Agency Profit Dashboard
Agency Profit per Client Dashboard with Effective Hourly Rate. See retainer revenue against hours spent, effective hourly rate, clients under water and utilization, with a public retainer check. Free to clone.
Agency Profit Dashboard is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 7 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger Ops and Ledger. Its automations include Monday client health check, Monthly profit recap and At-risk scope reset draft.
by @john
What you can do with Agency Profit Dashboard
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Agency Profit Dashboard works
- Monday client health check: when Every Monday at 8 AM, then Get all clients and Get time entries.
- Monthly profit recap: when On the 1st of each month at 9 AM, then Get all clients and Get time entries.
- At-risk scope reset draft: when a client is set At risk, then Ask Ledger to draft the scope reset and Save the draft as a comment.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Ledger Ops, Ledger
- Automations: Monday client health check, Monthly profit recap, At-risk scope reset draft
- Workspace: 7 projects, 2 AI agents, 3 automations