Profitable Media
Agency Operations
Client Ops Dashboard
Live
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Data Sources
Google Sheets — Client Management
Google Sheets — Client Profitability Updates
Google Sheets — AM Capacity
Hubstaff — Hours (pending)
Active Clients
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Healthy
iClients with Green health status this week
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On track
At Risk
iClients with Yellow or Red health status
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Needs attention
Team Capacity (Avg)
iAverage AM capacity utilisation across the team. Target is 90%.
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vs 90% target
AMs Over Capacity
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of 6 AMs
Weekly Client Health Updates
Latest profitability update per client, sourced from Client Profitability Updates sheet
Sort by:
Status
AM
Client Status Account Manager Package Latest Update Date Task

Integration note: AM capacity directly impacts client health. AMs over capacity (Maria, Alisa) carry the most Yellow clients — expanding their rosters or redistributing accounts is the lever to improve client health scores. Hours data shown here comes from the AM Capacity sheet; once Hubstaff is wired, this will update automatically.

Account Manager Capacity
AM delivery hours allocated vs 90% target capacity threshold
Active Client Roster
Team assignments, packages, and client temperature from Client Management sheet
Hide Inactive
Filter by AM:
Client Package Team Quarterly Avg Hrs 30d Projection Temperature Active Reporting
Weekly Client Pulse
AMs submit their Monday update for each client — select your name, pick a client, fill in the fields
Week of —
✓ Update submitted for . Add another client or come back next Monday.
Product Subscriptions
Clients on product or website subscriptions — confirm delivery or log updates weekly. Not included in pulse reporting.
Create Task —

Full API integration (auto-create + assign in Teamwork) ships with the Cloudflare deployment. For now, this opens the client's project board directly.

↗ Open Project in Teamwork