Real-time P&L dashboards with revenue, expenses, and margin analysis per client. Understand exactly which clients are profitable and which are not.
See revenue, direct costs, ad spend, and margin for every client in a single dashboard. Revenue comes from Xero invoices, costs from expense claims, and ad spend from Meta and Google integrations. Each client shows a margin percentage so you can instantly identify which accounts are healthy and which are eroding profitability — before it is too late to course-correct.
Track P&L trends over time with month-over-month comparisons. Spot patterns like seasonal dips, growing costs, or declining margins. The dashboard highlights significant changes — a client whose margin dropped 15% this month versus last — so your leadership team can investigate and act. Data is sourced live from Xero so there is no stale reporting lag.
Expenses are categorized by type — platform costs, contractor fees, software subscriptions, production costs — using your Xero chart of accounts. Drill into any category to see individual transactions. This granularity helps you identify which expense categories are growing faster than revenue and where operational efficiencies can be gained.
P&L data feeds into the cashflow forecasting system, giving you forward-looking projections based on current revenue run rates, contracted retainers, and historical expense patterns. Combined with budget data from ad spend tracking, you get a realistic picture of your agency's financial trajectory — not just where you are today, but where you will be in three months.