Real-time Power BI dashboards built for SME marketing and advertising agencies — giving you live visibility of your financial runway, resource capacity, and margin before problems become crises.
Most BI consultants understand data. Very few understand agencies. We do both — combining FD-level financial expertise with hands-on Power BI delivery, focused on the single question every agency leader should be able to answer: how much runway do we have?
Over a decade as Financial Controller and Head of Finance inside creative and marketing agencies. We speak agency: utilisation, burn, net revenue, client P&L.
Dashboards that connect directly to your existing tools via API, refreshing automatically. No more manual exports, no more stale numbers, no more end-of-month surprises.
Not just pretty charts — dashboards designed to drive decisions. From board-level financial narratives to operational weekly trading views, every output is built with a business question in mind.
Runway is the number every agency leader should know cold: how many months can you operate at current burn rate given your cash position, confirmed work, and pipeline? Most can't answer it without a spreadsheet, a day's work, and a prayer that the numbers are current.
Your bank balance alone tells you nothing. Cash runway blends current cash with forecast receipts, upcoming payroll, and supplier commitments — giving you a rolling view of how many months of breathing room you actually have.
Confirmed project fees, retainer renewals, and CRM pipeline combined into a single forward revenue view. Know which months look strong, which look soft, and where you need to close new business — before the gap appears.
Can you actually deliver what's in the pipeline? Resource runway maps booked demand against available capacity across the next 12 weeks — so you know whether to pitch for new work, hire ahead of it, or manage expectations now.
"The agency that knows its runway in real time doesn't panic at month end. It makes decisions in week one."
— The Runway Works approach
Built in Power BI, connecting to the tools you already use. Here's a sample of the outputs we deliver.
Utilisation & Resource Dashboard — connects to Float, Harvest and project management tools
Financial & Revenue Runway Dashboard — connects to Xero, QuickBooks, Harvest, HubSpot and more
We build Power BI dashboards that pull live data from your existing SaaS stack — surfacing the operational and financial intelligence your leadership team needs to act confidently.
Know exactly who's doing what, whether you have the capacity to win new work, and which projects are about to blow their budget — all in real time.
Example: Utilisation Dashboard · Connects to Float & Harvest
Example: Financial Health Dashboard · Connects to Xero, Harvest & HubSpot
Give your MD, FD, or board the one number that matters most: how much runway you have. Then give them everything behind it — cash, revenue, margin, pipeline — in a single live view.
No rip-and-replace. We connect Power BI directly to your existing SaaS stack via API — pulling live data into dashboards that refresh automatically. Proven integrations with Float and Harvest, with 13+ further platforms supported.
Pulls scheduled allocations, booked hours, team availability, and future demand across all projects and people.
Pulls logged hours by project, client, task type, and person — split by billable and non-billable — alongside project budgets and invoicing data.
Task completion rates, project timelines, workload by team member, milestone status, and board-level project health.
Task completion, milestone tracking, blocked tasks, due date adherence, and project status across all workspaces.
Sprint velocity, time estimates vs. actuals, task assignee workloads, list-level progress, and time tracked in-app.
Project budgets, time logged vs. estimated, client-facing hours, milestone delivery, and project financial summaries.
P&L, balance sheet, cash flow, invoice status, aged debtors, bank transactions, VAT returns, and budget vs. actuals.
Revenue, expenses, profitability by class, invoice and payment data, and profit & loss statements by period.
Income vs. expenses, invoice pipeline, payment status, bank reconciliation, and tax position — ideal for lean finance setups.
Deal pipeline value by stage, close probability, win/loss rates, deal velocity, owner performance, and forecasted revenue.
Deal stages, conversion rates by stage, rep performance, pipeline velocity, and activity-to-close ratios.
Project profitability, time tracking, resource scheduling, budgets, and service types — all in one platform with deep API access.
Resource allocation vs. actuals, forward demand planning, role-level availability, and tentative vs. confirmed scheduling.
Resource forecasting, utilisation targets, hiring signals, demand vs. supply modelling, and revenue-linked capacity planning.
Hours logged by project, task, client, and team member — with billable/non-billable split and workspace-level reporting.
Hours by team, project, client, and status — including attendance, time-off, and approval workflows.
AI-captured time logs by project and task, budget vs. actuals, and team-level time investment by project type.
Ad spend, impressions, clicks, conversions, and campaign performance across all paid channels — normalised into a single data model.
Performance data from Google Ads, Meta, LinkedIn, TikTok, and 50+ sources — aggregated and ready for Power BI modelling.
If your tool has a REST API, we can connect it. Get in touch to discuss your specific setup.
Book a Discovery Call →A one-off build fee to design and deliver your dashboard, followed by a monthly retainer to keep it live, accurate, and evolving with your business.
A complete end-to-end engagement: discovery, data source mapping, model design, dashboard build, and handover training. Priced based on number of integrations and dashboards required.
Well-positioned relative to freelance Power BI consultant market rates of £600–£900/day. Our build fee reflects both the technical delivery and the FD-level commercial design that makes the output genuinely useful — not just functional.
Response within 1 business day
Keep your dashboard live, accurate, and improving. Choose the tier that matches your pace of growth and complexity of needs. All retainers include Power BI Pro licence management and guaranteed response times.
Freelance Power BI developers typically charge £600–£900/day. A bespoke dashboard project at market rate could easily run to £12,000–£20,000+ when scoping, iteration, and handover are factored in.
Our build fee of £5,000–£10,000 reflects deep agency-specific domain expertise that a generalist consultant cannot bring — you're not paying for someone to learn your business from scratch.
Platforms like Klipfolio ($99–$549/month) and Grow offer templated dashboards with limited customisation and no agency-native logic built in. You still need someone to configure, model, and interpret the data.
Our retainer delivers a continuously evolving, custom-built Power BI environment — owned by your business, not locked to a vendor — with the financial expertise to make it commercially meaningful.
The Runway Works is led by senior agency finance professionals with over two decades of experience across founder-led SMEs and large global agency groups. We built this business because we kept seeing the same problem: agencies making expensive decisions with out-of-date numbers. We fix that.
The Runway Works team is built around senior agency finance professionals — people who have held FD and Financial Controller roles inside creative, marketing, and technology agencies, at every scale from scrappy founder-led shops to global groups turning over £1bn+. We know what a well-run agency looks like from the inside, and we know exactly what happens when leadership is making decisions without live numbers: missed hires, underpriced pitches, clients kept on when they should have been exited, and crises that could have been avoided with two weeks of earlier visibility.
That breadth matters. Working inside large agency groups — with group reporting requirements, multi-entity consolidations, and boards that expect rigour — teaches you what financial infrastructure genuinely needs to look like. Working inside smaller, founder-led agencies teaches you how to deliver it lean, pragmatically, and without the luxury of a full finance team behind you. We've done both, repeatedly, and the perspective that gives us is the foundation of every dashboard we build.
When our team scopes your dashboard, we're not mapping fields to a data model. We're asking: what decisions does this leadership team need to make, and what do they currently have to make them? That's a finance question before it's a technology question — and it's why our outputs drive action rather than decorate a wall.
We've held senior finance roles inside major agency groups — managing multi-entity P&Ls across UK, US, and APAC territories, presenting to group boards, navigating M&A due diligence, and building the reporting infrastructure that a £1bn+ business depends on. We know what rigorous looks like.
We've also worked directly with founders at agencies where the MD is also the new business director, and the finance function is one person wearing five hats. That context shapes how we build — practical, fast to value, designed to be used by a leadership team with no time for complexity.
We don't hand dashboards off to a developer to build. Our team designs and builds them directly — in Power BI, across multiple API integrations, with data models structured around commercial logic rather than technical convenience. Microsoft PL-300 certified.
A free 30-minute discovery call to understand your current tools, what you can't currently see, and whether a Power BI dashboard is the right fit.
Use the calendar below to pick a 30-minute slot that works for you. Discovery calls and live demo sessions both available.
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