Admin space
Company-wide settings: people, data, finance, integrations and branding. Personal preferences live in Settings.
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%