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.
Lists clients overdue for a rate uplift, with a suggested % based on inflation and your floor. Schedule resets for 12 months. No more "clients on 2019 rates" embarrassments.
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.
Surfaces every client overdue an uplift with a suggested % based on inflation and your floor. Schedule resets for 12 months on action. No more "we should really put X up" notes that never get sent.
Set it up once, get the full picture before the team is even online.