Template · Dashboard
Agency KPI dashboard template, ready in one click.
Your agency, at a glance. Portfolio-level view of every client's performance against targets.
app.luminainsights.co/goals
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Sample data · Goals
Targets and pacing
This month New goal
Organic clicks28,402 / 30,000
On track
Conversions1,904 / 2,000
On track
Cost per click£0.78 / £0.70
Behind target — alert sent
Revenue£64,180 / £70,000
On track
Portfolio
level
Pace
alerts
Team
view
In this template
Every section your client expects.
Built for agency owners and account directors. See how every client is pacing, which ones need attention, and which are driving the agency's results.
- Portfolio performance strip
- Per-client scorecards
- Clients needing attention (pace alerts)
- Top performers across the book
- Revenue and retention trends
- Team utilization
- New business and churn view
Dashboard template
Agency KPI dashboard template
01Portfolio performance strip
02Per-client scorecards
03Clients needing attention (pace alerts)
04Top performers across the book
05Revenue and retention trends
06Team utilization
Clones into Lumina with every metric already wired.
Who it's for
Built for teams running this workflow.
Agency owners and partners
Account directors and operations leads
Heads of client services
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