Executive report catalog
Each report is generated for the selected quarter period.
Financial Performance
MonthlyRevenue, margin, cost, and utilization against plan.
Client Profitability
MonthlyRevenue, delivery cost, and margin by client relationship.
Project Health
WeeklyStatus, burn, milestones, and risk across the portfolio.
Capacity
WeeklyAllocation and availability by discipline and individual.
Utilization
MonthlyBillable utilization by discipline, level, and service area.
Revenue Forecast
MonthlyCommitted, expected, and pipeline revenue over six months.
Retainer Performance
MonthlyContracted value vs. consumed value and scope variance.
Resource Allocation
WeeklyAssignment coverage, gaps, and reallocation opportunities.
Trends over the last eight months
Allocation by service area
Monthly demand in hours
Demand has grown 37% since January while headcount capacity has grown 8%.
Project health snapshot
| Project | Client | Lead | Hours used | Health |
|---|---|---|---|---|
| Brand Strategy | Client A | R. Calloway | 412 / 640 | 88 |
| Integrated Campaign | Client B | D. Marchetti | 1,010 / 1,180 | 58 |
| Executive Communications | Client C | A. Fontaine | 214 / 420 | 91 |
| Digital Transformation | Client D | P. Nakamura | 402 / 900 | 72 |
| Public Affairs Campaign | Client E | A. Fontaine | 268 / 520 | 84 |
| Annual Communications Strategy | Client F | Unassigned | 96 / 700 | 61 |
| Employer Brand Refresh | Client G | R. Calloway | 366 / 380 | 95 |
| Reputation Research Program | Client H | N. Duval | 190 / 460 | 86 |
Leadership summary
The firm is operating at 87% capacity across 24 active projects, with 3 projects flagged at risk and average portfolio health at 82. Demand over the next 90 days exceeds available capacity by roughly 620 hours, concentrated in Creative and Account Management. The constraint is a staffing-mix problem rather than a headcount problem: Strategy and Research carry meaningful headroom in the same window.
- ReallocateMove 12 hours of Strategy capacity from Client A to Client D. — Digital Transformation health 72 → 81
- StaffAssign a Senior Account Lead to Client F. — Annual Communications Strategy health 61 → 78
- Review ScopeClient B is projected to exceed planned hours by 14%. — Protects ~$46K of projected margin
- Plan AheadReserve 40 Creative hours for September campaign demand. — Creative peak 112% → 101%