Agency Performance

This is an illustrative prototype of Amplifi 83, an operational intelligence platform developed by Advisory 83.  Our AI-powered system features firm metrics, financial performance, client health, project delivery, and organizational capacity, delivered as a highly customized service following discovery.

Illustrative Prototype
YTD Revenue
$4.82M
Recognized through August
Revenue vs. Target
96%
$200K behind plan
Gross Margin
38.4%
Down 3.2 pts this quarter
Billable Utilization
84%
Target 82%
Active Clients
32
18 retainer · 14 project
Active Projects
47
Across 7 service areas
Team Capacity
87%
Firm-wide allocation
Revenue at Risk
$186K
Scope and capacity exposure
Leadership Decision Center

Recommended Decisions

Consolidated across financial, client, project, capacity, and demand signals.

Review ScopeFinancial

Client B is projected to exceed planned cost by $48,000 (14%).

Third revision round is unbilled and recurring across three cycles.

Projected impact
Protects roughly $46K of projected gross margin
RenegotiateClient

Client F has exceeded retainer allocation three consecutive months.

Actual delivery cost is 79% above the contracted allocation.

Projected impact
Restores projected margin from -11% to roughly 21%
ReallocateProject

Move 12 Strategy hours from Client A to Client D.

Client A positioning is 92% complete; Client D architecture sign-off is short-staffed.

Projected impact
Digital Transformation health 72 → 81
StaffCapacity

Creative capacity is projected at 108% within two weeks.

Two campaign production peaks overlap with an unstaffed activation phase.

Projected impact
Creative peak 112% → 101% with one contract art director
Plan AheadDemand

September demand exceeds available Strategy capacity by 84 hours.

Two pipeline engagements are expected to convert before the quarter closes.

Projected impact
Avoids ~$72K of at-risk contracted revenue
Evaluate GrowthClient

Client G delivers 49% margin on low revenue volume.

High-margin engagement with unused senior capacity in the next phase.

Projected impact
Potential $120K annualized revenue expansion
Executive alerts

Attention Required

Signals surfaced before they become client problems.

Scope exposure

3 clients are projected to exceed contracted scope this quarter.

Review retainer burn
Revenue at risk

$186K in contracted revenue is currently at risk across four engagements.

Open financial performance
Creative capacity

Creative capacity is projected to reach 108% in two weeks.

Rebalance allocation
Cost overrun

Client B is projected to exceed planned cost by 14%.

Issue change order
Senior staffing gap

Two upcoming projects do not yet have sufficient senior-level staffing.

Assign account leadership
Capacity snapshot
5
Available
5
Healthy
3
Full
1
Over Capacity
Capacity detail
Financial snapshot

Revenue, margin, and forecast

Financial performance

Revenue vs. target ($K)

JanFebMarAprMayJunJulAug
$548K$630K

Gross margin trend

JanFebMarAprMayJunJulAug
38.4%41.6%

Revenue by service area

Strategy$812K
Public Relations$664K
Creative$1.09M
Digital$878K
Social$486K

Revenue forecast ($K)

AugSepOctNovDecJan
$612K$712K
Client health

Where the money is made — and lost

Client economics

Highest revenue clients

Highest margin clients

Clients over budget

  • Client B-20.8%
    -$58,200 gross profit · 3 months over scope
  • Client F-11.4%
    -$12,000 gross profit · 3 months over scope

Approaching retainer limits

  • Client A104% consumed
  • Client D105% consumed
  • Client E106% consumed
  • Client H107% consumed

Declining profitability

Revenue mix

  • Strategy21%
  • Public Relations17%
  • Creative28%
  • Digital22%
  • Social12%
Forward demand

What is coming

Demand forecast

Next 30 Days

Aug 12 – Sep 11
88%of available capacity committed

31 – 60 Days

Sep 12 – Oct 11
95%of available capacity committed

61 – 90 Days

Oct 12 – Nov 10
106%of available capacity committed