Templates · KPIs
Agency KPIs
Utilization, on-time delivery and client happiness - the numbers that keep an agency profitable.
The goal
Run a profitable, on-time agency
Due the end of the quarter; check in weekly. Numbers are examples - change them to yours.
| Metric | Target | Why this number |
|---|---|---|
Billable utilization Each check-in is the new reading | 65% → 75% | The main lever on margin for a services team. |
Revenue Each check-in adds an amount | $80,000 a month | A monthly quota so a slow month shows up while there's time to sell. |
Projects delivered on time Each check-in is the new reading | 70% → 90% | Late projects eat utilization and referrals. |
Client NPS Each check-in is the new reading | 30 points → 50 points | Referrals are an agency's cheapest pipeline. |
GoalNexa forecasts each metric from its check-ins and gives the goal a health badge - on track, at risk or off track - long before the end of the quarter.
Set it up
With your AI assistant
Connected to GoalNexa (setup guides)? Paste this - it shows you a draft before creating anything:
Create a goal in GoalNexa: "Run a profitable, on-time agency", due the end of the quarter (ask me for the date). Metrics: - Billable utilization (unit: %): start 65%, target 75%, latest reading - Revenue (unit: $): target $80,000 per month, amounts added up - Projects delivered on time (unit: %): start 70%, target 90%, latest reading - Client NPS (unit: points): start 30 points, target 50 points, latest reading Check-ins weekly. Show me the draft before creating it, and let me change the numbers.
In the app
- Create your free account and pick "Website" in the first-run steps (or "New goal" on the dashboard).
- Add the goal "Run a profitable, on-time agency" with its date, then its 4 metrics - start, target and unit as above. For an amount that adds up, set "Each check-in is" to "An amount to add to the total"; for a target per week or month, set "Target is for".
- Set each metric's check-in schedule to "Weekly" so reminders keep the numbers current.
Tips
- Read utilization from your time tracker each Friday and post it to the check-in URL.
- One copy per team or client group with a goal template; totals add up for the agency.