Professional Service/Agency Templates
Your team’s utilization rate is key to your success when working with any client, let alone how many hours each team member is working. Wow your team by using one of these templates to visualize data from your agency.
Everything from time entries by team member, to your top 10 projects, to what tasks make up each project. This time tracking template dashboard will give you a huge head start in your team’s analytic capabilities..
⏱️ Build dashboards in seconds from 25+ data connections
⚙️ Customize boards to fit your specific needs
✌️Collaborate and share with your clients or team
Explore Agency Templates
Start with a project management board from TSheets or Harvest and customize to fit the needs of any client.
Building a template of your own?
Create your own template and have it listed here for new businesses to find. Get notified when a business uses your template and introduce yourself as the advisor behind the board. What’s more? Malartu partners are eligible for advertising grants to promote new templates.
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.