ClientGraph – Agency Unified Data Layer
10/10
Demand Score
Leaders lack a single source of truth for margin and utilization; bad decisions compound weekly and kill profitability.
8/10
Blue Ocean
Competition Level
$799-3k
Price/Month
Predicted customer spend
12 days
Time to MVP
Difficulty: Hard
The Problem
An opinionated, bi-directional data layer for agencies that unifies projects, time, cost, revenue, pipeline, and media spend into a single ‘client 360’ model. Ships with prebuilt connectors and an age
🔗 Validated by Real User Complaints
This problem has been verified through 4 real user complaints:
Competitor Landscape
- Zapier
- Make
- Workato
- Supermetrics
- Funnel.io
- Fivetran/Hevo
- AgencyAnalytics
- Syncari
- Hightouch
Must-Have Features for MVP
Prebuilt agency schema and dbt models
Entity resolution and ID mapping across CRM/PM/Finance/Ads
Near–real-time incremental sync with change capture
Computed metrics: utilization, blended margins, WIP, forecasted burn
Two-way sync: push budgets/tasks to PM; push invoices to accounting
GraphQL/REST API + reverse ETL to dashboards (Looker/Power BI)
Data quality rules with quarantine and alerts
BYO warehouse (Snowflake/BigQuery) or managed warehouse
⚠️ Potential Challenges
- Connector maintenance and API rate limits
- Entity resolution across inconsistent naming conventions
- Ad platform schema volatility
- Write-back conflict detection and reconciliation
Risk Level: Minimal
🎯 Keys to Success
- Single source of truth live in <30 days
- >90% reduction in manual CSV wrangling
- Real-time margin/utilization dashboards adopted by leadership
- Automated invoicing accuracy >98%
Ready to Build This?
This hard-difficulty project could be your next micro-SaaS success.