Features
Organised by the questions you already ask
Where does our time go?
Hours split into client projects, proposal writing, internal work and leave, by person, discipline, client and type of work. Entries without a project code wait in Triage, where anyone with the right role places them or leaves them out.
Are we doing what we proposed?
Proposed hours against actual for every project and every phase, with a forecast at completion from the last three weeks. Proposal accuracy shows how far each type of job usually runs over, so the next quote is closer.
Is there still money on the PO?
Each purchase order against what has been invoiced and what is left, with a flag when a PO is 80% used and weeks of work remain. Ask for the variation order before the work runs past it.
Who is free next month?
Committed work, expected repeat work and the stage-weighted pipeline against the hours each discipline has after leave. See the crunch weeks before they arrive, and who has room to take more.
Are we winning?
Pipeline by stage from lead to purchase order, 90-day win rate, days from proposal to PO, stalled deals and the clients who have not bought in six months.
Is the cash coming in?
Invoiced against paid by month, debtors by age, invoices that are ready but not sent, and margin by project and client on delivered work.
The Monday report
A short note for the directors written from the same numbers as every page: operations, sales, finance, people and what needs attention. Add your notes, print it or download it.
Ask Athena
Ask a question in plain words and get an answer from your own figures, with the table it was worked out from. When Athena cannot answer from your data it says so, and does not guess.
See it on your own numbers
Thirty minutes, on a sample business shaped like yours. Then two weeks to your first real Monday report.