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

Finance

Job level profitability, straight from delivery data.

QuickBooks synced 14 minutes ago

Invoiced this month

$0

92% collected

Outstanding

$0

2 invoices past due, reminders sent

Blended margin

0.0%

Target 25%

Software spend

$0/mo

Down from $3,180 pre Core OS

Profitability by job

JobClientBilledCostMarginStatus
Fall CampaignBluebird Coffee Co.$38,200$26,10032%Healthy
Website RefreshBluebird Coffee Co.$24,000$16,90030%Healthy
Listings RetainerHarbor & Main Realty$29,750$21,70027%Healthy
Social RetainerPeak Fitness Group$24,300$20,90014%Scope creep

Core OS noticed

Peak Fitness has logged 31 hours beyond scope this quarter. Two change orders are drafted and ready to send from the portal.

Invoices

Paid#1042

Bluebird Coffee Co.

$19,100

Paid#1041

Harbor & Main Realty

$14,875

Sent#1043

Copper Kettle Brewing

$27,000

Day 9#1038

Peak Fitness Group

$12,150

Day 12#1036

Verde Landscaping

$4,300

Generated from projects. Milestones hit, invoice drafts itself, books stay reconciled in QuickBooks. Nothing entered twice.