Agency Profitability Reporting

Know Exactly Which Clients and Projects Are Most Profitable to Your Business

Stop running your agency in the dark. ZenPilot helps you leverage ClickUp data to show you:

How your projects are pacing against budgets to eliminate scope creep.
How much or how little time your team has to take on new projects to improve your resource management.
And which clients and projects are most profitable to your business—so you can refine your ideal customer profile and improve your prices.

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Trusted by 3,000 Agencies

The Problem

As Your Agency Has Grown, You’ve Lost Visibility

You're not sure where your team is spending their time

Despite having a system for tracking time, you still aren't 100% sure where your team is spending their time. You'd love to be able to see where time was spent on a weekly basis and compare that to what was actually planned.

You're not sure which clients or projects are most profitable to your business

You may have an idea of which clients are happy, but you can't confidently answer which clients, projects, or services are the most profitable for your business, leaving you in the dark.

You're unable to predict team workload and capacity

You're not sure if your team is overworked or underworked, and you can't make data-driven decisions to know whom and when to hire—leaving you stressed when it comes to planning future projects.

Profitability Dashboards Leveraging ClickUp Data

We pair your ClickUp and financial data to show you exactly how profitable and efficient your business actually is.

Company Overview - Agency Profitability Reports

Master Your Resource Planning

Stop wondering if you have the bandwidth to take on new projects. Our reports show you exactly how much capacity your team has, factoring in planned time off and holidays.

See available hours versus planned work, track utilization rates by team member, and identify who's overloaded and who has bandwidth—all in real-time. Make informed staffing decisions and prevent team burnout before it happens.

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Track Time Against Budgets to Avoid Scope Creep

Wonder if you're over-servicing clients? We'll show you exactly how your team's tracked time compares to estimates and budgets.

See utilization rates, capacity planning, and budget burn in real-time to keep your projects in scope and profitable.

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Task and Time Analysis - Agency Profitability Reports

Budget & Financial Monitoring - Agency Profitability Reports

Stop Flying Blind on Profitability

Avoid the end-of-month scramble to figure out if you made money. Our reports give you instant visibility into your business's financial health, showing you exactly where you're profitable and where you're losing money—all automated and embedded right in ClickUp.

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Get Crystal Clear Cost Analysis

Wonder if you're over-servicing clients? We'll show you exactly how your team's tracked time compares to estimates and budgets.

See utilization rates, capacity planning, and budget burn in real-time to keep your projects in scope and profitable.

Book a Demo

Cost & Revenue Analysis - Agency Profitability Reports

Account Management - Agency Profitability Reports

Make Informed Business Decisions

When you have real-time visibility into your team's performance, you can take action before issues become fires.

See which clients, services, and team members are most profitable. Identify bottlenecks, optimize resources, and grow your business with confidence.

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How Does It Work?

Step 1: You work in ClickUp

Your team works in ClickUp—closing tasks, tracking time, and building healthy habits.

Step 2: We build the infrastructure

We'll build a Space in your ClickUp Workspace to document your financial data—labor rates, costs, etc.—and build the API to extract the data and visualize it on our dashboards. Then we'll embed it back into ClickUp so that it's all in one place.

Step 3: You build a more profitable business

We'll train you and your team on how to use these reports to make better decisions that will minimize your costs and maximize your revenue.

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How Much Does It Cost?

Choose Your Commitment

ZenPilot profitability reports require a brief setup process and monthly maintenance fee.

Annual Plan

$4800/yr

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Setup Fee: In addition to the $4,800/year, this plan requires a one-time $2,500 setup fee.
Payment Frequency: Annually
Commitment: 12-month engagement with an upfront annual payment for added savings.

Monthly Plan

$500/mo

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Setup Fee: In addition to the $500/month, this plan requires a one-time $3,000 setup fee.
Payment Frequency: Monthly
Commitment: Flexible monthly engagement with no long-term commitment.

Agencies Love Working With ZenPilot

The real game changer of working with ZenPilot was the visibility it gave us into our whole business.

ZenPilot is hands down one of the best investments we’ve made as a business. They help us live up to our value of excellence. If you have any doubts, leave them at the door and jump in!

Rebecca Nash

Director of Operations, Beam Content

ZenPilot has been the most impactful agency operations investment we’ve ever made. They understood our situation, know ClickUp inside out, and led our team to a successful implementation.

If you’re serious about scaling your agency, you need to talk to ZenPilot - they transformed how we work and led a 300% improvement in efficiency.

Michael Lisovetsky

Co-Founder, JUICE

The team at ZenPilot has been a godsend for our business.

I am so grateful for their guidance through it all and could not imagine money better spent on a system that runs our day-to-day completely.

Find the budget, make it happen, hire ZenPilot. You will not regret it.

Rachel Kirkpatrick

VP of Client Success, Coalmarch by Workwave

Book a Demo

Agency Profitability Reporting

Know Exactly Which Clients and Projects Are Most Profitable to Your Business

Trusted by 3,000 Agencies

The Problem

As Your Agency Has Grown, You’ve Lost Visibility

You're not sure where your team is spending their time

You're not sure which clients or projects are most profitable to your business

You're unable to predict team workload and capacity

Profitability Dashboards Leveraging ClickUp Data

Master Your Resource Planning

Track Time Against Budgets to Avoid Scope Creep

Stop Flying Blind on Profitability

Get Crystal Clear Cost Analysis

Make Informed Business Decisions

A Look Inside Our Profitability Reporting

How Does It Work?

Step 1: You work in ClickUp

Step 2: We build the infrastructure

Step 3: You build a more profitable business

How Much Does It Cost?

Choose Your Commitment

$4800/yr

$500/mo

Agencies Love Working With ZenPilot

Rebecca Nash

Director of Operations, Beam Content

Michael Lisovetsky

Co-Founder, JUICE

Rachel Kirkpatrick

VP of Client Success, Coalmarch by Workwave

Gold standard agency operations rely on data to make decisions.

About ZenPilot

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