# How to Track Marketing Attribution for Multiple Client Websites

See every client website on one screen with leads, good leads, spend, cost per lead, revenue, and tracking health, and reuse your rules across clients.

Source: https://sourceloop.ai/help/agency-clients-overview/
Updated: 2026-10-10

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Running SourceLoop for many clients means each one needs checking, and broken tracking is easy to miss until a client asks why leads dropped. The **Clients overview** puts every client on one screen with its results, its connections, and whether it needs attention.

Click **Home** in the left sidebar. With three or more websites in your account, Home becomes **Clients**.

![SourceLoop Clients overview with totals for visitors, leads, good leads, marketing cost, cost per lead, and revenue, above a table of client websites with status, sparklines, spend, cost per lead, revenue, and logos for connected ads, CRM, and payments](/help/screenshots/app/home-clients-overview.webp)

## Step 1: Read the totals

The cards across the top add up every client for the period, picked at the top right:

- **Visitors** and **Leads**
- **Good leads**: the share of leads marked Good by [lead quality rules](/help/lead-quality-rules/) or your team
- **Marketing cost**, **Cost per lead**, and **Revenue**

## Step 2: Scan the clients table

Each client gets one row:

- **Status**: **Healthy**, **Attention**, or **Broken**. Clients that need you sort to the top.
- **Visitors** and **Leads**, each with a daily trend line
- **Good leads**, **Spend**, **Cost / lead**, and **Revenue**, each with its change on the previous period. A rise in cost per lead shows in red.
- **Ads**, **CRM**, and **Payments**: logos for what is connected. A dot on a logo means that connection has a problem. Hover to see which account and what's wrong.

Click a row to open that client. Use **Export** to download the table.

## What the statuses mean

- **Broken**: no visits for more than a week, visits that stopped in the last two days, or a connection that is failing
- **Attention**: a connection that has gone quiet, an ad sign-in expiring within 7 days, or no leads in the last day for a client that usually gets several
- **Setting up**: a new site still waiting for its first visits

Open the client's **Setup -> Data health** page to see exactly what needs fixing.

## Step 3: Add a client

Click **Add website**, enter the client's domain, and install their tracking code. Each website keeps its own data, connections, and rules.

## Step 4: Copy rules from one client to others

Set up channel mapping and lead rules once, then reuse them:

1. On the client whose rules you want to reuse, click the copy icon at the end of its row.
2. Pick **Channel rules**, **Lead rules**, or both.
3. Pick the clients to copy them to. The preview shows what each one gets, for example "replaces 2 lead rules with 6".
4. Confirm.

The rules land in each client's draft. Review and publish them on each client when you're ready. Statuses used by lead rules are matched by name, and the preview tells you about any that don't exist on a client.

## What's next

- **Send each client a branded report:** [White-label branding](/help/white-label-branding/) and [Share a report](/help/share-a-report/)
- **Watch every client with one alert:** set **Applies to** to **All clients** in [Slack and email alerts](/help/set-up-slack-and-email-alerts/)
- **Decide which leads count:** [Lead quality rules](/help/lead-quality-rules/)

## Frequently Asked Questions

### When does Home turn into the Clients overview?

Once your account has three or more websites. With fewer, Home shows the same table titled Your websites.

### How is cost per lead worked out?

All marketing cost for the client, ad spend plus any costs added under Setup -> Costs, divided by all of the client's leads. It is a blended figure, not only leads from ad clicks.

### What counts as a lead here?

Form fills, bookings, chats, calls, signups, and leads sent by API or webhook. Payments count under Revenue instead, never as leads.

### Why don't the money totals add up across clients?

Totals only add up when every client uses the same currency. With mixed currencies the cards say Mixed currencies rather than converting.

### Does copying rules change the other client's reports straight away?

No. Copied rules land in each client's draft. Nothing changes until someone reviews and publishes the rules on that client.