Get organized and save time. This course shows you how to set up and manage your client portfolio with ease. Learn to create custom client pages, connect data sources, and automate reporting tasks so you can focus on delivering great results. You’ll also master setting KPIs and receiving notifications for unmet targets, helping you stay ahead of the game.

What you'll learn:

Add new clients and set up client-specific details (name, logo, account manager)
Connect client data sources seamlessly
Create and manage client reports efficiently
Use client pages to stay organized and find reports quickly
Monitor KPIs and receive notifications for unmet targets
Set up and navigate your monitoring page

How to Organize Your Client Portfolio in Swydo

Let’s get your client portfolio organized so you can focus on delivering amazing results. In this guide, we’ll walk you through how to:

Add a new client
Connect data sources
Set up a monitoring board
Configure targets and notifications

Adding a New Client

First things first, let’s add a client to your Swydo account. Here’s how:

Click the “+ Create” button in the top-right corner of the dashboard.
Fill in the client’s name and upload their logo (optional).
Assign team members who should have access to this client.
Click the three dots next to the client’s name to add contact details like their email address.

🎯 Pro Tip: Adding contact info now makes sharing reports and setting up notifications easier later.

Connecting Data Sources

Now let’s bring in your client’s data from platforms like Google Ads, Facebook Ads, or Google Analytics:

Go to the client’s page and select the “Add Data Source” button.
Pick the relevant data sources your client uses.
Follow the prompts to log in and connect the accounts securely.

Common Issue: If you’re having trouble connecting, make sure you’re logged into the correct account for the platform (e.g., the client’s Google Ads account).

🎯 Pro Tip: Connecting data sources takes just a couple of minutes. If a platform isn’t listed, contact Swydo support for assistance.

Creating Reports

Once the data is connected, you can build a report tailored to your client’s needs:

Choose between starting from scratch or using a pre-built template.
Add widgets to highlight key metrics, like:
- Website traffic
- Conversion rates
- Ad spend
Customize the layout to focus on what matters most to your client.

🎯 Pro Tip: Use templates for clients with similar needs. It saves time and ensures consistency.

Setting Up Monitoring Boards

Monitoring boards let you stay on top of performance in real time. Here’s how to set one up:

Click the “New Board” button on the client’s page.
Name your board based on its purpose, like “Campaign Performance” or “Weekly KPIs.”
Add widgets to track important metrics like traffic, conversions, or return on ad spend (ROAS).

Navigating the Client Page

The client page is your command center. Here’s what you can do:

Use the search bar to find specific clients quickly.
Filter clients by team member assignments, status, or other criteria.

Configuring Targets and Notifications

Stay on top of client performance with alerts:

Open the widget settings on your monitoring board.
Set targets for important metrics (e.g., “conversion rate > 5%”).
Configure thresholds for notifications. If a target isn’t met, Swydo will send you an alert.

🎯 Pro Tip: Use notifications to catch issues early and stay proactive with your clients.

Archiving and Unarchiving Clients

If a client leaves, here’s how to archive their data to avoid unnecessary charges:

Click the three dots next to the client’s name.
Select “Archive” to stop charges for their data sources and reports.

If the client returns, simply unarchive them by repeating the steps above.

💡 Pro Tip: Archiving doesn’t delete the client’s data—it keeps it saved for future use.

🙌 Congratulations! You've successfully learnt how to organize your client portfolio, so you can focus on delivering amazing results.

Here’s a quick recap of what you’ve mastered:

✔️ Add new clients and set up their details
✔️ Connect data sources seamlessly
✔️ Create and manage reports efficiently
✔️ Set up monitoring boards to track key metrics
✔️ Configure targets and receive notifications for unmet KPIs
✔️ Archive and unarchive clients to keep your portfolio organized

📚 Next Steps: Explore more advanced features like custom metrics, report automation, and team collaboration. Don't forget to take a look at Swydo Academy for detailed video tutorials.