agency-dashboard

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Portfolio-level agency dashboard aggregating health metrics across all client brands — campaign status, budget pacing, KPI attainment, team utilization. Use when reviewing cross-brand portfolio health, preparing for agency leadership standups, or getting a single-view snapshot of all client accounts.

AI & Automation 136 stars 37 forks Updated 3 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
4 months ago
Last Updated
3 days ago
Language
Python
License
MIT

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