Agency Health Analyst Agent

byHelmOperations

One weekly read on the whole agency.

Works with

Slack

Overview

The Agency Health Analyst produces one weekly state-of-the-agency report from your real data: revenue booked, billed, and collected, open pipeline, AR aging, team utilization, and the accounts and projects at risk. It reads across your workspace, names the numbers behind every figure, and posts the summary to Slack.

What it does

What it takes off your plate.

Revenue and profitability

Rolls up booked, billed, and collected revenue, and compares logged hours against billing to flag thin-margin accounts.

Pipeline health

Reports open pipeline value, deals by stage, and what advanced or stalled since last week.

AR and cashflow

Tracks outstanding receivables, aging buckets, and the specific overdue invoices and accounts behind each.

Capacity and utilization

Compares logged hours to available capacity and flags who is over or under utilized this week.

Risk radar

Surfaces at-risk accounts and projects: clients gone quiet, renewals approaching, projects over budget or slipping.

Week-over-week trends

Compares every figure against the prior period so you see direction, not just a snapshot.

Example tasks

Things you can hand it.

Give me this week's agency health report.
What's our open pipeline by stage right now?
Show AR aging and the accounts behind the 60+ day bucket.
Which clients have gone quiet in the last 30 days?
Which projects are over budget or slipping?
Compare booked revenue this month against last month.
Who on the team is over capacity this week?
Flag any account with a renewal in the next 60 days.
Summarize what changed in the business since last Monday.
Which deals stalled with no movement in two weeks?

How it works

Connect once, then read Slack.

1
Connect
We set the agent up on your pipeline, billing, project, and time data, and connect Slack for the report.
2
Analyze
It pulls the week's numbers across revenue, pipeline, AR, and utilization, and compares them to last week.
3
Flag
It surfaces at-risk accounts and projects, with the reason behind each one.
4
Report
It posts the summary to Slack and saves the full report as a document for the leadership read.

Tiers

Start where you're comfortable.

Same agent, three levels of control. Moving up is a settings change, not a new setup.

QA

The agent reports on demand; your team acts.

Read-only access to your pipeline, billing, project, and time data.
Run the full report any time you ask.
Summary in Slack with the numbers behind every figure.

Managed

The agent reports on a set schedule.

Everything in QA.
A scheduled weekly report, saved as a document.
A ranked list of what to act on, every week.

Full

The agent runs the cadence and flags as things change.

Everything in Managed.
A daily pulse plus the weekly deep dive.
Proactive flags when a metric crosses a threshold you set.

FAQ

Common questions.

What do I need to get started?

A Helm workspace with pipeline, billing, projects, and time tracking in use, and a Slack channel for the report. The agent reads from data you already keep in Helm.

Does it change any of my data?

No. The Agency Health Analyst is read-only on your business data. It analyzes and reports, and saves its report as a document. It never edits deals, invoices, projects, or time entries.

How is this different from the Operations Manager agent?

The Operations Manager focuses on capacity, profitability, and AR and runs operational summaries. The Agency Health Analyst is the one-read weekly executive summary across the whole agency: revenue, pipeline, AR, utilization, and risk together. Many teams run the analyst for the leadership read.

Where do the numbers come from?

Every figure is computed from your Helm data: deals, invoices, projects, and logged time. The agent names the accounts, deals, and projects behind each number, and says so plainly when something can't be computed rather than estimating.

How do the tiers work?

QA runs the report on demand. Managed runs it on a weekly schedule with a ranked action list. Full adds a daily pulse and proactive flags when a metric crosses a threshold. Moving up a tier is a settings change, not a new setup.