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.
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
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
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
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
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
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
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."
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.
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.
See your agency clearly for the first time
Revenue, projects, team, clients — all in one dashboard. 14-day free trial.