All guides, by feature
Check which clients still need setting up
The Clients Overview lists active clients missing a step under Needs Attention, and each client’s Overview tab shows what’s left.
Before you start
- Who can do this
- Anyone at your agency. Only Owners and Admins can complete the steps.
- Where in Orbit
- Sidebar › Workspace › Clients
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Clients. The Overview tab opens.
Under Needs Attention, each client shows what’s missing, such as No contacts or No ad accounts.
Choose a client. On its Overview tab, the banner lists the steps left.
Select a step to jump to its tab.
When it worked
A client drops off [[Needs Attention]] once it has contacts, ad accounts, a dashboard and a document. When none are left, it reads “All active clients are fully configured”.
How it works
Explainer: Setup progress and Needs Attention
Orbit tracks whether each client has contacts, ad accounts, documents and dashboards. The client list, the Clients Overview and the client’s own page each show what’s missing.
| Where | What it counts |
|---|---|
| A client’s Grid card | Four steps: a contact, an ad account, a document and a dashboard URL. “Fully configured” at 4/4, otherwise “Setup in progress”. |
| Needs Attention on the Clients Overview | Active clients missing one of those four, tagged No contacts, No ad accounts, No dashboards or No documents. |
| Client Setup on the client’s Overview tab | Five steps: Add contacts, Link ad accounts, Configure dashboards, Upload documents and Complete profile. |
- The Grid card’s bar is green when complete, amber at half or more, and red below half.
- A dashboard counts once a Looker Studio URL or Tableau URL is saved, so a card’s Dashboards count is 0, 1 or 2.
- Complete profile is done once any part of the address is filled in.
- Select a step in Client Setup to jump to its tab. The banner disappears once every step is done.
- The Clients Overview tiles, Total Clients, Active Clients, Contacts and Ad Accounts, count only the clients you can see.