Revenue Tracker and client portfolio
Confirmed revenue by client and month, on an invoice basis, against target, with a confidence band. Plus the portfolio: growth to target and the new business you still need.
Part of the Agency Operating System| Month | Confirmed | Target | Confidence |
|---|---|---|---|
| Jul | £92k | £100k | 92% |
| Aug | £71k | £100k | 71% |
| Sep | £54k | £100k | 54% |
| Q3 | £217k | £300k | 72% |
*Illustrative figures, example agency.
Confirmed, not hoped for.
Enter invoices each month. The confidence band compares confirmed revenue with target: green at 80% or more, amber from 60% to 79%, red under 60%.
Track invoices here; your accountant recognises revenue.
Client portfolio.
For each client: last two years’ turnover, GP %, this year’s target, what’s committed and what’s in the pipeline. Add it up and you see the new business required to hit the agency target.
| Client | 2025 GP % | 2026 target | Committed |
|---|---|---|---|
| Client A | 36% | £260k | £220k |
| Client B | 41% | £140k | £120k |
| Client C | 19% | £110k | £95k |
| Client F | 22% | £90k | £60k |
| New business required | £280k | ||
*Illustrative figures, example agency.
Account plans.
Who matters
Decision makers, their influence, how strong the relationship is and how often you’re in touch.
Where it can grow
A SWOT, the growth strategy and the opportunities, with priority and timing.
What happens next
Actions with an owner, a deadline and a status, and a date for the next review.