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Level up your

Agency intelligence

The big prize for upgrading your agency with Workamajig is
‘agency intelligence’ — the reporting you need to drive
agency profitability, efficiency, & growth

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Agency intel reports for every role.
More data + less guessing = better margins

Workamajig report finder
Metrics monitor
#Financials
Revenue forecasting
#Opportunities
Corporate P&L
#Custom/API #Financials
Client profit & loss (multi-view)
#Financials
Traffic calendar
Staff schedule
Time productivity
#Project financials
Project profit & loss
#Financials
Project budget analysis
#Project financials
Project status summary
#Traffic
Balance sheet
#Financials
Statement of cash flows
#Financials
Project recap analysis
#Traffic
Project tasks by person & due date
#Traffic
Media recap
#Media
Media mix analysis
#Media
Media billing
#Media
Sales tax analysis
#AR reports
Client statements
#AR reports
AR aging
#AR reports
Project hourly realization rates
#Project financials
AP aging
#AP reports
1099 details & forms
#AP reports
Accrued order detail
#AP reports
Financial snapshot
#Opportunities
Oppurtunities by outcome
#Opportunities
Powerful open API
#Custom/API
Advanced custom reporting
#Custom/API
Cash and accrual basis financial report
#Financials

Three steps to agency intelligence

row

Run on Workamajig

Get your critical data all in one place, from time & budgets to payments & expenses.
grow

Get visibility & insight

Pull real-time reports on financial performance, client profitability, utilization, & more.
insight

Know how to grow

Better forecast growth & hiring, do more of what’s profitable, & take control of the business.
Screenshot 2025-02-10 at 4.24.30 PM

I compared our first 5 years with Workamajig…

…to our most recent 5 years. In that time, revenue increased 18%—nice steady growth. But what’s amazing is profitability increased 937%.

Tom Campbell

Creative Director & CFO, ToolBox Creative

Insightful reports at your fingertips.
Customize, schedule, & share.

Monitor-metrics

Monitor metrics

Track trends & KPIs with agency-specific metrics built for agency leadership.

reports-by-role

Find reports by role

See role-specific reports for leadership, accounting, sales, project managers, & more.

customize

Copy & customize

Tailor any report to your agency & your exact needs, & favorite it for easy access.

schedule-reports

Schedule reports

Send scheduled emails daily, weekly, or monthly with a link to PDF or Excel reports.

control-access

Control access

Fine-grained access controls let you grant report access by group or specific account.

import-&-export

Import & export

Export, share, & import custom reports as simple CSV files, or use the API.

Full custom reporting & help when you need it

cmplex-reports

Complex reports

Group, filter & aggregate data to create advanced breakdowns & summaries.
custom-querys

Custom queries

Group, filter & aggregate data to create advanced breakdowns & summaries.
API-reports

API reports

Get custom JSON data feeds for external analysis or data integration.
advanced-help

Advanced help

We love solving thorny reporting challenges — all you have to do is ask.

Upgrade your agency & get the
intelligence you need to grow

grow-headcount
Grow headcount

Track resource utilization & upcoming demand to grow sustainably

grow-accounts
Grow accounts

Know which of your accounts are most profitable & double down on them

grow-margins
Grow margins

Focus on your high-margin services & ensure you’re charging appropriately

Sandra Torre

I don't think we could have done it without Workamajig.…

… Going from $2-3M in revenue to now $40M in revenue...workamajig has just been tremendously helpful in terms of us seeing the financial health of organization.

Sandra Torre
CFO & Executive VP, Lavidge

Transform the way your agency operates

We’ve been helping advertising agencies
level up for 20+ years. We’re ready for the future.
Let’s get started.
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