Agency reporting for delivery, time and revenue
AgencyPro's reporting shows how your agency runs: how many client requests came in, how fast they closed, who worked on them, how many hours they took and what was invoiced. The data comes from the requests, timesheets and invoices you already manage in AgencyPro, so there is nothing to connect.
It is operations reporting, not marketing reporting. Request and response time reports are on every plan; timesheets and SLA reports need Pro; team performance, profitability and account health reports are on Plus.
Requests, time, revenue
Filtered by client, service and team member
What AgencyPro reports on
Six views that cover delivery, time, money and people. Each one is built from records your team already keeps in AgencyPro.
Requests over time, per status and per service, with average time to complete, average time to first reply, and average comments and status changes per request. Filter by date range, team member, organization, client, service or tag.
Average response time by team member for the period you pick. It is the number clients notice first when the team is stretched.
Summary and detailed views of logged time: total and billable hours, hours by team member and by project. Download a PDF when a client asks where their retainer hours went.
For services with a turnaround time, see the hit rate, how many requests were on time or breached, what is open and overdue, and the same split by assignee.
Client ratings on completed requests, collected in one report so you can spot a dip in satisfaction before a renewal conversation.
Team performance per person, client profitability from paid invoices against the cost of logged time, and an account health score per client.
Which report answers which question
Use this table to check what you get before you pick a plan. Reports only show data for modules you have switched on, so a timesheet report needs time tracking turned on and used.
| Report | What it answers | Where or which plan |
|---|---|---|
| Requests | Volume over time, per status and service, time to complete, time to first reply | All plans |
| Average response time | How quickly each team member responds | All plans |
| Timesheets | Total and billable hours by person and project, PDF download | Pro and Plus (time tracking) |
| SLA performance | Turnaround hit rate, on time vs. breached, open and overdue, by assignee | Pro and Plus |
| Reviews | Client ratings on completed requests | Pro and Plus (client ratings) |
| Team performance | Requests assigned and completed, completion rate, time to complete, time tracked per person | Plus |
| Client profitability | Revenue from paid invoices vs. cost of logged time, profit and margin per client | Plus |
| Account health | Score per client from breached SLAs, overdue invoices, inactivity and ratings | Plus |
For example, a 6-person agency pays $79 + 5 x $20 = $179/mo on Pro, or $149 + 5 x $30 = $299/mo on Plus. The $120 difference buys team performance, profitability and account health reports, plus the other Plus features (branded email, API and webhooks, Zapier). If timesheets, SLA and request reports are enough, Pro covers it. See AgencyPro pricing for the full plan list.
How to get useful reports out of AgencyPro
Reports are only as good as the records behind them. Four steps get you there.
In Workspace Settings > Modules, enable billing, time tracking and credits as needed. Reports only show data for modules that are switched on.
Each request carries a client, service, assignee, priority and status. That structure is what makes the reports filterable later, so avoid side work in email threads.
Pick a report category, set a date range, then narrow by client, service, assignee, status or priority. Check totals before drilling into a single account.
Download timesheets as PDF, or export requests, clients and services to CSV. Clients already see live request status, files and invoices in their portal.
Example: preparing a monthly retainer review
A hypothetical marketing agency on Pro gets ready for a call with a retainer client on the 3rd of the month.
- Open Reports > Requests, set the date range to last month and filter by the client. The chart shows 14 requests created; the averages show time to complete and time to first reply.
- Filter the same report by service to see that "Landing page" requests took twice as long to close as the rest.
- Open Timesheets for the client and month: 31 billable hours against a 30-hour retainer. Download the PDF.
- Open SLA performance: 12 of 14 requests on time, 2 breached, both landing pages.
- On the call, share the timesheet PDF and the delivered requests the client can already see in the portal, and agree to add a brief template for landing pages.
Where agency owners use these reports
The reports earn their keep in four recurring decisions. Our guide to agency financial reporting covers the metrics in more depth.
Before a monthly retainer call, pull the client's closed requests and (on Pro) their timesheet for the month. You walk in with what was delivered and how many hours it took.
Filter request reports by service to see which offers take longest to close. That is usually where scope is unclear or the intake form is missing fields.
Filter open requests by assignee to see who is carrying the most work. On Plus, team performance reports add completion rates and response times per person.
On Plus, profitability reports compare revenue with time invested per client and service, so you can reprice or drop work that costs more than it earns.
When AgencyPro reporting is not the right fit
- You sell client-facing marketing reports. If your deliverable is a monthly SEO, PPC or social report built from Google Analytics and ad platforms, you need a marketing reporting tool. AgencyPro does not pull campaign data. Compare options in our agency reporting tools roundup.
- You need a general BI layer. If you want to blend AgencyPro data with accounting and CRM data in custom charts, export to CSV or use the API (Plus) and build it in a BI tool.
- Your team does not log work in requests. If delivery lives in email and another task tool, these reports will be thin. The value comes from running client work through AgencyPro.
Want margin per client and per-person performance? See profitability and team analytics on Plus →
Frequently asked questions
What the reports cover, which plan includes them and what clients can see.
No. AgencyPro reports on your agency's operations: requests, turnaround, time, invoices, services and team performance. For campaign metrics such as rankings, ad spend or social reach, agencies use marketing reporting tools like AgencyAnalytics, Whatagraph or Looker Studio alongside AgencyPro.
Every plan includes the requests report and the response time report. Pro adds timesheets, SLA performance and client reviews, because time tracking, SLAs and ratings are Pro features. Plus adds team performance, client profitability and account health.
Clients see their own live data in the portal: request statuses and comments, files, invoices and payments, subscriptions and, for credit-based services, their credit balance and transaction history. For a formatted monthly summary, download a timesheet PDF or export the data you want to share.
Yes. The Exports area exports requests, clients and services to CSV with filters and date ranges, and large exports run in the background until they are ready to download. Timesheet reports can be downloaded as PDF.
This page covers the day-to-day reports every agency uses to run delivery. The analytics page covers the Plus plan's profitability and team performance reports, which answer margin and workload questions for owners and managers.
Explore more features
Profitability and team analytics
Revenue vs. time invested per client and service, and completion rates per team member (Plus).
Time tracking
Timers and manual entries on requests, with timesheet reports and PDF download (Pro).
Client portal
Where clients see live request status, files, invoices and subscriptions without asking for an update.