Profitdrive//
AREA 05 / 06·Dashboard and Reporting

What to look at on Monday, before it reaches the close.

One screen at login: where profit is heading, the deals and extensions moving it, and the roles still open.

The pain
Monday morning. Pipeline sits in one tool, capacity in another, and profit in last month's close. The top line looked fine all month, then the close landed about $60k short, and the decisions behind it were already in the run rate.
BEHAVIOUR 01 / 03

See which deals and extensions are moving profit, and by how much.

Contracted revenue is $2.3M, $2.7M with + Extensions and $2.9M with + Pipeline. Against last year, extensions are down, so you open Outlook Drivers to see which ones.
Outlook Drivers ranks the extensions, pipeline deals and projects ending soon by their impact on profit, in dollars. The top extension is the Northwind ERP renewal, $182k at 48% margin. The Aurora Group platform, in negotiation, is $472k at 38%. You check the renewal's staffing and ask sales about Aurora's timing before the week gets going.
The Outlook tab opens with cards for Revenue, Operating Income, Utilisation, Open demand and Drivers. Compare them with Budget, Forecast or Last year, and read them from month to full year, or cumulatively.
Profitdrive//Caldera Group▾

Dashboard

Outlook
Pipeline
KPIs
‹Apr 2026›to‹Jul 2026›PeriodMonthly ▾CumulativeCompared toBudgetForecastLast year
Revenue outlookBest case$2.9M
$2.3MContracted$400KExtensions$200KPipeline
$1M$750K$500K$250K$0Apr 2026May 2026Jun 2026Jul 2026
ContractedExtensionsPipelineActualCompare vs
Extension and Pipeline
CLIENTNAMEREVENUECM%
NorthwindERP retainer renewal$182K48%
HelixData platform, Ph2$124K42%
Brent CrossFit-out programme$97K36%
Aurora GroupClaims platform$472K38%
NorthwayLogistics rebuild$103K35%
Operating margin outlookBest case$739K
$455KContracted$115KExtensions$168KPipeline
$240K$160K$80K$0-$80KApr 2026May 2026Jun 2026Jul 2026
ContractedExtensionsPipelineActualCompare vs
On watch
Adjustments
CLIENTNAMEMODEADJUSTMENT
Brent CrossFit-out programmeFixed Fee+$8K
HelixData platform, Ph2Fixed Price−$4K
Ending soon
CLIENTNAMEEND DATEMONTHLY RUN RATE
NorthwindERP retainer renewalJun 2026$61K
HelixData platform, Ph2Aug 2026$41K
The Dashboard Outlook in the demo firm: revenue and profit by month in each view, against last year.
BEHAVIOUR 02 / 03

See what changed in the pipeline since last week, last month or last quarter.

The Pipeline tab compares today's pipeline with a week, a month or a quarter ago, or with a date you pick. You see which deals were won, slipped, lost or changed value, ranked by revenue impact, so a slipped deal reaches you the week it slips.
Profitdrive//Caldera Group▾

Dashboard

Outlook
Pipeline
KPIs
‹Apr 2026›to‹Jul 2026›PeriodMonthly ▾Compared toBudgetForecastLast year
Pipeline stock by close monthBest case$4.53M
$1.6M$0.8M$0M$0.3MAPR$0.42MMAY$1.45MJUN$0.78MJUL
PastWonActive
Key deals
CLIENTOPPORTUNITYSTAGEVALUE
Aurora GroupClaims platformNegotiation$472K
NorthwayLogistics rebuildQualification$103K
Coastal BankKYC reviewLead$33K
Pipeline movement+$50K net
$4.90M$4.65M$4.40M$4.48MSTART+$0.26MAURORA+$0.14MTINDALE−$0.20MNORTHWAY−$0.15MGREENFIELD$4.53MEND
Movement driversCompare to 1 week ago ▾
CLIENTOPPORTUNITYMOVEMENTIMPACT
Aurora GroupClaims platformStage advanced+$260K
Tindale FoodsBI rollout, Phase 2Value increased+$140K
NorthwayLogistics rebuildStage regressed−$200K
Greenfield CoCRM consolidationRemoved from pipeline−$150K
Pipeline quality trendContribution Margin %Win rateAverage deal size
42%36%30%APRMAYJUNJUL
Hygiene
Deal Model coverage86%
Stale over 30d4 deals
Missing close date2 deals
The Pipeline tab: what moved in the pipeline since a date you pick, ranked by revenue impact.
BEHAVIOUR 03 / 03

Read utilisation, rates and open demand by month.

The KPIs tab shows utilisation, charge and cost rates and FTE by month, with the deals and open roles driving them.
Profitdrive//Caldera Group▾

Dashboard

Outlook
Pipeline
KPIs
‹Apr 2026›to‹Jul 2026›PeriodMonthly ▾CumulativeCompared toBudgetForecastLast year
UtilisationBest case76%
68%Contracted71%Extensions76%Pipeline
100%75%50%25%0%Apr 2026May 2026Jun 2026Jul 2026
ContractedExtensionsPipelineActualCompare vs
Utilisation impact
Contracted68%
With open roles filled71%+3pp
Full pipeline potential76%+8pp vs Contracted
Brent Cross's 2 open roles (Business Analyst, Delivery Lead) are this period's largest utilisation lever.
RateBest case$1,132
$1,052Contracted$50Extensions$30Pipeline
$1200$900$600$300$0Apr 2026May 2026Jun 2026Jul 2026
ContractedExtensionsPipelineActualCompare vs
Rate impact
Bill rate$1,132
Cost rate$702
Mark-up61%
Mark-up of 61% covers delivery cost and contributes to gross margin at the Contracted book's blended rate.
FTEBest case3.3
2.6Contracted0.4Extensions0.3Pipeline
4.03.02.01.00.0Apr 2026May 2026Jun 2026Jul 2026
ContractedExtensionsPipelineActualCompare vs
Open roles
CLIENTOPEN ROLEDAYSSTART
Brent CrossBusiness Analyst45Jun 2026
Brent CrossDelivery Lead60Jul 2026
The KPIs tab: utilisation and rates by month, with the open roles and deals behind them.
The question this answers

What should a services firm leadership team read each week?

One screen, read each Monday: where profit is heading, the drivers moving it, and the roles still to fill.

Where this connects.

Pipeline and deal pricing

See how deals are priced

Forward P&L

See the forward P&L

People cost and capacity

See capacity and cost

If an extension slipped last week, would it be on your desk this Monday, or in next month's close?

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