Live revenue snapshot
Pipeline value, weighted forecast, and won revenue recalculate every time a project moves. The number your principal sees is the number in the system.
Agency CRM
Your client work, in focus
Track project revenue, watch delivery momentum, and spot the clients that need attention — all in one place. Replace the sample data with your own engagements and this dashboard becomes your studio's single source of truth.
This period
Revenue & pipeline snapshot
A quick read on where the numbers stand right now. Every figure below is calculated live from the projects in your workspace — replace the seed records with your own and the totals update instantly. No spreadsheets, no manual roll-ups, no stale numbers from last quarter.
Built for the account manager
A cleaner way to run client delivery
Agency teams lose hours every week reconciling spreadsheets, chasing status updates, and rebuilding the forecast by hand. This dashboard replaces that busywork with one place where every project, client, and number stays current. Below is how three workspaces fit together so nothing slips through the cracks.
Stage-by-stage clarity
See exactly how much value sits in each stage of the pipeline, so you know whether the problem is not enough new leads or engagements stalling before contract.
One source of truth
Clients link to projects, projects link to managers. No more three versions of the same client scattered across four spreadsheets.
Fast project review
Search, filter by stage and manager, and open any project in a detail drawer to read the brief, win likelihood, and start date without leaving the page.
Client directory
Industry, engagement type, region, and the primary contact you should be calling — every client captured in a directory your whole studio can trust.
Manager reminders
Nudge a project manager about next steps straight from the detail view. Wiring up automated reminders is next on the roadmap.
Two views, side by side
From the partner meeting to the individual project
Leadership needs the roll-up; account managers need the detail. This dashboard gives both audiences the view they care about without forcing anyone to export a report.
The principal view
Totals, weighted forecast, and stage distribution answer the only question the partner meeting asks: are we going to hit the number this quarter?
The manager's view
A filterable project list and a detail drawer put next steps, briefs, and start dates one click away — so the day starts with action, not admin.
What's inside
Everything an agency needs to stay aligned
Three focused workspaces that keep the whole client pipeline visible without the spreadsheet chaos. Each one is a real page you can open right now.
Projects workspace
Search, filter by stage and manager, and open any project in a detail drawer to review the brief and next steps.
Clients directory
Every client in one list — industry, engagement type, region, and the primary contact you should be calling.
Admin & data
Add new clients and keep records current. Built for the account manager who owns the source of truth.
What teams say
Trusted by agency leaders who hate surprises
Neutral sample testimonials you can swap for your own client quotes. They show how the layout reads once real feedback lands here.
“Our Monday forecast meeting went from ninety minutes of arguing about numbers to fifteen minutes of deciding what to do about them.”
“Account managers actually keep their projects current now, because updating one field is faster than building a slide.”
“The stage breakdown showed us our proposals were where engagements went to die. We fixed the follow-up gap in a week.”
Good to know
Frequently asked questions
A few things worth knowing before you roll this out to the team.
The dashboard reads directly from your projects and clients tables. It ships with a handful of sample records so the screens look alive on day one — delete them and add your own whenever you're ready.
Ready to see your real pipeline?
Swap in your own projects and clients, and this dashboard becomes the one screen your account team opens every morning.