Agency Analytics

AI analytics for
agencies & consultancies

Utilization, billable %, realization rate, effective rate, and revenue per head, instant from any timesheet, Harvest, or PSA export.

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Free plan · 100 credits/mo · No SQL required

Every Agency KPI, computed automatically

Upload your data once. Analyst's AI analyst engine computes the full agency metric suite, no formulas, no SQL, no analyst required.

Utilization

billable hours / available hours

Billable %

billable hours / total logged hours

Realization rate

billed amount / (billable hours × standard rate)

Effective rate

billed amount / billable hours

Revenue per employee

total billed / headcount

Write-off %

(standard value − billed) / standard value

COMPUTED OUTPUT

Net revenue · 180 days

$5.20M

= Σ gross_amount − refunds · 24,623 orders

Gross margin

53.8%

= (rev − cogs) / rev

Repeat order rate

23.4%

= repeat orders / orders

Verified

Σ gross_amount over 24,623 orders = $5.20M

df["gross_amount"].sum()→ $5.20M

SOURCE cascade_orders.csvORDERS 24,623ENGINE PYTHON · IN-BROWSER

Stop spending your week in Excel

Analyst handles the repetitive analysis so you can focus on decisions.

No live view of who's over- or under-utilized

Realization leaking, billing less than the work is worth

Building utilization reports from timesheets by hand

Can't see which clients or staff actually make money

Ask Analyst anything

Just type, no SQL, no formulas. Ask Analyst anything about your clients:

Compute utilization and billable % per person from these timesheets

Rank staff by realization rate and flag who's under 80%

Which clients have the lowest effective rate? Show worst 10.

Show revenue per employee and utilization trend by month

Three steps to agency insights

Upload your data

CSV, Excel, PDF, or connect your agency platform directly. CSV up to 250MB per file.

AI does the analysis

The Analyst computes every relevant KPI, flags risks, and generates charts in under 60 seconds.

Get shareable insights

Download PDFs, share dashboards, embed charts, schedule re-runs. Built for execs and teams.

$15/month. No analyst required.

Pro plan = unlimited datasets, all AI models, scheduled re-runs, advanced connectors.

See full pricing

Agency analytics. FAQ

What agency metrics does Analyst compute?

Utilization, billable %, realization rate, effective hourly rate, revenue per employee, write-off %, plus a staff/client screener ranked by realization, computed exactly, no AI guessing.

Which tools can I export from?

Upload CSV exports from Harvest, Toggl, Clockify, or any PSA/timesheet. Analyst auto-detects hours, billable flags, rates, and billed amounts.

How is this different from my PSA dashboard?

PSA tools show the numbers; Analyst explains why and ranks staff and clients by profitability, then lets you export a client-ready one-pager.

Is Analyst cheaper than agency reporting tools?

Yes. Most agency analytics tools start at $99-300/mo. Analyst Pro is $35/mo with unlimited datasets and the full agency metric suite plus general AI analytics.

AI analytics for agencies & consultancies