Reporting

The numbers, with their receipts

AMI Demo · Owner view

New-revenue ratio: 52% against target under 30% of growth.

People, overhead and profit

Shares of $1.13M adjusted gross income, year to date.

PeoplePeopleThe share of adjusted gross income that goes to people, year to date. Adjusted gross income is what your billings leave after anything you rebill at cost, so these three shares are always a split of the income your own work earned.The recommended 55% is the level a firm is advised to aim for. The healthy 55 to 60% range is the tolerance around it. Sitting inside the range and away from the target is normal.Better than target

No movement to show

8.5 points below the recommended 55%

healthy 55 to 60%

OverheadOverheadThe share of adjusted gross income that goes to overhead, year to date. Adjusted gross income is what your billings leave after anything you rebill at cost, so these three shares are always a split of the income your own work earned.The recommended 25% is the level a firm is advised to aim for. The healthy 20 to 25% range is the tolerance around it. Sitting inside the range and away from the target is normal.Better than target

No movement to show

6.8 points below the recommended 25%

healthy 20 to 25%

ProfitProfitThe share of adjusted gross income that goes to profit, year to date. Adjusted gross income is what your billings leave after anything you rebill at cost, so these three shares are always a split of the income your own work earned.The recommended 20% is the level a firm is advised to aim for. The healthy about 20%, floor 10% range is the tolerance around it. Sitting inside the range and away from the target is normal.Better than target

No movement to show

15.2 points above the recommended 20%

healthy about 20%, floor 10%

Year to date: Jan 1, 2026 to Oct 21, 2026 · boundaries in UTC · no payroll recorded in September 2026, so People reads low · payroll in January 2026 looks incomplete, so People reads low

About this readingHow this is worked outNo time zone is on file for this workspace, so month and year boundaries are placed in UTC.CoverageNo payroll recorded in September 2026. That month carries billings but no people cost, so the people share understates payroll and the profit share overstates what is left. Payroll booked as a journal entry, or to an account not mapped to people cost, does not reach these numbers.CoverageThe payroll in January 2026 looks incomplete: it has fewer payroll entries than a complete month here, so the people share understates payroll and the profit share overstates what is left.

Needs you0

Nothing urgent right now.

Worth your attention7

Not urgent. Each one says why it is here.

Largest client shareWhat this iskeep under 25%, aboveHow it is calculatedHow this is worked outBasis: the 12 months to August 2026. Amounts dated outside that window are not counted.How this is worked outThis tile draws its movement in the chart beneath the number, so no separate comparison is shown here.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, 2026Why this matters nowThere is something you can do about this one.This one is here because there is a move available on it, not because it is failing. The drill names what the move is.Worth your attention

Daily tracking has not recorded a value since Sep 23, so any movement shown would be out of date.

Not enough history yet to draw its trend.

New-revenue ratioWhat this istarget under 30% of growth, aboveHow it is calculatedHow this is worked outBasis: the 12 months to August 2026. Amounts dated outside that window are not counted.How this is worked outThis tile draws its movement in the chart beneath the number, so no separate comparison is shown here.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, 2026Why this matters nowThere is something you can do about this one.This one is here because there is a move available on it, not because it is failing. The drill names what the move is.Worth your attention

Daily tracking has not recorded a value since Sep 23, so any movement shown would be out of date.

9.2% to 126.7%Monthly, up to the last 12 months

Timesheet completionWhat this isgoal 95%+, belowHow this is worked outThis tile draws its movement in the chart beneath the number, so no separate comparison is shown here.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: Time tracking · as of Oct 9, 2026Why this matters nowThere is something you can do about this one.This one is here because there is a move available on it, not because it is failing. The drill names what the move is.Worth your attention

Daily tracking has not recorded a value since Sep 23, so any movement shown would be out of date.

77% ingoal 95%+

Weekly, up to the latest week on file

Billable percentageWhat this istarget ~75%, aboveHow this is worked outThis tile draws its movement in the chart beneath the number, so no separate comparison is shown here.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: Time tracking · as of Oct 9, 2026Why this matters nowThere is something you can do about this one.This one is here because there is a move available on it, not because it is failing. The drill names what the move is.Worth your attention

Daily tracking has not recorded a value since Sep 23, so any movement shown would be out of date.

78.7% to 79.3%Weekly, up to the latest week on file

AGI per FTEWhat this istarget ~$175K, aboveHow it is calculatedHow this is worked outBasis: the 12 months to August 2026. Amounts dated outside that window are not counted.How this is worked outThis tile draws its movement in the chart beneath the number, so no separate comparison is shown here.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, 2026Why this matters nowThis number is here because its latest reading is older than its capture cadence allows, we could not fully judge it and it rests on a single source. We are showing it here rather than filing it with the healthy ones.This number is here because its latest reading is older than its capture cadence allows, we could not fully judge it and it rests on a single source. It is filed here rather than with the healthy numbers because a reading we cannot fully stand behind should not sit in a list that says everything is fine. The number itself may well be right.Worth your attention

Daily tracking has not recorded a value since Sep 23, so any movement shown would be out of date.

$169.8K to $191.8KMonthly, up to the last 12 months

Clients below profit floorWhat this isfloor 10% per clientHow this is worked outThis tile draws its movement in the chart beneath the number, so no separate comparison is shown here.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, 2026Why this matters nowThis number is here because its latest reading is older than its capture cadence allows, we could not fully judge it and it rests on a single source. We are showing it here rather than filing it with the healthy ones.This number is here because its latest reading is older than its capture cadence allows, we could not fully judge it and it rests on a single source. It is filed here rather than with the healthy numbers because a reading we cannot fully stand behind should not sit in a list that says everything is fine. The number itself may well be right.Worth your attention

Not tracked yet

Daily tracking has not recorded a value since Sep 23, so any movement shown would be out of date.

Active retainersWhat this istarget 10 to 12How this is worked outThis tile draws its movement in the chart beneath the number, so no separate comparison is shown here.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: Engagement history · as of Oct 22, 2026Why this matters nowThis number is here because its latest reading is older than its capture cadence allows, we could not fully judge it and it rests on a single source. We are showing it here rather than filing it with the healthy ones.This number is here because its latest reading is older than its capture cadence allows, we could not fully judge it and it rests on a single source. It is filed here rather than with the healthy numbers because a reading we cannot fully stand behind should not sit in a list that says everything is fine. The number itself may well be right.Worth your attention

Not tracked yet

Daily tracking has not recorded a value since Sep 23, so any movement shown would be out of date.

Not enough history yet to draw its trend.

Healthy, and how healthy14

Gross billings: No goal set for this metric (no goal set yet). Reported, not measured against a target, so there is no health verdict.No goal set for this metric (no goal set yet). Reported, not measured against a target, so there is no health verdict.
AGI: No goal set for this metric (no goal set yet). Reported, not measured against a target, so there is no health verdict.No goal set for this metric (no goal set yet). Reported, not measured against a target, so there is no health verdict.
People, overhead and profit: Target: profit share, target ~20%Target: profit share, target ~20%
Delivery margin: Target: floor 50%Target: floor 50%
Write-offs: No goal set for this metric (no target set). Reported, not measured against a target, so there is no health verdict.No goal set for this metric (no target set). Reported, not measured against a target, so there is no health verdict.
Avg spend per client: No goal set for this metric (minimum spend not set yet). Reported, not measured against a target, so there is no health verdict.No goal set for this metric (minimum spend not set yet). Reported, not measured against a target, so there is no health verdict.
Utilization: No goal set for this metric (no firm-wide target, set per person). Reported, not measured against a target, so there is no health verdict.No goal set for this metric (no firm-wide target, set per person). Reported, not measured against a target, so there is no health verdict.
AGI per AE: Target: target $400K to $500KTarget: target $400K to $500K
On-time delivery: No goal set for this metric (no target yet, pending a baseline). Reported, not measured against a target, so there is no health verdict.No goal set for this metric (no target yet, pending a baseline). Reported, not measured against a target, so there is no health verdict.
On-budget delivery: No goal set for this metric (no target yet, pending a baseline). Reported, not measured against a target, so there is no health verdict.No goal set for this metric (no target yet, pending a baseline). Reported, not measured against a target, so there is no health verdict.
Pipeline: No goal set for this metric (no target set). Reported, not measured against a target, so there is no health verdict.No goal set for this metric (no target set). Reported, not measured against a target, so there is no health verdict.
Client retention: Target: floor 80%Target: floor 80%
Specialty mix: No goal set for this metric (distribution tracked). Reported, not measured against a target, so there is no health verdict.No goal set for this metric (distribution tracked). Reported, not measured against a target, so there is no health verdict.
Employee retention: Target: floor 75%Target: floor 75%

These numbers are real and are on the board above. What we are not doing is calling them good or bad, because we cannot yet do that honestly.AGI per FTE. Two defensible denominators disagree about the verdict: counting every person, and counting only fee-earning staff. The same year reads either at target or well above it. One ruling closes it.

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