Business Reporting
for Agencies

Our business intelligence tools allow you to view reports about your agency’s profitability, efficiency, resource utilization, and sales pipeline. Get the information you need to make decisions you trust.

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CRM & Estimating

Project Management

Resource Mangament

Team Collaboration

Agency Financials

Business Reporting

Improve Business Performance

To make the right decisions for your agency, you need the right insights. Having accurate reports about your agency’s internal performance allows you to see where profits are being made—and where they’re being lost. Are estimates not allocating enough time or do staff need training in order to complete projects? With the right profitability reporting you can steer your agency in the right direction.

Customizable Reports

Insights delivered how you want them. Access 28 out-of-box reports other agencies use to analyze client profitability, staff efficiency, resource, and sales pipeline. These reports can be viewed in easily digestible formats—including pivot grids, bar and line. Know exactly where your agency can be improved and develop strategies to get there.

Find Your Profitable Projects

Not all clients and projects are equally profitable. With some, you barely break even and others you make a healthy profit from. With our ability to look at historical data, you can determine which projects and clients make you profitable and create a strategy to maximize your work in those areas.

The Complete Picture

Your profitability, efficiency, resource, and sales reports are updated in real-time. With your creative team tracking time, your financial department creating invoices and your project managers managing projects all within Function Point, you never have to worry about incomplete information. Your agency’s vital statistics are all in one easy to access dashboard.

Key Benefits for...

Agency Owners

Access real-time data and high-level insights to measure agency performance and growth. Build detailed reports to make informed decisions and identify new opportunities for efficiency.

Project Managers

Leverage real-time job data to track task completion, resource allocation, and overall job efficiency. Reports help optimize workflows and improve future estimates.

Financial Managers

Generate detailed financial reports, including profitability, cash flow, and expense tracking, for precise financial oversight. These reports support strategic planning and long-term budgeting.

Creatives

Gain insights into how creative work impacts overall agency success and client outcomes. Performance metrics provide a tangible way to measure and communicate the value of creative output.

Customer Testimonials

Different departments, whether creative, digital, media and account service, were acting in silos so we needed to

Maurice Rinaldi, CEO

Rinaldi Communication Marketing

We have been Function Point customers for 19 years. We often get distracted by picking out what we think might be the best from each software, and all of a sudden you have five different software you’re using. About everything we need is in Function Point.

Garnet Davis McElree, CCO

LMNO

Acart Achieves 20% Increase in Revenue by Implementing Function Point

Function Point boosts Acart’s metrics and offers a holistic view with a click.

Specializing in a comprehensive marketing journey from strategy to execution, Acart previously struggled with disconnected systems, lack of data consolidation, and real-time visibility. By implementing Function Point, Acart achieved revenue growth, cost reduction, and improved team communication through automated forecasting. The holistic view of metrics provided by Function Point also led to increased transparency and an enhanced NPS score, allowing the agency to scale resources effectively.

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