Use cases
Dashboards for agencies and consultants
Client reports where every number can be checked, so the meeting is about results instead of the spreadsheet.
campaigns_sept.csv 301 rows, 33 duplicates left out
Same definitions in every client's report · Sample data
Agencies build the same monthly report for every client, and every client eventually asks how a number was calculated. A receipt answers it inside the report.
Your client asks where the number came from. Click it.
Reports agencies rebuild every week
What changes with receipts
- $41.20cost per lead, September
- Definition
- Ad spend ÷ leads
- Left out
- Agency fees
One definition per metric
Cost per lead means one thing, written on the definitions page. It doesn't drift between reports or between the people who build them.
- $11,042ad spend, September
- Source
- 4 ad accounts
- Check
- Matches the ad invoices
Spend checked against invoices
Ad spend in the report matches the ad platforms' invoices, and the receipt says which accounts it came from.
- 268leads, September
- Source
- 301 rows
- Left out
- 33 duplicates
Duplicates left out
A lead who filled in two forms counts once. Every duplicate is listed, so the client can see why the count is lower.
- 46 of 60retainer hours used
- Source
- 38 time entries
- Left out
- 4 hours marked internal
Hours against the retainer
Hours logged on the client against the retainer, with internal hours left out and listed.
An example dashboard
Built the way your pilot would be. Click any number to see its receipt.
Leads by month
Leads, September
- Definition
- Form fills and booked calls, one per email
- Source
- campaigns_sept.csv, 301 rows
- Left out
- 33 duplicates
- Check
- Data through Sep 30
Metrics we often propose for agencies
You pick five to seven. Each one comes with a definition like these, written down before we build.
- Leads
- Form fills and booked calls, one per email.The number most retainers are judged on.
- Cost per lead
- Ad spend ÷ leads.Efficiency the client can compare month to month.
- Conversion rate
- Leads ÷ landing page visits.Separates traffic problems from page problems.
- Spend vs plan
- Ad spend ÷ planned spend for the month.Avoids the end-of-month surprise.
- Qualified leads
- Leads the client marked as qualified.Quality, in the client's own words.
- Cost per qualified lead
- Ad spend ÷ qualified leads.The number that survives the sales team.
- Retainer hours used
- Hours logged on the client ÷ monthly retainer hours.Keeps scope honest on both sides.
- Channel mix
- Leads by channel as a share of all leads.Where the next dollar should go.
Questions
Something else? Ask us
Can you build one dashboard per client?
The pilot covers one spreadsheet, so start with one client. Tell us on the call how many clients you report on.
Our data comes from several ad platforms.
If you can export it into one spreadsheet, we can work with it. Each number lists the accounts it came from.
Can my client check the numbers?
Every number opens its receipt: definition, filters, rows, and source.
Is our data safe with you?
Your spreadsheet is used only to build your dashboard and seen by one person. The AI only sees column names and your goal, never the rows. We delete our copy 30 days after the pilot.
What does it cost?
The pilot is $99 once, credited to your first month at launch. After launch, Solo is $29 a month and Team is $99 a month for up to 5 people.
Other teams
- Dashboards for PMO leadsYour portfolio status, built from the tracker you already keep. Every green, amber, and red links to the update behind it.
- Dashboards for chiefs of staffThe Monday exec pack, with a receipt behind every number. When someone asks where a number came from, the answer is one click away.
- Dashboards for operations managersOrders, refunds, and revenue from the export you already pull. Totals rows and blank amounts are left out, and listed.
- AgencyAgency client report268 leadsOpen the example