Run a services agency: utilization, project margin, retainers.
The agency-specific numbers that make or break profit: who's billable, which projects are losing money, and retainer usage.
The everyday jobs this workspace hands off to Plank — you review the finished work, not the busywork.
Assigns the team to projects against the pipeline — factoring in roles, availability and client deadlines for accounts like Vertex Telecom and Meridian Retail.
"Who should we put on the Vertex Telecom project?"Calculates billable utilization for the week and flags who is idle and who is overloaded.
"What is utilization this week?"Aggregates billable hours by project and client and prepares the amounts ready to invoice.
"How many hours do we bill Meridian Retail?"Warns when the incoming pipeline needs more hands than you have, and suggests who to hire or bring in.
"Do we have enough people for the new projects?"Finds who is overloaded — over 40 hrs a week — and proposes what to shift and to whom.
"Who can we take work off this week?"Pulls logged hours from your time tracker, spreadsheets and chat messages and sorts them by project.
"Allocate the team's hours for the week"Matches logged hours against the rate and project budget — where are we losing money.
"Is the Apex Financial project profitable?"Watches that actual hours don't exceed the scope sold, and signals before an overrun.
"Are we over budget on TechHome?"Pings the team at the end of the day to log hours if a timesheet is still empty.
"Remind me who hasn't logged hours"Prepares a weekly project update — what was done and how many hours — ready to send to the client.
"Put together a status update on Vertex Telecom for the client"For an incoming lead from social or local listings, finds available people and estimates timelines.
"Do we have anyone for a new landing page?"Builds an invoice from billable hours and the rate and prepares it to send via chat or email.
"Invoice Meridian Retail for July"Flags when a project runs over its hours budget and shows who and what is blowing the estimate.
“Which projects are in the red?”Calculates profitability using rates and actual hours from the time tracker.
“What’s the margin on Kolesa?”Estimates the hours budget and cost from your rates and standard stages.
“Estimate a 2-month project”Analyzes exactly where margin is lost — overtime, client revisions, underestimated stages.
“Why did Technodom go into the red?”Reconciles hours from Toggl or a spreadsheet by employee and project, catching unallocated time.
“How many hours went to Beeline?”Shows who is overloaded and who is idle, and how it hits project cost.
“Who’s overloaded this week?”Compiles a P&L summary across all projects for the period, ready for the standup.
“Build a project report for the quarter”Maintains specialist rates and recalculates cost when salaries change.
“Recalculate rates for the new salary”At the current hours pace, forecasts whether a project will stay within budget.
“Will we stay within the hours for Aspan Bank?”Alerts the manager on WhatsApp when a project passes 80% of its hours budget.
“Warn me if a project reaches 80%”Calculates how many hours unplanned client revisions cost beyond the contract.
“How much did the Magnum revisions cost?”Compares actual costs against the proposal and highlights deviations.
“Compare actuals to the estimate for Jusan”Watches retainer hour usage and overages, and warns you before you go over scope.
"How many hours are left for Riverside Retail?"Keeps contract end dates, reminds the manager 30 days ahead, and drafts the renewal email.
"Whose renewal is coming up?"Catches scope overruns and rising workload — a signal to propose a bigger package or a new project.
"Who should we offer an upgrade to?"Tracks churn risk from activity, hour usage, and satisfaction, and surfaces the clients at risk.
"Which clients are at risk?"Prepares monthly work-completed reports for retainers and tracks sign-off and payment.
"Pull together July work reports for the retainers"Rolls up the team's logged hours by client from your task tracker and allocates them across scopes.
"Allocate the team's hours this week across clients"Builds the monthly client report: what got done, metrics from social and local listings, and the plan for the month.
"Prepare the July report for Metro Wholesale"Replies to clients in chat about task status and deadlines using data from the workspace.
"Reply to FreshCart about the landing-page status"Drafts a proposal for an upgrade for clients at the edge of their scope.
"Draft a proposal for an add-on package for Meridian Bank"Runs a quarterly satisfaction (NPS) survey and rolls the answers into a health score.
"Launch an NPS survey across the retainers"Keeps client records current — hours, health, manager, dates — from messages and the tracker.
"Update the used hours for Northwind Telecom"Keeps correspondence, briefs, contracts, and deliverables for each client in one place for quick onboarding.
"Show the history for Circuit Electronics"This is what it looks like in Plank — real dashboards with data. Everything is interactive: drag cards, check off tasks. Sample data.
Demo mode — changes aren't saved and reset on reload.