REPORTING

The numbers, with their receipts

AMI Demo · Owner view
3 off target

Whole-firm economics. Where AGI comes from, how it is allocated, and how productive the team is.

STANDING DIAGNOSTIC LOOP

Pending serving layer

Each tile offers to run a diagnostic and email you the likely drivers plus next steps whenever the metric is off target. Setting a cadence records the intent now. The automatic run and the email are staged behind the cadence engine.

awaits: Cadence engine plus diagnostic auto-run and emailBT2: cadence engine and the diagnostic auto-run / email loop

FINANCIALS

Adjusted gross income, its allocation, and yield per head.

trend

AGI

$2.41M

FY26 to date

ledgerPlatform ledger · as of Jun 16, 9:00a

Adjusted gross income. Revenue net of pass-through costs.

off target

AGI allocation

18%

profit share, target ~20%

ledgerPlatform ledger · as of Jun 16, 9:00a

How adjusted gross income splits across people, overhead, and profit.

ALLOCATION SPLIT

People: 55%55 to 60%
Overhead: 27%20 to 25% · out
Profit: 18%~20%, floor 10% · out

LIKELY DRIVERS

What likely moved this. Hypotheses from the memory, not a verified cause.

Overhead rose with two senior hires that are not yet billable.
A new office lease landed this quarter.
AGI held roughly flat, so fixed costs took a larger share.

Recommended: Diagnose why AGI allocation is off target.

Run a diagnostic now. Investigates the likely drivers. It does not auto-fix or send anything. The run is staged behind the cadence engine.
Open the records. Drill-through to the underlying records is pending the serving layer.

CADENCE

Run a diagnostic and email me the likely drivers plus next steps whenever AGI allocation is off target.

A diagnostic investigates. It does not auto-fix or send to anyone. The run and email are staged behind the cadence engine.

off target

AGI per FTE

$158K

target ~$175K

ledgerPlatform ledger · as of Jun 16, 9:00a

Adjusted gross income per full-time-equivalent employee.

LIKELY DRIVERS

What likely moved this. Hypotheses from the memory, not a verified cause.

Headcount grew 18% while AGI grew 6%.
Two hires from April are still ramping to full billability.
A paused retainer trimmed billable AGI for the period.

Recommended: Diagnose why AGI per FTE is off target.

Run a diagnostic now. Investigates the likely drivers. It does not auto-fix or send anything. The run is staged behind the cadence engine.
Open the records. Drill-through to the underlying records is pending the serving layer.

CADENCE

Run a diagnostic and email me the likely drivers plus next steps whenever AGI per FTE is off target.

A diagnostic investigates. It does not auto-fix or send to anyone. The run and email are staged behind the cadence engine.

PRODUCTIVITY

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

off target

Utilization

54%

target ~60%

Source · time logged, week 24 · 2h ago464 of 868 available hours logged to client work across 14 people. Two on PTO part of the week.Record on file · drill-through pending serving

Share of available hours logged to client work.

LIKELY DRIVERS

What likely moved this. Hypotheses from the memory, not a verified cause.

Two practitioners were on PTO for part of the period.
A paused retainer freed capacity that has not been reassigned.
Intake was light, so fewer billable hours were available to book.

Recommended: Diagnose why Utilization is off target.

Run a diagnostic now. Investigates the likely drivers. It does not auto-fix or send anything. The run is staged behind the cadence engine.
Open the records. Drill-through to the underlying records is pending the serving layer.

CADENCE

Run a diagnostic and email me the likely drivers plus next steps whenever Utilization is off target.

A diagnostic investigates. It does not auto-fix or send to anyone. The run and email are staged behind the cadence engine.

on target

Billable percentage

74%

target ~75%

Source · billable split, week 24 · 2h agoOf all hours logged, 74% mapped to billable client work; the rest to internal initiatives.Record on file · drill-through pending serving

Share of logged hours that are billable to clients.

on target

AGI per AE

$246K

target ~$250K

ledgerPlatform ledger · as of Jun 16, 9:00a

Adjusted gross income per account executive.

DEAL HEALTH

The book of business and the pipeline feeding it.

on target

Active retainers

target 10 to 12

Source · retainer deals · 1h ago11 deals in stage Retainer: active.Record on file · drill-through pending serving

Retainer engagements currently active.

trend

Pipeline

$312k

up $48k this week

Source · open pipeline · 1h agoSum of open deal amounts, weighted excluded. $312k, up from $264k on Jun 5.Record on file · drill-through pending serving

Open deal value across clients.

on target

Client retention

94%

floor 90%

ledgerPlatform ledger · as of Jun 16, 9:00a

Share of clients retained over the trailing year.