Executive Overview

A high-level snapshot of productivity, mix, and staffing signals.

Total Monthly

Revenue (monthly)

—

Recurring Revenue

—

One-off projects

—

Allocated Client Cost only

—

Recurring

—

One-off projects

—

Gross Profit$

—

Recurring

—

One-off projects

—

Gross Profit%

—

LEADERSHIP METRICS

Inputs

Target Leadership Wage (monthly)

$

Target Admin Exp%

%

Target Net Income %

%

Revenue (monthly)	—
All labor costs (monthly) excluding the Leadership Wage	—
Target Leadership Wage (monthly)	—
Target Admin Exps (monthly)	—
Available Owner Distributions —	— —

Employees Mix

Clients Mix (Top 10)

Service Category Mix

Gross Profit% target %

Employees

Edit employee compensation and allocations. Monthly costs roll up into client labor cost and client-level Gross Profit.

Name	Role	Base Wage	Payroll Taxes	Benefits	Total Cost	Alloc %	Corp Admin %	Actions
Totals	—	— —/mo	— —/mo	— —/mo	— —/mo	—	—	—

Clients & Service Categories

Enter service lines and clients. Client Gross Profit% is calculated from client revenue minus allocated employee labor cost.

Clients

Enter monthly revenue and revenue by service line. Profitability comes from employee allocations. Click column headers to sort.

Client	Monthly Revenue	Allocated Labor Cost (mo)	Gross Profit$ (mo)	Gross Profit%	Actions
Totals	—	—	—	—	—

Service Categories

Used for categorization and client-level breakdown (Option B).

Service Category	Monthly Revenue (rollup)	% of total	Actions

Productivity Simulator

Simple answers: “I’m making this $ and Gross Profit by client” or “I’m making this $ and Gross Profit by employee” based on allocations.

Profitability

Labor-only Gross Profit. Uses monthly revenue and allocated labor cost.

Proposal Pricing Estimator

Estimate what you should invoice per month for a client based on assigned labor hours + fees. (Highlighted invoice estimates are rounded up to nearest $100.)

Costs & Monthly Service Estimate

Enter hours in the sidebar for each employee. This view rolls up the monthly labor + fees and highlights the monthly invoice estimate.

Item	$/mo	$/yr

Monthly Service Fees

Enter % values. Amounts are computed from Total Base Wage Cost.

Fee	%	$/mo	$/yr

Client Monthly Proposal Invoice Estimate
—
Includes labor + all fees.

Client Annual Proposal Invoice Estimate

—

Monthly × 12

Pricing Guidance (quick variations)

If hours change, your recommended monthly invoice changes. This shows scenarios from 80%–120% of hours.

Scenario	Hours factor	Base Wage $/mo	Invoice $/mo	GP%

Company Impact

Check which employees represent additional (new hire) cost. Unchecked rows are assumed to be absorbed by existing staff time.

Check Additional? to include an employee's wage as incremental new-hire cost.
Employee	Additional?	Base wage $/mo	Absorbed $/mo

New Hire base wage costs

Sum of checked employees

—

Incremental fees

Monthly service fees + checked new-hire wage costs

—

Incremental Gross Profit

Invoice (rounded) − incremental fees

—

Company revenue impact

Shows how the proposal invoice impacts top-line revenue.

Current Company Revenue	—
Proposal Revenue	—
Projected Company Revenue (— lift)	—

How to Use (Executive How-To)

A quick walkthrough of the demo flow: baseline → edits → hiring decision.

1) Start in Executive Overview (baseline)

Review Revenue/FTE, Gross Profit/FTE, and Blended Gross Profit%.
Use the sidebar Global Assumptions to adjust:
- Bench (B): planned slack (reduces usable capacity).
- Pipeline (P) and Retention (C): discount incremental revenue via P×C.
- Overhead %: used only for Gross Profit basis.
Check Strategic Insights for quick narrative callouts.

2) Edit the organization (Employees)

Go to Employees to update fully loaded costs and delivery utilization.
Use Search and Role filter to find groups quickly.
Use Add to create a new employee row (saved to your browser).

3) Confirm service economics (Service Categories)

Go to Service Lines to edit annual revenue and Gross Profit% assumptions.
This drives the blended baseline KPIs and provides context for scenario assumptions.

4) Run hiring scenarios (Hiring Simulator)

Important: After you click Run, start with the Outcome Summary card. That card is the “answer”. The tables and charts below it show the math behind the answer.

Select a scenario (preloaded): Designer, PM (Throughput Unlock), or Media Buyer.
Choose a breakeven basis in the left sidebar:
- Gross Profit: checks if gross profit dollars cover the hire cost.
- Gross Profit: subtracts overhead (as % of revenue) before comparing to cost.
- Both: shows both side-by-side (recommended for exec discussions).
Click Run. Review:
- KPI tiles: required revenue/mo vs actual modeled steady-state.
- Breakeven chart: cumulative Gross Profit$ vs cumulative cost; cumulative Net Profit$.
- Month-by-month table: ramp, hours, realized revenue, gross profit$, corp admin, cost.
- Sensitivity table: utilization/impact band vs required revenue and breakeven month.

5) Edit scenario inputs (what-if planning)

Scroll to Scenario Inputs to adjust cost, utilization/impact, ramp curve, and economics.
PM scenario: PM does not “bill hours” here; it unlocks capacity by applying ΔU lifts to supported roles.
Click Save Scenario Inputs to persist changes.

6) Save / Share

Export JSON (top right) downloads the current dataset and scenarios.
Reset restores the default sample dataset.

Example walkthrough: “Add 1 Media Buyer”

Open Hiring Simulator → select Add 1 Media Buyer → click Run.
Read the Outcome Summary badge:
- Hire is viable = the scenario pays for itself under the selected basis.
- Viable on Gross Profit, not on Net Profit = the work covers the person’s cost, but not corp admin + cost.
- Not viable = under current pricing/margins/utilization assumptions, the hire won’t pay for itself.
Compare Modeled steady-state revenue vs Required Rev/mo. If modeled is lower, you need a lever: higher price, higher utilization, higher Gross Profit%, or (for PM) higher utilization lift.
Use the Sensitivity table to see what utilization/impact makes it break even within 12 months.

Common interpretation shortcuts

If Required Rev/mo (Gross Profit) is less than expected incremental revenue, the hire is operationally viable.
If Required Rev/mo (Gross Profit) is much higher, overhead is the binding constraint (pricing and/or overhead structure may need adjustment).
If breakeven is not reached within 12 months, adjust: rate, Gross Profit%, utilization, ramp, corp admin, or (for PM) the utilization lift and supported team size.

About this demo

A static, executive-friendly prototype that runs entirely in the browser.

What it does

Provides an executive overview with service-line mix and key productivity KPIs.
Lets you edit a 25-person marketing agency dataset (employees + service lines).
Runs a hiring-threshold simulator for Designer, PM (throughput unlock), and Media Buyer.
Shows Gross Profit vs Net Profit breakeven, month-by-month tables, and utilization sensitivity.

Data storage

Changes are saved in localStorage in your browser. Use Reset to restore the sample dataset.

Notes

This is a frontend-only demo (no authentication, no backend). For a product, you’d connect it to your persistence layer (e.g., RESTful Table API) and add tenant separation.