Anonymous evaluator previewDemo data
This is an illustrative agency workspace so you can see the shape of the OS before you sign in. Numbers are made up to show the layout — they are not benchmarks, averages, or real client data. You're looking at Northwind Studio (demo) — a 6-person shop running 5 retainers.
Portfolio MRR
$41,500
Blended margin
52%
Weighted pipeline
$16,150/mo
Open deliverables
10
Owner evaluation callsdemo
Portfolio margin
Bluewave Fitness
decision11% lowest client margin; inspect cost-to-serve before renewal.
Team utilization
1 overloaded
decisionPriya over capacity; reassign delivery before accepting rush work.
Pipeline health
39% coverage
decisionWeighted pipeline is $16,150/mo against $41,500/mo current MRR.
Deliverable status
1 in review
decision5 not started and 10 still open in the sample delivery queue.
Portfolio margin per clientdemo
Summit Systems Co.
Lead: Dana
$9,500/mo
$3,800/mo
60%
Healthy margin and client health in this illustrative workspace.
Harbor Dental Group
Lead: Marcus
$7,200/mo
$4,600/mo
36%
Margin exists, but delivery or relationship health needs owner attention.
Pinewood Realty
Lead: Dana
$12,000/mo
$4,100/mo
66%
Healthy margin and client health in this illustrative workspace.
Bluewave Fitness
Lead: Priya
$5,500/mo
$4,900/mo
11%
Cost to serve is too close to the retainer for this demo client.
Northgate Legal
Lead: Marcus
$7,300/mo
$2,600/mo
64%
Keep kickoff work visible until recurring cadence is predictable.
Client portfolio board
Summit Systems Co.
healthy- May campaign reportFri
- Landing page v2Wed
Lead: Dana
Harbor Dental Group
at_risk- Quarterly strategy deckMon
- Ad account auditThu
Lead: Marcus
Pinewood Realty
healthy- Brand refresh handoffFri
- Monthly KPI memoTue
Lead: Dana
Bluewave Fitness
critical- Recovery plan call notesMon
- Reduced-scope SOWWed
Lead: Priya
Northgate Legal
onboarding- Kickoff + access auditTue
- Content calendar v1Fri
Lead: Marcus
Team utilization decisionsdemo
Retainer pipeline healthdemo
Open
$28,500
Weighted
$16,150
Coverage
39%
Follow up Thu — they asked for a 3-month pilot price.
Send MSA + SOW for signature.
Discovery call booked next Tue.
Chase signature — out 6 days.
Deliverables status workflowdemo
To do
5
In progress
4
Review
1
Done
0
May campaign report
FriSummit Systems Co. · Lead: Dana · Review
Landing page v2
WedSummit Systems Co. · Lead: Dana · In progress
Quarterly strategy deck
MonHarbor Dental Group · Lead: Marcus · To do
Ad account audit
ThuHarbor Dental Group · Lead: Marcus · In progress
Brand refresh handoff
FriPinewood Realty · Lead: Dana · In progress
Monthly KPI memo
TuePinewood Realty · Lead: Dana · To do
Recovery plan call notes
MonBluewave Fitness · Lead: Priya · To do
Reduced-scope SOW
WedBluewave Fitness · Lead: Priya · To do
Demo owner action: review delivery commitments for Harbor Dental Group, Bluewave Fitness before adding new promises.
Everything above is illustrative demo data so you can judge the layout. Sign in and your own board starts empty — nothing here is pre-filled into your workspace.
Checking workspace ownership
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