Dashboard

42Active Clients
+3 this month
186Active Tasks
+24 this week
18Pending Approvals
5 overdue
28Team Members
92% utilization
1,284hHours This Month
+8% vs last
₹48.6LRevenue MTD
+12% target

🚨 Priority Alerts

5
Nike Campaign — Final Files Due Design Team · Due in 2 hours
CRITICAL
Client Approval Pending — Zomato Q4 Ads Account Team · Waiting 3 days
HIGH
Budget Overrun — Swiggy Social Media Finance · 108% of allocated
MEDIUM
Invoice Overdue — TechCorp India Finance · 15 days overdue
HIGH
Weekly KPI Report Not Submitted 3 employees · Performance Team
MEDIUM

📋 Today's Tasks

Write Instagram captions — MamaearthContent · Priya S. · 10:00 AM
HIGHIn Progress
Google Ads optimization — Boat AudioPaid Media · Rahul K. · Done
MEDDone
Design review — Dmart Festive CampaignDesign · Team Lead · 2:00 PM
CRITReview
Client call — Byju's Monthly ReviewAccount · 4:30 PM
HIGHPending
Blog article draft — Fintech ClientContent · Ananya R.
LOWPending

🏢 Department Load

Content
87%
Design
96%
Paid Media
74%
SEO/Web
62%
Account Mgmt
81%
Strategy
55%

⚡ Recent Activity

PK
Priya K. submitted content draft for Amazon Sale Campaign
2m ago
RS
Rahul S. approved design — Flipkart Banner Set
18m ago
AM
Aditi M. added new client GreenLeaf Organics
1h ago
VK
Vikram K. logged 3.5h on Meta Ads — HDFC
2h ago
NT
Nisha T. raised revision request — Logo Redesign
3h ago

📅 Upcoming Deadlines

TodayNike Campaign Final FilesNike India
TomorrowQ4 Social Calendar SubmitByju's
Feb 22Website Revamp Go-LiveTechCorp
Feb 24Campaign Budget Sign-offSwiggy
Feb 25Monthly Performance ReportMamaearth
Feb 28Annual Strategy PresentationHDFC Bank

💰 Revenue Overview

Aug
Sep
Oct
Nov
Dec
Jan
Feb
Total: ₹3.2Cr YTD↑ 14% YoY

Nike India

Sportswear · Enterprise
Active
Social MediaPerformanceContent
₹8.4LMonthly Retainer
14Active Tasks
5Team Assigned

Zomato

Food Tech · Enterprise
Active
Paid MediaInfluencerDesign
₹12LMonthly Retainer
22Active Tasks
8Team Assigned

Mamaearth

D2C Beauty · SME
Active
ContentSEOSocial
₹5.5LMonthly Retainer
11Active Tasks
4Team Assigned

Byju's

EdTech · Enterprise
On-Hold
PerformanceVideo
₹9LMonthly Retainer
6Active Tasks
3Team Assigned

Swiggy

Food Delivery · Enterprise
Active
SocialPaid AdsOOH
₹11LMonthly Retainer
18Active Tasks
7Team Assigned

HDFC Bank

Fintech · Enterprise
Active
PerformanceContentPR
₹18LMonthly Retainer
28Active Tasks
11Team Assigned
Client Accounts & Connected Data
ClientWebsiteSM AccountsAd AccountsAnalyticsCRMActions
Nike Indianikeind.comIGFBXYTMeta Ads, Google AdsGA4, HotjarSalesforce
Zomatozomato.comIGFBXLIMeta Ads, Google Ads, ProgrammaticGA4, MixpanelHubspot
Mamaearthmamaearth.inIGFBPIMeta Ads, Google AdsGA4Zoho CRM
Backlog12
Nike India
Q1 Campaign Strategy Document
RSMar 5MED
HDFC Bank
Loan Product Landing Page Copy
PKMar 8LOW
Mamaearth
Influencer Brief Template
AMMar 10LOW
In Progress28
Nike India
Campaign Final Creative Files
DTTodayCRIT
80%
Zomato
Instagram Reel Production — 10 Videos
VKFeb 24HIGH
60%
Swiggy
Google Ads A/B Test Setup
NKFeb 23HIGH
45%
In Review8
Mamaearth
March Content Calendar
PSFeb 22HIGH
HDFC Bank
SEM Campaign Performance Report
RKFeb 21MED
Awaiting Approval18
Zomato
Q4 Ad Creative Set — Client Approval
Client3 daysHIGH
Nike India
Annual Budget Plan Sign-off
DirectorFeb 23CRIT
Completed94
Swiggy
January Performance Report
NK✓ Feb 10HIGH
Byju's
Video Ad Script — 3 Variants
PK✓ Feb 8MED
TAT & Timeline Analysis
Content
2.4 days
Avg TAT
vs 3d SLA ✓
Design
3.8 days
Avg TAT
vs 3d SLA ⚠
Paid Media
1.2 days
Avg TAT
vs 2d SLA ✓
Approvals
4.6 days
Avg TAT
vs 2d SLA ✗
PK
Priya Kapoor
Content Manager
Content · 5 yrs exp
12Tasks
38hThis Week
96%KPI Score
NikeZomato+3
RK
Rahul Kumar
Paid Media Lead
Performance · 4 yrs exp
18Tasks
42hThis Week
89%KPI Score
HDFCSwiggy+4
AM
Aditi Mehta
Senior Designer
Design · 6 yrs exp
22Tasks
46hThis Week
102%KPI Score
NikeDmart+5
VK
Vikram Khanna
Account Manager
Client Services · 7 yrs
8Clients
35hThis Week
91%KPI Score
ZomatoByju's+2
Resource Allocation & Capacity Planning
MemberDeptTasks AssignedHours/WeekCapacityUtilizationClientsStatus
Priya K.Content1238/40
95%5Near Capacity
Rahul K.Paid Media1842/40
105%6Overloaded
Aditi M.Design2246/40
115%7Overloaded
Vikram K.Account835/40
88%8Healthy
Nisha T.Content928/40
70%3Available

⏱ Time Tracker

00:00:00

📊 This Week Summary

38.5hTotal Logged
32hBillable
6.5hNon-Billable
Mon
7.2h
Tue
6h
Wed
8h
Thu
4.8h
Fri
2.5h

📋 Recent Time Logs

DateMemberClientTaskDescriptionDurationTypeActions
Feb 19Priya K.Nike IndiaCampaign CreativeWriting ad copy variants2.5hBillable
Feb 19Rahul K.SwiggyGoogle AdsBid strategy optimization3hBillable
Feb 19Aditi M.Nike IndiaFinal FilesExporting campaign assets4hBillable
Feb 18Vikram K.InternalTeam MeetingWeekly sync - all depts1.5hNon-Bill
Feb 18Priya K.MamaearthContent CalendarMarch planning doc2hBillable

📈 Client-wise Hours (Feb 2025)

HDFC Bank
320h₹2.4L
Zomato
280h₹2.1L
Swiggy
256h₹1.9L
Nike India
212h₹1.6L
Mamaearth
160h₹1.2L
Approval Process Flow
1
Creator Submits
2
Team Lead Review
3
AM Approval
4
Client Approval
5
Final Sign-off
6
Published / Live
IDItemClientTypeSubmitted ByCurrent StageSubmittedDueStatusActions
#APR-0142 Q4 Ad Creative Set — 12 Assets Zomato Design Aditi M. Client Approval Feb 16 Feb 18 Pending
#APR-0141 March Social Calendar — 60 Posts Mamaearth Content Priya K. AM Approval Feb 17 Feb 20 In Review
#APR-0140 Nike Campaign Budget — ₹45L Nike India Budget Aryan K. Director Sign-off Feb 18 Feb 19 Pending
#APR-0139 HDFC SEM Landing Page Copy HDFC Bank Content Nisha T. Completed Feb 14 Feb 17 Approved ✓
#APR-0138 Swiggy OOH Design — 5 Variants Swiggy Design Aditi M. Revision Feb 12 Feb 15 Revision

Content Department

12 SOPs
📄
Blog Article Production WorkflowUpdated Feb 10 · v3.2
Active
📱
Social Media Content Creation ProcessUpdated Jan 28 · v2.1
Active
✉️
Email Marketing Copy GuidelinesUpdated Feb 1 · v1.8
Active
🎬
Video Script Writing FrameworkUpdated Jan 15 · v1.4
Draft
🔍
SEO Content Optimization ChecklistUpdated Feb 5 · v2.0
Active

Design Department

9 SOPs
🎨
Brand Identity Design ProcessUpdated Feb 2 · v4.0
Active
📐
Ad Creative Production StandardsUpdated Jan 20 · v3.1
Active
🖥️
Website Design & Handoff WorkflowUpdated Feb 8 · v2.3
Active
📁
Asset Naming & File ManagementUpdated Feb 11 · v1.2
Active

Paid Media Department

11 SOPs
📊
Campaign Setup Checklist — Meta AdsUpdated Feb 12 · v5.0
Active
🔍
Google Ads Campaign Architecture SOPUpdated Feb 9 · v4.2
Active
📈
Weekly Performance Reporting TemplateUpdated Jan 30 · v3.0
Active
💰
Budget Allocation & Pacing GuidelinesUpdated Feb 6 · v2.5
Active

Account Management

8 SOPs
🤝
Client Onboarding ProcessUpdated Feb 14 · v6.0
Active
📞
Monthly Review Call FrameworkUpdated Jan 25 · v2.8
Active
📋
Client Escalation Handling ProtocolUpdated Feb 3 · v3.1
Active

📅 Meeting Calendar — Feb 2025

February 2025
MoTuWeThFrSaSu
12 3456789 10111213141516 17181920212223 2425262728

📌 Upcoming Meetings

Today4:30 PM
Byju's Monthly ReviewVideo Call · Vikram K. · 1 hour
Review
Feb 2011:00 AM
Nike Campaign BriefIn-Office · Aditi M., Priya K. · 2 hrs
Brief
Feb 213:00 PM
HDFC Strategy SessionVideo · 5 members · 1.5 hrs
Strategy
Feb 2610:00 AM
Zomato Q1 PlanningIn-Office · 8 members · 3 hrs
Planning

📝 Meeting MOMs (Minutes of Meeting)

Swiggy — Q1 Campaign Strategy

Feb 17, 2025 · 3:00 PM · Video Call
Completed
Attendees: Nisha T., Vikram K., Rahul K. + 2 client representatives
Key Discussion Points:
  • Agreed on ₹25L budget for March-April Meta campaign
  • Client wants focus on delivery time messaging (30-min delivery)
  • Video content to be 15-sec reels, no longer formats
  • A/B testing required for 3 creative directions
Action Items:
Aditi M.Create 3 creative direction mockupsFeb 22Open
Rahul K.Prepare budget breakdown documentFeb 20Done ✓
Vikram K.Send meeting notes to clientFeb 18Done ✓

📊 Client Status Updates

ClientLast UpdateTypeSent ByStatusAction
Nike IndiaFeb 18Weekly ReportAditi M.Sent ✓
ZomatoFeb 16Campaign UpdateVikram K.Sent ✓
Byju'sFeb 10Monthly ReportVikram K.Pending

📡 Active Media Plans

Nike India — Summer Campaign

Mar–May 2025 · ₹45L Budget
Active
Meta (FB+IG)
₹18L40%
Google Ads
₹11.25L25%
YouTube
₹6.75L15%
OOH / Billboard
₹5.4L12%
Influencer
₹3.6L8%
MarchAprilMay
Teaser (Mar 1-14)
Launch (Mar 15 - Apr 15)
Sustain (Apr 16 - May 31)

📺 Offline Media Tracker

ClientMedia TypeVendorLocationDurationCostStatusActions
Nike IndiaBillboard OOHLaqshya MediaMumbai - BKC, JuhuMar 1 – Apr 30₹5.4LBooked ✓
SwiggyRadioRadio MirchiDelhi, Mumbai, BangaloreMar 15 – Apr 15₹2.2LNegotiating
HDFC BankPrint — NewspaperTOI, HTPan IndiaMar 1 – Mar 31₹8.5LPending

📅 Content Calendar — February 2025

MonTueWedThuFriSatSun
1
IG: Nike — Product Spotlight
2
3
FB: Swiggy — Offer Post
4
Blog: Mamaearth — Skincare Tips
5
IG: Zomato — UGC Repost
Reel: Nike — BTS
6
7
Email: HDFC — Product Update
8
IG: Swiggy — Weekend Deal
9
10
LI: HDFC — Thought Leadership
11
IG: Mamaearth — Tutorial Reel
12
FB: Nike — Community Post
Blog: Swiggy — Food Trends
13
14
IG: All Clients — Valentine's
15
16
17
Reel: Zomato — Food Prep
18
IG: Nike — Athlete Story
19
IG: Mamaearth — Product
Email: Swiggy — Promo
20
LI: HDFC — Market Update
21
Blog: Nike — Training Guide
22
IG: Zomato — Foodie Friday
23
24
FB: Mamaearth — Review
25
Reel: Nike — Campaign
26
IG: Swiggy — Flash Offer
Email: HDFC — Newsletter
27
28
LI: All — Month Wrap
InstagramFacebookLinkedInBlogReelEmail
Blog & Long-form Content Planning
TitleClientWriterKeywordsWord CountStagePublish DateActions
10 Skincare Myths BustedMamaearthAnanya R.skincare, myths, beauty tips1200DraftFeb 25
Nike Training Gear Guide 2025Nike IndiaPriya K.running shoes, training gear2000In ReviewFeb 21
Best Food Combos for PartiesSwiggyNisha T.food delivery, party food900PublishedFeb 12 ✓
Fintech Trends India 2025HDFC BankAryan K.fintech, digital banking2500Brief StageMar 5

🎨 Design Pipeline

Brief Received4
HDFC Bank
EMI Offer Social Set (8 posts)
Aditi M.Mar 2
Byju's
App Download Banners
Kiran P.Mar 5
In Design8
Nike India
Campaign Key Visuals — 3 Variants
Aditi M.Today
Zomato
Valentine's Day Social Set
Ravi S.Feb 22
Internal Review5
Swiggy
OOH Hoarding Designs — 5 Sites
Team LeadFeb 22
Client Review3
Mamaearth
Packaging Design Refresh
Client3 days
Approved & Done48
HDFC Bank
SEM Ad Banner Set ✓
ApprovedFeb 18
Design Delivery Calendar
ProjectClientDesignerTypeBrief DateDelivery DateHours Est.Hours ActualStatus
Summer Campaign KVNike IndiaAditi M.Print + DigitalFeb 14Feb 1916h12.8hIn Design
OOH HoardingsSwiggyRavi S.OOH / PrintFeb 15Feb 2220h8hWIP
Packaging RefreshMamaearthAditi M.PackagingFeb 1Feb 2040h38hClient Review

Nike Summer Sale

Meta AdsGoogle
🟢 Live
₹8.2LSpent
₹12LBudget
4.8xROAS
2.4%CTR
₹42CPC
12,400Conversions
68% budget used

Swiggy — App Downloads Push

Google UACMeta
🟢 Live
₹5.1LSpent
₹8LBudget
₹41CPI
12,400Installs
3.2%CTR
68%D1 Retention
108% — Budget Alert!
₹48.6LRevenue MTD↑ 12% vs last month
₹31.2LGross Profit MTD64.2% margin
₹8.4LAd Spend ManagedClient budgets
₹4.2LInvoices Pending3 overdue
₹3.8CrRevenue YTD↑ 14% YoY

💼 Client Budget Plans

ClientTypeMonthly RetainerAd BudgetSpent MTDRemainingUtilizationInvoice
HDFC BankRetainer + Performance₹18L₹35L₹24.8L₹10.2L
71%
ZomatoRetainer + Ad Mgmt₹12L₹28L₹19.2L₹8.8L
69%
SwiggyRetainer + Performance₹11L₹25L₹27L-₹2L
108%
Over Budget
Nike IndiaProject + Retainer₹8.4L₹15L₹10.2L₹4.8L
68%
Pending
MamaearthRetainer₹5.5L₹8L₹5.8L₹2.2L
73%

📊 Campaign Budget Tracker

CampaignClientPlatformTotal BudgetSpentRemainingDaily AvgPace
Summer SaleNike IndiaMeta + Google₹12L₹8.2L₹3.8L₹28K/dayOn Track ✓
App DownloadsSwiggyGoogle UAC + Meta₹8L₹8.6L-₹60K₹42K/dayOver Pace ✗
Q4 Brand AwarenessZomatoYouTube + Meta₹15L₹9.4L₹5.6L₹32K/dayOn Track ✓
EMI Product PushHDFC BankGoogle SEM₹20L₹12.8L₹7.2L₹45K/dayUnder Pace ⚠

Laqshya Media

OOH Media Buying
Preferred
4 Active POs₹28L spent4.8★
Contact: Suresh P. · suresh@laqshya.com

Radio Mirchi

Radio Advertising
Active
2 Active POs₹4.4L spent4.2★
Contact: Anjali R. · 98XXXXXXXX

Creative Studio XY

Video Production
Preferred
1 Active PO₹8.2L spent4.9★
Contact: Raj T. · raj@cstudio.in

Influencer Factory

Influencer Marketing
Active
3 Active POs₹12L spent4.0★
Contact: Meera K. · meera@infact.co
Purchase Orders & Invoices
PO #VendorDescriptionClientAmountPO DatePayment DueStatusActions
PO-2025-042Laqshya MediaBKC Billboard — Nike Feb-MarNike India₹5.4LFeb 1Feb 28Pending
PO-2025-041Creative Studio XYTVC Production — SwiggySwiggy₹4.2LJan 28Feb 20Overdue
PO-2025-039Influencer Factory10 Macro Influencers — MamaearthMamaearth₹3.8LFeb 5Mar 5

📈 Client Performance Scorecards

Nike India

Feb 2025
4.8xROAS↑ vs 4.1 LM
2.4%CTR↑ vs 1.9% LM
₹42CPC↓ from ₹56
8.2KConversions↑ 22%
3.2MImpressions↑ 15%
12.4KFollowers Added↑ 8%

Swiggy

Feb 2025
₹41CPI↑ from ₹32
12.4KInstalls↑ 18%
68%D1 Retention↓ from 74%
3.2%CTR↑ from 2.8%
108%Budget UsedOver Budget
4.1xROAS↓ from 4.8

🎯 Employee KPI Tracker

EmployeeDeptTasks DoneTask QualityTAT ScoreClient SatisfactionAttendanceOverall KPIActions
Priya KapoorContent48/50 96%
★★★★★
4.8/5
98%4.7/5100%96%
Rahul KumarPaid Media62/68 91%
★★★★☆
4.2/5
88%4.4/596%89%
Aditi MehtaDesign88/80 110%
★★★★★
4.9/5
82%4.8/592%97%
Vikram KhannaAccount32/35 91%
★★★★☆
4.1/5
94%4.5/5100%91%
Nisha TiwariContent28/40 70%
★★★☆☆
3.2/5
76%3.8/588%72%

Content Dept KPIs

Avg Delivery Time2.4 daysTarget: 3 days ✓
Content Acceptance Rate88%Target: 85% ✓
Revisions per Task1.4Target: <2 ✓
SEO Score Avg78/100Target: 75 ✓

Design Dept KPIs

Design Delivery TAT3.8 daysTarget: 3 days ⚠
Client Approval Rate84%Target: 80% ✓
Revision Rounds2.1Target: <2 ⚠
Creative Output/Month142Target: 120 ✓

Paid Media KPIs

Avg ROAS (All Clients)4.2xTarget: 4x ✓
Budget Accuracy92%Target: 95% ⚠
Report On-Time Rate94%Target: 100% ⚠
CPA Improvement MoM-8%Target: -5% ✓

🤖 Active AI Automations

12 Running
📊

Weekly Performance Report Generator

Runs every Monday 8 AM · Uses GPT-4
ON
Automatically pulls data from all ad platforms, compiles performance metrics, generates AI-written insights and recommendations, and emails to respective Account Managers.
Last run: Feb 17 · Sent 8 reportsHealthy
✍️

AI Content Brief Generator

Triggered on new task creation
ON
When a new content task is created, AI auto-generates a detailed brief including target audience, key messages, tone guidelines, platform specs, and reference examples.
Last run: 1h ago · 4 briefs generatedHealthy
🔔

Smart Deadline Alerts

Checks every 6 hours
ON
AI monitors all task deadlines, predicts delay risk based on current progress and historical data, and sends targeted alerts to relevant team members and managers.
Last run: 2h ago · 3 alerts sentHealthy
💡

AI Ad Creative Suggestions

Triggered on campaign setup
ON
Analyzes top-performing ads for each client, generates copy and visual direction suggestions, A/B test hypotheses, and audience targeting recommendations using Claude AI.
Used 42 times this monthHealthy
📋

MOM Auto-Summarizer

Connects to Google Meet / Zoom
OFF
Transcribes meeting recordings, extracts action items, assigns owners based on discussion context, and creates formatted MOM documents automatically.
Paused: Zoom integration neededSetup Required
🎯

Client Health Score Monitor

Daily calculation
ON
Calculates real-time client health score based on task completion rate, approval speed, invoice payment history, communication frequency, and campaign performance.
Last updated: 4h ago · All 42 clients scoredHealthy

🛠 AI Tools & Assistants

✏️
Caption Generator
Generate social media captions with tone, emojis, hashtags
📄
Brief Writer
Create detailed creative briefs from minimal inputs
📊
Report Narrator
Turn raw data into readable insights paragraphs
🎨
Visual Direction AI
Generate creative direction prompts for design team
📧
Email Drafter
Professional client communications in seconds
🔍
Competitive Intel
AI research on competitors and market trends

📱 Social Media Platforms

Instagram12 accounts connected
Connected ✓
Facebook / Meta12 pages, 8 ad accounts
Connected ✓
X (Twitter)8 accounts connected
Connected ✓
LinkedIn6 company pages
Connected ✓
YouTube5 channels connected
Connected ✓
PinterestNot connected
Disconnected

📊 Analytics & Advertising

Google Analytics 442 properties linked
Connected ✓
Google Ads18 MCC accounts
Connected ✓
Meta Ads Manager8 business managers
Connected ✓
Search ConsoleNot connected
Disconnected
Mixpanel3 accounts
Connected ✓

🔧 Productivity & Communication

SlackTeam workspace connected
Connected ✓
Google DriveShared agency drive
Connected ✓
ZoomFor MOM auto-generate
Auth Expired
GmailAgency email connected
Connected ✓
WhatsApp Business APIClient notifications
Not Connected

💰 Finance & CRM

Zoho BooksInvoicing & accounting
Connected ✓
SalesforceEnterprise CRM
Not Connected
HubSpot2 client portals
Connected ✓
RazorpayPayment gateway
Not Connected
Client Social Media Account Registry
ClientPlatformAccount HandleFollowersAccess LevelPassword VaultStatus
Nike IndiaIG Instagram@nikeindia2.4MAdmin🔐 SecuredActive
Nike IndiaFB FacebookNike India Official8.2MAdmin🔐 SecuredActive
ZomatoIG Instagram@zomato1.8MEditor🔐 SecuredActive
MamaearthPI Pinterest@mamaearth42KAdmin🔐 SecuredActive