LIVE
Sample professional services dashboard
gpt-5.5 184ms
claude-opus-4.8 218ms
gemini-3.1 142ms
perplexity-sonar 612ms
deepseek-r1 156ms
queue 14
err 0
tz Sydney/AEDT
Projects
Engagement pipeline · discovery → proposal → delivery · 9-person Sydney consultancy
Engagement Pipeline
scroll →
New Enquiries
6
-
SaaS scale-up · ops review · enquiry
~$30k · referral · qualified
›
CLIENT
Series-B SaaS · 40 staff · via referral
NEED
Ops + delivery review before next raise
AI BRIEF
Strong fit · ops review is core service · partner to call
NEXT
Discovery call booked Thu · scoping pack ready
Local council · process audit
tender · probity rules apply
›
CLIENT
Regional council · procurement via tender
NEED
Back-office process audit · efficiency mandate
AI BRIEF
Tender · probity-bound · flag conflict + capacity
NEXT
Capability statement drafted · partner review
Discovery / Scoping
4
scoping
Northwind Foods · digital roadmap
discovery done · proposal drafting
›
CLIENT
Northwind Foods · FMCG · 120 staff
SCOPE
12-month digital + data roadmap
AI BRIEF
9 actions captured · 3 stakeholders · clear mandate
NEXT
Proposal + SOW drafting · partner sign-off pending
Atlas Manufacturing · ERP scoping
2 workshops booked
›
CLIENT
Atlas Manufacturing · 85 staff
SCOPE
ERP selection + process redesign
AI BRIEF
Current-state mapping underway · 2 workshops booked
NEXT
Workshop notes + scope draft next week
Proposal Out
3
$142k pending
Northwind Foods · $48k roadmap
SOW out · decision Fri
›
PROPOSAL
$48k · 12-week digital roadmap
AI BRIEF
Comparable to 2 past wins · margin healthy
STATUS
SOW sent via DocuSign · client reviewing
NEXT
Decision expected Fri · follow-up scheduled
Atlas Mfg · $36k process review
proposal sent · Q&A stage
›
PROPOSAL
$36k · process review + ERP shortlist
AI BRIEF
Client comparing 2 firms · price competitive
STATUS
In Q&A · 3 clarifications answered
NEXT
Reference call offered · decision next week
Active Delivery
5
in delivery
Helio Retail · growth retainer
$8k/mo · month 4 · on track
›
ENGAGEMENT
Helio Retail · growth advisory retainer
AI BRIEF
Month 4 of 12 · KPIs ahead · monthly report drafted
STATUS
On track · NPS up 11 pts since start
NEXT
Monthly review Tue · renewal conversation month 9
Brightwater Health · advisory
sprint 2 of 4 · 1 risk flagged
›
ENGAGEMENT
Brightwater Health · operating-model review
AI BRIEF
Sprint 2 of 4 · stakeholder availability is a risk
STATUS
Amber · 1 workshop slipped a week
NEXT
Re-baseline plan · partner to manage client
Delivered · Retainer
9
$1.9M booked
9 active accounts · billing
6 retainer · 3 project · 1 renewal due
›
ACTIVE
9 engagements live
MIX
6 retainer · 3 fixed-price project
AI BRIEF
1 retainer renewal due in 30 days · brief prepared
NEXT
Milestone invoices drafted · 30/60/90 check-ins set