Admin space
User permissions, roles and workspace appearance in one place. Onboarding approvals now live on your dashboard.
Fiscal year budget
Revenue goals, margin targets and overhead factors that drive job health math and executive reporting.
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Revenue & margin targets
Top-line target the agency is pacing against this fiscal year.
Margin a job should clear to be rated healthy.
Below this a job is flagged at risk.
Labor & overhead factors
Pooled benefits and payroll taxes applied to direct wages.
Dynamic PM hours as a percentage of estimated design hours.
Fixed admin/billing dollar amount booked to every job.
G&A buffer applied to the total job selling price.
Sample job rollup
How these factors apply to a $10,000 job with 60 design hours, $3,600 direct wages, $500 hard costs and a $65/h PM cost rate pulled from the PM's profile.
Loaded wages
$4,392
PM overhead (9.0 h)
$585
Admin flat cost
$90
G&A buffer
$800
Hard costs
$500
Total burdened cost
$6,367
Gross profit
$3,633
Margin vs. target
36.3%
Watch
Target 40% · floor 25%