Client Intelligence
Portal

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📖  How to read this dashboard — click to expand Show ▼

The CDAI Engine analyzes your true campaign profitability — not what your ad dashboard shows, but your real margin after every cost layer: media spend, platform fees, broker payouts, refunds, chargebacks, and compliance costs. Each campaign receives one of 8 directives per analysis cycle. Act on PAUSE and QUARANTINE immediately. Review RENEGOTIATE, INVESTIGATE, and FLAG with your team. SCALE and HOLD campaigns are performing within target parameters.

SCALE

Margin ≥30%, no risk signals. Increase budget to 1.5x current spend to capture more profitable volume.

HOLD

Margin 18–30%, stable signals. Performance is acceptable. Maintain current budget and monitor weekly.

CUT

Margin below 10% on campaigns with closed revenue. Reduce or eliminate budget. Money is being lost.

PAUSE

Emergency stop. Fraud >20%, margin <-50%, or chargeback rate >15%. Stop all spend immediately.

QUARANTINE

High fraud detected — more than 8% of leads flagged. Pause the campaign and investigate the source.

RENEGOTIATE

Partner payouts exceed 40% of revenue. Your margins are being compressed. Renegotiate contract terms.

INVESTIGATE

Refund rate >12% or chargeback rate >4%. Lead quality is declining. Review the partner or traffic source.

FLAG

Data anomaly — CPL distortion >50% or unusual pattern detected. Human review required before action.

Engine StatusLoading...
Directive Safe—
Last Updated—
Active Campaigns—
Active Directives—campaigns under management
Campaigns to Scale—increase budget allocation
Campaigns to Cut—reduce or eliminate spend
Data Ingestion
Connect Your Accounts

Grant CDAI read access to your ad platforms and CRM through their own secure login — the same process you already use to sign into each service. Nothing beyond your directive-relevant data is ever stored.

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Live status, not a label. This reflects your real connection state at all times. Green means an active token is on file right now; Connect takes you through that platform's own login and returns you here automatically.

These don't offer a one-click login — generate a key in your own account on that platform, then paste it here.

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Alternative
Quick CSV Snapshot

For a one-time check without a full account connection. Drop any CSV export from your ad platform — the engine auto-detects the source and maps your data. Limited to whatever that file contains; not a substitute for the live connections above.

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Drop CSV or click to browse
Google Ads · Meta · LinkedIn · Bing · CallRail · Ringba · and more
Supported Platforms
Google Ads Meta / Facebook Instagram LinkedIn Bing Ads CallRail Ringba Boberdoo GoHighLevel Stripe Google Analytics
Primary Output
Directive Sheet
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Proof Layer · 30-Day Recheck
Directive Outcomes
Total Directives Tracked — issued by the engine
Confirmed Outcomes — prediction matched 30-day result
Accuracy Rate — confirmed ÷ closed-window directives
Net Dollar Impact — profit change across all directives

Each directive is graded 30 days after it was issued. We compare the campaign's contribution margin in the 30 days before the directive against the 30 days after, and verify whether the outcome matched what the engine predicted. PENDING rows have not yet completed their 30-day window.

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Cost Visibility
CPL Distortion
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Margin Analysis
Contribution Margin %
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Campaign Performance
Average CM% by Campaign
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Full Breakdown
Contribution Margin Detail
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Revenue Intelligence
Revenue Attribution
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Vendor Intelligence
Partner Scorecard
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Lead Quality Monitoring
Quality Decay Signal
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Deadline Intelligence
Time-Adjusted Directives
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Clinical & Enrollment Campaigns
Enrollment Dashboard
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Data Reliability
Directive Confidence Scores

How confident is the engine in each directive? Scores reflect data completeness — cost history depth, lead volume, sales events, payout data, and refund data. LOW confidence means the directive is directionally correct but more data would sharpen it.

High Confidence—80–100 · reliable signal
Medium Confidence—50–79 · directional
Low Confidence—0–49 · more data needed
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Capital Efficiency
Budget Re-Allocation Model

Budget recovered from CUT campaigns and the projected margin gain from reallocating it to SCALE campaigns. Based on the most recent directive cycle.

Recoverable / Month—from CUT campaigns
Projected CM Gain / Month—at 30% margin on recovered spend
Projected CM Gain / Year—annualized projection
Campaigns to Cut
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Recommended Reallocation Targets
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