Agency profitability and team performance analytics
AgencyPro's client profitability report compares revenue from each client's paid invoices with the cost of the time your team logged for them, and shows profit and margin. Team performance and account health reports sit alongside it.
All three are internal reports for owners and managers, included on the Plus plan. They do not cover marketing metrics such as SEO, ads or social.
What a profitability report tells you
A hypothetical example: two retainer clients in the same month, with every team member's cost rate set at $55 an hour. The figures are illustrative, not customer data.
Client A revenue
Client A margin
Client B revenue
Client B margin
Client B pays more, so it looks like the better account on the invoice list. Once logged time is costed at $55 an hour, Client B loses money every month while Client A carries it. The report shows exactly this: revenue, cost, profit and margin side by side for each client.
That is the decision this report supports: reprice B, cut its scope, or move it to an hours-based retainer. Work out what to enter as each person's cost rate with the profit margin calculator, and read how to track agency profitability by client for the full method.
How to run a monthly profitability review
The routine an owner or ops lead can follow on Plus, using the same two clients as above.
On the capacity board, enter each person's internal cost per hour (Cost rate / hr), for example $55. Clients never see it. Anyone without a rate triggers a warning on the report.
The team logs time on each client's requests. Card and PayPal payments mark invoices Paid on their own; record bank transfers manually so they count as revenue.
Run Client profitability for last month: revenue, cost, profit, margin, hours and invoices per client, with totals. Then open Account health and check any client marked At risk or Critical and the reasons listed.
Client B is at -10%. Check team performance for who carried the 100 hours, then reprice the retainer, cut scope, or move B to an hours-based retainer so hours beyond the package show up in the timesheet and can be invoiced.
Limits to know: revenue counts paid invoices only, cost counts logged time only (no overheads or expenses), and the reports cover data in your AgencyPro workspace. Profitability, team performance and account health need Plus; time tracking, SLA tracking and ratings, which feed them, start on Pro.
What the Plus analytics cover
Margin by client, performance by person and a health score per account. The data stays inside your team.
Revenue from paid invoices against the cost of logged time for each client, with profit, margin, hours and invoice count. A retainer that looks healthy on the invoice list can turn out to be your thinnest margin.
Set an internal hourly cost for each person on the capacity board. Clients never see it. If some logged time has no cost rate, the report warns you that cost and profit may be understated.
Requests assigned and completed, completion rate, average time to complete, comments and time tracked for each team member over the period you choose.
A score per client labelled Healthy, At risk or Critical, built from breached SLAs, overdue invoices, days without activity (flagged at 14 and 30 days) and satisfaction ratings. A Why column lists the reasons, such as "Overdue invoices" or "Below-average rating".
The numbers come from time tracking, SLA tracking and client ratings, all of which Plus includes. Nothing to connect, but the reports are only as accurate as the time your team logs.
These reports live in your team workspace. Clients see their own requests, files and invoices in the portal, never your margins or health scores.
When these analytics are not the right fit
- Your team will not log time. Profitability by client needs hours. If time tracking is a non-starter for your team, these reports will mislead you; stay on Pro or Basic and use invoices and request counts instead.
- You need an accounting P&L. Payroll, rent, software and other overheads live in your accounting system. Use it for the full profit and loss, and AgencyPro for revenue and time per client. Our accounting software roundup covers the options.
- You want client-facing marketing dashboards. AgencyPro does not pull data from ad platforms or web analytics. See agency dashboard software for tools built for that.
- You are a team of one or two. If you can see every client's hours in a weekly timesheet, the Pro timesheet report may be enough: Pro is $79/mo against $149/mo for Plus with one seat.
Looking for request, timesheet and invoice reports on every plan? See agency operations reporting →
Frequently asked questions
Which plan includes profitability and team performance reports?
Both are on the Plus plan: $149/mo with one seat, plus $30/mo for each extra seat. A 5-person agency pays $149 + 4 x $30 = $269/mo. Pro includes time tracking and timesheet reports but not these two reports.
How does the profitability report work?
For each client and date range, revenue is the total of paid invoices and cost is logged hours multiplied by each team member's internal cost rate. The report shows revenue, cost, profit, margin, hours and invoice count, and warns you if some time has no cost rate set.
Is this the same as the reporting page?
No. Reporting covers the everyday reports on requests, response times, timesheets and SLAs. This page covers the three Plus reports that answer owner-level questions: client profitability, team performance and account health.
How is this different from Databox or AgencyAnalytics?
Those tools connect to outside data sources such as ad platforms and web analytics to build dashboards, often client-facing ones. AgencyPro analytics only uses data from your AgencyPro workspace: requests, time and billing. Many agencies use one of each.
Can I try these reports in the free trial?
The 14-day trial gives Pro-level access, so profitability, team performance and account health reports are not part of it. Book a demo to see them before you choose Plus.
What makes the numbers accurate?
Three habits. Set a cost rate for every team member, log time on requests for all client work, and record payments in AgencyPro, including manual ones such as bank transfers. Revenue counts paid invoices only, so unpaid work does not inflate it.
Explore more features
Operations reporting
Request volume, turnaround, timesheets and invoice status across every client.
Capacity planning
A workload board with a suggested assignee and the cost rates this report uses (Pro).
Time tracking
Timers and manual entries on client requests, the input every profitability report depends on (Pro).