PGM Ops Dashboard
Projects & Reporting
- Toggl Time Tracking & Reports
- Trello Projects
- Live Pricing Sheet
Clients
- Active Clients and Account Managers + Recurring Revenue
- + Client History
- Client Gifting – Master List
- Client Maintenance List
- Email Lists
Client Acct Mgmt
Marketing
Software Subscriptions
PGM
- Agency SOPs, Pricing, and Response Guide
- Online Directory Listings (organic and paid)
- Employee Equipment Inventory
- Podcast Schedule
- Hidden Pages on PGM Website
- Awards Won / Awards Pending
EA SOPs
Financial
- Toggl Time Tracking & Reports
- Vendors / Partners / Subcontractors
- Quickbooks Online
- Monthly Expenses / Debt
- Payroll
- Invoicing 2025
- Social Media Post Boosting, Email & Programmatic Log
Financial Dashboards
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- Assoc Colleges of Illinois
- Martin Ave
- United Way: Retainer | 211 Tracker
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HR
