Created by: Malartu

Chances are, you didn’t start your agency to comb through financial statements. You started it to help clients grow their business. Use this template to track the most important KPIs in your agency, from AGI to client acquisition costs. Executives who use this board will have an edge, that’s a guarantee.

Use data from FreshBooks to build this template.

About the Board

This template is designed to give agency executives the answers to the following questions:

• How is the team performing? Who are top performers?

• How has our customer concentration changed over time?

• How much can I afford to spend to acquire our next client?

• How profitable is each client?

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Uses

About the Template Author

Malartu is an automated reporting and business intelligence platform for accountants, business advisors, and consultants to generate insights from client and portfolio data and grow their business.

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