industries
For Agencies & Consultancies
Billable utilization dashboards client project profitability trackers and WIP unbilled revenue models for professional services agencies.
- agencies
- consulting
- utilization
- wip
- margins
Marketing agencies, IT consulting practices, and advisory firms live and die by team utilization and project profitability. FormulaSurge builds clean, automated Excel reporting models that transform raw time logs and project ledgers into real-time utilization and gross margin dashboards.
Agency Solutions
Excel models for agencies & consultancies.
From billable utilization dashboards to WIP tracking - we build Excel workbooks agency founders rely on every week.
Team Resource Utilization Dashboards
Billable vs non-billable hours tracking by team member, department, and seniority level across weekly timesheet exports.
Client & Project Profitability Trackers
Project margin models comparing fixed-fee retainer income against actual logged labor costs to identify unprofitable accounts early.
Work-in-Progress (WIP) & Unbilled Revenue Models
Automated WIP trackers that highlight unbilled hours and milestones ready for invoicing before month-end close.
Agency Revenue Forecasting & Pipeline Models
Weighted pipeline models that predict 3-month agency cash runway based on deal stage probabilities and retainer renewals.
In writing
Four guarantees on every paid engagement.
What every paid engagement comes with - in writing, before any build work starts.
Written scope, fixed price, fixed timeline
Agreed in writing before any build work begins. No open-ended discovery, no scope creep, no surprise invoice at the end.
Working draft within five working days
Or your deposit back, no questions. We will not string you along for a month to find out we are not a fit.
30-day post-handover support window
Every defect against the Definition of Done fixed free, and every question answered within one working day. New features are quoted separately.
A written Definition of Done
If we miss it, we fix it free. No arguments. The bar is in writing before the work starts, not after.
Talk to an Agency Excel Consultant
Send us your timesheet export for a free diagnostic audit.
Free audit - written checks delivered within one working day.
Industry-tuned
Direct channels
Built for
your workflow.
- Industry guides
- 12
- Price in writing
- Fixed
- Reply window
- 24h
- 1Tell us the shape
- 2We map the data
- 3Ship the dashboard