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

Agency intel reports for every role.
More data + less guessing = better margins
Metrics monitor
Revenue forecasting
Corporate P&L
Client profit & loss (multi-view)
Traffic calendar
Staff schedule
Time productivity
Project profit & loss
Project budget analysis
Project status summary
Balance sheet
Statement of cash flows
Project recap analysis
Project tasks by person & due date
Media recap
Media mix analysis
Media billing
Sales tax analysis
Client statements
AR aging
Project hourly realization rates
AP aging
1099 details & forms
Accrued order detail
Financial snapshot
Oppurtunities by outcome
Powerful open API
Advanced custom reporting
Cash and accrual basis financial report
Three steps to agency intelligence
Run on Workamajig
Get your critical data all in one place, from time & budgets to payments & expenses.
Get visibility & insight
Pull real-time reports on financial performance, client profitability, utilization, & more.
Know how to grow
Better forecast growth & hiring, do more of what’s profitable, & take control of the business.

“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
Track trends & KPIs with agency-specific metrics built for agency leadership.
Find reports by role
See role-specific reports for leadership, accounting, sales, project managers, & more.
Copy & customize
Tailor any report to your agency & your exact needs, & favorite it for easy access.
Schedule reports
Send scheduled emails daily, weekly, or monthly with a link to PDF or Excel reports.
Control access
Fine-grained access controls let you grant report access by group or specific account.
Import & export
Export, share, & import custom reports as simple CSV files, or use the API.
Full custom reporting & help when you need it
Complex reports
Group, filter & aggregate data to create advanced breakdowns & summaries.
Custom queries
Group, filter & aggregate data to create advanced breakdowns & summaries.
API reports
Get custom JSON data feeds for external analysis or data integration.
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
Track resource utilization & upcoming demand to grow sustainably
Grow accounts
Know which of your accounts are most profitable & double down on them
Grow margins
Focus on your high-margin services & ensure you’re charging appropriately

“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.
