Explore client profitability, time logs, billable capacity and rate scenarios using fictional US records.
Explore the interactive Agency Portfolio interface with fictional records. Use sample information only.
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These are real screens from Agency Portfolio OS with fictional US demo records. Open the interactive demo to explore the working interface yourself.
Monthly revenue, loaded team hours, direct costs and margin in one view.
Available, target, used and planned hours across your team.
Use owner, overhead, reserve and billable time assumptions.
Track fee recognition, planned hours, renewal dates and scope.
Print a summary and export time entries as CSV.
Export and restore the full workspace with JSON.
Yes. Extract the buyer ZIP and open the standalone HTML file in a current desktop browser. Core records stay locally in that browser.
Revenue from active monthly retainers and completed project fees recognized in the selected month, minus logged hours at loaded team rates, dated direct costs, and active monthly tools and contractor allocation.
No. Export the JSON backup and restore it in another browser or device yourself. CSV exchange covers time entries only.
No. It changes the displayed unit and symbol. Choose your intended currency before entering amounts.
No. It is a planning view. Past retainer periods use current settings, and scenario sliders are estimates rather than actual sales forecasts.
