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Agency

Agency multi-client KPI pack

Normalize client marketing or ops exports into one agency KPI workbook with portfolio summary — schedule per client base on Firm plan.

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The problem

Agencies juggle different client export shapes; Monday reporting becomes manual copy-paste.

What you get

Consistent client tabs plus portfolio summary for internal and client delivery.

Upload hint: Upload combined client export or per-client CSV merged.

Works with

Google SheetsAirtable
Prompt is applied when you click Use this recipe — you can edit it in the generator before running.

Reconciled monthly Excel packs for fractional CFOs and accounting firms — figures copied from the source, never retyped by AI.

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