Maya Chen
Owner view
Maya Chen
Owner view
Agency Dashboard
Real-time visibility into revenue, delivery, client health, and operational performance.
Monthly Recurring Revenue
$87,000
Active retainer revenue
+8.4%Sales Pipeline
$310,000
Weighted opportunity
$191,660Revenue Collected
$40,500
Collections this period
of $101,000 billedTeam Utilization
82%
Average capacity
HealthyClient Margin
42%
Portfolio average
HealthyPending Approvals
4
Awaiting review
NormalDeals Won
3
Closed won deals
This monthProjected Revenue
$150,887
Forecast from pipeline
Next 90 daysPriority engine ranked by impact, urgency, financial exposure, client risk, and growth upside.
10
risks
8
plays
$244,110
impact
Why it matters: Nova Athletics is in Negotiation at 76% probability. Bundling Social media, Video production, Email marketing increases deal size and improves delivery continuity.
Suggested action: Reframe the proposal around a 90-day launch system instead of standalone deliverables.
Why it matters: Apex Industrial has a 74 health score, 36% margin, 5 open approvals, and 1 overdue invoices. The next renewal window is exposed.
Suggested action: Schedule an executive check-in, consolidate blockers, agree a 30-day recovery plan, and reset value narrative before renewal.
Why it matters: Fieldstone Properties renews in 16 days. Renewal work should start before pricing and approval pressure compress the conversation.
Suggested action: Prepare QBR proof, value delivered, next-quarter roadmap, and renewal options with a clear decision deadline.
Why it matters: Fieldstone Properties is running at 24% margin with 76% budget burn. If delivery continues at this pace, the project can erase target profit and consume senior capacity.
Suggested action: Freeze nonessential revisions, review scope with the PM, and prepare a change order before the next production sprint.
Why it matters: Fieldstone Properties has a 61 health score, 24% margin, 7 open approvals, and 2 overdue invoices. The next renewal window is exposed.
Suggested action: Schedule an executive check-in, consolidate blockers, agree a 30-day recovery plan, and reset value narrative before renewal.
Closed deals create onboarding, onboarding creates projects, projects create tasks, time changes profitability, and delivery signals roll into reporting, health, and renewal.
Profitability
181h tracked against 430h estimated; margin is 58%.
Time logged against tasks updates actual cost and changes dashboard profitability.
Open linked moduleApprovals
Approvals are active and should be watched.
Approval drag increases project blockers, delays reporting, and can reduce client health.
Open linked moduleReporting
Delivery completion, approval state, budget burn, and KPI confidence are feeding report readiness.
A strong report improves client confidence; a weak or delayed report lowers renewal confidence.
Open linked moduleHealth
Health is 92 after delivery, approvals, invoice, and margin signals.
Client health determines retention priority and renewal strategy.
Open linked moduleProfitability
622h tracked against 710h estimated; margin is 31%.
Time logged against tasks updates actual cost and changes dashboard profitability.
Open linked moduleApprovals
1 approvals are overdue and slowing delivery.
Approval drag increases project blockers, delays reporting, and can reduce client health.
Open linked moduleReporting
Delivery completion, approval state, budget burn, and KPI confidence are feeding report readiness.
A strong report improves client confidence; a weak or delayed report lowers renewal confidence.
Open linked moduleHealth
Health is 74 after delivery, approvals, invoice, and margin signals.
Client health determines retention priority and renewal strategy.
Open linked moduleProfitability
296h tracked against 560h estimated; margin is 46%.
Time logged against tasks updates actual cost and changes dashboard profitability.
Open linked moduleApprovals
Approvals are active and should be watched.
Approval drag increases project blockers, delays reporting, and can reduce client health.
Open linked moduleReporting
Delivery completion, approval state, budget burn, and KPI confidence are feeding report readiness.
A strong report improves client confidence; a weak or delayed report lowers renewal confidence.
Open linked moduleHealth
Health is 86 after delivery, approvals, invoice, and margin signals.
Client health determines retention priority and renewal strategy.
Open linked moduleProfitability
204h tracked against 220h estimated; margin is 24%.
Time logged against tasks updates actual cost and changes dashboard profitability.
Open linked moduleApprovals
1 approvals are overdue and slowing delivery.
Approval drag increases project blockers, delays reporting, and can reduce client health.
Open linked modulePrioritized actions based on your data
A shared timeline across CRM, delivery, approvals, finance, and account work.
Priya Nair moved deal to proposal sent Harbor Foods Group
crm - 12 minutes ago
Ava Martinez flagged blocker on Apex homepage wireframe
projects - 34 minutes ago
Lena Ortiz sent overdue invoice reminder to Fieldstone Properties
finance - 1 hour ago
Theo Brooks uploaded proof version 2 for Luma hero video
approvals - 2 hours ago
Daniel Mokoena published QBR note for Solace Skincare
clients - Yesterday
Health, margin, renewal timing, approvals, and overdue invoices in one account lens.
Luma Finance
Fintech
MRR
$32,000
Margin
49%
Approvals
1
Renewal
09-01
Solace Skincare
Beauty and wellness
MRR
$24,500
Margin
58%
Approvals
2
Renewal
07-31
Apex Industrial
Manufacturing
MRR
$18,000
Margin
36%
Approvals
5
Renewal
05-15
Fieldstone Properties
Real estate
MRR
$12,500
Margin
24%
Approvals
7
Renewal
04-30
Committed revenue and weighted upside from active pipeline.
Sales value by agency-specific stage.
Margin, MRR, and health in one executive view.
Service revenue paired with margin pressure.
Signals surfaced before they become client or margin fires.
Industrial Website Relaunch margin risk
Apex Industrial is at 31% margin with 68% budget burn.
Next action: Review scope, freeze nonessential revisions, and prepare a change order before the next production sprint.
Neighborhood Launch Social Retainer margin risk
Fieldstone Properties is at 24% margin with 76% budget burn.
Next action: Review scope, freeze nonessential revisions, and prepare a change order before the next production sprint.
Fieldstone Properties churn risk
Health is 61, margin is 24%, with 7 approvals open and 2 overdue invoices.
Next action: Create an account save plan, consolidate approvals, and schedule an executive check-in.
Ava Martinez overloaded
Traffic Manager is at 97% utilization against a 32h billable target.
Next action: Reassign review work to available capacity or contractor bench before deadlines slip.
Theo Brooks overloaded
Creative Director is at 103% utilization against a 30h billable target.
Next action: Reassign review work to available capacity or contractor bench before deadlines slip.
Apex homepage wireframe approval delayed
Apex Industrial is blocked at Internal UX revision with 23 comments on version 4.
Next action: Send a focused approval reminder and propose one consolidated decision window.
Fieldstone carousel set approval delayed
Fieldstone Properties is blocked at Client marketing manager with 31 comments on version 5.
Next action: Send a focused approval reminder and propose one consolidated decision window.
The simulator explains why risks, margins, health, workload, and approvals are changing.
Agency OS is watching profitability, approvals, capacity, renewals, and collections.