Growth Cash Dash for Partners
A premium financial dashboard you can offer your clients – fulfilled by our CFO, branded for your agency.
Trusted by Leading 7-8 Figure Brands
What It Is
A premium, done-for-you financial dashboard that you get to offer your clients — fully branded with your agency.
You stay front and center: to your clients, it’s your valuable bonus. We work in the background, building the dashboard and delivering CFO-level reporting and a strategic review that positions your agency as more than just a media buyer.
Think of it as your secret weapon for client acquisition and retention. You present it as a premium bonus during your pitch or onboarding process, strengthening your client relationships and making you the hero.
TL;DR: You offer it, we deliver it. Your client gets clarity, you get the relationship value — and if they retain us for ongoing support, you also earn a referral fee.
Who This Is For
Growth and performance agencies working with 7–8 figure eCommerce or DTC brands face a common challenge: clients who make marketing decisions in isolation from their financial reality. You're driving traffic and conversions, but are they actually building sustainable, profitable growth?
Align Marketing with Unit Economics
Bridge the gap between ad performance and actual profitability with real-time financial insights.
Make Smarter Budget Decisions
Help clients understand true ROAS thresholds and optimal spend allocation across channels.
Improve Client Retention
Position yourself as a strategic partner with CFO-level financial clarity that drives results.
Why Agencies Use Growth Cash Dash
Boost Close Rates
Stand out from competitors with a premium onboarding bonus that demonstrates immediate value. Prospects see you're invested in their long-term success, not just marketing spend.
Strategic Partner Positioning
Transform from "just another media buyer" into a strategic growth partner. Show clients you understand their business holistically, not just their ad metrics.
Earn Extra Cash
Generate additional revenue when your clients decide they want our support with their finances. It's a win-win that strengthens your relationship while boosting your bottom line.
Happier Clients Stay Longer
Better-informed clients make smarter decisions, leading to improved campaign performance and stronger retention for your agency. Happy clients become your best advocates.
The Partner Program Details
Eligibility
Agencies working with 7 and 8-figure eCommerce brands.
Commission
Earn $2,000 referral fee when clients retain ongoing support
Tracking System
Unique agency landing page and shared dashboard for complete transparency.
Your Complete Partner Kit 🎁
We don't just hand you an affiliate link and wish you luck. When you join Growth Cash Dash, you receive a comprehensive, ready-to-use pitch kit designed by conversion experts who understand agency sales.
1
Swipe File Collection
Tested outreach scripts, email templates, social media assets. Everything you need to confidently present it as yours,
2
Custom Branded Landing Page
We design a professional landing page featuring your logo so clients see a seamless extension of your agency.
3
Implementation Guide
Step-by-step instructions on positioning the dashboard in your onboarding process.
This isn't an afterthought—it's a complete system that integrates seamlessly into your existing sales process. You'll be up and running within days, not weeks.
How It Works: 3 Simple Steps
01
You Offer It
Present Growth Cash Dash as a premium bonus during your pitch or onboarding process. Position it as exclusive value that sets your agency apart from competitors who only focus on ad performance.
02
We Fulfill It
UpCounting handles everything end-to-end. We connect to their systems, build the branded dashboard, create the reports, and deliver the strategic review.
03
You Win
Clients love the insights and see immediate value. If they choose to retain ongoing financial support from UpCounting, you earn recurring referral fees whilst strengthening your client relationship.
The entire process is seamless for you. Convert a prospect from you custom landing page, and we handle all the technical setup, data integration, and delivery. You focus on what you do best—driving growth through marketing.
Why It Helps Your Clients
Your clients are brilliant at building products and scaling operations, but many struggle with the financial nuances that determine long-term success. Growth Cash Dash fills this crucial gap:
Pinpoint Profit Leaks
Identify hidden costs and margin erosion before they compound. Catch issues early while they're still manageable, not after they've doomed cashflow.
Clear Ad Budget Guidelines
Establish precise break-even ROAS thresholds and optimal budget allocation across channels. No more guessing games and anemic bank accounts.
Improved Cashflow Management
Better understanding of working capital needs, seasonal patterns, and growth funding requirements. Make informed decisions about when and how to scale.
Numbers-Backed Scaling Path
Move beyond gut feelings to data-driven growth strategies. Clear roadmap for sustainable scaling that protects margins whilst accelerating revenue.
What's Inside The Clients' Package
Each Growth Cash Dash package is a comprehensive financial health check that goes far beyond basic reporting. Here's exactly what your clients receive:
1
Branded Growth Cash Dash
A beautifully designed, interactive dashboard featuring your agency branding. Includes real-time metrics, trend analysis, and actionable insights tailored to their business model.
2
CFO-Style Executive Summary
A professional, founder-friendly report that distills complex financial data into clear strategic insights. Perfect for sharing with stakeholders and making informed decisions.
3
60-Minute Strategic Review
A comprehensive consultation call with financial experts who understand ecommerce. Your client gets personalised recommendations and can ask questions about their specific situation.
4
Quick Wins Action Checklist
Immediate, implementable actions that can improve profitability within 30 days — smart tweaks that deliver results.
See How the Growth Cash Dash Work
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Frequently Asked Questions
We've compiled answers to the most common questions from our agency partners. If you don't see your question here, we're happy to address it during our onboarding call.
What tools do you connect to build the dashboard?
Primarily Shopify and/or QuickBooks (or equivalent accounting software), or a few simple exports. We'll share a simple checklist before kickoff to ensure smooth data access.
How long does the setup process take?
Typically 5–7 business days once data access is confirmed. We handle all technical integration while keeping you informed of progress milestones.
What if my client already has a finance partner?
No problem at all. The Growth Cash Dash still identifies immediate opportunities and strengthens marketing-finance alignment. Even if they don't retain ongoing services, you increase the value of your relationship.
How and when are commissions paid?
Default payment is via Wise (ACH, Wire, or SWIFT), in the currency received from the client. Commission payouts should be expected on a quarterly basis.
Do I receive updates on my referrals?
Absolutely. You'll have access to a shared tracking dashboard updated every week, for full transparency.
Are there minimums or exclusivity requirements?
None whatsoever. No minimum referral quotas, no exclusivity clauses. Introduce as many qualified clients as you'd like—we scale with your growth.
Ready for the Growth Cash Dash?
Start with 1–2 clients this week and see the difference it makes to your close rate.
We'll handle everything end-to-end—from setup to delivery. You just focus on presenting this premium bonus and watching your clients' excitement when they see the insights.