Know where the agency stands without building a spreadsheet.
Three reports that answer questions agency owners ask every month. Who owes us money, which talent are earning, and which bookers are producing? Each one exports to PDF or Excel to hand to your accountant or take into a meeting.
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Aged Receivables
Who owes us money, and how late is it? Cash flow is what keeps an agency open, and unpaid invoices are easy to lose track of. This report lists every unpaid invoice and groups it by how far past due it is, so the oldest debt stands out. Aging is always measured from today. The default date range is wide on purpose, so an old unpaid invoice can’t be hidden by a narrow filter.
- Grouped by how overdue, so the oldest debt shows first.
- Filter by when invoices were issued and by client.
- Totals per currency, never blended with made-up exchange rates.
- Export to PDF or Excel for your accountant or a collections call.
Roster Performance
Which talent are earning, and which have gone quiet? Most agencies can’t say how many of the talent on their roster worked last quarter. This report shows every talent’s bookings, gross fees, agency commission and net earnings for the period. It includes the ones with no work at all, so you can see who needs a push and who to let go. Commission is calculated from each talent’s contract. Where a booking has no contract to calculate from, the report flags it rather than guessing.
- Every talent, including those with no bookings in the period.
- Gross fee, commission and net to talent, from the contract split.
- Missing contracts flagged, so you know which numbers need fixing.
- Cancelled bookings excluded, so it shows work actually done.
- Export to PDF or Excel.
Booker Performance
Which bookers are producing? Owners need to see who’s bringing work in, without making the team feel ranked unfairly. This report shows, for each booker, the bookings they created, the value of those bookings and the packages they sent, for the period you choose. Every active staff member appears, even with no activity, so the picture is complete. Bookings are credited to whoever created them in FlowboardPro, and the column labels say so plainly.
- Bookings, value and packages for each booker.
- Complete team view, including people with no activity. You can include former staff too.
- Unattributed row for bookings with no creator, so the totals always add up.
- Admins and managers only.
- Export to PDF or Excel.
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