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Dashboard

Good to see you, Northline Media (Demo).

Here's where your agency stands today.

Get set up 2/6 done

✓ Add your first client 2 Connect Buffer so posts go live 3 Connect Claude for AI carousels & captions 4 Generate your first carousel ✓ Schedule your first post 6 Invite a client to their portal

Headline numbers

Active clients +10 this month
10
on the books right now
Monthly recurring revenue ↑ 11.1%
$20,700.00
$6,000.00 collected this month
Outstanding
$9,300.00
$11,400.00 collected to date
Tasks due this week
12
next 7 days

At-risk clients

6 of 10 active retainers healthy
ClientHealthWhy
Marlow Automotive
Marlow Automotive Group
 58 Renewal overdue 7d · Unpaid retainer this month
Sable & Reed
Sable & Reed Injury Law
 58 Renewal overdue 7d · Unpaid retainer this month
Copper Kettle
Copper Kettle Kitchen
 62 Renewal overdue 13d
Vantage Solar
Vantage Solar Co.
 68 Renewal overdue 7d

Insights

Overdue
No overdue invoices
Everything billed is inside its due date.
Renewals
3 renewals in the next 14 days
Juniper RealtySep 13, 2026 · $2,000.00/mo
Summit FitnessSep 13, 2026 · $1,200.00/mo
Harbor ExoticsSep 25, 2026 · $2,400.00/mo
Open tracker
Quota
5 clients behind on videos
Northgate Dental2/8
Marlow Automotive6/16
Atlas Collision3/8
Ember Salon3/8
Harbor Exotics5/12
Open daily sweep

Revenue by status

active $20,700.00
lead $0.00
paused $0.00
churned $0.00

Due this week

ContentClientPlatformDueStatus
Carousel: offers Summit Fitness Instagram Sep 11, 2026 planned
Story set Northgate Dental Instagram + TikTok Sep 11, 2026 planned
Story set Ember Salon Instagram + TikTok Sep 12, 2026 planned
Reel 2 Northgate Dental Instagram + TikTok Sep 13, 2026 planned
Carousel: offers Juniper Realty Instagram + TikTok Sep 13, 2026 planned
Story set Copper Kettle Instagram Sep 13, 2026 planned
Carousel: offers Sable & Reed Instagram + TikTok Sep 14, 2026 planned
Story set Harbor Exotics Instagram Sep 14, 2026 planned

Reel pipeline — September

23
Not Started
8
Script
10
Filmed
8
Edits In Progress
8
Edited

Upcoming tasks

TaskProjectStatusDue
Shoot day — confirm location Harbor Exotics — September 2026 todo Due Sep 9, 2026
Shoot day — confirm location Atlas Collision — September 2026 todo Due Sep 9, 2026
Shoot day — confirm location Copper Kettle — September 2026 todo Due Sep 9, 2026
Shoot day — confirm location Vantage Solar — September 2026 todo Due Sep 9, 2026
Shoot day — confirm location Marlow Automotive — September 2026 todo Due Sep 9, 2026
Shoot day — confirm location Juniper Realty — September 2026 todo Due Sep 9, 2026
Send monthly report Vantage Solar — September 2026 todo Sep 16, 2026
Send monthly report Sable & Reed — September 2026 todo Sep 16, 2026

Your clients

View tracker →
ClientStatusRetainerVideosTasksNext renewalAlert
Atlas Collision
Atlas Collision Center
 Active $1,800.00 3/8 2 Oct 2, 2026 Paid
Copper Kettle
Copper Kettle Kitchen
 Active $1,400.00 6/12 2 Aug 29, 2026 Paid
Ember Salon
Ember Salon & Spa
 Active $1,500.00 3/8 1 Oct 17, 2026 Unpaid
Harbor Exotics
Harbor Exotic Rentals
 Active $2,400.00 5/12 2 Sep 25, 2026 Paid
Juniper Realty
Juniper Realty Team
 Active $2,000.00 11/12 2 Sep 13, 2026 Paid
Marlow Automotive
Marlow Automotive Group
 Active $3,000.00 6/16 2 Sep 4, 2026 Overdue 7d
Northgate Dental
Northgate Family Dental
 Active $1,600.00 2/8 2 Oct 17, 2026 Paid
Sable & Reed
Sable & Reed Injury Law
 Active $3,600.00 9/12 1 Sep 4, 2026 Overdue 7d
Summit Fitness
Summit Fitness Club
 Active $1,200.00 4/8 — Sep 13, 2026 Due soon
Vantage Solar
Vantage Solar Co.
 Active $2,200.00 6/8 2 Sep 4, 2026 Paid