Performance Scorecard for an agency client
Client and agency dashboards across six service lines, replacing a weekly PowerPoint built by hand.
Per-client and agency-wide dashboards tracking performance against targets across six service lines, plus budgets, call records, lead enrichment and retainer hours.
The weekly scorecard was a PowerPoint assembled by hand from ad platforms, analytics, call tracking and the project tracker. One inherited report made roughly 2,800 call-tracking requests a week to produce something read once a day, and an empty client key could break the whole flow.
Pulled GA4, Search Console, Google Ads and LSA, Meta, Business Profile, CallRail, Webflow and ClickUp into Supabase, with Claude enriching call records. Audited a 37-client portfolio to get the data right first. Unknown values stay unknown, and qualified calls are kept separate from modeled revenue so the dashboard never claims more than the sources do.
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