Revenue Overview #
Shows your agency’s revenue week by week as a line chart, compared against the same period in the prior cycle. The solid line is the current period; the dashed line is the comparison.
Revenue trends tell a story, numbers alone can’t. A rising line means your invoicing and collections are working. A plateau or dip is an early signal to review your pipeline or chase outstanding invoices.
Revenue populates automatically once you have paid invoices. No setup needed.
Use the Last 30 days dropdown (bottom-right) to change the time range.
Switch between the Revenue,Clients,Projects, and Conversions for different breakdowns of the same period.Click Send an invoice →to go straight to invoice creation.
Note
The chart only reflects paid invoices, not sent or pending ones. If your chart looks empty, check that invoices have been marked as paid.
Revenue Forecast #
Has two tabs: Trend (monthly revenue vs. the same period six months ago) and Forecast (projected future revenue based on your pipeline and invoice patterns).
Forecasting is one of the hardest parts of running an agency. This widget gives you a data-backed projection so you can plan hiring, investment, and capacity well ahead of time.
Click theForecasttab to switch from the trend view to the forward projection.
Use theLast 30 days filter to adjust the time range for the trend view.
ClickSend an invoice →to add revenue that will appear in next month’s figures.
Top Projects by Revenue #
Ranks your projects by revenue generated highest to lowest and shows each project’s percentage contribution to your total lifetime revenue.
Not all projects are equal. Knowing which ones drive the most revenue helps you decide where to deploy your best people and which service lines to double down on.
The list is sorted by revenue, highest first. The default timeframe is Lifetime.
Click the›arrow next to any project to open its detail page.
Watch the percentage figures if one project accounts for a disproportionate share, that’s a concentration risk worth addressing.
Top Clients by Revenue #
Ranks your clients by how much revenue they’ve contributed, showing each client’s percentage of total lifetime revenue and their number of associated projects.
Your highest-revenue clients deserve your best attention. This widget also helps you spot if you’re over-reliant on one client a common risk for growing agencies.
Review the list regularly to ensure top clients are receiving appropriate attention.
If any single client represents more than 30–40% of your revenue, consider diversifying your client base.Click the›arrow to open that client’s profile and review all associated projects and invoices.
