From client profitability to team performance, get the insights you need to grow your business
Identify your most valuable clients and understand which relationships drive the most revenue and profitability.
Monitor team performance, workload distribution, and productivity trends to optimize resource allocation.
Track financial performance with detailed revenue reports, forecasts, and trend analysis to guide your growth strategy.
Build custom reports tailored to your specific needs. Track any metric that matters to your agency with flexible reporting tools.
Get instant visibility into your agency's performance with live dashboards that update in real-time as data changes.
Export your data in multiple formats for presentations, stakeholder reports, or further analysis in your preferred tools.
Turn data into actionable insights that drive agency growth and profitability
Discover which clients generate the most revenue and profit. Focus your efforts on high-value relationships and replicate success with similar prospects.
See who's overloaded and who has capacity. Identify top performers, spot training opportunities, and balance workload for maximum efficiency.
Understand your true profit margins by client, project, and service type. Make pricing decisions based on real data, not guesswork.
No more flying blind. Get a clear picture of agency health with dashboards that show what's working and what needs attention.
Stop relying on gut feeling. Use data-driven insights to guide hiring, pricing, service offerings, and growth strategies.
Automated reports and dashboards eliminate manual spreadsheet work. Generate client and stakeholder reports in seconds, not hours.
Professional-grade analytics tools for data-driven agencies
Beautiful, interactive charts and graphs that make complex data easy to understand at a glance.
Drill down into specific time periods, clients, team members, or project types to uncover insights.
Spot patterns and trends over time. Compare performance across different periods to measure growth.
Compare this month vs. last month, this quarter vs. last quarter, or any custom date ranges.
Monitor daily, weekly, and monthly activity across projects, tasks, and team communications.
Set goals and benchmarks, then track progress against them with clear visual indicators.
Analyze project performance, budget vs. actual, timeline adherence, and delivery success rates.
Define and track custom KPIs specific to your agency's goals and business model.
Real-world scenarios where analytics drives better decisions
A marketing agency discovered that clients in the SaaS industry had 40% higher profit margins than retail clients. They used this insight to refocus their sales efforts on SaaS prospects, resulting in 25% revenue growth in six months.
By analyzing team productivity dashboards, a design agency found three designers were underutilized while others were overbooked. Rebalancing workload improved team satisfaction and allowed them to take on 15% more projects without new hires.
Real-time alerts notified a development agency that a major project was trending 20% over budget. They addressed the issue immediately with the client, avoiding a costly surprise and maintaining trust.
A content agency analyzed time-to-revenue ratios and discovered they were significantly underpricing blog content services. After adjusting rates based on actual data, they increased profit margins by 35% without losing clients.
Data flows automatically from every part of AgencyMate
Track sales pipeline, conversion rates, lead sources, and deal velocity. Understand what's driving new business.
Analyze project timelines, budget adherence, task completion rates, and team velocity across all projects.
Connect billing and time tracking data to understand revenue, profitability, and financial health in real-time.