Agency Project Profitability
Track project margin, budget burn, utilization, unbilled work, and forecast-at-completion across an agency portfolio.
Loading interactive exampleWhat you get
A useful first version with the main workflow already mapped out.
- Project margin and budget portfolio
- Forecast-at-completion scenario drawer
- Client and service-line drill-down
- Unbilled work and overrun queue
Sample data
26 weeks of synthetic clients, projects, staff capacity, time entries, labor rates, direct expenses, budgets, invoices, payments, and project milestones.
Measures included
- Revenue
- Gross margin
- Billable utilization
- Budget burn
- Unbilled work
Connect your data
Start with the sample rows, then replace them with the systems you already use.
HubSpot
Direct connector
Client, company, deal, and service-line identifiers
monday.com
Direct connector
Projects, owners, milestones, budgets, and status
Stripe
Direct connector
Invoices, payments, refunds, and recognized customer revenue
Google Sheets
Direct connector
Time entries, labor rates, expenses, and budget plans
Make it yours
Describe a change in plain English and keep adapting the tool as the work changes.
- 01Replace blended labor cost with payroll-loaded rates
- 02Add a retainer versus fixed-fee project view
- 03Route projects below a chosen margin to an owner queue
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