Multi-client agencies drown in tabs. This Multi-Client Ops Dashboard template unifies client records, open deliverables, retainer burn, and team capacity on one live screen operators run every morning.
What Is a Multi-Client Ops Dashboard?
A Multi-Client Ops Dashboard is an internal hub for agencies serving many accounts. Powered by Projects and Memory, it connects rosters, pipelines, billing signals, and assignments into shared views.
Why Use This Template?
- Client roster: Owner, tier, and health status for every account
- Delivery pipeline: Deliverables and deadlines across all clients
- Retainer tracking: Scope and hours used against each agreement
- Capacity view: Who is booked and who can take the next brief
- AI weekly brief: Taskade EVE flags delivery risk before clients notice
Who Is This Template For?
- Marketing and creative agencies on retainers
- AI automation agencies deploying per-client systems
- Consultancies managing parallel engagements
- Agency owners replacing spreadsheet ops
How To Use This Template?
- Clone the Client Portal app as your internal ops hub
- Import clients, retainers, and open deliverables
- Assign owners and due dates on the delivery board
- Turn on automations for retainer and deadline alerts
- Pair with client-facing portals per account
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