Agency Retainer & Media Plan Profitability

Retainer scope burn-down, media-plan markup/commission and client account profitability that separates agency fee from pass-through media spend

Key Features

Agency Client Account P&L Snapshot

Agency Client Account P&L Snapshot. Tracks Client Account, Currency, Period Start, Period End, Computed On. One-click compute, reset reset to draft.

Agency Client Account

Agency Client Account. Tracks Account Name, Client, Account Manager, Currency, Company. One-click view retainers, view media plans.

Agency Media Plan

Agency Media Plan. Tracks Media Plan, Client Account, Related Retainer, Currency, Company. One-click confirm, lock, reset reset to draft.

Agency Over-Servicing Alert

Agency Over-Servicing Alert. Tracks Retainer, Scope Line, Date Detected, Burn % at Detection, Threshold %. One-click acknowledge, resolve.

Agency Retainer

Agency Retainer. Tracks Client Account, Currency, Company, Period Start, Period End. One-click activate, close, reset reset to draft, check over servicing, view alerts.

Agency Retainer Time Entry

Agency Retainer Time Entry. Tracks Retainer, Scope Line, Scope Type, Cost Rate, Staff Member.

Use Cases

✓Manage agency client account p&l snapshot directly inside Odoo without spreadsheets.

✓Manage agency client account directly inside Odoo without spreadsheets.

✓Manage agency media plan directly inside Odoo without spreadsheets.

✓Manage agency over-servicing alert directly inside Odoo without spreadsheets.

✓Stay audit-ready with German statutory references and exportable worksheets/files (you submit under your own login).

Screenshots

Client Accounts

Media Plans

Overservicing Alerts

Account Pl Snapshots

Retainers

Time Entries

Specifications

Compatible: Odoo 18.0 / 19.0
License: OPL-1
Languages: 35+
Author: Pokutsoft
Dependencies: base, mail
Support: support@pokutsoft.com
Update date: 2026-07-24