Retainer Health & Profitability Intelligence

Vantage Creative Agency • 12 Active Retainers • 34 FTEs

Last Updated
Dec 15, 2024 • 09:42 EST
Agency Gross Margin %
42.3%
-3.2%
Total MRR
$287k
+5.8%
Avg Scope Creep Index
1.19
+0.07
Billing Realization %
89.2%
-4.1%
Unbilled Work Value
$47k
+$12k
Avg Client Health
63
-8 pts

Realized Margin % by Client

Client Health Score Distribution

Scope Creep Index Trend

Client Portfolio Overview

Client MRR Realized Margin % Scope Creep Health Score Utilization % Bill. Real. % NRR % Unbilled $ Rework % Status
Meridian Co $42,000 38% 1.31 48 95% 87% 92% $8,200 18% Critical
Apex Digital $38,500 44% 1.28 62 103% 91% 107% $6,400 14% Watch
Northfield Partners $31,000 49% 1.12 41 88% 82% 78% $3,100 22% At Risk
BlueSky SaaS $28,000 57% 1.04 84 92% 96% 118% $1,200 6% Healthy
Harlow Brands $24,500 41% 1.22 68 122% 88% 103% $7,800 16% Overutil.
Crestview Financial $19,000 52% 1.09 71 97% 81% 105% $4,200 11% Healthy
Pinnacle Labs $18,500 54% 1.07 79 91% 93% 112% $2,100 8% Healthy
Summit Media $16,200 47% 1.15 58 99% 86% 98% $5,300 13% Watch

MRR Concentration Risk

Utilization vs Target (90 Days)

Action Required

Meridian Co: Margin below 40% floor • Escalate pricing
Northfield: Health 41 • Engagement velocity collapsed
Harlow Brands: 122% utilization • Margin erosion risk
$47k unbilled work • Convert or write off by Dec 31
BlueSky SaaS: 57% margin, 118% NRR • Expansion ready