Multi-client reporting drift
Different source systems and KPI policies make apparently identical metrics mean different things.
01
For RevOps and selected agencies
See every client clearly.
Explain every number.
Fix the gaps before reporting.
Give consultants, fractional CMOs and performance or sales agencies one evidence-backed operating picture across client workspaces.
Client performance · Attribution · Data quality
Illustrative product view
Cross-workspaceClient performanceSeptember| Workspace | Currency | Net | Refunds | Quality |
|---|---|---|---|---|
| Client workspace A | EUR | €225k | €8.2k | Healthy |
| Client workspace B | EUR | €164k | €6.1k | Warning |
| Client workspace C | USD | $91k | $3.4k | Healthy |
EUR and USD remain separate. No mixed-currency total is produced.
The client reporting gap
A polished report cannot repair incomplete evidence.
RevOps and selected agencies need to know which metrics are comparable, which records are missing and which commercial terms apply before a client ranking is presented.
Attribution presented as certainty
Recorded source evidence is useful, but it should not be presented as universal multi-touch causality.
02Client terms outside the picture
Client net, agency-attributable revenue and seller commissions must remain distinct.
03KEY METRICSRead rates and money in their proper context.
Product views
Move from portfolio signal to source evidence.
Cross-workspace views retain workspace authorization, currency separation and explicit KPI policy compatibility.
Cross-workspaceClient performanceSeptember| Workspace | Currency | Net | Refunds | Quality |
|---|---|---|---|---|
| Client workspace A | EUR | €225k | €8.2k | Healthy |
| Client workspace B | EUR | €164k | €6.1k | Warning |
| Client workspace C | USD | $91k | $3.4k | Healthy |
EUR and USD remain separate. No mixed-currency total is produced.
Data QualityReconciliation queueCurrent| Issue | Workspace | Status | Records | Owner |
|---|---|---|---|---|
| Unresolved landing | Client B | Warning | 7 | Review |
| Duplicate event | Client A | Resolved | 2 | History |
| Missing source | Client B | Warning | 11 | Review |
No canonical record is created silently from unresolved source data.
Portfolio reporting
Compare authorized workspaces without flattening currencies or hiding missing metrics.
Client terms
Keep client sales, attributable agency revenue and commissions in separate commercial lines.
Data quality
Bring unresolved mappings, duplicate events and reconciliation status into the same client conversation.
From your question to a decision
Can you explain the numbers to your client?
Start with the client workspace, inspect recorded sources and flag data gaps. Keep client revenue separate from the agency fee defined in the agreement.
WORKING RESOURCES
Practical tools for better decisions.
Open six browser-only tools with transparent formulas, unavailable states and no account or submission.
START WITH A WALKTHROUGH
Map the operating model before the dashboard.
The walkthrough focuses on compatible clients, source evidence and the commercial decisions the portfolio view must support.
First conversationFocused on fit and evidence
No account or provider connection is created by the request.
- Authorized workspace map
- KPI policy compatibility
- Attribution boundaries
- Client terms and reporting scope
Questions, answered plainly
What RevOps operators need to know.
What you can explore today, and what needs a separate setup before use.
Is Orbital for every agency?
No. The current focus is RevOps, fractional CMOs and selected performance, growth or sales agencies with a measurable commercial revenue spine.
Can clients have separate workspaces?
Yes. Each client operates in a workspace with explicit authorization and workspace-scoped records.
Can I rank sellers across clients?
Only when the KPI policy and required evidence are compatible. Otherwise Orbital warns and does not blindly rank them.
Does Orbital provide multi-touch attribution?
Orbital reports recorded attribution evidence. It does not claim universal multi-touch causality.
REQUEST A WALKTHROUGH
Bring this commercial picture into focus.
Tell us what you operate and which decision you need to improve. We’ll make the first conversation relevant to that context.