






✨ DIGITAL AGENCY COMMAND CENTER
Run clients, budgets, campaigns, retainers, tasks, team time and KPIs from one professional agency management system.
📊 MAIN WORKBOOK — 8 SHEETS
• Home / Start
• KPI Dashboard
• Clients CRM
• Project Budget
• Campaign Planner
• Retainers
• Task Pipeline
• Team Time & Capacity
Track client status, follow-ups, recurring revenue, project budgets, campaign spend, leads, conversions, ROAS, renewals, billing health, tasks, hours, utilization, cost, revenue and profitability.
🎁 BONUS: AGENCY KICKOFF & ONBOARDING MINI KIT
4-sheet companion workbook with:
• Start
• Kickoff Briefs
• Assets & Access
• Meeting Notes & Action Log
📘 12-PAGE HOW-TO GUIDE
Covers setup, workflow, safe editing, customization, Google Sheets import and troubleshooting.
✨ FEATURES
• Realistic 2029 sample data
• Manual Entry + Auto Formula structure
• Dropdowns and status logic
• KPI cards and dashboard charts
• Macro-free
• No external data connections
🖥️ COMPATIBILITY
Best in Microsoft Excel. Google Sheets compatible after import; some formatting or charts may display differently.
📥 Digital product only. No physical item will be shipped.
⚖️ For organization and planning only. Not financial, legal, accounting or business advice.