Build a Custom Agency Dashboard Using AI in Minutes
Turn a plain-English description of your Agency Dashboard into a production-ready build, from design to deployment, in minutes. No code needed.
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Emergent Key Features for Building an Agency Dashboard
Tracked hours joined to client billing at real cost rates, producing the margin per account that neither system shows alone.
Hours Joined to Revenue
Tracked time is matched to client billing at real cost rates, producing the margin per account that hours or invoices alone never reveal.
Overservice Detection
Delivered hours are compared against contracted hours as the month progresses, so overservicing is caught mid month rather than at renewal.
Utilisation by Person and Role
Billable share is tracked per individual against target, showing both burnout risk and available capacity for new work.
Effective Rate per Client
Revenue divided by actual hours gives a true rate per account, which is the number that determines whether a retainer should be repriced.
Pipeline against Expiring Revenue
New business is weighed directly against retainers ending, so the growth conversation reflects the revenue you must first replace.
Lead and Leadership Views
Account leads see their own clients while leadership sees the portfolio from one build, keeping accountability without separate reports.
Agency Dashboard Use Cases You Can Build in Minutes
Know Which Clients Are Actually Profitable
Every client with retainer value, hours delivered against contracted, cost of those hours at blended rates, gross margin and effective hourly rate, ranked to show which accounts cost most to serve.
window.awbMockup = { clientProfitability: "Build an agency profitability dashboard listing every client with monthly retainer value, hours delivered against hours contracted, cost of those hours at blended rates, gross margin in value and percentage, effective hourly rate, and a ranking that identifies which clients are least profitable to serve.", teamUtilisation: "Build a utilisation dashboard showing billable and non billable hours per person per week against target utilisation, current bench capacity in hours, allocation across clients, anyone over 100 percent for three consecutive weeks, and utilisation trend by role over the last quarter.", retainerHealth: "Build a retainer health dashboard for each account showing contracted hours consumed to date against the month elapsed, projected overservice or underservice at month end, deliverables completed against the scope of work, months remaining on contract, and a renewal risk signal.", newBusinessPipeline: "Build an agency pipeline dashboard showing opportunities by stage with estimated monthly value and start date, weighted pipeline against the revenue gap from expiring retainers, win rate by service line and lead source, average time from pitch to signature, and proposals awaiting a decision."};
See Who Is Stretched and Who Has Capacity
Billable and non billable hours per person against target utilisation, current bench capacity, allocation across clients, anyone over one hundred percent for three consecutive weeks and utilisation trend by role.
window.awbMockup = { clientProfitability: "Build an agency profitability dashboard listing every client with monthly retainer value, hours delivered against hours contracted, cost of those hours at blended rates, gross margin in value and percentage, effective hourly rate, and a ranking that identifies which clients are least profitable to serve.", teamUtilisation: "Build a utilisation dashboard showing billable and non billable hours per person per week against target utilisation, current bench capacity in hours, allocation across clients, anyone over 100 percent for three consecutive weeks, and utilisation trend by role over the last quarter.", retainerHealth: "Build a retainer health dashboard for each account showing contracted hours consumed to date against the month elapsed, projected overservice or underservice at month end, deliverables completed against the scope of work, months remaining on contract, and a renewal risk signal.", newBusinessPipeline: "Build an agency pipeline dashboard showing opportunities by stage with estimated monthly value and start date, weighted pipeline against the revenue gap from expiring retainers, win rate by service line and lead source, average time from pitch to signature, and proposals awaiting a decision."};
Catch Overservicing in Week Two
Contracted hours consumed against the month elapsed for each account, projected over or underservice at month end, deliverables against the scope of work and a renewal risk signal per client.
window.awbMockup = { clientProfitability: "Build an agency profitability dashboard listing every client with monthly retainer value, hours delivered against hours contracted, cost of those hours at blended rates, gross margin in value and percentage, effective hourly rate, and a ranking that identifies which clients are least profitable to serve.", teamUtilisation: "Build a utilisation dashboard showing billable and non billable hours per person per week against target utilisation, current bench capacity in hours, allocation across clients, anyone over 100 percent for three consecutive weeks, and utilisation trend by role over the last quarter.", retainerHealth: "Build a retainer health dashboard for each account showing contracted hours consumed to date against the month elapsed, projected overservice or underservice at month end, deliverables completed against the scope of work, months remaining on contract, and a renewal risk signal.", newBusinessPipeline: "Build an agency pipeline dashboard showing opportunities by stage with estimated monthly value and start date, weighted pipeline against the revenue gap from expiring retainers, win rate by service line and lead source, average time from pitch to signature, and proposals awaiting a decision."};
Weigh New Business against Expiring Revenue
Opportunities by stage with estimated monthly value and start date, weighted pipeline against the gap left by expiring retainers, win rate by service line and proposals awaiting a decision.
Weigh New Business against Expiring Revenue
Opportunities by stage with estimated monthly value and start date, weighted pipeline against the gap left by expiring retainers, win rate by service line and proposals awaiting a decision.
Build a custom agency dashboard in 4 simple steps
See client profitability, team utilisation and retainer health in one view, so you know which accounts are actually making money before renewal season.
Start with revenue per client, hours delivered against retainer, effective hourly rate, utilisation by person, scope creep and pipeline. Emergent builds around your commercial model, so a retainer agency and a project shop are measured on the right terms.
Link your time tracker, accounting system, project tool and CRM. Emergent joins hours to invoices and clients, which is what converts activity into the profitability picture your project tool cannot produce.
Ask to add a service line, alter your utilisation target or bring a new client structure into the view, and it applies across the book. The dashboard follows how you actually sell and deliver.
Publish one link where account leads see their own clients and leadership sees the portfolio. Renewal and resourcing conversations happen on shared numbers rather than on a partner's impression of an account.
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Why choose Emergent?
Most tools give you a demo you have to rebuild. Emergent gives you a product that is ready to run.
| Comparison | Other Tools |  |
|---|---|---|
| Built for | Demos and MVPs | Products you keep growing |
| What you get | Front end shell only | Full stack, wired end to end |
| Backend and database | Set it up yourself | Built and connected for you |
| Customization | Surface level styling | Deep workflow control |
| Integrations and APIs | Manual glue work | Connected from a prompt |
| Code ownership | Locked to the platform | Clean code you can export |
| Time to launch | Weeks of patching and setup | Live the same day |
Pick the Pricing Plan That Works for You
Choose the plan that fits your building ambitions. From weekend projects to enterprise applications, we've got you covered.
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