Financial Summary

Track agency revenue over time, compare it against a monthly target, and see how it is distributed across Account Managers, with or without supplier costs.

The Financial Summary report is the agency's revenue picture over time. Actual turnover per month, the trend underneath it, performance against a target, and how all of it splits across your Account Managers.

Because Agencydesk was built exclusively for agencies, it reads from Invoices already issued rather than a separate finance export, and it attributes every rand to the Account Manager who owned the Job when it was billed.

All figures are shown excluding VAT.

Open it from Reports in the left-hand navigation, then the Financial Summary tab.

Filters and controls

Select Account Manager(s)

Choose one, several, or all. The selection drives both the combined view and which individual charts appear beneath it.

Account Managers appear here if they invoiced during the period, whether or not they still work at the agency or hold an active user account. Revenue history does not disappear when someone leaves, which is what you want when comparing this year against last.

Timeframe

The reporting period: 3, 6, 12, 18, or 24 months. The chart and the averages update to match.

Overall Monthly Target

Enter a monthly turnover target and an orange dotted Monthly Target line is drawn across the chart.

The target is also automatically subdivided across the Account Managers who managed work in that period, so each individual chart gets its own proportional target line rather than the agency figure repeated.

Great for a target that means something at every level. Setting one agency number gives each Account Manager a share of it, so a monthly review can move from the overall figure to the individual books without anyone recalculating what each person was supposed to bring in.

Show Total

With this on, the combined Overall Total chart appears at the top, above the individual Account Manager charts. Turn it off to work with the individual charts alone.

Exclude Supplier Costs

This affects Costs only. Tasks are untouched, since a Task earns the agency's own hours rather than anything bought in.

With it on, the cost price of each Cost is subtracted, so only the markup the agency added counts toward the graph.

A managed hosting Cost is bought from the supplier at R250 and resold to the client at R700, a markup of R450.

• Toggle off — the full R700 counts toward that month's revenue.

• Toggle on — the R250 supplier cost is removed and only the R450 markup counts.

Revenue from Tasks is identical either way.

Great for telling turnover apart from earnings. A month carrying a large print run or media buy can look like a record month on gross revenue while contributing very little of its own. Excluding supplier costs shows what the agency actually earned on that work, and the gap between the two readings is worth watching on production-heavy accounts.

Reading the chart

The chart plots monthly revenue across the selected period:

Element	Meaning
Total Revenue (green line)	Actual revenue invoiced that month
Trend (grey line)	The underlying direction over the period
Monthly Target (orange dotted)	The target benchmark, shown once a target is set
Current Month (Projected) (grey dashed)	The month in progress, ending in a grey marker

The current month

The month you are in is drawn as a dashed projection rather than a solid point, because it is not finished yet. The grey marker climbs as invoices are issued through the month.

So a current month sitting well below the target line early on is normal, not alarming. What matters is whether it is rising at the pace it usually does by that point in the month.

Hovering

Hover any point for the exact figure.

On the Overall Total chart, the tooltip also gives a full breakdown by Account Manager for that month, so you can see who made up the number without scrolling to their individual charts.

On an individual Account Manager's chart, the tooltip shows their revenue for that month.

The average

Beneath each chart sits the average revenue across the selected period, labelled to match the timeframe, for example 12 Month Average.

The trend line and the average together are the useful pair. A single spike month, a large campaign or an annual retainer renewal, can make a chart look healthier than the business is. The trend shows the direction underneath the spikes, and the average gives you the number to plan against.

Account Manager breakdown

Each selected Account Manager appears in their own section beneath the Overall Total, with the same chart structure: revenue, trend, their share of the target, the projection for the current month, and their own average for the period.

How revenue is attributed

Revenue is credited to the Account Manager listed on the Job at the time of invoicing.

That matters when accounts move. Reassigning a Job to a new Account Manager does not retrospectively move revenue that was already billed under the previous one, so historical figures stay accurate to who was actually managing the work when the money was earned.

Great for an honest comparison between Account Managers. Because attribution is fixed at the moment of billing, someone who inherits a large account mid-year does not appear to have earned the revenue that came before them, and the person who did keeps the credit.

Display settings

Click the gear icon in the top right. It offers Settings and Reset to Default.

The display settings control how the charts look rather than what they measure:

• Layout — how the charts are arranged, for example 1 Column.

• Sort Order — the order Account Managers appear in, for example alphabetically.

• Chart Appearance — the colours used for the revenue, trend, and target lines.

• Chart Type — line chart, the default, or bar chart.

• Line Tension — how curved the line is. Lower values give straighter lines, higher values smooth it out.

• Fill Area — shades the area beneath the revenue line.

• Show Points — marks each month's data point.

• Visibility toggles — show or hide the revenue, trend, and target lines individually.

Switching to a bar chart with the trend hidden is often the clearer format for a board pack, where month-on-month comparison matters more than the shape of the curve.

Using the report

This is the report for directors, finance leads, and account leadership monitoring growth.

Read it alongside Forecasting, which covers the other half of the question. Financial Summary shows what has been invoiced and how that is trending. Forecasting shows what is still to be invoiced and when it is due to land.