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Your agency at a single glance

Executive KPIs, project health scores, team workload heatmaps, and real-time alerts — tailored to every role in your agency.

Revenue

Financial health in real time

Track every dollar flowing through your agency. The executive dashboard surfaces the KPIs that matter — revenue, recurring income, and outstanding payments — with period comparison built in.

  • Total revenue with period-over-period comparison
  • Monthly Recurring Revenue (MRR) and ARR
  • Outstanding and overdue invoice totals
  • 6-month revenue trend chart
  • Filter by: This Month, Last Month, Quarter, Year
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Executive dashboard showing revenue KPIs, MRR, ARR, and trend charts
Project Health

Spot at-risk projects before they derail

Every active project is automatically scored based on task completion and deadline proximity. Green means on track. Yellow means at risk. Red means off track — and you need to act.

  • On Track: ≥50% tasks done, no overdue milestones
  • At Risk: <50% done, some overdue, or due within 7 days
  • Off Track: <25% done and past due, or >50% milestones overdue
  • Color-coded health indicators across all projects
Project health scoring with green, yellow, and red status indicators
Team Workload

See who's overloaded in seconds

The workload panel shows task distribution across your entire team — by status, by member, by urgency. Spot bottlenecks and rebalance work before deadlines slip.

  • Tasks by status: To Do, In Progress, In Review
  • Per-member task load with overload flagging (10+ active = flagged)
  • Top 5 overdue tasks sorted by urgency
  • Completion rate percentages per team member
  • Estimated vs. logged hours comparison
Team workload heatmap showing task distribution and overload flags
Smart Alerts

Know what needs attention — right now

Dashboard alerts surface critical issues the moment they happen. No digging through pages or checking spreadsheets — problems come to you.

  • Critical: Overdue invoices, off-track projects, failed automations
  • Warning: Stale tasks (3+ days), expiring contracts (30 days)
  • Info: Inactive clients, unassigned tasks, pending draft invoices
  • Click any alert to jump directly to the issue
  • Dismiss alerts — they reappear if the condition persists
Real-time dashboard alerts showing critical, warning, and info banners
Role Views

Every role gets their own dashboard

The dashboard adapts to who's looking. Executives see the big picture. Individual contributors see their tasks. Clients see their projects and invoices.

  • Executive: Full agency overview — revenue, projects, team, alerts
  • Team Member: My tasks, upcoming deadlines, recent notifications
  • Client: Org-scoped projects, task stats, invoices, active services
  • Time-aware greeting that changes by time of day
  • Daily motivational quote from 345 curated quotes
Three different dashboard views for executives, team members, and clients
Onboarding

Guided setup for every new user

A personalized checklist appears on first login — with role-specific steps, a progress ring, and automatic completion detection. Hit 100% and get a confetti celebration.

  • Role-specific steps (Owner, Admin, PM, Accountant, Team Member, Client)
  • Auto-detects when steps are completed
  • Progress ring with completion percentage
  • Confetti animation on full completion
  • Skip anytime — re-show from profile settings
Onboarding checklist with progress ring and confetti celebration
6 Revenue KPIs
3 Alert Levels
3 Dashboard Types
345 Daily Quotes
What Agencies Say

Where agency leaders start their day

★★★★★

"First thing I do every morning is check the dashboard. Revenue, project health, who's overloaded — all in one place. It's replaced three other tools."

MK
Marcus Klein
Director, Orbital Digital
Who It's For

Built for every role

Agency Owners

Revenue KPIs, project health, and team workload at a single glance.

Project Managers

Spot at-risk projects and rebalance team workloads before deadlines slip.

Team Members

See your assigned tasks, upcoming deadlines, and recent notifications.

Clients

Track your projects, invoices, and services in a clean, scoped view.

FAQ

Frequently asked questions

Total revenue, MRR, ARR, outstanding invoices, overdue amounts, project health scores, team workload distribution, and real-time alerts for critical issues.

Yes. Owners and admins see the full executive dashboard. Team members see their task-focused view. Client users see their organization-scoped projects, invoices, and services.

Real-time alert banners that appear when action is needed — overdue invoices, off-track projects, failed automations, stale tasks, expiring contracts, and more. Click any alert to navigate directly to the issue.

Explore More

Related features

Reports

In-depth analytics and exportable data.

Notifications

Real-time alerts across the platform.

Tasks

Task management with boards and lists.

See your agency clearly for the first time

Revenue, projects, team, clients — all in one dashboard. 14-day free trial.

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