Helm
Helm is the dashboard we run every client account through. Your numbers are logged daily, not reconstructed at month end — which is why the monthly report can tell you what happened on a Tuesday in the second week and why it mattered.
Most agencies keep account management in a spreadsheet and a memory. That is how a reporting call turns into a story instead of a record.
What it does
Total sales, orders, ad sales, ad spend, account status and written notes — captured every day rather than pulled together the week a report is due. Multi-marketplace, with each market held in its own currency and rolled up in USD.
ACoS, TACoS and ROAS calculated on entry. Day-over-day, week-over-week and month-over-month growth, running averages, best and worst sales days, and the sales and advertising trend behind them. No manual spreadsheet arithmetic, and therefore no spreadsheet arithmetic errors.
Each account carries a 0 to 100 health score in a clear band, with a plain-language written read alongside it — the kind that says "sales up 14% week over week, ACoS improved from 27% to 19%, account healthy" rather than showing you a chart and leaving the interpretation to you.
ACoS spikes, sales drops and accounts that have not been updated all raise an alert automatically. The point of a daily log is not the log. It is that a bad week gets caught on day two.
Health bands
Excellent
Performing above target on both efficiency and growth.
Healthy
On target. Routine optimisation continues.
Needs attention
A metric has moved against us. Named in the next report with a plan.
Critical
Raised immediately, not at month end.
Why we bothered
You are asked to trust that work is happening. Helm was built so that trust is not required — the record exists whether or not anyone asks for it.
When the numbers were entered on the day, the monthly report is a summary of a record rather than a reconstruction from memory. Those read very differently.
Role-based access means the account has a documented state, not a keeper. Handover, cover and review all work off the same record.
"Evidence before excitement" is easy to write on an about page. Helm is what makes it operationally true — if we cannot show you the entry, we do not make the claim.
Inside Helm
Every screenshot below is taken from a demo account. No client data is shown.
Next step
Every account we take on is set up in Helm from day one. The audit comes first — it tells you whether there is enough on the table to be worth either of our time.