agency-dashboard

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Generate a portfolio-level dashboard across ALL client brands — per-client RAG health scores, campaign activity, budget pacing, aggregate KPIs, team utilization, pending approvals, upcoming deadlines, and an alerts panel — built for agency standups and weekly reviews. Triggers on "/digital-marketing-pro:agency-dashboard", "how are all our clients doing", "portfolio health check", "budget pacing across accounts", "which accounts are at risk". Enumerates every brand under ~/.claude-marketing/brands/ and pulls data via campaign-tracker.py, execution-tracker.py, and team-manager.py; drill into a single client with /digital-marketing-pro:performance-report or /digital-marketing-pro:client-report.

AI & Automation 809 stars 134 forks Updated 4 days ago MIT

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Skill Content

# /digital-marketing-pro:agency-dashboard ## Purpose Generate a portfolio-level dashboard aggregating health metrics across ALL client brands. Shows campaign activity, budget pacing, KPI attainment, content pipeline, and team utilization at a glance — giving agency leadership a single view of operational health without opening each account individually. Designed for daily standups, weekly agency reviews, or on-demand health checks. ## Input Required The user must provide (or will be prompted for): - **Dashboard scope**: All brands or a specific list of brand slugs to include in the portfolio view - **Time period**: Current week, month, or quarter — determines the pacing calculations and comparison windows - **Detail level**: Summary (top-line health scores per client) or detailed (campaign-level breakdowns per client with individual campaign metrics) - **Sort/filter preferences**: Sort clients by health score, spend, revenue, or alphabetical — and optionally filter to only at-risk (amber/red) accounts - **Team filter (optional)**: Filter by account lead or team pod if the agency has multiple pods managing different client sets - **Comparison baseline (optional)**: Compare current period against prior period, same period last year, or plan/target — defaults to prior period - **Alert threshold overrides (optional)**: Custom thresholds for performance drop alerts or budget pacing tolerance — defaults to 20% performance drop and 10% pacing variance - **Export format (optiona...

Details

Author
indranilbanerjee
Repository
indranilbanerjee/digital-marketing-pro
Created
7 months ago
Last Updated
4 days ago
Language
Python
License
MIT

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Data & Documents Listed

agency-dashboard

Generate a portfolio-level dashboard across ALL client brands — per-client RAG health scores, campaign activity, budget pacing, aggregate KPIs, team utilization, pending approvals, upcoming deadlines, and an alerts panel — built for agency standups and weekly reviews. Triggers on "/digital-marketing-pro:agency-dashboard", "how are all our clients doing", "portfolio health check", "budget pacing across accounts", "which accounts are at risk". Enumerates every brand under ~/.claude-marketing/brands/ and pulls data via campaign-tracker.py, execution-tracker.py, and team-manager.py; drill into a single client with /digital-marketing-pro:performance-report or /digital-marketing-pro:client-report.

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Generate a white-labeled client report in agency voice — weekly pulse, monthly review, or QBR — with a KPI scorecard vs targets and comparison period, channel breakdowns, top wins with attribution, root-cause analysis of misses, 3-5 strategic recommendations, and budget efficiency. Requires explicit approval before any external send; only then can it deliver via connected Slack, email, or Google Sheets MCPs and log the delivery. Triggers on "/digital-marketing-pro:client-report", "prepare the monthly report for the client", "build the QBR for this account", "send the weekly performance pulse", "white-labeled performance report". Reads the brand profile and pulls data via campaign-tracker.py, execution-tracker.py, and connected platform MCPs; formats via report-generator.py.

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Generate a white-labeled client report in agency voice — weekly pulse, monthly review, or QBR — with a KPI scorecard vs targets and comparison period, channel breakdowns, top wins with attribution, root-cause analysis of misses, 3-5 strategic recommendations, and budget efficiency. Requires explicit approval before any external send; only then can it deliver via connected Slack, email, or Google Sheets MCPs and log the delivery. Triggers on "/digital-marketing-pro:client-report", "prepare the monthly report for the client", "build the QBR for this account", "send the weekly performance pulse", "white-labeled performance report". Reads the brand profile and pulls data via campaign-tracker.py, execution-tracker.py, and connected platform MCPs; formats via report-generator.py.

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