How it works
Three steps. Nothing extra.
- Step 1 Add widget to dashboard
- Step 2 Select boards + map columns
- Step 3 Instantly see which clients are at risk
Retainer Pulse - Dashboard widget for agencies
Know when you’ll exceed client hours — before it happens
A 2-second retainer health check across all your client boards.
What it shows
A 2-second health check.
- Remaining hours at a glance
- Know when you'll hit cap
- Catch overages before they happen
- All clients, one view
Works with numbers, formulas, and time tracking columns.
UI preview
One clean widget view.
One card per client. Sorted by risk.
Ready to try it?