AMI Demo · practitioner console

Your clients

white-labeled as AMI Demo
PORTFOLIO · THE NUMBERS THAT MATTER
trend
AGI
$2.41M
FY26 to date
ledgerPlatform ledger · as of Jun 16, 9:00a
off target
AGI allocation
18%
profit share, target ~20%
ledgerPlatform ledger · as of Jun 16, 9:00a
off target
AGI per FTE
$158K
target ~$175K
ledgerPlatform ledger · as of Jun 16, 9:00a
View full reporting3 of 9 metrics · 3 off target
5 awaiting your approval across the clients
YOUR CLIENTS · HEALTH BOARD
Pending serving layer

Your client roster as a health board (activity, value, source health, attention) loads when per-tenant rollups are connected.

awaits: Per-tenant value rollupsDoc 2 #15 / #16: no snapshot provisioning; no per-client value evidence
Viewing asdemo

Mark sees the firm's financials and the full reporting board.