Financial Modelling Tool for a Digital Marketing Agency
As a digital marketing agency, understanding how your revenue streams fluctuate and knowing when to make strategic decisions is essential. Brixx offers the financial tools you need to gain timely and crucial insights to guide your agency’s growth and profitability.
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Model your digital marketing agency in Brixx - see how quickly your finances can make sense!
We are working on creating this template in Brixx. Although it isn’t available just yet, you can follow the guidance below to help get started. If you need any further assistance, don’t hesitate to get in touch – we’re here to help!
Project Setup
- Project name: Digital Marketing Agency
- Time period: Monthly (ideal for tracking client retainers and project-based work)
Income Components
- Component: Client Revenue
- Sub-components:
- Monthly Retainers (Ongoing client contracts):
- Client A – £5,000/month
- Client B – £3,500/month
- Client C – £2,500/month
- Project-Based Income (One-off marketing campaigns):
- Website Development – £8,000 per project (average 2 per quarter)
- PPC Advertising Campaigns – £3,000 per project (average 3 per month)
- SEO Audit & Strategy – £2,000 per project (average 5 per quarter)
- Monthly Retainers (Ongoing client contracts):
- Affiliate Revenue & Partnerships
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- Commission from Ad Platforms – £500/month
- Referral Fees for Partnered Services – £1,000/month
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- Sub-components:
- Component: Additional Income
- Sub-components:
- Training & Consultation Fees – £2,000/month
- White-Label Services for Other Agencies – £4,000/month
- Sub-components:
Expenditure Components
- Component: Operational Costs
- Sub-components:
- Salaries & Wages:
- Marketing Director – £6,000/month
- Account Managers (2) – £4,500 each/month
- SEO Specialist – £3,500/month
- PPC Manager – £4,000/month
- Graphic Designer – £3,000/month
- Copywriter – £2,800/month
- Freelancer Costs (extra support for large projects) – £3,000/month
- Ad Spend (client campaigns) – £20,000/month (reimbursed by clients)
- Software Subscriptions:
- SEO Tools (Ahrefs, SEMrush, Moz) – £500/month
- Design Tools (Adobe Suite, Canva) – £100/month
- PPC Management Software – £300/month
- CRM & Project Management (HubSpot, Monday.com) – £200/month
- Salaries & Wages:
- Sub-components:
- Component: Administrative Costs
- Sub-components:
- Office Rent – £3,500/month
- Utilities & Internet – £500/month
- Legal & Accounting Fees – £2,000/year
- Insurance (Professional Indemnity & Business) – £1,000/year
- Marketing & Sales (Own Promotion) – £2,500/month
- Sub-components:
Asset Components
- Component: Fixed Assets
- Sub-components:
- Office Equipment (Computers, Monitors, Servers) – £15,000 (depreciated over 3 years)
- Company Website & Branding – £5,000
- Sub-components:
- Component: Current Assets
- Sub-components:
- Cash Reserves – £50,000 (starting balance)
- Accounts Receivable – £20,000 (pending client invoices)
- Sub-components:
Funding Components
- Component: Initial Investment
- Sub-components:
- Founder’s Investment – £30,000
- Angel Investor Funding – £50,000
- Sub-components:
- Component: Loans & Credit
- Sub-components:
- Business Loan (£50,000 at 5% interest, 5-year term)
- Business Credit Card (for operational expenses) – £10,000 limit
- Sub-components:
Scenario Planning in Brixx
- Client Retention Rates
- Model revenue impact of a 5%, 10%, or 20% client churn.
- Ad Spend Efficiency
- Test scenarios with increasing or decreasing client ad budgets.
- New Service Offerings
- Simulate adding a new service, like influencer marketing or video production.
- Economic Downturn Impact
- Forecast cash flow if marketing budgets shrink during a recession.
Dashboard & Reporting
- Cash Flow Report
- Tracks monthly revenue vs. operational costs.
- Profit & Loss Statement
- Highlights total income, expenses, and profit margins.
- Balance Sheet
- Shows growing business value, including assets and liabilities.
- Key Performance Indicators (KPIs):
- Client Lifetime Value (CLV)
- Customer Acquisition Cost (CAC)
- Revenue per Employee
- Return on Ad Spend (ROAS)
Who can use this Brixx template?
- Digital marketing agencies
- Freelance marketers and consultants
- Marketing teams managing financial planning
Brixx is a great tool for:
- Anyone managing the financial planning and budgeting for a digital marketing agency
- Agency owners, accountants, or financial planners overseeing revenue, expenses, and profitability
What are the benefits to digital marketing agencies?
- The template is tailored to the agency business model, covering all aspects of revenue forecasting, client retention, and campaign expenses
- Effortlessly model cash flows, recurring revenue, project-based income, and ad spend
- Easily interpret results and graphs to assess the profitability of different services and pricing strategies
- Quickly evaluate the impact of new income streams, such as retainers, consulting, or new service offerings
- Receive immediate feedback when modelling different financial scenarios like pricing changes, client churn, or increased marketing investments
Strategic forecasting in Brixx
- Calculating the impact of pricing strategies on profitability
- Demonstrating projected earnings to support business growth and investment
- Forecasting and budgeting for staff salaries, software costs, and marketing spend
- Anticipating financial requirements for scaling operations or hiring new team members
- Evaluating the impact of market trends and seasonality on revenue
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"Brixx provides real structure, supports smarter decision-making, and ultimately helps businesses become more proactive and profitable.”
Wilson PartnersGet started with the best financial projection software - today!
Financial modelling software is essential for digital marketing agencies, offering the insights needed to plan and manage business finances effectively. By forecasting revenue and expenses, agency owners can gain a clearer picture of their financial landscape. Additionally, forecasting potential client growth and service expansions enables informed decisions on hiring, pricing, and resource allocation.
The ability to identify market trends, adjust pricing strategies, and plan for seasonal fluctuations further enhances an agency’s ability to thrive. With over 20 years of business modelling experience, Brixx stands out as a trusted solution, offering a robust set of features to help agencies confidently navigate financial planning.
Investing in expert financial modelling software like Brixx empowers you to optimise your agency’s financial strategy and forecast a profitable future.