Dashboard

Agency performance at a glance

Active Clients

4

5 total

Monthly Revenue

$16,500

MRR

Open Tickets

2

need attention

Total Leads

264

$19 avg CPL

Tasks Due

7

Check Emergency Dental campaign — high CPL

Morrison Family Dental · Due 2026-05-25

TODAY

Complete onboarding checklist

Rodriguez Roofing Co. · Due 2026-05-25

TODAY

Review Teeth Whitening — 3 day check

Morrison Family Dental · Due 2026-05-26

UPCOMING

Build & deploy website

Rodriguez Roofing Co. · Due 2026-05-26

UPCOMING

Review Botox campaign performance

Glow Med Spa · Due 2026-05-26

UPCOMING

Set up first 3 ad campaigns

Rodriguez Roofing Co. · Due 2026-05-27

UPCOMING

Launch IV Therapy campaign

Peak Wellness Clinic · Due 2026-05-28

UPCOMING

Open Tickets

2

Increase budget on Teeth Whitening campaign

medium

Morrison Family Dental · increase budget

Pause Lip Filler campaign next week

low

Glow Med Spa · pause campaign

BusinessVerticalPlanMRRCampaignsLeadsStatus
Morrison Family Dental

Dr. Rachel Morrison

DentalGrowth$3,5002/360active
Peak Wellness Clinic

Mark Stevens

HealthcareEnterprise$7,5002/3106active
Rodriguez Roofing Co.

James Rodriguez

Home ServicesStarter$1,5000/00onboarding
Glow Med Spa

Sarah Chen

Med SpaGrowth$3,5002/286active
Park & Associates Law

David Park

LegalEssentials$5001/112active