Utilisation, project margin and unpaid invoices, without the Friday timesheet chase.

An agency sells time, and time is the hardest thing to see. Hours sit in a timesheet tool or a shared sheet. Invoices sit in the accounts. The pipeline sits in someone’s head, or a board of sticky notes. So the partners learn a project lost money about six weeks after it finished.

Halvard reads the timesheet every hour and the accounts every night, and matches them by client and project. The revenue dashboard shows margin per client with the real hours against it. The ops dashboard shows utilisation by team and who is booked beyond 100% next week. Nobody has to be chased on a Friday to get there, because the numbers arrive on their own.

What partners look at on Monday

• Margin by client, with hours. The client who pays the most and the client who earns the most are often different clients.
• Overdue invoices by age. Thirty, sixty and ninety days, with an alert when a large invoice crosses a line you set.
• Next quarter. Pipeline from a spreadsheet or your CRM’s webhook, weighted by stage, next to the team’s capacity for the same weeks.

Typical setup

Agencies send fewer events than shops. An 18-person studio with a timesheet, an accounting package and a pipeline sheet sends about 60,000 events a month, well inside Team at £39. Ten seats covers the partners and team leads; everyone else gets a read-only share link.