Agency Dashboard

What This Does

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.

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Quick Start

Step 1: Create a Project Folder

Create a dedicated folder for this workflow (e.g. ~/marketing/agency-dashboard).

Step 2: Download the Template

Click Download above and save the file as CLAUDE.md in that folder.

Step 3: Run the Workflow

Open the folder in Claude Code and describe your goal. Claude will prompt you for any missing inputs, follow the structured process, and produce a complete deliverable.

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Inputs You'll Need

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 (optional): Whether to output as markdown, Google Sheets, or Slack message — defaults to markdown

How It Works

1. Load brand context: Read ~/.claude-marketing/brands/_active-brand.json for the active slug, then load ~/.claude-marketing/brands/{slug}/profile.json. Apply brand voice, compliance rules for target markets (skills/context-engine/compliance-rules.md), and industry context. Also check for guidelines at ~/.claude-marketing/brands/{slug}/guidelines/_manifest.json — if present, load restrictions. Check for agency SOPs at ~/.claude-marketing/sops/. If no brand exists, ask: "Set up a brand first (/dm:brand-setup)?" — or proceed with defaults.
2. Enumerate all brands: Scan ~/.claude-marketing/brands/ for all configured brand directories (excluding _active-brand.json). For each brand, load profile.json to get client name, industry, engagement type, contract dates, assigned team members, and KPI targets
3. Pull campaign data per brand: For each brand in scope, run campaign-tracker.py --brand {slug} --action list to retrieve active campaigns, statuses, budgets, objectives, and recent performance snapshots
4. Pull execution status per brand: For each brand, run execution-tracker.py --brand {slug} --action list to get pending deliverables, in-progress tasks, completed items this period, and overdue items with age in days
5. Check budget pacing per brand: For each brand, compare actual spend-to-date against planned spend for the current period — calculate pacing percentage and project end-of-period spend at current run rate
6. Calculate per-client health score: Apply the RAG scoring formula from skills/context-engine/agency-operations-guide.md:
   • Green: On track across KPIs, budget on pace (within 10%), no overdue items, content pipeline flowing
   • Amber: 1-2 KPIs at risk, minor pacing drift (10-20%), items approaching deadline, or pending approvals aging
   • Red: Significant KPI misses, budget overspend (>20%), missed deadlines, stalled campaigns, or MCP disconnections
7. Aggregate portfolio KPIs: Sum total active campaigns, total monthly spend, average ROAS across clients, total leads/conversions, total pending deliverables, and overall portfolio health distribution (count and percentage of green/amber/red)
8. Check team utilization: Run team-manager.py --action check-capacity to assess current team workload — available capacity per team member, overloaded staff flagged, accounts at risk of under-service, and billable hours tracking
9. Identify pending approvals: Scan execution logs across all brands for items awaiting client or internal approval — flag anything older than 48 hours as overdue, group by brand and urgency tier (routine, time-sensitive, blocking)
10. Surface upcoming deadlines: Compile deadlines from all brands for the next 7 and 14 days — campaign launches, content due dates, reporting deadlines, contract milestones, renewal dates, and QBR schedules
11. Detect alerts and anomalies: Flag any brand with sudden performance drops (>20% week-over-week on primary KPI), budget pacing issues (>10% ahead or behind plan), stalled campaigns (no activity in 5+ days), MCP connection failures, or expiring credentials
12. Check content pipeline: Aggregate content status across all brands — items in draft, in review, approved, scheduled, and published — identify bottlenecks where content is stalling at a particular stage
13. Generate trend comparison: Compare current portfolio health against the selected baseline period — show improving, stable, or declining trajectory for each client and the portfolio overall with directional arrows
14. Compile portfolio dashboard: Assemble all data into a structured dashboard sorted by the user's preference, with drill-down detail available for any individual client

What You Get

A structured portfolio dashboard containing:

• Portfolio health summary: Total clients in scope, health distribution (green/amber/red count and percentage), overall portfolio health score (weighted by client spend), and period-over-period trend direction
• Per-client health cards: For each brand — client name, health score (RAG), active campaigns count, monthly spend with pacing status, primary KPI vs target with delta, next deadline, top alert if any, and assigned account lead
• Aggregate KPI table: Total spend across portfolio, average ROAS, total active campaigns, total leads/conversions generated, cost efficiency trends, and period-over-period comparison with directional arrows
• Budget pacing summary: Per-brand pacing status (on pace, underspending, overspending) with projected end-of-period spend, variance from plan in dollars and percentage, and portfolio-level pacing aggregate
• Team utilization matrix: Per-team-member workload (accounts managed, hours allocated, capacity percentage, billable ratio), overloaded alerts, available bandwidth for new work, and staffing recommendations
• Pending approvals queue: All items awaiting approval across brands with item description, age in hours, responsible owner, brand, urgency level, and estimated impact of delay
• Upcoming deadlines (7/14 day): Chronological list of upcoming deadlines with brand, deliverable type, responsible owner, days remaining, dependency status, and risk assessment if missed
• Content pipeline status: Aggregate view of content in draft, review, approved, and scheduled stages across all brands with stage-by-stage counts and bottleneck identification
• Alerts and anomalies panel: Performance drops, pacing issues, stalled campaigns, MCP connection failures, expiring credentials, or overdue items requiring immediate attention — sorted by severity
• Contract and renewal tracker: Upcoming contract renewals, engagement milestones, and retention risk indicators for clients approaching renewal windows
• Drill-down guidance: Instructions for investigating any individual client in detail using /dm:performance-report, /dm:client-report, or /dm:credential-switch to activate that brand's context