Template · Dashboard
Agency KPI dashboard template, ready in one click.
Your agency, at a glance. A combined view of your clients' performance, with goal progress and insights.
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
Client
groups
Goal
pacing
AI
narrative
In this template
Every section your client expects.
Built for agency owners and account directors, on the Agency performance report template. Group clients for a combined view, and see which goals are behind or at risk.
- Combined performance across a client group
- Clicks, impressions, sessions and conversions
- KPI comparison with the previous period
- AI narrative and key insights
- Goal progress (on track, behind, at risk)
Dashboard template
Agency KPI dashboard template
01Combined performance across a client group
02Clicks, impressions, sessions and conversions
03KPI comparison with the previous period
04AI narrative and key insights
05Goal progress (on track, behind, at risk)
Clones into Lumina, ready to fill with your connected sources.
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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Start from the agency kpi dashboard template.
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