The agency, on one screen. Every Monday morning.
You should not be waiting until month-end to find out what is happening across the desk. The full picture lives in one dashboard you can open with coffee and a phone, before anyone else is at their desk.
Card needed to start. Nothing is taken for 7 days, and if you cancel before day 8 you pay nothing.
KPIs, decline analysis, coaching, all in one view
Proposals sent, acceptance rate, avg margin, ToBs signed with period-over-period deltas. Below it, why proposals are dying and an auto-generated coaching nudge for the team.
Where is the agency making money, and where is it leaking
You can probably tell which clients are big. Probably which consultants are busy. What you cannot tell from gut feel: which client is silently unprofitable, which consultant is underpricing, which proposals are getting declined and why. Owner analytics surfaces all of it.
- Acceptance rate, avg margin, ToBs signed, all with period-over-period comparison
- Per-consultant pricing signals (underprice, balanced, overprice) auto-flagged from the data
- Decline analysis with avg margin at decline so you know if price was the friction
Built around how your day actually works.
The deep, real features that move the needle for this role. Each one ships out of the box, no add-on, no integration to configure.
Owner analytics dashboard
Cross-team performance, per-client trends, period-over-period KPIs. Built for the person who reviews the numbers, not the person who enters them.
Decline analysis & sales coaching nudges
The system reads the data and writes the prompts: "Acceptance rate is 90% on sub-10% margin. Lift target margin 2-3% on next batch". Coaching that lands.
Per-consultant pricing signals
Each consultant gets a Signal column flagging underprice / overprice / balanced based on acceptance vs margin. Saves you a quarterly margin review session.
Per-client P&L lens
Rank clients by contribution. See who actually moves the needle vs who eats bandwidth without paying for it. Drop the bottom 10%, watch the team breathe.
CRM-lite client roster with funnel
Every client a row: sector tag, 7-stage funnel (Drafts → ToB Signed), avg target margin, win rate, weekly pipeline value, last-contact timestamp. Sort by margin to find under-priced accounts. Filter by Review-due to triage stale relationships. Tags (VIP, Watch list) and timestamped notes log keep the team aligned.
Rate Review calculator
One-click clones any accepted proposal's rates into a fresh draft with a transformation: annual %, NLW pass-through, flat pence, on-cost change, or a government-changes preset. Live preview every cell. Self-maintaining 12-month schedule per client + tool surfaces who's due. Cuts the typical "annual rate conversation" prep from an hour per client to two clicks.
Margin floors with override audit
Set the floor, watch who overrides it. Every below-floor send is logged so quarterly reviews are evidence-based, not finger-pointing.
Spot underpricing before the P&L tells you
Per-consultant pricing signal automatically flagged from the actual data: underprice, balanced, overprice. One column you can scan in 10 seconds tells you exactly who needs a margin conversation this week.
7-stage funnel, KPI strip, per-client health on one screen
Every client carries a margin pill, win rate, weekly pipeline value and a 7-stage funnel chevron (Drafts to ToB Signed). KPI strip at the top shows total clients, active in the last 30 days, roster avg margin and how many are due a rate review. No more spreadsheet to track who is hot, cold, dormant or under-priced.
No client quietly sitting on old rates
Every accepted proposal carries a Rate Review button. One-click clones its rates into a fresh draft and applies an uplift: annual %, NLW pass-through, flat pence, on-cost change, or a government-changes preset (NLW + Employer NI in one go). Live preview before you save. 12-month schedule per client self-maintains: auto-set on accept, auto-rolled on send. Tool flags overdue + due-30-days so the conversation lands before April uprating.
- Signed-agreement vault with full audit trail for any compliance scare
- Multi-sector buckets if you run several verticals from one P&L
- Per-seat billing so the team can scale up and down with the season
- Full CSV export for any number you need to dig into deeper
See the agency clearly. Every Monday.
Set it up once, get the full picture before the team is even online.
Every plan starts with a 7-day free trial. Card needed to start. Cancel before day 8 and you pay nothing.