Portfolio snapshot
0 accountsCOA performance desk
COA Overview
Global workspace selector · no combined data
Applies everywhere: Overview · Ad accounts · Campaigns · Daily spend · Patient journey · Ahmed journey · Lost opportunities · Clinics & units · Reports · Finance · COA Assistant
Patient journey
Lead-to-Package Funnel
Unit economics
Acquisition efficiency
Delivery pulse
Campaign performance
| Campaign | Ad Account | Status | Spend | Messages | Cost / Message |
|---|
Personal control journey
Ahmed journey
Performance ranking
Top campaigns by spend
Delivery diagnostics
Delivery status & attention
Campaign report
Selected periodCampaign delivery
| Campaign | Ad account | Status | Spend | Messages | Cost / Message | Impressions | Clicks |
|---|
Daily control
Selected periodSpend by day
Report builder
Live filtered datasetBuild an executive report
Preview
Review before exportReport preview
Choose the report settings, then generate a preview.
Saved reports
Preview or remove saved reportsReport history
Patient lifecycle
Patient journey
Track every qualified opportunity from lead through package.
Live conversion pathway
Lead to package journey
| Patient / lead | Business unit | Campaign | Current stage | Package value | Last activity |
|---|
Patient recovery
Lost Opportunities
Understand why examined patients did not proceed to a package.
| Patient / lead | Business unit | Stage | Reason | Notes |
|---|
Portfolio structure
Business units
Map each credit-line ad account to the clinic, branch or operating unit it funds.
Billing control
Credit Line & Invoices
Monitor available credit, current balances and invoices requiring payment. EGP values use the reference rate USD 1 = EGP 55.
Account liabilities
Current Balance by Ad Account
| Ad Account | Account ID | Payment Method | USD Balance | EGP Reference |
|---|
Accounts payable
Invoices to Pay
| Invoice | Billable ID | Issue Date | USD Amount | EGP Reference | Status |
|---|
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What COA Assistant can do for you
Ask for live analysis, clear explanations and prioritized recommendations using the information available in COA.
History syncs across devices
01Advertising Analyst
Compare accounts and campaigns, investigate spend and message costs, identify concerns and recommend optimizations.
02Finance Analyst
Explain credit usage, balances, invoices, remaining capacity, currency references and financial priorities.
03Patient Journey Analyst
Analyze bookings, visits, exams, packages and loss reasons when CRM data becomes available.
Current action boundary
COA Assistant analyzes and recommends. It cannot directly change campaigns, budgets, invoices or portal features yet.
COA Assistant
Conversation
Islam workspace
Administration Center
Control people, data, finance, reports, security and the complete COA workspace.
Workspace status
OperationalSystem Health
Signed-in devices
Active Sessions
Access control
Portal Users
| User | Display Name | Role | Actions |
|---|
Workspace configuration
Connection & Settings
Accounts & data control
Live Data Connections
| Ad Account | Account ID | Currency | Connection |
|---|
Historical coverage
Complete Advertising History
Check and refresh the longest available account history.
Currency reference
Finance Controls
Set the EGP reference used for informational USD conversion across finance views.
Executive delivery
Report Governance
Workspace support
AvailableAssistant Controls
Account security
Login & Logout History
| Date & Time | User | Activity | Source |
|---|
Security activity
Recent Activity
| Time | User | Action |
|---|