A portfolio view for you, scheduled reports for your clients, BI for the business, and live presentations for the quarterly review.
Traffic, leads and rankings roll up across every client, filterable by manager and health. The service portfolio shows each client by month: hours delivered against commitment, renewal urgency, and a one-click auto-plan for the month that feeds the content plan.
Add whole service sections (SEO, paid, social, local) to a report and arrange the widgets on a grid. Schedule it, add commentary, and send. Each send gets a permalink with the data frozen as it was, so last quarter's report never changes under you. Clients open them from the client portal.
| Period | Sent | Opens | |
|---|---|---|---|
| September 2026 | 6 days ago | 4 | Copy link |
| August 2026 | 1 month ago | 3 | Copy link |
| July 2026 | 2 months ago | 5 | Copy link |
| Q2 review | 3 months ago | 7 | Copy link |
Five dashboards over a shared date range: utilisation, productivity, profitability, capacity and task backlog. Built from the time, tasks and billing already in the system, with no exports.
| Client | Revenue | Hours | Effective rate |
|---|---|---|---|
| Harbour Dental | $7,200 | 58h | $124/h |
| Oakline Physio | $9,450 | 49h | $193/h |
| Northside Plumbing | $3,600 | 45h | $80/h |
| Summit Legal | $5,400 | 81h | $67/h |
A canvas you can pan and zoom, with live widgets, case studies and slides. Present full-screen with a pop-out remote, or share a link the client can explore later. Deck templates and a case-study library make pitches fast.
Tasks, milestones, capacity, timesheets
Explore →Keywords, ideas, writing, approvals, calendar
Explore →Email ingestion, rules, AI task creation
Explore →Client hub, onboarding, access, portal
Explore →Pipeline, quotes, proposals, invoices
Explore →One link for client Google platform access
Explore →Tell us a little about your agency and we'll book a 30-minute walkthrough with your own clients in mind.
Your request is in. Expect a reply within one business day with a few times to pick from.