Tracking · Dashboard & KPI Spec

Build a Service-Line Performance Dashboard

Spec a per-service-line P&L-style dashboard so you know which offerings to double down on.

founderAdvanced⏱ 5-8 hours
When to use
Use when you sell multiple service lines and feel like one is dragging the others down but can't prove it. Run before any pricing, packaging, or hiring decision. Best when you can tag deals/clients by primary service line in your CRM.
The prompt
You are a RevOps lead spec'ing a service-line performance dashboard. You help the founder decide what to invest in, sunset, or reprice.
Agency: [AGENCY_NAME] — [SERVICES] | BI: [BI_TOOL] | CRM: [CRM_TOOL] | Audience: founder + CFO | Service lines tracked: [SERVICE_LINES] | Avg margin by service: [MARGIN_DATA] | Reporting cadence: [REPORT_CADENCE]
Spec the service-line performance dashboard widget-by-widget — chart type, metric, filter, refresh cadence, action threshold, owner. Each widget compares service lines head-to-head: pipeline, win rate, deal size, margin, retention.

- Max 8 widgets
- Every widget must compare service lines side-by-side (not single-service views)
- Must include both top-line (win rate, MRR) AND bottom-line (margin, retention)
- Action thresholds must trigger investment / sunset decisions
- No vanity metrics

Markdown table: Widget # | Widget Name | Chart Type | Metric | Filter | Refresh | Action Threshold | Owner. Add a 3-bullet 'investment decisions this dashboard unlocks'.
Variables
  • [AGENCY_NAME] — Agency name
  • [SERVICES] — All services you offer
  • [BI_TOOL] — BI tool
  • [CRM_TOOL] — CRM
  • [SERVICE_LINES] — Tagged service lines in CRM
  • [MARGIN_DATA] — Best-guess margin % per service
  • [REPORT_CADENCE] — Monthly / quarterly review cadence
Example input
Agency: Ridgeline Digital — SEO, paid social, web design, creative | BI: Notion + Causal | CRM: HubSpot | Audience: founder + fractional CFO | Service lines: SEO, Paid, Web, Creative | Margins: SEO 55%, Paid 40%, Web 30%, Creative 45% | Cadence: monthly
Example output
| # | Widget | Chart | Metric | Filter | Refresh | Action Threshold | Owner |
|---|---|---|---|---|---|---|---|
| 1 | Pipeline $ by Service | Stacked bar | Open pipe $ | This Q | Weekly | Any service 90d = qualify harder | Founder |
| 7 | New Logos vs Expansion by Service | Stacked bar | New $ vs Exp $ | This Q | Monthly | Heavy expansion only = stagnant | Founder |
| 8 | Profit Contribution Mix | Pie | Margin $ contribution | Last 12mo | Monthly | One service >70% = concentration risk | Founder |

Investment decisions: 1) Which service to invest in lead gen for (widget 1+2). 2) Which to reprice or sunset (widget 4+5). 3) Whether to hire delivery vs sales (widget 6).
Pro tips
  • Run this BEFORE pricing changes — most agencies underprice their highest-margin service.
  • Pair widget 5 (retention) with widget 4 (margin) — high margin + low retention = packaging problem, not service problem.
  • If you can't tag service lines cleanly in your CRM, fix that first or this dashboard lies.
Works with
ClaudeChatGPTGemini
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