Welcome to your agency workspace

A live view of how the agency is performing this month — KPIs, accounts, and department roll-up in one place.

All Accounts

Full roster of agency clients — health, ownership, MRR, and services in one view.

Open accounts
Total accounts
8
MRR
$10,040
Healthy
5
Watch / at risk
3
Churned
0

This month's KPIs

Rolling 7-period trend
Revenue (MRR)
$94.2k
▲+6.1%
Net Profit Margin
21%
▲+1.4pt
Active Accounts
58
▲+3
New MRR
$8.4k
▲+18%
Lead → Close Rate
3.8%
▲+0.4pt
Cash on Hand
$212k
▼−4%
Team Utilization
74%
▲+2pt
Client Sentiment
Good
—stable

Departmental roll-up

One headline metric per department
DepartmentHeadline metricStatus
MarketingSQLs 42On track
SalesNew MRR $8.4kOn track
BillingA/R 30+ $14kWatch
Onboarding9 in pipelineOn track
Service DeliveryLate tasks 11Watch
Client SuccessSentiment GoodOn track
Talent AcquisitionPDPs 82%On track
FinanceCash $212kWatch
CommunicationSentiment PositiveOn track
Systems / ITOutages (90d) 1On track
SOPsStale 9Watch
LeadershipRocks 5/10 on trackOff track