Portfolio (Milestones)
Status breakdown
Upcoming & overdue payments (next 30 days)
| Client | Project | Milestone | Due | Outstanding | |
Support / SLA
Tickets by priority
Accounts Receivable / Collections
Aging by client
| Client | Current | 1–30 | 31–60 | 61–90 | 90+ | Outstanding |
Resource utilization (last weeks · capacity 40h/wk)
Cells show weekly utilization %. red = over 100% (over-allocated).
Profitability · INTERNAL — not shared with clients
By project (from approved timesheet hours)
| Project | Hours | Billable | Revenue | Cost | Margin | Margin % |
Rate cards (cost & bill rate per hour — admin only)
| Resource | Cost rate | Bill rate |