/dm:agency-dashboard

Purpose

Generate a portfolio-level dashboard aggregating health metrics across ALL client brands. Shows campaign activity, budget pacing, KPI attainment, content pipeline, and team utilization at a glance — giving agency leadership a single view of operational health without opening each account individually. Designed for daily standups, weekly agency reviews, or on-demand health checks.

Input Required

The user must provide (or will be prompted for):

• Dashboard scope: All brands or a specific list of brand slugs to include in the portfolio view
• Time period: Current week, month, or quarter — determines the pacing calculations and comparison windows
• Detail level: Summary (top-line health scores per client) or detailed (campaign-level breakdowns per client with individual campaign metrics)
• Sort/filter preferences: Sort clients by health score, spend, revenue, or alphabetical — and optionally filter to only at-risk (amber/red) accounts
• Team filter (optional): Filter by account lead or team pod if the agency has multiple pods managing different client sets
• Comparison baseline (optional): Compare current period against prior period, same period last year, or plan/target — defaults to prior period
• Alert threshold overrides (optional): Custom thresholds for performance drop alerts or budget pacing tolerance — defaults to 20% performance drop and 10% pacing variance
• Export format (optional): Whether to output as markdown, Google Sheets, or Slack message — defaults to markdown