The Agency Workflow Dashboard
A ready-made Google Sheets agency system with 6 connected tabs — Client Overview, Project Pipeline, Team Tasks, Revenue Tracker, Performance Dashboard, and Agency Notes. Built for small agencies and freelance teams managing multiple clients, tasks, deadlines, and revenue from one structured workspace.
- ✓6 Connected Tabs — clients, projects, tasks, revenue, performance, and notes
- ✓Project Pipeline — manage client projects, stages, deliverables, and next steps
- ✓Team Task Tracker — organize assigned work, priorities, owners, and deadlines
- ✓Performance Dashboard — review workload, revenue, and agency activity clearly
- ✓Instant Download — access immediately and duplicate to your Google Drive
- ✓Lifetime Access & Support — one-time payment with email support included
Secure checkout by Stripe • Instant digital delivery • One-time payment • Works in Google Sheets
How it works
Start running your agency workflow in under 2 minutes
From checkout to working agency dashboard, the setup is fast, simple, and built for small teams managing clients, projects, tasks, revenue, and performance.
Secure Checkout
Complete your purchase with a one-time payment and get instant confirmation right away.
Instant Delivery
Receive your agency workflow dashboard access link by email immediately after purchase. No waiting, no manual delivery.
Duplicate & Start
Open it in Google Sheets, duplicate it to your Drive, and start organizing clients, projects, team tasks, revenue, and performance.
No installation, no complex agency software, and no monthly tools to manage.
Everything Included
6 connected tabs, one complete agency workflow dashboard
Agency Workflow Dashboard gives you one organized Google Sheets workspace to manage clients, project pipelines, team tasks, revenue, performance, and agency notes without complicated agency management software.
01 - Client Overview
See every client relationship clearly
Keep client names, account status, service notes, key contacts, and active work visible from one agency-level view.
- Track active, paused, and completed client accounts
- Keep client details and context easy to find
- See which clients need attention quickly
02 - Project Pipeline
Manage projects across the whole agency
Track client projects by stage, deliverable, owner, priority, and next action so work keeps moving.
- Organize projects by client and status
- Track deliverables, owners, and due dates
- Keep project stages visible across the team
03 - Team Task Tracker
Keep team tasks organized
Assign tasks, track priority, monitor status, and keep day-to-day work connected to client projects.
- Track tasks by owner, client, and project
- See priority work and overdue items
- Reduce confusion across team responsibilities
04 - Revenue Tracker
Track agency revenue in one place
Monitor client revenue, project value, payment status, and monthly performance without building a separate finance sheet.
- Track revenue by client or project
- Keep payment status visible
- Review monthly agency income faster
05 - Performance Dashboard
Review workload and performance clearly
Get a high-level view of active clients, open projects, assigned tasks, revenue activity, and agency workload.
- See agency activity at a glance
- Spot workload pressure before it builds
- Review performance without manual reporting
06 - Agency Notes
Keep agency context easy to access
Store internal notes, client context, decisions, process details, and important reminders in one connected workspace.
- Keep team notes connected to client work
- Record decisions and account details
- Reduce searching through messages and documents
Everything is built to help small agencies manage clients, projects, tasks, revenue, and performance from one practical workspace.
BENEFITS
Why small agencies use this dashboard to stay organized
Client visibility
Keep client accounts, active work, notes, and relationship context organized in one shared agency workspace.
Project control
See project stages, deliverables, owners, deadlines, and next steps without jumping between scattered files.
Team task clarity
Know who owns what, what is due next, and which tasks need attention before work gets delayed.
Performance overview
Review clients, workload, projects, revenue activity, and agency momentum without manual reporting.
“This gave our small agency one place to track clients, projects, team tasks, and revenue. Weekly planning is much easier now.”
SUPPORT
Frequently asked questions
No. Agency Workflow Dashboard is a one-time purchase. You pay once and get lifetime access with no recurring fees.
You will receive access by email immediately after purchase. Open the file in Google Sheets, duplicate it to your Google Drive, and start using it right away.
No. This dashboard works directly in Google Sheets, so there is nothing to install. You only need a Google account to make your own copy.
Yes. After duplicating the workbook to your Google Drive, you can edit and customize it to match your agency clients, services, projects, team tasks, revenue categories, and workflow.
No. This is a digital product. Nothing is shipped physically. You get instant access online after payment.
It is best for small agencies, freelance teams, studio owners, and service businesses managing multiple clients, projects, team tasks, deadlines, revenue, and performance.
Yes. Email support is included if you need help accessing or using the dashboard.
Run your agency workflow from one clear dashboard
Get instant access to your agency workflow dashboard. No subscription. No setup. Just organized clients, projects, tasks, revenue, and performance.
Get Instant Access — €59.99