{"id":291,"date":"2024-02-07T09:17:44","date_gmt":"2024-02-07T09:17:44","guid":{"rendered":"https:\/\/productive.io\/bold\/?p=291"},"modified":"2025-06-26T11:20:47","modified_gmt":"2025-06-26T11:20:47","slug":"name-it-and-conquer-reports-that-keep-your-agency-thriving","status":"publish","type":"post","link":"https:\/\/productive.io\/bold\/blog\/name-it-and-conquer-reports-that-keep-your-agency-thriving","title":{"rendered":"Name It and Conquer: Reports That Keep Your Agency Thriving"},"content":{"rendered":"

Articles<\/a><\/p> –

{{minutes}} min read<\/p>

Name It and Conquer: Reports That Keep Your Agency Thriving<\/strong><\/h1> \"\" <\/a>

Marija Kata Vla\u0161i\u0107<\/p><\/a>

February 7, 2024<\/p> \"\"

To solve a problem, you need to name it first, right?<\/strong><\/p>

Now, you\u2019re probably thinking: \u201cYeah, sure, but there are hundreds<\/strong> of problems to solve at my agency.\u201d

We get that. Extinguishing consequences of scope creep. Balancing schedules. Keeping the cash coming in. What to tackle first is the real question.

But let\u2019s zoom out for a moment and take a look at the big picture. The biggest problem for any agency to solve is how to continue to thrive. <\/strong>So the common denominator of staying healthy as an agency is data <\/strong>that will help you move forward as a business.<\/strong>

Now let\u2019s look at some key reports that agencies need to keep at their fingertips, broken down into three time frames – past, present and future.<\/p>

1<\/strong>. Past: Spot Patterns Using Historical Data<\/strong><\/h2>

When was the last time you had mental space to look into past data on the work your agency has been delivering? Perhaps last quarter. Maybe even 6 months ago. If it was the year\u2019s end, you were probably focused on P&L statements. But did you think to zoom into profitability by client, service, or industry? Diving into reports that cover profitability, utilization and forecasted vs. actual revenue can help you better address issues that occurred\u2014and decide how to avoid them in the future.<\/p>

2. Present: Get a Pulse on Your Business In Real Time<\/strong><\/h2>

Getting in touch with your finance team to get a pulse on how your agency is doing – financially speaking – is a thing of the past.

Assuming your teammates are tracking time on a daily basis, you can see the financial state of your client work in real time, within a couple of clicks. Reports that show you budget burn, or, on the flip side – profitability per project – can help make faster decisions and facilitate conversations with clients if necessary. Utilization by teammate can usually indicate how well your projects are going in the present, which team or person is overutilized or who needs more work.<\/p>

3. Future: Peek Into Potential Scenarios and Build Backwards<\/strong><\/h2>

Forecasted revenue can be looked at globally, sure, but to understand where your resources will be booked, where you need to sell (or hire) more, and learn where to invest more or less effort, try scenario-building. What figures do you plan on seeing as your forecasted revenue, forecasted profitability and forecasted utilization in 6 or 12 months? Once you have those goals in mind, reverse-engineer to understand your next steps.<\/p>

Does Data Guide Your Agency?<\/strong><\/h2>

Join Bold on Circle<\/a> to continue the conversation on reports that can help your agency thrive.<\/p> \"\"

Marija Kata Vla\u0161i\u0107<\/p>

Content Marketing Specialist<\/p>

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Acquisitions Are Hot Right Now: A Potential Growth Strategy For Your Agency<\/h2> <\/a>","protected":false},"excerpt":{"rendered":"The biggest problem for any agency to solve is how to continue to thrive. The answer? Let data guide you.","protected":false},"author":10,"featured_media":292,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"es_utils_meta_schema":"","footnotes":""},"categories":[4],"tags":[],"class_list":["post-291","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles"],"acf":[],"yoast_head":"\nName It and Conquer: Reports That Keep Your Agency Thriving - Bold<\/title>\n<meta name=\"description\" content=\"The biggest problem for any agency to solve is how to continue to thrive. The answer? 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