agency-dashboard

Name: agency-dashboard
Author: indranilbanerjee

507stars91forks

How to install agency-dashboard?

indranilbanerjee/digital-marketing-pro/agency-dashboard

$npx -y skills add indranilbanerjee/digital-marketing-pro --skill agency-dashboard

Installs into the current project.

Summary

Portfolio-level agency dashboard aggregating health metrics across all client brands — campaign status, budget pacing, KPI attainment, team utilization. Use when reviewing cross-brand portfolio health, preparing for agency leadership standups, or getting a single-view snapshot of

Files · 1

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SKILL.md

1	# /digital-marketing-pro:agency-dashboard
2
3	## Purpose
4
5	Generate a portfolio-level dashboard aggregating health metrics across ALL client brands. Shows campaign activity, budget pacing, KPI attainment, content pipeline, and team utilization at a glance — giving agency leadership a single view of operational health without opening each account individually. Designed for daily standups, weekly agency reviews, or on-demand health checks.
6
7	## Input Required
8
9	The user must provide (or will be prompted for):
10
11	- Dashboard scope: All brands or a specific list of brand slugs to include in the portfolio view
12	- Time period: Current week, month, or quarter — determines the pacing calculations and comparison windows
13	- Detail level: Summary (top-line health scores per client) or detailed (campaign-level breakdowns per client with individual campaign metrics)
14	- Sort/filter preferences: Sort clients by health score, spend, revenue, or alphabetical — and optionally filter to only at-risk (amber/red) accounts
15	- Team filter (optional): Filter by account lead or team pod if the agency has multiple pods managing different client sets
16	- Comparison baseline (optional): Compare current period against prior period, same period last year, or plan/target — defaults to prior period
17	- Alert threshold overrides (optional): Custom thresholds for performance drop alerts or budget pacing tolerance — defaults to 20% performance drop and 10% pacing variance
18	- Export format (optional): Whether to output as markdown, Google Sheets, or Slack message — defaults to markdown
19
20	## Process
21
22	1. Load brand context: Read `~/.claude-marketing/brands/_active-brand.json` for the active slug, then load `~/.claude-marketing/brands/{slug}/profile.json`. Apply brand voice, compliance rules for target markets (`skills/context-engine/compliance-rules.md`), and industry context. Also check for guidelines at `~/.claude-marketing/brands/{slug}/guidelines/_manifest.json` — if present, load restrictions. Check for agency SOPs at `~/.claude-marketing/sops/`. If no brand exists, ask: "Set up a brand first (/digital-marketing-pro:brand-setup)?" — or proceed with defaults.
23	2. Enumerate all brands: Scan `~/.claude-marketing/brands/` for all configured brand directories (excluding `_active-brand.json`). For each brand, load `profile.json` to get client name, industry, engagement type, contract dates, assigned team members, and KPI targets
24	3. Pull campaign data per brand: For each brand in scope, run `python "${CLAUDE_PLUGIN_ROOT}/scripts/campaign-tracker.py" --brand {slug} --action list-campaigns` to retrieve active campaigns, statuses, budgets, and objectives (use `--action get-campaign --id {id}` for a single campaign's detail)
25	4. Pull execution status per brand: For each brand, run `python "${CLAUDE_PLUGIN_ROOT}/scripts/execution-tracker.py" --brand {slug} --action get-history` to get logged executions — completed deliverables, launches, and tasks — then derive pending / overdue status in analysis
26	5. Check budget pacing per brand: For each brand, compare actual spend-to-date against planned spend for the current period — calculate pacing percentage and project end-of-period spend at current run rate
27	6. Calculate per-client health score: Apply the RAG scoring formula from `skills/context-engine/agency-operations-guide.md`:
28	- Green: On track across KPIs, budget on pace (within 10%), no overdue items, content pipeline flowing
29	- Amber: 1-2 KPIs at risk, minor pacing drift (10-20%), items approaching deadline, or pending approvals aging
30	- Red: Significant KPI misses, budget overspend (>20%), missed deadlines, stalled campaigns, or MCP disconnections
31	7. Aggregate portfolio KPIs: Sum total active campaigns, total monthly spend, average ROAS across clients, total leads/conversions, total pending deliverables, and overall portfolio health distribution (count and percentage of green/amber/red)
32	8. Check team utilization: Run `python "${CLAUDE_PLUGIN_ROOT}/scripts/team-manager.py" --action check-capacity --brand {slug}` to assess current team workload — available capacity per team member, overloaded staff flagged, accounts at risk of under-service, and billable-hours tracking. Optionally add a Claude Code cost line — only if the user supplies the data. The plugin cannot read Claude Code usage itself. If

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6 picks

Type

agency-dashboard

507stars91forks

View on GitHub

How to install agency-dashboard?

indranilbanerjee/digital-marketing-pro/agency-dashboard

$npx -y skills add indranilbanerjee/digital-marketing-pro --skill agency-dashboard

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# /digital-marketing-pro:agency-dashboard
2
3	## Purpose
4
5	Generate a portfolio-level dashboard aggregating health metrics across ALL client brands. Shows campaign activity, budget pacing, KPI attainment, content pipeline, and team utilization at a glance — giving agency leadership a single view of operational health without opening each account individually. Designed for daily standups, weekly agency reviews, or on-demand health checks.
6
7	## Input Required
8
9	The user must provide (or will be prompted for):
10
11	- Dashboard scope: All brands or a specific list of brand slugs to include in the portfolio view
12	- Time period: Current week, month, or quarter — determines the pacing calculations and comparison windows
13	- Detail level: Summary (top-line health scores per client) or detailed (campaign-level breakdowns per client with individual campaign metrics)
14	- Sort/filter preferences: Sort clients by health score, spend, revenue, or alphabetical — and optionally filter to only at-risk (amber/red) accounts
15	- Team filter (optional): Filter by account lead or team pod if the agency has multiple pods managing different client sets
16	- Comparison baseline (optional): Compare current period against prior period, same period last year, or plan/target — defaults to prior period
17	- Alert threshold overrides (optional): Custom thresholds for performance drop alerts or budget pacing tolerance — defaults to 20% performance drop and 10% pacing variance
18	- Export format (optional): Whether to output as markdown, Google Sheets, or Slack message — defaults to markdown
19
20	## Process
21
22	1. Load brand context: Read `~/.claude-marketing/brands/_active-brand.json` for the active slug, then load `~/.claude-marketing/brands/{slug}/profile.json`. Apply brand voice, compliance rules for target markets (`skills/context-engine/compliance-rules.md`), and industry context. Also check for guidelines at `~/.claude-marketing/brands/{slug}/guidelines/_manifest.json` — if present, load restrictions. Check for agency SOPs at `~/.claude-marketing/sops/`. If no brand exists, ask: "Set up a brand first (/digital-marketing-pro:brand-setup)?" — or proceed with defaults.
23	2. Enumerate all brands: Scan `~/.claude-marketing/brands/` for all configured brand directories (excluding `_active-brand.json`). For each brand, load `profile.json` to get client name, industry, engagement type, contract dates, assigned team members, and KPI targets
24	3. Pull campaign data per brand: For each brand in scope, run `python "${CLAUDE_PLUGIN_ROOT}/scripts/campaign-tracker.py" --brand {slug} --action list-campaigns` to retrieve active campaigns, statuses, budgets, and objectives (use `--action get-campaign --id {id}` for a single campaign's detail)
25	4. Pull execution status per brand: For each brand, run `python "${CLAUDE_PLUGIN_ROOT}/scripts/execution-tracker.py" --brand {slug} --action get-history` to get logged executions — completed deliverables, launches, and tasks — then derive pending / overdue status in analysis
26	5. Check budget pacing per brand: For each brand, compare actual spend-to-date against planned spend for the current period — calculate pacing percentage and project end-of-period spend at current run rate
27	6. Calculate per-client health score: Apply the RAG scoring formula from `skills/context-engine/agency-operations-guide.md`:
28	- Green: On track across KPIs, budget on pace (within 10%), no overdue items, content pipeline flowing
29	- Amber: 1-2 KPIs at risk, minor pacing drift (10-20%), items approaching deadline, or pending approvals aging
30	- Red: Significant KPI misses, budget overspend (>20%), missed deadlines, stalled campaigns, or MCP disconnections
31	7. Aggregate portfolio KPIs: Sum total active campaigns, total monthly spend, average ROAS across clients, total leads/conversions, total pending deliverables, and overall portfolio health distribution (count and percentage of green/amber/red)
32	8. Check team utilization: Run `python "${CLAUDE_PLUGIN_ROOT}/scripts/team-manager.py" --action check-capacity --brand {slug}` to assess current team workload — available capacity per team member, overloaded staff flagged, accounts at risk of under-service, and billable-hours tracking. Optionally add a Claude Code cost line — only if the user supplies the data. The plugin cannot read Claude Code usage itself. If

People who liked this also viewed

6 picks

Type