Centralized dashboard that turns client reporting into a live view: leads, revenue, sources, KPIs, approvals, and account performance.
Operational issue
Agencies manage several clients across CRM, lead forms, ad platforms, content calendars, billing tools, and internal files. Compiling that into a useful report requires staff time, creates delays, and often reaches the client after the decision window has already passed.
Proposed system
The system centralizes key sources and separates two views: a master agency workspace and restricted client dashboards. Each client can see inbound leads, revenue, lead source, KPIs, campaign status, and pending actions without waiting for a manually compiled report.
Workflow
Current state
Flow architecture
Platform data becomes one usable operating view for the agency and the client.
