Agency Client Performance Dashboard

A client performance dashboard built for a digital marketing agency. It brings search visibility, website traffic, content delivery, paid advertising and call quality into one view for agency owners and account managers. Teams can review each client against targets and identify where their marketing work is contributing to growth or needs a different strategy.

Client results were scattered across advertising platforms, analytics, call tracking and content tools. A busy campaign or a rising call count did not necessarily mean the client was getting valuable leads. Clients did not consistently report what happened after an inquiry, leaving the agency without a reliable feedback loop. Owners and account managers needed to spot struggling accounts quickly, understand which service needed attention and decide where to act.

Connected Google Ads, Meta, GA4, Search Console, CallRail, Webflow and ClickUp through scheduled data workflows and a shared database. The system compares service metrics with client targets and presents red, amber and green statuses across the agency’s accounts. AI analyzes available call transcripts to distinguish genuine prospects from spam, support calls and existing customers, and surfaces lead quality, objections and follow-up needs. Teams can investigate weak traffic, missed content output or poor advertising results alongside the quality of the inquiries they generate. Revenue is the business goal; inferred deal values remain estimates rather than confirmed sales. At launch, the agency immediately saw 17 client accounts flagged red and recognized where its team needed to intervene.