REPORTING

The numbers, with their receipts

AMI Demo · Owner view
Urgent first, then the levers. Everything healthy recedes.

1 urgent item and 6 worth a lever pull. Whole-firm economics. Where the money comes from, how it is allocated, and how productive the team is. The metric set and its ordering are a working draft.

Shown without a verdict

These numbers are real and are on the board below. 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.

Urgent

Clients below profit floor

floor 10% per client, above

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

vs last weekNo change vs last week.

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

10% minimum

Lowest client profitability: Practica Health at 4% against the 10% floor.

Act now

Worth a lever pull

Largest client share

31%

keep under 25%, above

Movement from Aug 27

No history to chart yet

only 1 measured period of history exist for this metric, and a trend needs at least 3. History builds as the daily capture runs. The chart appears once there are a few periods to draw.

Basis: trailing 12 months (Jul 1, 2025 to Jul 1, 2026). Amounts dated outside that window are not counted.

Lever ready

New-revenue ratio

127%

target under 30% of growth, above

+117 ptsvs last weekUp 117 pts versus last week.

Monthly, up to the last 12 months

Basis: trailing 12 months (Jul 1, 2025 to Jul 1, 2026). Amounts dated outside that window are not counted.

Lever ready

Timesheet completion

78%

goal 95%+, below

Time tracking · as of Jul 12, 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: Time tracking · as of Jul 12, 2026

Calculation changed

78% ingoal 95%+

Weekly, through the week of June 8

Lever ready

Utilization

51%

target ~60%, below

Calculation changed

Weekly, through the week of June 8

Priya Nair logged the lowest utilization this period at 47%.

Lever ready

Billable percentage

79%

target ~75%, above

Calculation changed

Weekly, through the week of June 8

Lever ready

Client retention

67%

floor 80%, below

Engagement history · 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: Engagement history · as of Aug 23, 2026

Calculation changed

Monthly, up to the last 12 months

4 of 6 clients retained. With 6 clients each one is worth 17% of this figure, so a 80% floor cannot be landed on exactly. The nearest reachable values are 67% and 83%. Reaching the floor means keeping 1 more client, not a fraction of one.

Lever ready

FINANCIALS

Billings, adjusted gross income, its allocation, and yield per head.

Gross billings

$2.00M

no goal set yet

Calculation changed

Monthly, up to the last 12 months

Basis: trailing 12 months (Jul 1, 2025 to Jul 1, 2026). Amounts dated outside that window are not counted.

Trend

AGI

$1.40M

no goal set yet

Calculation changed

Monthly, up to the last 12 months

Basis: trailing 12 months (Jul 1, 2025 to Jul 1, 2026). Amounts dated outside that window are not counted.

Trend

AGI allocation

21%

profit share, target ~20%

Calculation changed

ALLOCATION SPLIT

People: 57%typically 55 to 60%
Overhead: 22%typically 20 to 25%
Profit: 21%~20%, floor 10%

On target

Delivery margin

83%

floor 50%

Movement from Aug 27

No history to chart yet

only 1 measured period of history exist for this metric, and a trend needs at least 3. History builds as the daily capture runs. The chart appears once there are a few periods to draw.

Basis: trailing 12 months (Jul 1, 2025 to Jul 1, 2026). Amounts dated outside that window are not counted.

On target

AGI per FTE

$192k

target ~$175K, above

Calculation changed

Monthly, up to the last 12 months

Basis: trailing 12 months (Jul 1, 2025 to Jul 1, 2026). Amounts dated outside that window are not counted.

No verdict yet

Write-offs

$68k

no target set

Calculation changed

Monthly, up to the last 12 months

Write-ups of $7k tracked alongside.

Trend

Avg spend per client

$200k

minimum spend not set yet

Calculation changed

Monthly, up to the last 12 months

Basis: trailing 12 months (Jul 1, 2025 to Jul 1, 2026). Amounts dated outside that window are not counted.

Trend

PRODUCTIVITY

How fully and how billably the team's hours are spent, and how work lands.

AGI per AE

$467k

target $400K to $500K

Calculation changed

Monthly, up to the last 12 months

Basis: trailing 12 months (Jul 1, 2025 to Jul 1, 2026). Amounts dated outside that window are not counted.

On target

On-time delivery

70%

no target set yet

Project tracker · 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: Project tracker · as of Aug 23, 2026

Calculation changed

Monthly, up to the last 12 months

Based on 1 project(s) with a recorded completion date and 6 still in progress and judged by their tracker status, plus 3 past their due date with nothing recorded as delivered.

Trend

On-budget delivery

90%

no target set yet

CRM deals · 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: CRM deals · as of Aug 23, 2026

Calculation changed

Monthly, up to the last 12 months

Computed over 10 of 16 deals. 6 carry no recorded budget and actual cost to compare, so they are excluded rather than counted as on budget.

Trend

DEAL HEALTH

The book of business and the pipeline feeding it.

Active retainers

Not tracked yet

target 10 to 12

No current reading

No history to chart yet

only 0 measured periods of history exist for this metric, and a trend needs at least 3. History builds as the daily capture runs. The chart appears once there are a few periods to draw.

Not measured yet

Pipeline

$1.52M

no target set

Calculation changed

Largest open deal: $180k at Lumio Beverages.

Trend

Specialty mix

31%

distribution tracked

Measure changed

Basis: trailing 12 months (Jul 1, 2025 to Jul 1, 2026). Amounts dated outside that window are not counted.