AMI Demo · practitioner console

Your clients

Largest client share: 31% against keep under 25%.

What needs you

Clients below profit floor

Not measured yetfloor: 10% minimum margin per client

No history to chart yet

No client has a measured margin this period.

Platform ledger · Oct 22Not measured yet

Client concentration

31%Lumio Beverages · share of adjusted gross income across 8 clients

Lumio Beverages31%
Northwind Outdoor16%
Harbor and Pine Hospitality13%
Practica Health12%
Foundry Athletics11%
3 other clients17%

Top three hold 60%. The smallest 3 are grouped into one wedge so the chart stays readable. No concentration threshold is set yet, so nothing here is flagged or cleared. 2 clients are excluded for having no value figure, rather than counted at zero.

Client rosterNo threshold set

Worth your attention · 1

Lumio BeveragesMargin not measuredOver budget, 1 of 3 projects

2 projects are more than a week past due.

2 projects past due

Billed value

$430k

fee revenue, the 12 months to September 2026

Last touch

14d ago

logged work or invoice

Platform ledgerA number this platform computed from your connected, synced data. It is not read out of a single outside tool; the tool-badged chips cite those records directly.Computed from: Platform ledger · as of Oct 22Platform ledger · as of Oct 22Open Lumio Beverages ›

Your clients · 9Platform ledger · Oct 22

Vaultline FintechMargin not measured

1 project past due

Billed value

$90k

fee revenue, the 12 months to September 2026

Last touch

13d ago

logged work or invoice

Foundry AthleticsMargin not measured

Quiet, and still on your roster

No logged work or invoice in 5mo ago. Still counted on your roster.

Billed value

$155k

fee revenue, the 12 months to September 2026

Last touch

5mo ago

logged work or invoice

Ridgeline Financial GroupMargin not measured

Quiet, and still on your roster

No logged work or invoice in 14mo ago. Still counted on your roster.

Billed value

n/aest.

No fee revenue billed in the the 12 months to September 2026 window

Last touch

14mo ago

logged work or invoice

Practica HealthMargin not measured

$165k billed, the 12 months to September 2026

Billed value

$165k

fee revenue, the 12 months to September 2026

Last touch

13d ago

logged work or invoice

Cedar and Co RealtyMargin not measuredOn budget, 1 measured

1 project past due

Billed value

$60k

fee revenue, the 12 months to September 2026

Last touch

13d ago

logged work or invoice

Copperline LogisticsMargin not measured

Quiet, and still on your roster

No logged work or invoice in 16mo ago. Still counted on your roster.

Billed value

n/aest.

No fee revenue billed in the the 12 months to September 2026 window

Last touch

16mo ago

logged work or invoice

Northwind OutdoorMargin not measured

$215k billed, the 12 months to September 2026

Billed value

$215k

fee revenue, the 12 months to September 2026

Last touch

13d ago

logged work or invoice

Harbor and Pine HospitalityMargin not measuredOn budget, 2 measured

$190k billed, the 12 months to September 2026

Billed value

$190k

fee revenue, the 12 months to September 2026

Last touch

13d ago

logged work or invoice

Bloomspace InteriorsMargin not measured

$95k billed, the 12 months to September 2026

Billed value

$95k

fee revenue, the 12 months to September 2026

Last touch

13d ago

logged work or invoice

Every client on file is counted, 10 in all. A quiet client sorts last and is labeled, never dropped.

3 clients have no logged work or invoice in 90 days and read quiet.

Each client carries its share of the whole cost base, people and overhead together, split by the hours worked for it. This is the basis the 10% minimum is set against.

Readings cover the 12 months to September 2026.

10 clients have no margin reading and are shown without a bar, never at zero.

Avg spend per client: $197k.
Client retention: 83% against floor 80%.

Approvals across your clients are not connected to this page yet, so this is not a count of zero.

Portfolio · the numbers that matter

No goal set

Gross billings

$1.97M

no goal set yet

Platform ledgerA number this platform computed from your connected, synced data. It is not read out of a single outside tool; the tool-badged chips cite those records directly.Computed from: Financial ledger · as of Oct 22, 2026Financial ledger · as of Oct 22, 2026

No goal set

AGI

$1.37M

no goal set yet

Platform ledgerA number this platform computed from your connected, synced data. It is not read out of a single outside tool; the tool-badged chips cite those records directly.Computed from: Financial ledger · as of Oct 22, 2026Financial ledger · as of Oct 22, 2026

on target

People, overhead and profit

19%

profit share, target ~20%

Platform ledgerA number this platform computed from your connected, synced data. It is not read out of a single outside tool; the tool-badged chips cite those records directly.Computed from: Financial ledger · as of Oct 22, 2026Financial ledger · as of Oct 22, 2026

View full reporting3 of 21 metrics · 5 off target