Description
Outcome: Live visibility into revenue, utilization, pipeline velocity, and client health—without a data team.
- Finance: MRR/ARR, WIP, AR aging, forecast vs. plan.
- Delivery: billable vs. non‑billable, utilization/realization, milestone on‑time, risk heatmap.
- Clients: retention, NPS/CSAT log, expansion vs. churn.
- Sales: pipeline velocity, win rate, ACV, days‑to‑close.
What’s included: Normalized data model (Sheets/Excel), Notion workspace with 6 exec views, CSV importers, 12 visuals, and Apps Script snippets.
Use: Import invoices/time → map clients/engagements → review weekly scorecard.
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