Dashboard
What does AgencyFlo's dashboard do?
Why your agency needs dashboard. Real-time profitability across every project.
See profitability as work happens
Project margin, utilisation and pipeline live on one screen and update in real time. You stop discovering losses at month-end, once the project is already closed.
Every number traces back to the loop
Logged time, sent invoices and paid invoices all feed the same dashboard. Because the loop is closed, there is no reconciliation step and no spreadsheet to trust over the tool.
Built for the way agencies actually run
Filter by client, project or team member, and see which work is carrying the studio and which is quietly eroding margin. The view we built first inside our own 15-person studio.
Why month-end reporting comes too late
Most agency stacks report on the past. Numbers land at month-end, after the time is reconciled and the invoices are matched, by which point the project is closed and the margin is fixed. An owner reading a month-old report is steering by the rear-view mirror. The AgencyFlo dashboard updates the moment work happens, so the picture is today's, not last month's.
One screen, off the live agency graph
A BI tool sits on top of a stack and waits for a sync job to run. The dashboard sits inside the same system the team is working in, reading projects, time, invoices and clients directly. There's no ETL, no separate licence and no analyst keeping the charts alive. The numbers on the screen are the numbers the team is creating.
Every number traces back to the work
Project margin on the dashboard isn't typed in. It's revenue minus cost, calculated from logged time, cost rates and the project budget underneath. Click any figure and the entries behind it are right there. That's why owners trust it for a Monday review: the dashboard is the source of truth, not a summary of one.
Frequently asked questions
What does the AgencyFlo dashboard show?+
The AgencyFlo dashboard shows project margin, team utilisation and pipeline value on a single screen, updated live as work happens. Owners see which projects are profitable, which people are over or under booked, and what revenue is expected to land. Every number traces back to the time entries, invoices and project records underneath, so the dashboard is the source of truth, not a summary.
How often does the dashboard update?+
In real time. A logged time entry, sent invoice or paid invoice updates the dashboard the moment it happens. There's no nightly sync, no end-of-month reconciliation and no spreadsheet refresh. Because AgencyFlo is one operating system rather than a stack of integrated tools, the data path from action to dashboard is direct.
Does the dashboard show profitability per project?+
Yes. Every project on the dashboard shows revenue, cost and margin, calculated from the logged time multiplied by cost rate and billed against the project's budget. Owners can sort by margin to see which engagements are carrying the studio and which are quietly eroding it. Margin updates the moment time is logged or an invoice is sent.
How is the AgencyFlo dashboard different from a BI tool?+
A BI tool sits on top of a stack and reports on yesterday's data after a sync job runs. The AgencyFlo dashboard sits on top of the live agency graph (projects, time, invoices, clients) inside the same system, so the numbers are today's and they're the same numbers the team is working in. No ETL, no separate licence, no analyst to maintain the dashboards.
Can I filter the dashboard by client or team member?+
Yes. The dashboard filters by client, project, team member, service line and date range, so an owner can answer "is this client profitable" or "is this designer over-utilised" in one view. Saved filters carry across sessions, so the views you build for a Monday review are the same ones waiting for you next week in AgencyFlo.
Operate and grow your agency, the right way.
The only tool your agency needs to run faster with less and make more money.