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Agency

Client KPI pack

Package client performance data into a stakeholder-ready KPI workbook — deliver by email or recipient portal on Firm.

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The problem

Clients expect polished KPI decks; agencies rebuild the same Excel layout every month.

What you get

Neutral client-ready summary plus detail for email or portal delivery.

Upload hint: Upload client performance export.

Works with

Google SheetsStripe
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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