For Workamajig Agencies

Your agency numbers, finally clear.

ClearView connects to your Workamajig account and delivers a daily email every morning showing revenue pace, break-even status, bill rate, and team utilization. No logging in. No pulling reports. It just shows up.

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Leverage Marketing Group
Wednesday, July 16
Yesterday at a glance
The team is tracking well through mid-July. Bill rate is holding at $214 and pace is $41K ahead of break even with 9 business days left to go. James has logged zero hours three days running. That needs a conversation today.
Revenue Pace
$341K
Break even: $300K
Avg Bill Rate
$214
per hour
TEB Net Hours
1,214
hrs month to date
Business Day
12 of 21
57% of month complete
On track, $41,000 above break even
How it works

Set it up once. It runs every morning.

ClearView connects to Workamajig using read-only API access. Your data never leaves your system. We just surface it for you.

1
Connect your Workamajig account
You provide your server URL and API tokens through a secure setup form. We never touch your Workamajig login and access is read-only.
2
Tell us your numbers
Your average bill rate, monthly break-even, and target utilization. We use these to calculate your daily pace and flag problems before they compound.
3
Get your report every morning
Every business day, a clean email lands in your inbox and your leadership team's. Revenue pace, team status, and action items, ready before your first meeting.
What you get

Every number that matters. Every morning.

Six things in one email, calculated fresh from yesterday's Workamajig data.

📈
Revenue Pace
Where you will end the month if the current pace holds. Updated daily so you can course-correct before the month closes.
⚖️
Break-Even Status
A clear green or red flag against your monthly labor cost floor. No math required on your end.
💵
Bill Rate Tracking
Your actual average bill rate month to date, calculated from real TEB net dollars and net hours.
👥
Team Utilization
Each billable team member's hours logged yesterday, color-coded red, yellow, or green. Zero-hour days are flagged immediately.
✅
Daily Action Items
Two or three specific things to do today based on yesterday's numbers. Not a summary, actual decisions.
🔒
Read-Only Access
ClearView never writes to your Workamajig account. We pull data, we never push it. Your system stays exactly as you left it.
Who it's for

Built for agency owners who already use Workamajig.

If your team logs time in Workamajig, the data you need is already there. ClearView just makes sure you see it every morning without having to go looking for it.

  • ✓ You run a creative, marketing, or advertising agency
  • ✓ Your team tracks billable hours in Workamajig
  • ✓ You want revenue pace and utilization without pulling a report
  • ✓ You want leadership seeing the same numbers you see
Why it exists
"I spent 16 years managing agency operations and building this report by hand every morning. ClearView is what I wish I had the whole time."
Steve Bicchieri, Founder, B6 Ventures

Ready to see your numbers clearly?

Setup takes about five minutes. Your first report arrives the next business morning.

Get Started