Find your way around

Relationships and new business#

• Overview brings your agency’s current work into one starting view. Open the underlying records when you need the detail.
• Sales pipeline holds opportunities, stages, owners, follow-ups, and conversation history.
• Quotes holds offers, their delivery status, and the record of a customer’s decision.
• Clients brings contact information and ongoing delivery work together.

Read revenue and the annual estimate#

With Finance access and a working QuickBooks connection, Revenue overview shows this calendar year’s cash-basis Total Income from the QuickBooks Profit and Loss report. The trend line shows each month through today in your workspace time zone. Select a month for its exact amount; the current month is incomplete. Revenue this month and year-to-date revenue use the same report and currency.

Monthly recurring revenue comes from your active client services in agencyos. The annual estimate adds income already recorded this year, any amount needed to reach the current month’s recurring revenue target, and that recurring amount for each full month left in the year. For example, $50,000 recorded through September, $3,000 this month and $5,000 recurring monthly revenue gives $67,000: $50,000 + $2,000 + three months × $5,000.

This is a run-rate scenario. Prepaid work, one-off income, cancellations and renewals can change what is actually collected. Active + potential monthly revenue also includes open opportunities; those opportunities are not included in the annual estimate. If the report is unavailable or its currency differs, agencyos shows an unavailable state instead of treating missing income as zero.

Daily operations#

• Tasks is the shared work list for agency, client, and sales work.
• Ads manager helps you inspect connected advertising accounts and performance.
• Calendar combines selected calendars with available workspace reminders.
• Inbox brings together conversations for selected email and text messaging accounts.
• Reports turns reviewed performance results into client reports.
• Finance displays invoices from the connected accounting account.

Keep the workspace running#

Alerts collects items that need attention. Integrations is where authorized teammates connect and manage external accounts. Settings contains agency details, team access, personal preferences, products, agreements, and AI connections.

Before assuming a record is missing, check the current company, search, filters, and selected date range. A connected service can still need an account or calendar selection before its data appears.