An agency KPI dashboard helps agency owners and operations leads run a profitable services business — tracking billable utilization, realization rate, client retention, and project margin — in one live Taskade workspace.
What's Included
- Utilization database: Table view with billable hours, utilization %, realization rate, and margin per team member and client.
- Account health board: Board view grouping clients by retention risk and current margin.
- Agency agent: An AI agent reads utilization and margin data and flags under-utilized teams and thin-margin accounts.
- Margin alerts: Automations notify the lead when a project's margin or a team's utilization drops below target.
How To Use
- Clone the dashboard into your workspace.
- Add your team, clients, and utilization targets.
- Connect your time-tracking and invoicing tools for live pulls.
- Train the agency agent on your billable-rate baselines.
Explore more services builds in the Community Gallery or automate weekly utilization reports with Taskade Automations.