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The Agency Operating System
The core of the family. Your pipeline, qualification, revenue, client portfolio, activity and account plans in one ledger, read from one dashboard.
Coming soon: not available yetWhat’s in it.
Pipeline Tracker (PipeTime)
One time-based pipeline. A deal counts as live only if it closes within 60 days, is under 80 days old and passes the qualification check.
Qual Score
Seven yes/no questions that say how well qualified a deal really is.
Revenue Tracker
Confirmed monthly revenue by client against target, with a confidence band.
Client portfolio and account plans
GP %, growth, forecast landing and the new business you still need. A plan for each key client.
Activity Tracker
A weekly scorecard of networking, referrals, partnerships and marketing against target.
Dashboard
The 30-second read of all of it.
| Ledger tab | What it keeps |
|---|---|
| Pipeline Tracker (PipeTime) | Early stage, live, back burner, won, lost |
| Qual Score | Seven yes/no questions |
| Revenue Tracker | Confirmed invoices by client vs target |
| Client portfolio | GP %, growth, new business required |
| Activity Tracker | Weekly scorecard vs target |
| Account plans | Stakeholders, SWOT, actions |
| Dashboard | Predicted intake = weighted live ÷ 3 |
one hour a week keeps it current
| This month | |
|---|---|
| Predicted intake (weighted live ÷ 3) | £34k |
| Monthly target | £35k |
| Variance | −£1k |
| Weighted live pipeline | £102k |
| Live deals | |
| New logo · 6 deals · average age 31 days | £64k |
| Existing clients · 4 deals · average age 22 days | £38k |
| Activity and plan | |
| Average actions a week, this quarter | 14 |
| 55-point plan: up & running · in progress · on hold · not started | 31 · 9 · 4 · 11 |
| Portfolio | |
| New business required to reach the annual target | £280k |
*Illustrative figures, example agency.
The 30-second read.
Predicted intake against target, the live pipeline split between new and existing clients, this quarter’s activity, the marketing plan and the portfolio. Everything on it comes from the ledger tabs.
Runway and client concentration from the Consulting Engine will sit alongside it.
It will flag. You approve.
The AOS will flag deals that need attention and suggest the move. Nothing changes until someone on your team approves it.
Two deals have passed 80 days. Move them to the back burner?