Tools — Agency Process Evaluator

See where the
levers actually are.

Running an agency means managing sales, operations, and profitability in parallel — often without a clear view of where the real growth levers sit. This evaluator makes that gap visible: input your current metrics, set your targets, and see exactly which lever moves the needle most.

What makes this useful is specificity. Not a generic revenue projection — but a breakdown of where small, deliberate improvements compound into outsized outcomes across margin, billable efficiency, and client value.

  • 1. Input your current business data in the Current Snapshot section — revenue, gross margin, monthly expenses.
  • 2. Adjust the Sales and Operations levers to model your goals alongside your current state.
  • 3. Read the Results — annual impact, margin shift, billable efficiency — and the delta between now and your target.
  • 4. Export as PDF or CSV to share with your team or use directly in planning conversations.
01 — Current Business Snapshot

These three inputs anchor the snapshot KPIs. The levers below let you model goal scenarios independently.

Monthly KPIs
Monthly Revenue
$0
Monthly Gross Profit
$0
Monthly Operating Profit
$0
Operating Margin
0%
02 & 03 — Sales & Operations Levers
Sales Levers
LeverCurrentGoal
Leads / Month
Conversion Rate (%)
Avg. Deal Value
Purchases Per Client (12m)
Operations Levers
MetricCurrentGoal
Gross Margin (%)
Operating Expenses / Month
Hours Billed / Month
Hours Used / Month
04 — Results
Current State
Annual Revenue
$0
Annual Gross Profit
$0
Annual Operating Profit
$0
Operating Margin
0%
Billable Hours (%)
0%
Cost per Hour
$0
Goal State
Annual Revenue
$0
Annual Gross Profit
$0
Annual Operating Profit
$0
Operating Margin
0%
Billable Hours (%)
0%
Cost per Hour
$0
05 — Visual Comparison
Finance (in thousands)
Ratios
06 — Export