Interactive demo. Fictional data for Riverline Creative, a sample 12 person agency.

Good morning, Dana

Friday, August 28. Here is where Riverline stands today.

Ask Core OS anything…Opens the assistant

Revenue this month

$0

Up 12% vs last month

Active projects

0

28 on track, 6 need attention

Team utilization

0%

Healthy range

Net margin

0.0%

Down 1.1%, driven by 2 accounts

Revenue and profit by month

Revenue light blue, profit brand blue.

$158,000
$32,000
$171,000
$36,500
$176,500
$38,200
$189,000
$42,800
$196,800
$46,100
$212,400
$49,900
MarAprMayJunJulAug

Profit by client

ClientMTD profitMarginHealth
Bluebird Coffee Co.$38,20031%
Harbor & Main Realty$29,75027%
Peak Fitness GroupScope creep$24,30014%

Core OS noticed

Proactive, not reactive.

Peak Fitness margin dropped below 15%. Scope creep on the social retainer is the likely driver. Two change orders are drafted for review.

Bluebird's September report is assembled and ready to publish to their portal.

3 proposals are awaiting signature for 9 days on average. A nudge sequence is queued.

Invoices synced to QuickBooks overnight. Nothing needs your attention.

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Answered from your connected data. HubSpot, ClickUp, QuickBooks and more, or their native Core OS replacements.