01
You find out after the number has already moved.
By the time reports are prepared, a client may already be unhappy, cash may already be delayed or the sales pipeline may already be behind target.
For marketing agency founders
One screen for every number that runs your agency.
See revenue, cash collection, pipeline, client retention, campaign performance, delivery capacity and team risks without opening five tools or waiting for another weekly report.
✓
Built around the questions founders ask every day: what changed, why it changed, who owns it, and what needs attention next.
Monthly recurring revenue
$184,500
▲ 8.4% this month
Revenue at risk
$18,000
2 clients need attention
Good morning — Agency overview
LIVE · 8 MIN AGO
Revenue risk increased by $18,000 this week
Two clients have declining results, delayed approvals and low meeting attendance.
✓ Account owners notified automatically
MRR
$184.5K
▲ 8.4%
Cash collected
$162K
▼ $9K due
Pipeline
$96K
▲ 11 deals
Retention
94%
▼ 2 at risk
Revenue vs target — last six months
Actual recurring revenue compared with plan
Mar
Apr
May
Jun
Jul
Aug
Current pace: $6,400 above monthly MRR target
Needs attention
Risks across clients and delivery
!
Client churn risk
2 accounts · $18K MRR
!
Overdue invoices
4 invoices · $9K
✓
Delivery capacity
78% utilized
Revenue
MRR, cash and profitability
Pipeline
Deals, close rate and forecast
Clients
Retention, health and risk
Delivery
Projects, workload and capacity
Team
Ownership and accountability
The founder visibility problem
Your agency has data everywhere and answers nowhere.
Sales lives in the CRM. Revenue lives in Stripe or accounting. Delivery lives in ClickUp. Campaign results live in ad platforms. Client health lives inside people’s heads.
02
“Revenue is down” does not explain the cause.
You need to know whether the problem is fewer leads, weaker close rates, delayed payments, client churn or insufficient delivery capacity.
03
Every department reports in a different language.
Sales talks about opportunities. Finance talks about cash. Delivery talks about tasks. The founder still needs one connected picture.
What is on the screen
The numbers that actually run a marketing agency.
The dashboard is built around your operating model, targets, departments and existing systems.
Revenue and MRR
Recurring revenue, new revenue, expansion, contraction and monthly targets.
Cash collection
Paid invoices, overdue balances, expected collections and cash-flow pacing.
Sales pipeline
Qualified opportunities, deal value, stage movement, close rate and sales forecast.
Acquisition
Lead sources, booked calls, show rate, customer acquisition cost and channel performance.
Retention and churn
Client health, renewal dates, satisfaction signals, churn risk and revenue at risk.
Client performance
Campaign delivery, results against targets and accounts requiring intervention.
Delivery and capacity
Active projects, deadlines, team utilization, bottlenecks and workload.
Alerts and ownership
Thresholds, responsible owners, automatic notifications and approved actions.
One number, four possible causes
“Growth is flat.” The dashboard shows why.
Instead of stopping at the result, the dashboard helps trace the change back to the part of the agency causing it.
Fewer qualified leads
Top-of-funnel volume or lead quality has dropped below the expected level.
Lower close rate
Calls are still happening, but fewer opportunities are becoming paying clients.
More client churn
New sales are being cancelled out by cancellations, downgrades or non-renewals.
Delivery is at capacity
The agency cannot confidently onboard more clients without affecting quality or deadlines.
The founder sees the cause, not only the symptom.
That turns the dashboard from a reporting screen into
an operating system for deciding what should happen
next.
Built around agency leadership
A founder view and a team operating view.
Leadership sees the whole company while each department remains responsible for the numbers it owns.
Founder view
See what changed across the agency in about a minute.
A private summary of revenue, sales, clients, delivery and team risks without reviewing every department separately.
✓
Agency scorecard against monthly targets
✓
Revenue and cash-flow visibility
✓
Client and pipeline risk alerts
✓
Clear ownership of the next action
Leadership team
Give every department one version of the truth.
Sales, account management, delivery and finance see how their work connects to the company result.
✓
Department-level scorecards
✓
Owners, deadlines and unresolved risks
✓
Delivery capacity and project status
✓
Weekly operating review visibility
Connects your existing tools
One view above the systems your team already uses.
The dashboard does not force your agency into another daily tool. It connects the systems already running sales, finance, delivery and client work.
CRM and sales pipeline
Stripe and accounting
ClickUp and project tools
Marketing and ad platforms
One leadership layer
Your Agency Dashboard
Revenue, pipeline, clients, projects, capacity and alerts in one connected founder-level operating view.
Request a walkthrough
See what the dashboard could look like for your agency.
We will review your current systems, reporting gaps and the numbers you need to see across revenue, clients, sales and delivery.
✓
Review the founder-level dashboard structure
✓
Map the systems your agency currently uses
✓
Identify the metrics and alerts that matter
Request your dashboard walkthrough
Enter your details below and we will contact you about the Marketing Agency Dashboard.
🔒 Your details stay private and are only used to
contact you about the dashboard.
Frequently asked
What agency founders usually ask first.
Does this replace our existing tools?
No. The dashboard connects to the systems you already use and creates one leadership view above them.
Can the dashboard be customized?
Yes. The metrics, departments, targets, filters, alerts and reports can be structured around your agency’s operating model.
Can it show multiple brands or business units?
Yes. The dashboard can provide a combined company view and separate views for different brands, departments or locations.
Can the dashboard send alerts?
Yes. Thresholds can trigger notifications, assign responsibility or start approved workflows where the connected systems support it.
Can it connect with GoHighLevel and ClickUp?
Yes. Data can be connected from CRM, project management, payment, accounting and marketing tools, depending on available integrations and APIs.
What happens during the walkthrough?
We review your current systems, reporting process, leadership questions and the dashboard structure that would make sense for your agency.
The bottom line
Stop managing the agency through scattered reports.
See what changed, understand why it changed and know who owns the next action before the issue becomes a month-end surprise.