Reporting for Design Agencies

Reporting & Analytics Software for Design Agencies

Design agencies need to track project profitability and team utilization while demonstrating design value to clients. Our reporting software provides dashboards showing project profitability, design time costs, team utilization, and revenue forecasts. Generate client reports automatically and make data-driven decisions about pricing, resource allocation, and project selection.

70%
Less time on reporting
42%
Higher design margins
45%
Better project selection

Reporting Built for Design Agencies

Design agencies face unique reporting challenges when trying to understand business health and make data-driven decisions that generic tools cannot address. With project-based pricing with milestone payments, your team of designers, art directors, copywriters, and project managers needs a reporting system that understands managing iterative creative review cycles with multiple stakeholders across concurrent projects. AgencyPro's reporting capabilities are designed specifically for service businesses like yours. Rather than forcing you to adapt enterprise software or cobble together freelancer tools, AgencyPro streamlines the collection, analysis, and visualization of agency performance data in a way that matches how design agencies actually operate. Generating financial reports, Analyzing team productivity, Monitoring client health, Tracking business KPIs — all connected to your client projects and team workflows. The impact of poor business health visibility and making data-driven decisions compounds quickly for design agencies. When your team is flying blind without actionable metrics to guide growth decisions, it affects not just your bottom line but your client relationships and team morale. Key metrics like revenue per employee, project margins, client retention rate determine whether your agency thrives or merely survives. AgencyPro gives you the visibility and automation to optimize these metrics and build a more profitable, scalable operation.

Why Design Agencies Need Better Reporting

Graphic and web design agencies creating brand identities, websites, marketing collateral, and UX/UI designs.

Design project profitability is unclear when design time and project revenue aren't tracked together

Team utilization across multiple design projects is invisible, making capacity planning difficult

Client reports lack design value metrics when project outcomes and satisfaction aren't measured

Revenue forecasting is inaccurate without visibility into active design projects and pipeline opportunities

How AgencyPro Solves Reporting for Design Agencies

Real-time dashboards and automated reports covering revenue, profitability, utilization, and project performance.

Track design project profitability by comparing project revenue to design time and costs across all active projects

Monitor team utilization rates to identify capacity, balance design workloads, and optimize resource allocation

Generate client reports showing project completion, design deliverables, and satisfaction metrics

Forecast revenue accurately by tracking active design project values, pipeline opportunities, and completion probabilities

Key Benefits for Design Agencies

See Your True Profitability

Understand margins at the project, client, and service-type level. Stop guessing which work is profitable and start making pricing and staffing decisions based on real data.

Monitor Team Performance

Track utilization rates, billable hours, and productivity trends across your team. Identify when to hire, who needs support, and where training investments will pay off.

Client Health Dashboard

See retainer utilization, satisfaction indicators, and revenue trends per client. Catch at-risk accounts before they churn and identify expansion opportunities.

Data-Driven Growth Planning

Revenue forecasting, pipeline analytics, and capacity planning dashboards give you the visibility needed to set realistic growth targets and execute on them.

How It Works

1

Time & Cost Tracking

Automatically collect design time, project costs, and revenue data from integrated time tracking and invoicing

2

Dashboard Analysis

View real-time dashboards showing project profitability, design time costs, utilization, and revenue forecasts

3

Client Reporting

Generate and share automated design reports with project completion, deliverables, and satisfaction metrics

Frequently Asked Questions

How does reporting help with design project profitability?

Reporting software combines design project revenue with time tracking and project costs to show true profitability. You can see which design projects are profitable, which are breaking even, and which are losing money. This helps you identify profitable project types, adjust pricing, and make data-driven decisions about which projects to take on. Profitability reports show margins by project, client, and design type.

Can you track design team utilization?

Yes, utilization reports show how much time each designer spends on billable design work versus non-billable activities. You can see which designers are overloaded, which have capacity, and identify utilization trends over time. This helps you balance design workloads, prevent burnout, and optimize resource allocation across projects. Target utilization rates help you plan hiring and capacity.

How does this help with client reporting?

You can generate automated client reports showing project completion, design deliverables, and satisfaction metrics. Reports can include design milestones, revision rounds, and final deliverables. This ensures clients always see project progress and design value. Automated reporting saves hours of manual work and keeps clients informed.

What about revenue forecasting for design agencies?

Revenue reports combine active design project values with pipeline opportunities and completion probabilities to forecast future revenue. You can see revenue projections for the next quarter or year based on active projects, expected completions, and pipeline conversion rates. This helps you plan resources, set goals, and make strategic decisions about design business growth.

Improve Design Profitability

Stop guessing about project profitability. See how reporting software helps design agencies track margins and optimize pricing.