Estimate how many clients, qualified leads, and closed deals your agency needs to reach a monthly sales target. This tool compares current retainer revenue, conversion rate, churn, and pipeline strength.
The result shows the revenue gap, number of additional clients needed, and the lead volume required to close those clients. A higher score means the sales target is covered by current revenue and pipeline capacity.
This is a planning estimate. Actual agency sales depend on lead quality, contract length, retention, and sales cycle timing.
If your agency targets $50,000 per month, charges $2,500 per client, and already has 14 clients, it needs about 6 more retained clients before churn adjustment.
Divide the monthly sales target by your average client retainer, then subtract current clients and adjust for churn.
Divide the additional clients needed by your lead-to-client conversion rate to estimate the required qualified lead volume.
Many agencies target 15% to 25% from qualified lead to closed client, but niche, offer, and sales process can change the benchmark.
Multiply active retainers by average monthly retainer value, compare that revenue to the target, and calculate the remaining client gap.
Use sales coverage, churn, and expense load together; hiring is safer when recurring revenue reliably covers payroll and overhead.
| Metric | How to use it |
|---|---|
| Revenue Gap | How much additional recurring revenue is needed. |
| Required Leads | Minimum qualified pipeline needed at the current close rate. |
| Health Score | Blends target coverage, pipeline, conversion, and churn. |