Use cases · Agency clients
A live KPI page for every client, and a warning before the client notices.
Replace the monthly PDF with a link that updates itself from each client's HubSpot, Shopify or a shared Sheet. tlly emails you first when a client's number slips, and the page shows when it was opened.
From a Sheet, the first dashboard usually takes about a minute. Connecting a tool takes a few minutes, including the read-only key.
What you'll hear about
- Critical. Client A: new leads this week, 40% below their 4-week average.
- Warning. Client B: Shopify revenue under the monthly pace you agreed.
- Critical. Client C: cost per lead 25% above target, from the shared Sheet.
What's on the page
- Each client's headline KPIs from their tool or a shared Sheet
- Targets as green, yellow and red lines
- How often the page was opened
Where the numbers come from
The client's HubSpot, Shopify or a published Google Sheet. Ad spend, GA4 and Meta only if you keep them in that Sheet.
Start from a template
How you set it up
- Sign up and open the members area.
- Describe it to the tlly assistant, or hand this to Claude or Cursor connected to tlly. Press Make live when the draft looks right. Your morning check email is on — change the time or turn it off under Alerts.
- You get a link, and your morning check email plus alerts when a number needs you.
Using tlly, build a client KPI dashboard from this published Google Sheet: <paste the CSV link>. Chart leads, cost per lead and conversions per week, turn cost per lead red when it is 25% above target, and alert me.
One page per client. Stripe MRR is a separate use case, not part of this page.
Prefer Claude or Cursor? Connect your own AI assistant. Alerts can go to email or Slack.
tlly: the morning check that comes to you. Also for SaaS metrics, Shopify store, Sales pipeline, AI agents, Google Sheets, Cash, Markets and macro.