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MarTech Tracker

A performance marketing project tracker built for martech products and teams. Most project tools were designed to track tasks. Performance marketing delivery is different: many clients and many projects run side by side, each moving through its own stages, with budgets to protect, invoices to collect, creatives to approve, ad accounts to connect and targets to hit. MarTech Tracker brings all of that into one structured workspace, with a client portal alongside the internal view. Every project is tracked from signed deal to final report, and the data is ready for analysis when it’s done.

Situation

Generic tools keep failing performance marketing teams; a standard project tracker or worksheet can list tasks and statuses, but it cannot enforce a process. It does not know that a campaign should not launch until the insertion order or purchase order is signed. It cannot compare daily results against a target CPA, hold client feedback as structured data, or show a media buyer, an account manager and a client three different views of the same project. As the number of projects and stages grows, spreadsheets turn into inbox chasing and guesswork. You need a purpose-built system for martech delivery built for a specific use case.

Action

Built a fully functional performance marketing Project Tracker and Client Portal. Instead of simply recording status, it controls how work moves through the business:

Multiple Projects, Multiple Stages: Run several projects for multiple clients, and each one moves through nine stages: New Client, Onboarding, Draft Campaign, Client Engagement, Project Ready, Live, Optimise, Completed and Closed. A stage menu shows how many projects sit at each stage and flags new arrivals.
IO Gateways: A campaign cannot reach kick-off until its setup, retainer and ad funding orders are signed and every deliverable is approved. Overdue orders, projects and approvals are surfaced automatically.
Targets vs Actuals: Each project carries a target CPA, ROAS and daily pacing figure. Daily results are measured against them, and an alert is raised when CPA runs over target, or pacing drifts off plan.
Structured Client Feedback: When a client rejects a creative, they must first choose a reason: messaging, visual, offer or compliance. Feedback becomes searchable data, so patterns in client preferences can shape future drafts.
Platform Access Checklists: Clients submit their Meta, Google Ads and TikTok account and pixel IDs, and the team verifies each connection before a campaign can go live.
Role-Based Views: Account Managers, Media Buyers, Strategists and clients each see a different workspace. Media buyers see live campaigns and pacing. Account managers see onboarding, billing and approvals. Clients see only their own campaigns, approvals and shared updates.
Tasks, Performance and Reporting: Tasks, optimisations and invoices sit in one place. Each project shows spend against plan and channel-level results, with an export formatted for marketing mix modelling.
An Activity Log: Every stage change, payment and approval is recorded, together with the alert it would send to the client or the team.

Result

A web-based operations engine for performance marketing delivery. It replaces the spreadsheet and the generic tracker with a tool that makes processes hard to skip and the risks easy to see. Teams spend less time chasing status and more time optimising campaigns. Teams always know what is waiting on them because projects, stages, billing and performance data live in one structure, the business can scale to more clients and more campaigns without the tracker breaking down and with an operating framework built to their specific needs.