Agency Process Evaluator

Current Business Snapshot

Inputs

Currency Revenue — last 12 months Gross Margin (%) Operating Expenses — per month

Tip: revenue & expenses are whole numbers; deal values and purchases are whole numbers too.

KPIs

Monthly Revenue

$0

Monthly Gross Profit

$0

Monthly Operating Profit

$0

Operating Margin

0%

Sales Levers

Lever	Current	Goal
Leads / Month
Conversion Rate (%)
Avg. Deal Value
Purchases Per Client (per 12m)

Operations Levers

Metric	Current	Goal
Gross Margin (%)
Operating Expenses / Month
Hours Billed / Month
Hours Used / Month

Results

Current

Annual Revenue

$0

Annual Gross Profit

$0

Annual Operating Profit

$0

Operating Margin

0%

Billable Hours (%)

0%

Cost per Hour

$0

Goal

Annual Revenue

$0

Annual Gross Profit

$0

Annual Operating Profit

$0

Operating Margin

0%

Billable Hours (%)

0%

Cost per Hour

$0

Charts

Finance (in thousands)

Ratios