Software for agencies
Operations dashboard for agencies
Client reports are assembled by hand from five dashboards. For agencies that's a common story, and it's what the operations dashboard is for. One screen with the numbers and tasks that run your business, updated live.
Why agencies ask for this
Client reports are assembled by hand from five dashboards. It sounds small, but for agencies it repeats every week. The operations dashboard takes it over.
What it looks like in practice
Picture a small design studio that runs fixed-scope projects. You open one page in the morning and see today's calls, what's overdue and how the week compares to last, pulled from HubSpot. A red flag shows one thing that needs you.
How it works for agencies
Once the operations dashboard is running for a small design studio that runs fixed-scope projects, this is the sequence.
- We choose the numbers and lists you need to see.
- I connect HubSpot and your other tools.
- A simple dashboard shows today, this week and trends.
- Alerts fire when something needs attention.
- You get logins for your team.
Tools it connects to
It plugs into the tools agencies already use, such as HubSpot, Google Sheets and Xero, and runs on Next.js, Supabase and n8n.
Questions from agencies
Does the operations dashboard work with HubSpot?
Often, yes. Before building the operations dashboard I check your HubSpot account and plan, because some features depend on API access. If there's a gap for your agency setup, you'll know before you pay anything.
How long does it take to set up for agencies?
Plan on 2 to 4 weeks from the day I get access to your accounts. Most of that is testing with your real calls and messages, so nothing goes live until it behaves the way you want.
Will my clients notice anything?
Not directly. The operations dashboard works in the background for your team. What clients notice is nothing different.
Want this for your agency business?
Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built