Enable Performance Digest
Click Client Portal in the upper right hand side of your screen.
Select the Performance Digest checkbox under Email Settings, and click Save.
Note: Performance Digest emails are sent at 11am UTC every Monday (weekly) and the first of every month at 11am UTC (monthly).
Add external recipients
Connect with your CSM to add external recipients to your Performance Digest email.
Shows number of leads, MQLs and total amount associated with triggered opportunities created.
Shows spend, CPM, CPC, CTR, CPL, cpMQL for each ad channel.
Shows progress for goals set in your Mutual Success Plan.
Triggered Opps Created
Shows your top five opportunities sorted by amount.
Converted Accounts shows your five most recent converted accounts.