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Free template · 2026

Agency Client KPI Roll-Up

One reusable report for every client. Paste monthly metrics per client and channel, and get per-client KPIs, budget pacing, goal attainment, and a portfolio view that flags who's over budget or under goal — automatically. Built for Excel and Google Sheets, free to download.

↓ Download the template .xlsx · Excel & Google Sheets No signup. Free to edit and reuse.

What's inside

Data

One tidy table: date, client, channel, spend, impressions, clicks, leads, revenue. Paste your monthly exports here. Drop-down for client.

Client Dashboard

Pick a client → spend, leads, revenue, cost per lead, ROAS, budget pacing, and goal attainment, all pulled with SUMIF.

Portfolio

Every client side by side with a flag for OVER BUDGET or UNDER GOAL — the cross-client view a per-client tab can't give.

Targets

Each client's monthly budget and lead goal. Drives pacing and attainment across the whole workbook.

Ask across every client at once

The template shows one client at a time. For "which clients are over budget AND under goal this month?" drop the Data sheet into Quiriz and ask in plain English. Define budget pacing and goal once in Company Context so every client report uses the same rule.

Ask across your clients →
Quiriz Company Context editor with Budget Pacing and Goal Attainment metric definitions
Budget pacing, cost per lead, and goal attainment defined once in Company Context — consistent across every client report.

How to use it

  1. Download and open it in Excel, or import it into Google Sheets (File → Import → Upload).
  2. Set targets on the Targets sheet: each client's monthly budget and lead goal.
  3. Paste metrics on the Data sheet, one row per client and channel per month.
  4. Read the views: pick a client on the Client Dashboard, or scan the Portfolio for who's over budget or under goal.

Frequently asked questions

How do I use the agency client KPI roll-up?
Set each client's budget and goal on Targets, paste monthly metrics per client and channel on Data, and the Client Dashboard and Portfolio views calculate KPIs, pacing, and attainment automatically.
What is budget pacing?
Spend ÷ the client's agreed monthly budget. Over 100% means over budget; the Portfolio view flags it.
Does this template work in Google Sheets?
Yes — standard .xlsx. File → Import → Upload. SUMIF and INDEX/MATCH behave the same as in Excel.
Can I add more clients?
Yes. Add a client row on Targets with its budget and goal; it appears in the drop-down and Portfolio. Paste that client's metrics on Data.

Related: multi-channel profit tracker · ROAS by channel · consistent numbers from AI.