Active retainers
What would helpThis is a problem on our side. It is being monitored and does not need action from you.
This is a problem on our side. It is being monitored and does not need action from you.
Where it stands
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.
Why it is where it is
We read this workspace and nothing in it answers this.
This metric has no reading on this workspace yet, so there is no value to explain and nothing to act on. That is a different state from a reading of zero, which would be a measurement.
The definition and the sources above are what can be stated honestly today. When the sources behind this metric start reporting, the number appears on the board and these sections fill in from it.
What we checked, in order
We read this workspace and nothing in it answers this.
There is no ruled order of checks for Active retainers yet. Three of these ordered diagnostics exist and they attach to the profit share, an account under the floor, and absorbed work. This metric is not one of them.
An ordered set of checks is worth more than a list of things to look at, because the order is what stops the most expensive move being tried first. Writing one for this metric is a decision about how it should be diagnosed rather than a gap in the data.
Root cause
We read this workspace and nothing in it answers this.
This metric has no reading on this workspace yet, so there is no value to explain and nothing to act on. That is a different state from a reading of zero, which would be a measurement.
The definition and the sources above are what can be stated honestly today. When the sources behind this metric start reporting, the number appears on the board and these sections fill in from it.
What to do now
We read this workspace and nothing in it answers this.
This metric has no reading on this workspace yet, so there is no value to explain and nothing to act on. That is a different state from a reading of zero, which would be a measurement.
The definition and the sources above are what can be stated honestly today. When the sources behind this metric start reporting, the number appears on the board and these sections fill in from it.
What stops it coming back
We read this workspace and nothing in it answers this.
This metric has no reading on this workspace yet, so there is no value to explain and nothing to act on. That is a different state from a reading of zero, which would be a measurement.
The definition and the sources above are what can be stated honestly today. When the sources behind this metric start reporting, the number appears on the board and these sections fill in from it.
What happens if this is ignored
We read this workspace and nothing in it answers this.
This metric has no reading on this workspace yet, so there is no value to explain and nothing to act on. That is a different state from a reading of zero, which would be a measurement.
The definition and the sources above are what can be stated honestly today. When the sources behind this metric start reporting, the number appears on the board and these sections fill in from it.
Is this target still telling you anything
We read this workspace and nothing in it answers this.
2 captured month periods are stored against a window of 12.
Whether a target is set at a useful level is read over 12 periods, and this metric has 2 stored so far. This fills in on its own as the history builds.
Retainer engagements currently active. A count of engagements billed as retainers whose term covers today, from engagement billing records. When no engagement carries a billing model yet, the tile shows as not tracked rather than counting roster clients. Not measured yet: no engagement carries a billing model.
Retainers are the recurring base that makes payroll predictable; project work is the variable layer on top. The size of the active book is the simplest read on whether next quarter is already sold. The current working band here is 10 to 12 accounts. It sits on this board against target 10 to 12.
- Window
- Stated as of Oct 22, 2026. The period the reading covers is set by its source and is not stated on this tile.
- How it is counted
- A count of engagements billed as retainers whose term covers today, from engagement billing records. When no engagement carries a billing model yet, the tile shows as not tracked rather than counting roster clients. Not measured yet: no engagement carries a billing model.
- Source
- Engagement history, as of Oct 22, 2026
- Drivers
- Computed from this workspace's own records.