Eidoncore
Executive Agency Analytics

Financial & Delivery Intelligence That Drives Growth

Actionable reports on agency profitability, team billable utilization, client revenue concentration, and on-time delivery rates.

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01
Financial Intelligence

Revenue, Margins & Cash Flow at a Glance

Track gross revenue, collected payments, outstanding aging receivables, and true project margins accounting for internal labor rates.

  • Monthly recurring revenue (MRR) and retainer stability metrics
  • Accounts receivable aging buckets (Current, 30, 60, 90+ days)
  • Net profit margin by service offering and client category
  • Revenue projections based on active milestone schedules
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Financial Intelligence

Real-time agency revenue & cash flow recognition

PFD 1

Total revenue

All recognized revenue channels
THIS MONTH · OCT 1 – 31, 2026
$40,900
↑ 529%vs. previous period $6,500
REVENUE TRANSACTIONS5
AVERAGE TRANSACTION$8,180
PACING VS PRIOR PERIOD6.3×
| Prior $6,500Now $40,900
::PROJECTION
At current pace ≈ $97,531 by Oct 31
$40,900 over 13 of 31 days (UTC), linear pace
WINDOW ELAPSEDDay 13 of 31
02
Utilization & Capacity

Team Billable Hours vs. Non-Billable Overhead

Identify who is over-allocated and who has capacity. Measure true agency efficiency to make confident hiring decisions before bottlenecks occur.

  • Billable utilization percentage per employee and department
  • Overtime and burnout warning signals
  • Time audit logs exportable for payroll reconciliation
  • Historical capacity vs. demand trendlines
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Crew & throughput

Hours logged per person · Last 14 days (Sep 30 – Oct 13)

38.5h logged28 tracked
Team Billable Allocation
0h
8h+
AO

Amara Okafor

Frontend & WebRTC
15h10 tasks (7 late)
LG

Liam Gallagher

Backend & API Lead
14h6 tasks (3 late)
CB

Chloe Bennett

Design Systems & Tokens
9.5h6 tasks (2 late)
Completed10
Created19
Net Backlog+9
All crew total: 38.5h loggedWeekends & zero days visible
03
Client Intelligence

Client Health & Lifetime Value Analytics

Understand which clients drive the highest profit margins and which drain the most non-billable support hours.

  • Client Lifetime Value (LTV) and churn tracking
  • Delivery timeliness score per client
  • Automated quarterly executive PDF summaries
  • Custom filtered exports for accounting software
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Organizations

Client portfolio, LTV & account health

100% Healthy
Total Accounts44 active (100%)
Pipeline Leads00 proposal sent
Forecast$0Weighted prob.
Attention0No churn flags
CRM insight: 4 accounts in your book, 4 active at a 100% conversion rate.
OrganizationStatusAmount (LTV)Unpaid
NH
Nebula HealthDr. Alexander Hayes
Active
$59,500.00$0.00
KF
Kroma FintechTariq Mansour
Active
$21,700.00$11,300.00
SL
Solari LogisticsDavid Solari
Active
$14,500.00$17,000.00
AR
Arcturus RoboticsEvelyn Thorne
Active
$24,700.00$0.00
4 of 4 organizations shownPortfolio Total: $120,400.00
100%
Profitability Visibility
Real-Time
Revenue Recognition
0
Spreadsheet Hassle
CSV/PDF
One-Click Data Export
Key Capabilities

Engineered for Agency Scale

Every tool is designed to work in synergy with the entire Eidoncore suite.

Visual Charts

Interactive bar charts, line graphs, and donut distributions.

Margin Breakdown

Calculate real profit after deducting hourly labor costs.

Time Audits

Comprehensive audit logs of all team logged timers.

AI Report Synthesis

Get AI-generated executive summaries of monthly performance.

Scheduled Delivery

Auto-email monthly profit summaries to partners every 1st.

CSV & PDF Export

Export any data table with one click for CPA review.

What Agencies Say

Loved by 500+ Agencies Worldwide

Here's how Eidoncore replaces the tool stack for real agencies, every single day.

ReplacedTrello+HubSpot+QuickBooksEidoncore
“We replaced Trello, HubSpot, and QuickBooks with just Eidoncore. Having our project budgets, client CRM, and invoicing connected in one platform saved us 15+ hours every week and eliminated all context switching.”

Sarah Kim

Operations Lead, Spectra Digital

15+hrs saved / wk
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