The strategic priorities band
Below the KPI band, Overview shows up to three strategic priorities — the business levers that matter most for this client right now, such as acquisition cost, retention, or revenue efficiency.
Priorities are goal-aware: they're built by rolling the client's open signals up against their KPI trends and configured goals. So instead of a list of individual alerts, you get the executive framing — "new-customer acquisition is off plan" — with the supporting signals underneath. Each card carries its estimated dollars at risk and leads to the detail behind it.
How signals are tiered
Every open signal is sorted into one of three tiers, so the list reads at the right altitude:
Strategic — top-line money levers: revenue efficiency, acquisition cost, retention, overall account health. The things a client executive would ask about.
Channel — channel- and product-level issues: a campaign type underperforming, a channel's efficiency slipping.
Tactical — platform execution work: keyword hygiene, tracking fixes, naming cleanups, and similar.
On Overview, strategic and channel signals are shown openly. Tactical signals are gated behind an expandable section with a count — they're real work, but they should never bury a six-figure problem under a row of housekeeping items.
How ranking works
Within the list, signals are ranked by impact:
Dollars at risk — the estimated monthly revenue exposed if the signal goes unaddressed. This is the primary sort.
Severity — how serious the diagnosis is, used when dollar estimates are close or missing.
Recency — newer signals win ties.
Tip: If the ranked list doesn't match what you and the client actually care about, don't ignore the board — adjust the metric weights and goals under Metrics. The Overview, the signal board, and the priorities band all re-rank to follow.
Your metric weights shape the order
The ranking also respects how you've weighted the client's metrics. Under Metrics in the left rail, you can set goals and mark which metrics matter most for this client. Signals tied to metrics you've elevated float up the list; signals tied to metrics you've muted sink — without changing the underlying dollar math.
This is how the same scanning engine can serve a retention-obsessed subscription brand and a pure acquisition play: the signals are the same quality, but the order reflects each client's priorities.
Tip: If the ranked list doesn't match what you and the client actually care about, don't ignore the board — adjust the metric weights and goals under Metrics. The Overview, the signal board, and the priorities band all re-rank to follow.