Template
Agency client dashboard template
A ready agency client dashboard template: spend, leads, deals, and ROAS per client in one sheet. Copy the structure into your own table.
An agency client dashboard template: spend, leads, deals, revenue, and ROAS per client. Each client's ad accounts and CRM are aggregated into one summary sheet.
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Report preview
| Client | Channel | Spend | Leads | CPL | Revenue | ROAS |
|---|---|---|---|---|---|---|
| Client A | Google Ads | $1,348 | 87 | $15.49 | $5,660 | 420% |
| Client B | Meta Ads | $595 | 46 | $12.93 | $2,261 | 380% |
Example
Preview values illustrate the table structure. Real figures will come from your sources after the report is configured.
Columns
- client, source, month
- total_spend, total_impressions, total_clicks, avg_ctr
- total_leads, avg_cpl, total_deals, won_deals
- total_revenue, roas, romi, avg_check
Data sources
- Client ad accounts: Meta Ads, Google Ads, TikTok Ads
- Client CRMs: Kommo, Bitrix24, KeyCRM, LP CRM, Pipedrive, HubSpot, GoHighLevel
How to set up
- Connect each client's accounts in LightLead (its own workspace on the Agency plan)
- Set up source reports: campaigns, leads, and deals per client
- Build a composite dashboard that aggregates key metrics across clients
- Set a schedule (daily) — the dashboard refreshes automatically
Formulas
- CPL = total_spend / total_leads
- ROAS = total_revenue / total_spend × 100
- ROMI = (total_revenue − total_spend) / total_spend × 100
- avg_check = total_revenue / won_deals
Template copy
templates
A ready Google Sheets file to copy is not published yet. Write to [email protected] and we will send a copy link once the template is ready.
Documentation
Executive daily dashboard recipe: https://docs.lightlead.space/recipes/management/daily-dashboard
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