Financial Performance

A sample snapshot of agency revenue, margin, utilization, and financial risk.

Illustrative Prototype
YTD Revenue
$4.82M
Recognized through August
Monthly Revenue
$612K
August actual
Revenue Target
$5.02M
96% of plan achieved
Revenue Forecast
$7.34M
Full-year, committed + expected
Gross Margin
38.4%
Down 3.2 pts this quarter
Gross Profit
$1.85M
Year to date
Operating Cost
$2.97M
Labor + delivery + overhead
Billable Utilization
84%
Target 82%
Revenue per FTE
$214K
Across 23 billable FTEs
Revenue at Risk
$186K
Scope and capacity exposure
Revenue

Revenue vs. target

Monthly recognized revenue against plan ($K).

JanFebMarAprMayJunJulAug
$548K$630K
Actual Target
Margin

Gross margin trend

Blended gross margin percentage by month.

JanFebMarAprMayJunJulAug
38.4%41.6%

Margin compression is concentrated in Creative and in two retainers delivering beyond contracted scope.

Mix

Revenue by service area

  • Strategy17%
  • Public Relations14%
  • Creative23%
  • Digital18%
  • Social10%
  • Research8%
  • Executive Communications10%
Outlook

Revenue forecast

Committed and expected revenue, next six months ($K).

AugSepOctNovDecJan
$612K$712K

Forecast assumes two pipeline conversions in September; both require Strategy capacity that is not yet available.

Service areas

Service area performance

Revenue, delivery cost, gross margin, and utilization by practice.

Service areaRevenueCostGross marginMargin %Utilization
Strategy$812K$452K$360K44.3%
88%
Public Relations$664K$402K$262K39.5%
82%
Creative$1.09M$758K$336K30.7%
96%
Digital$878K$531K$347K39.5%
86%
Social$486K$306K$180K37%
79%
Research$402K$258K$144K35.8%
74%
Executive Communications$484K$262K$222K45.9%
83%
Strategy$812K · 44.3% margin
Public Relations$664K · 39.5% margin
Creative$1.09M · 30.7% margin
Digital$878K · 39.5% margin
Social$486K · 37% margin
Research$402K · 35.8% margin
Executive Communications$484K · 45.9% margin
Risk

Financial alerts

Signals that change the financial outlook this quarter.

Revenue is 4% below target year to date ($200K gap).
Gross margin declined 3.2 points this quarter.
Labor costs are trending 6% above plan in Creative.
$72K in contracted revenue is at risk due to capacity constraints.
Research utilization at 74% — capacity available for pipeline work.