What This Page Does
Agency Financials provides a financial overview of your agency operations. Track recurring revenue per client, monitor lead pipeline value, analyse client retention, and identify revenue at risk from declining client health scores.
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Getting Started
- View revenue summary — total MRR/ARR across all clients
- Check pipeline value — total value of active leads
- Review retention metrics — client tenure, churn risk indicators
- Monitor revenue at risk — clients with declining health scores
Key Features
- MRR/ARR tracking — monthly and annual recurring revenue
- Client contribution — revenue per client with trend indicators
- Pipeline forecast — projected revenue from active leads
- Churn risk — clients with declining metrics flagged as at-risk
- Revenue at risk — estimated revenue impact of churning clients
Tips & Best Practices
- Clients with health scores declining for 3+ months have elevated churn risk
- Use revenue-at-risk to prioritise retention interventions
- Track pipeline-to-close ratio to improve lead qualification
- Monthly financial reviews keep the agency focused on growth metrics