AMI Demo · practitioner console

Your clients

white-labeled as AMI Demo

Clients below profit floor: 2 against floor 10% per client.

Largest client share: 31% against keep under 25%.
Client retention: 67% against floor 80%.

Promise kept · Your Home tile said 2 clients are under your 10% profit floor. They lead this page.

What needs you

Clients below profit floor

2floor: 10% minimum margin per client

Practica Health4%
Bloomspace Interiors6%
Foundry Athletics11%
Cedar and Co Realty14%
Lumio Beverages22%
Vaultline Fintech26%
Harbor and Pine Hospitality33%
Northwind Outdoor35%

10% minimum

2 clients have no margin reading this period, so they draw no bar.

Practica Health and Bloomspace Interiors are running under your 10% minimum.

Platform ledger · Aug 23Act now

Client concentration

31%Lumio Beverages · share of billed value across 8 clients

Lumio Beverages31%
Northwind Outdoor15%
Harbor and Pine Hospitality14%
Practica Health12%
Foundry Athletics11%
3 other clients18%

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

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

Your clients · 10Platform ledger · Aug 23

Practica Health4% margin

Margin under your 10% minimum

Margin is 4%, under your 10% minimum.

fee revenue, trailing 12 months (Jul 12, 2025 to Jul 12, 2026)

Platform ledger · as of Aug 23Platform 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 Aug 23

logged work or invoice

Platform ledger · as of Aug 23Platform 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 Aug 23

Bloomspace Interiors6% margin

Margin under your 10% minimum

Margin is 6%, under your 10% minimum.

fee revenue, trailing 12 months (Jul 12, 2025 to Jul 12, 2026)

Platform ledger · as of Aug 23Platform 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 Aug 23

logged work or invoice

Platform ledger · as of Aug 23Platform 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 Aug 23

Foundry Athletics11% margin

Quiet, and still on your roster

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

No recent activity on file.

fee revenue, trailing 12 months (Jul 12, 2025 to Jul 12, 2026)

Platform ledger · as of Aug 23Platform 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 Aug 23

logged work or invoice

Platform ledger · as of Aug 23Platform 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 Aug 23

Cedar and Co Realty14% margin

1 project past due

1 project is past due.

fee revenue, trailing 12 months (Jul 12, 2025 to Jul 12, 2026)

Platform ledger · as of Aug 23Platform 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 Aug 23

logged work or invoice

Platform ledger · as of Aug 23Platform 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 Aug 23

Lumio Beverages22% margin

2 projects past due

2 projects are past due.

fee revenue, trailing 12 months (Jul 12, 2025 to Jul 12, 2026)

Platform ledger · as of Aug 23Platform 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 Aug 23

logged work or invoice

Platform ledger · as of Aug 23Platform 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 Aug 23

Ridgeline Financial GroupMargin not measured

Quiet, and still on your roster

No logged work or invoice in 13mo ago. Still counted on your roster.

No recent activity on file.

No fee revenue billed in the trailing 12 months (Jul 12, 2025 to Jul 12, 2026) window

logged work or invoice

Platform ledger · as of Aug 23Platform 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 Aug 23

Copperline LogisticsMargin not measured

Quiet, and still on your roster

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

No recent activity on file.

No fee revenue billed in the trailing 12 months (Jul 12, 2025 to Jul 12, 2026) window

logged work or invoice

Platform ledger · as of Aug 23Platform 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 Aug 23

Vaultline Fintech26% margin

$90k billed, trailing 12 months (Jul 12, 2025 to Jul 12, 2026)

fee revenue, trailing 12 months (Jul 12, 2025 to Jul 12, 2026)

Platform ledger · as of Aug 23Platform 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 Aug 23

logged work or invoice

Platform ledger · as of Aug 23Platform 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 Aug 23

Harbor and Pine Hospitality33% margin

$190k billed, trailing 12 months (Jul 12, 2025 to Jul 12, 2026)

fee revenue, trailing 12 months (Jul 12, 2025 to Jul 12, 2026)

Platform ledger · as of Aug 23Platform 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 Aug 23

logged work or invoice

Platform ledger · as of Aug 23Platform 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 Aug 23

Northwind Outdoor35% margin

$215k billed, trailing 12 months (Jul 12, 2025 to Jul 12, 2026)

fee revenue, trailing 12 months (Jul 12, 2025 to Jul 12, 2026)

Platform ledger · as of Aug 23Platform 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 Aug 23

logged work or invoice

Platform ledger · as of Aug 23Platform 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 Aug 23

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 trailing 12 months (Jul 12, 2025 to Jul 12, 2026).

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

Where your book sits

Consumer Packaged Goods1 client · 31% of AGI
Financial Services1 client · AGI share not available
Financial Technology1 client · 6% of AGI
Healthcare1 client · 12% of AGI
Hospitality1 client · 14% of AGI
Interior Design1 client · 7% of AGI
Logistics1 client · AGI share not available
Outdoor Retail1 client · 15% of AGI
Real Estate1 client · 4% of AGI
Sporting Goods1 client · 11% of AGI
Unclassified0 clients · 0% of AGI

A niche holding any client with no billed value shows no value share, because a partial sum would read as a whole one.

Portfolio · the numbers that matter

trend

Gross billings

$2.00M

no goal set yet

Financial ledger · as of Aug 23, 2026Platform 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 Aug 23, 2026

trend

AGI

$1.40M

no goal set yet

Financial ledger · as of Aug 23, 2026Platform 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 Aug 23, 2026

on target

AGI allocation

21%

profit share, target ~20%

Financial ledger · as of Aug 23, 2026Platform 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 Aug 23, 2026

View full reporting3 of 21 metrics · 8 off target

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