How do I track the growth of my agency?
Each month record revenue collected, new clients onboarded, clients lost, new leads, deals won and team size. Compare the last six months as a trend, not single months, and link the numbers to decisions on hiring, pricing and marketing. PalmGro Flow's agency Growth view shows these trends automatically.
The growth dashboard
Four charts tell most of the story:
- Revenue (collected payments) by month.
- New clients onboarded by month.
- New leads by month.
- Deals won by month.
Add clients lost and team size for context.
Read trends, not months
One great month can be a festival spike. Look at the six-month direction. Rising leads but flat deals means a sales problem. Rising deals but flat revenue means pricing or churn.
Revenue per team member
Divide monthly revenue by team size. If it falls as you hire, growth is not yet paying for itself.
Link growth to decisions
- Leads falling: invest in marketing or referrals.
- Conversion falling: improve proposals and follow-up.
- Revenue rising faster than capacity: plan the next hire.
- Churn rising: focus on delivery and reporting. See client retention.
How PalmGro Flow helps
PalmGro Flow's agency Growth view shows revenue (client payments), new clients, new leads and deals won for the last six months, built automatically from your clients, CRM and payments. The dashboard KPIs sit on top, so a monthly review takes minutes. See also agency KPIs.
Questions people ask
What is a healthy growth rate for a small agency?
There is no single answer. Steady month-on-month growth with stable margins is healthier than sudden jumps.
Should I count signed or paid revenue?
Track both, but plan on collected revenue.
How far back should I compare?
Six months for trends, and the same month last year for seasonality.
PalmGro Flow brings your team, clients, tasks, attendance and money into one place, on phone and computer. Try it free, no card needed.Set it up for your team in minutes.