KPI Dashboard Template for Agencies & Teams — Refront
Track your key performance indicators in one place. Monitor revenue, utilisation, client satisfaction, and project health with real-time dashboards.
About This Template
What gets measured gets managed. This KPI dashboard template gives you a real-time overview of your most important metrics — revenue, team utilisation, project health, and client satisfaction — all pulled from your Refront data. Stop guessing and start making data-driven decisions.
Variations
Agency Operations Dashboard
Bird's-eye view of agency health covering revenue, profit margins, team utilisation, project pipeline, and client satisfaction scores.
Best for: Agency owners who need a single view of business health and performance.Project Health Dashboard
Project-level metrics covering sprint velocity, burndown trends, budget consumption, risk score, and deadline adherence.
Best for: Project managers monitoring active project health across their portfolio.Client Success Dashboard
Client-focused metrics covering satisfaction scores, response times, deliverable quality, and retention indicators.
Best for: Account managers tracking client health and identifying at-risk accounts.How to Use
- 1
Set up your KPI dashboard in Refront by selecting which metrics to track.
- 2
Configure thresholds for each KPI — green, yellow, and red ranges.
- 3
Refront automatically updates the dashboard from real-time project, time, and financial data.
- 4
Review the dashboard daily or weekly to spot trends and take corrective action.
- 5
Share specific dashboard views with stakeholders or embed them in reports.
Frequently Asked Questions
What KPIs can I track?
Refront supports tracking revenue, profit, utilisation rate, sprint velocity, client satisfaction, response time, budget adherence, and custom metrics you define.
Is the dashboard updated in real time?
Yes. Dashboard metrics are calculated from live Refront data — as tickets are completed, time is logged, or invoices are sent, the dashboard reflects changes immediately.
Can I create custom KPI metrics?
Beyond the built-in metrics, you can define custom KPIs with your own formulas and data sources to track metrics unique to your business.
Ready to get started?
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