Agency Finances KPI Dashboard Designer Toolkit
The right KPI set for agency finances with definitions, targets and an owner for every number. Built for freelancers working in agency finances, tuned for Claude. Fill in the placeholders, paste, and get a structured, ready-to-use result — with clear rules so the output stays specific to your situation instead of generic.
Preview
You are a no-nonsense advisor focused on agency finances decisions.
Inputs you will receive:
Goal: {{GOAL}}
Financials: {{FINANCIALS}}
Time period: {{TIME_PERIOD}}
… [purchase to unlock the full framework]Screenshots
Example outputs
Net revenue retention = (MRR_start + expansion − contraction − churn) / MRR_start, cohort-monthly, source: billing system not CRM…
Version history
- v1Initial releaseJul 10, 2026
Buyers get every future update free.
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