • Implement later
    • Already implemented
  5. Add optional notes
  6. Click Confirm

What happens:

[Screenshot: Accept alert modal with action options] Accepting alerts helps AI learn what recommendations you value

Declining an alert:

  1. Review the recommendation
  2. Click Decline
  3. Modal asks: "Why are you declining?"
  4. Choose reason:
    • Not applicable to this account
    • Already addressed
    • Disagree with recommendation
    • Budget constraints prevent action
    • Other (with notes)
  5. Click Confirm

What happens:

[Screenshot: Decline alert modal with reason options] Declining with a reason helps AI avoid irrelevant recommendations

Why feedback matters:

Force Full Analysis

What it does: Triggers AI to re-analyze the entire account from scratch

When to use:

Process:

  1. Click "Force Full Analysis" button
  2. Confirmation dialog appears
  3. Confirm action
  4. AI re-analyzes (takes 2-5 minutes)
  5. New alerts appear

Note: This replaces all existing alerts with fresh analysis.

[Screenshot: Force Full Analysis button] Trigger on-demand AI analysis

AI Chat Tab

Conversational AI assistant with full access to client data.

Starting a Conversation

Quick action templates:

Click any template to send that question instantly.

Custom questions:

[Screenshot: AI Chat interface with template buttons] Templates give you starting points for common questions

What AI Can See

The AI has access to:

The AI CANNOT:

[Screenshot: AI Chat showing comprehensive data context] AI understands your entire account when answering questions

Conversation Features

Streaming responses:

Follow-up questions:

Auto-summarization:

[Screenshot: AI Chat with streaming response] Watch AI think through your question in real-time

Conversation Management

Exporting conversations:

  1. Click Export button (top right of chat)
  2. Choose format: Text or PDF
  3. Full conversation downloads

Clearing conversation:

  1. Click Clear button
  2. Confirmation dialog
  3. Conversation history deleted
  4. Start fresh

Note: Clearing cannot be undone - export first if you need to keep it.

Ad Groups Tab

View and analyze ad group performance within campaigns.

Ad Group List

Columns:

Filtering:

Sorting: Click column headers

Exporting: CSV or Excel (same as campaigns)

[Screenshot: Ad Groups list] Drill down to ad group level for detailed optimization

Keyboard Shortcuts

Navigation:

Actions:

[Screenshot: Keyboard shortcuts reference] Navigate faster with keyboard shortcuts

Tips & Best Practices

Daily Workflow

Morning routine for important clients:

  1. Open Overview tab → check metrics at a glance
  2. Click AI Alerts tab → review new recommendations
  3. Accept/decline alerts as appropriate
  4. Check performance chart for trends
  5. If issues found → ask AI Chat for deeper analysis

Time: 3-5 minutes per client

Weekly Review

  1. Overview Tab:

    • Set date range to "Last 7 Days"
    • Compare to previous week
    • Note significant changes

  2. Campaigns Tab:

    • Sort by Cost (highest first)
    • Review top 5 spending campaigns
    • Check conversion rates

  3. AI Chat:

    • Ask: "What changed this week?"
    • Review AI's analysis
    • Plan optimizations for next week

Time: 10-15 minutes per client

Before Client Calls

  1. Sync first: Click Sync to get latest data (2-4 minutes)
  2. Review metrics: Note any significant changes
  3. Check alerts: See what AI flagged
  4. Prepare talking points: Use AI Chat to summarize performance
  5. Export campaign data: Bring to meeting if needed

You'll have fresh data and insights ready to discuss

Metric Selection Strategy

For e-commerce clients:

For lead generation clients:

For brand awareness:

Customize metrics to match client goals

Common Questions

Q: Can I see data older than 90 days? A: No, the system syncs and stores the last 90 days. This is standard for Google Ads performance analysis.

Q: Why don't some metrics show data? A: Some metrics (like Quality Score, Impression Share) aren't available for all campaign types. If Google Ads doesn't provide it, we can't show it.

Q: Can I compare two date ranges side-by-side? A: Not directly in the UI. Export data for two different ranges and compare in Excel/Sheets.

Q: Do AI Alerts auto-update daily? A: Yes, AI re-analyzes after each sync. New alerts appear, resolved issues disappear automatically.

Q: What happens if I decline an alert by mistake? A: You can view declined alerts in the Alert History section. While you can't "un-decline," the AI may generate a similar alert if the issue persists.

Q: Can I chat with AI about multiple clients at once? A: No, AI Chat is client-specific. Each chat only sees data for that one client. Use the global AI Chat for cross-client questions.

Q: Why is my budget tracking showing "No budget set"? A: You need to add a monthly budget in the client's business profile (Edit Client → Monthly Budget field).

Troubleshooting

Problem: Metrics show $0 or blank values

Symptom: Metric cards display $0, N/A, or blank

Causes:

Solution:

  1. Change date range to larger window (e.g., Last 30 Days)
  2. Check Campaigns tab - are campaigns active?
  3. Sync the client to pull latest data
  4. If still blank, account may truly have no spend

Problem: Performance chart not loading

Symptom: Chart area shows loading spinner forever

Causes:

Solution:

  1. Reduce date range (try Last 30 Days)
  2. Refresh the page
  3. Try different browser
  4. Check browser console for errors

Problem: AI Chat not responding

Symptom: Typed message but no response appears

Causes:

Solution:

  1. Wait 30 seconds and try again
  2. Check internet connection
  3. Refresh the page
  4. If persists after 5 minutes, contact support

Problem: Export downloads empty file

Symptom: CSV/Excel file has headers but no data rows

Causes:

Solution:

  1. Check active filters - clear all filters
  2. Verify date range has data
  3. Check Campaigns tab - do rows appear there?
  4. Try exporting with different filters

Next Steps

Now that you know the client details page inside and out, explore these related topics:

Ready to explore your clients? Go to your client list and click any client name.

Want to customize your metrics? Open a client → Overview tab → Customize Metrics.

Need help understanding specific metrics? Check the Metrics Glossary.

Last Updated: October 4, 2025