You should not be waiting until month-end to find out what is happening across the desk. The full picture lives in one dashboard you can open with coffee and a phone, before anyone else is at their desk.
Proposals sent, acceptance rate, avg margin, ToBs signed with period-over-period deltas. Below it, why proposals are dying and an auto-generated coaching nudge for the team.
You can probably tell which clients are big. Probably which consultants are busy. What you cannot tell from gut feel: which client is silently unprofitable, which consultant is underpricing, which proposals are getting declined and why. Owner analytics surfaces all of it.
The deep, real features that move the needle for this role. Each one ships out of the box, no add-on, no integration to configure.
Cross-team performance, per-client trends, period-over-period KPIs. Built for the person who reviews the numbers, not the person who enters them.
The system reads the data and writes the prompts: "Acceptance rate is 90% on sub-10% margin — lift target margin 2-3% on next batch". Coaching that lands.
Each consultant gets a Signal column flagging underprice / overprice / balanced based on acceptance vs margin. Saves you a quarterly margin review session.
Rank clients by contribution. See who actually moves the needle vs who eats bandwidth without paying for it. Drop the bottom 10%, watch the team breathe.
Every client a row: sector tag, 7-stage funnel (Drafts → ToB Signed), avg target margin, win rate, weekly pipeline value, last-contact timestamp. Sort by margin to find under-priced accounts. Filter by Review-due to triage stale relationships. Tags (VIP, Watch list) and timestamped notes log keep the team aligned.
One-click clones any accepted proposal's rates into a fresh draft with a transformation: annual %, NLW pass-through, flat pence, on-cost change, or a 2025/26 government preset. Live preview every cell. Self-maintaining 12-month schedule per client + tool surfaces who's due. Cuts the typical "annual rate conversation" prep from an hour per client to two clicks.
Set the floor, watch who overrides it. Every below-floor send is logged so quarterly reviews are evidence-based, not finger-pointing.
Per-consultant pricing signal automatically flagged from the actual data: underprice, balanced, overprice. One column you can scan in 10 seconds tells you exactly who needs a margin conversation this week.
Every client carries a margin pill, win rate, weekly pipeline value and a 7-stage funnel chevron (Drafts to ToB Signed). KPI strip at the top shows total clients, active in the last 30 days, roster avg margin and how many are due a rate review. No more spreadsheet to track who is hot, cold, dormant or under-priced.
Every accepted proposal carries a Rate Review button. One-click clones its rates into a fresh draft and applies an uplift — annual %, NLW pass-through, flat pence, on-cost change, or a 2025/26 government preset (NLW + Employer NI in one go). Live preview before you save. 12-month schedule per client self-maintains: auto-set on accept, auto-rolled on send. Tool flags overdue + due-30-days so the conversation lands before April uprating.
Set it up once, get the full picture before the team is even online.