06See the numbers
Know which clients actually make you money.
Monthly recurring revenue and where it is going. How busy the team really is. Which clients are profitable once people costs are counted. Worked out from the work you already track, not a spreadsheet someone rebuilds every quarter.
Insights · Revenue
MRR · Oct
₹6,42,000
New MRR
+₹45,000
Churned
−₹0
Revenue churn
0.0%
Next six months
What it replaces
- The quarterly spreadsheet marathon
- Guessing next month's revenue
- “We're busy” as a utilisation metric
- Finding out a client lost money after the fact
06.1 · Insights
Revenue
MRR now and over a year
Active retainers normalised to a month, before tax. Twelve months of history from daily snapshots; months before the first snapshot are rebuilt from retainer dates and drawn as estimates, not passed off as fact.
Churn you can read
Revenue churn and logo churn per month, with new and lost MRR side by side and the clients who left, by date.
Six months ahead
Contracted revenue from retainers still to bill, plus your pipeline weighted by stage probability and expected close month.
06.2 · Insights
Team
Utilisation against a target
Logged hours and billable hours against capacity, per person and for the team, over any range of weeks. Your billable target is a line on the chart, set in Settings.
Capacity that respects history
Capacity comes from each person's contracted hours on the dates in question, so changes in someone's hours don't distort the past.
A daily snapshot
Every morning the day's MRR, open and weighted pipeline and retained clients are recorded. Charts read from those snapshots, so the numbers don't shift under you.
Utilisation · last 4 weeks
Target 75% billable- Neha Kulkarni71% / 92%
- Rohan Das84% / 96%
- Aisha Khan92% / 104%
- Kiran Patel51% / 68%
Billable in green, all logged time in grey. Aisha is over capacity.
06.3 · Insights
Profitability
Clients ranked by margin
Revenue from issued invoices and attributed income, against people costs and expenses on the client's projects. Paid invoices are never counted twice.
Down to the project
Each client opens to its projects: invoices, people cost, expenses, budget, hours and effective hourly rate.
Costs that are simple to enter
Enter one figure per person per project (“Rohan costs ₹60,000 on the website rebuild”). No hourly-rate maths to keep up to date.
Profitability · to date
Revenue − people − expenses- 1Meridian Logistics₹4,68,00042%
- 2Orbit Robotics₹3,31,00046%
- 3Kettle & Co.₹1,68,00029%
- 4Lumen Interiors₹-11,000−3%
Step by step
Where the numbers come from
- 1
Retainers
Recorded on the client page with amounts, cadence and dates.
- 2
Pipeline
Open deals with values, stages and expected close months.
- 3
Time and costs
Hours from timers and timesheets, people costs from project teams.
- 4
Snapshot
The 06:00 job records the day, and every chart reads from it.
The details that matter
- Estimated months are drawn differently from measured ones
- Paused retainers count as zero MRR
- Each section needs the grant for the data under it
- Sales never sees people costs; finance never sees the pipeline
- Profitability is to date, never spread into invented monthly precision
Try it in the demo
Sign in as Aditya Rao, the owner.
- 1Open Insights → Revenue
- 2Open Utilisation and change the week range
- 3Open Profitability and expand the top client