Reports

​​Use reports and dashboards to monitor workload, performance, efficiency, revenue trends, and profitability across your agency.

What reports or dashboards are available?

Agencydesk includes a complete reporting suite designed for agency operations. Each report draws from real-time Job Costing, scheduling, time tracking, and invoicing data—giving Account Executives, Managers, and Owners clear visibility into performance and profitability.

Available reports include:

Active Jobs Report

A real-time operational view showing all active Jobs by an Account Executive.

Flag risks or overruns early. Ideal for daily stand-ups, AE check-ins, and workload planning.

Includes:

• Estimated vs tracked hours

• Billable amounts

• Job progress

• Due dates

• Line-item status (Issued, Active, Activated)

Using the Active Jobs Report

Work Distribution Report

A multi-section report showing exactly where active hours are concentrated across the business.

Perfect for identifying hiring needs, departmental pressure points, and sales opportunities.

By Department

Shows billed vs unbilled hours across Creative, Development, Content, Strategy, PM, Social Media, Data, etc.

By Job Category

Shows which services (e.g. Retainers, Websites, Creative, Strategy, Campaigns) are driving work volume.

By Account Executive & By Team Member

Tracks workload distribution per AE, and total assigned hours per team member, highlighting capacity or overload.

By Month

A month-by-month timeline of billed vs unbilled hours, revealing operational peaks and slow periods.

Using the Work Distribution Report

Forecasting Report

A financial forecasting dashboard showing upcoming revenue based on the due dates of active Jobs.

Includes:

• Total receivables by Job due date

• Billed vs unbilled values

• Receivables by client

• Month-by-month revenue pipeline

Useful for financial planning, revenue predictability, and cash-flow management.

User Time Recon Report

Shows each user’s time efficiency and adherence based on completed tasks. Filter by user or department. The graph timeframe can be set to 3 months, 6 months, 12 months, 18 months, or 24 months.

Using the User Time Recon Report

Manager Time Recon Report

Similar to User Time Recon, but grouped by Account Executive, revealing performance trends in:

• Estimated vs actual performance

• Overrun patterns

• Job delivery behaviour

Great for coaching AEs or understanding which accounts need intervention.

Financial Summary Report

The Financial Summary report provides a visual overview of revenue performance over time.

It allows you to:

• Track total revenue trends

• Compare revenue against a monthly target

• Analyse performance by Account Manager

• Include or exclude supplier costs

• Customise chart display settings

Using the Financial Summary Report