Skills

Agency Dashboard

Build the agency dashboard across all client brands: health, pacing, risk.

Install

npx skills add indranilbanerjee/digital-marketing-pro --skill agency-dashboard -g -a claude-code -y
Category
Engineering
Updated
6d ago
License
MIT
Context cost
Mediumabout 2,407 tokens
Runs scripts
No, instructions only

What it does

Build the agency dashboard across all client brands: health, pacing, risk. \"how are all our clients doing\

/digital-marketing-pro:agency-dashboard

Script location. If your host does not set ${CLAUDE_PLUGIN_ROOT}, the scripts are in this plugin's scripts/ folder, next to skills/. Run them with Python 3.10 or newer: python, or python3 where python is not found (macOS, many Linux systems).

Purpose

Generate a portfolio-level dashboard aggregating health metrics across ALL client brands. Shows campaign activity, budget pacing, KPI attainment, content pipeline, and team utilization at a glance, giving agency leadership a single view of operational health without opening each account individually. Designed for daily standups, weekly agency reviews, or on-demand health checks.

Input Required

The user must provide (or will be prompted for):

  • Dashboard scope: All brands or a specific list of brand slugs to include in the portfolio view
  • Time period: Current week, month, or quarter, determines the pacing calculations and comparison windows
  • Detail level: Summary (top-line health scores per client) or detailed (campaign-level breakdowns per client with individual campaign metrics)
  • Sort/filter preferences: Sort clients by health score, spend, revenue, or alphabetical, and optionally filter to only at-risk (amber/red) accounts
  • Team filter (optional): Filter by account lead or team pod if the agency has multiple pods managing different client sets
  • Comparison baseline (optional): Compare current period against prior period, same period last year, or plan/target, defaults to prior period
  • Alert threshold overrides (optional): Custom thresholds for performance drop alerts or budget pacing tolerance, defaults to 20% performance drop and 10% pacing variance
  • Export format (optional): Whether to output as markdown, Google Sheets, or Slack message, defaults to markdown

Process

Read the whole SKILL.md on GitHub

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