DeliveryWatch
97% on track — one engagement needs attention.
36/ 37 on track
On track 36 At risk 1 Over budget 0
Platform / Reporting & Intelligence
One number a partner can act on, and every level beneath it.
The executive cockpit, client and practice-area rollups, and the assistant that composes the view you asked for.
Executive overview All practice areasYTD
✦ Octayne · this week
Delivery and cash are holding. Collections is the one to act on — DSO has moved to 141 days against 45-day terms and $1.5M is outstanding, half of it past 60 days. Margin at completion has drifted four points below target since March.
MarginBelow target
41%at completion
Target 45% · down 4 points since March
Mar45% target
CollectionsAt risk
DSO 141 days against a 45-day target; $1.5M outstanding.
$846K
of $2.4M billed · 36% collected
DSO 141d · target 45d
Current
30–60
60–90
90+
CashOn hand
$2.1M
$1.5M receivables coming in
+ $1.5M ARNet $3.6M
ForecastIn sight
$11.2M
$10.1M labour backlog + $1.1M weighted pipeline
Top deal · Chart Integration P2$500K
UtilizationUnder target
68%
Target 75% · one person sustained above 90%
Composed on request
Ask for a view and it is built here.
✦ Gross margin by practice area, last six quarters
ChartTableRollupDeck
No analyst. No release. It stays on the dashboard.
Six states, one glance — and a view you did not have to build, because you asked for it.
In the product
How Octayne handles it.
- Executive cockpit
- Client and practice-area rollups
- Custom dashboards
- Custom workflows and automations
- Open API
Executive cockpit
Delivery, margin, collections, cash, forecast and utilization, each with a state.
Rollups
Client, practice area and firm, off the same metrics engine.
Ask Octayne
Plain-language questions answered from live data, under your permissions.
Artifacts
Decks, documents, workbooks and dashboards, composed on request.
Custom dashboards
Build a view once and keep it, or let the agent compose it.
Drill to source
Every figure traces back to the entry it came from.
Scheduled digests
The weekly brief written and waiting, not requested.
Open API
Your data out, on Enterprise.
Built for the partner meeting
The executive cockpit answers the questions leadership actually opens with, rather than presenting every chart the system can draw.
Rollups that go both ways
Roll up to client, practice area or the whole firm, then drill straight back down to the engagement driving the number.
Your data, your way out
Custom dashboards, scheduled automations and an open API. Nothing is trapped.
Consolidation and lineage
One reporting basis, traceable to source.
Client, practice-area and firm-level reporting derive from a single metrics engine rather than parallel reports reconciled by hand. Every figure retains its lineage to the entries that produced it.
- A single computation Grouping changes the view, not the basis. Consolidated figures do not need to be reconciled against the divisional ones.
- Lineage retained end to end Any total decomposes to the transactions beneath it without leaving the report or exporting to a spreadsheet.
- Substantiable on demand A figure questioned in a board or audit setting can be evidenced in the same session, at the level the question was asked.
Reporting Firmwide · year to date
Group by ClientPractice areaFirm
| Practice area | Proj | Revenue | GP | Utilization |
|---|---|---|---|---|
| Finance Advisory | 17 | $7.4M | 47% | 76% |
| Technology Enablement | 3 | $1.3M | 44% | 72% |
| Transformation drilled | 3 | $908K | 38% | 81% |
| Operations | 3 | $763K | 41% | 69% |
| Data & Analytics | 1 | $320K | 52% | 64% |
Where the $908K comes from Every level is a real subset of the one before it, down to one entry.
- Firm $10.7M 27 engagements
- Transformation $908K 3 engagements
- Keystone Clinics $408K 1 engagement
- Clinic Revenue Cycle $408K 13 workstreams
- Integration build $96.4K 412 hours
- Mon 18 May $1,920 Kim, Noah · 8.00h
✦ A figure that cannot be traced cannot be defended. This one goes from the firmwide total to Noah's Monday in five steps, and every step is the same metrics engine grouped differently — not a second report built to agree with the first.
The assistant
Ask a question. Get the deliverable.
The assistant routes to the agent that owns the data, works under your permissions, and returns something you can take into the room — a deck, a document, a workbook, a live dashboard.
Octayne assistant Artifact canvas
Generate a deck on the financial year in review, for leadership.
Routing to Financial & Review Agent
What I put in the deck
- ✓ Title slide with period and generation date
- ✓ KPI slide from the closed ledger
- ✓ Monthly billed against collected
- ✓ Project table with collections and outstanding
- ✓ Utilization and capacity, with the gaps called out
Every figure traces to the entry it came from. Nothing was estimated.
▤ FY2025 Review — Northstar Advisory 7 slides · billings, collections, health, utilization ↗
Read from the live record
- 4,180 approved time entries · Jan–Dec
- 112 invoices · $2.36M billed, $2.23M collected
- 37 engagements · budgets, actuals and bookings
Ask a follow-up, or tell it what to change ↑
One question, any of these back
Presentation .pptx Document .docx Excel model .xlsx Live dashboard in-app
Inputs and outputs
What it uses, and what you get.
What it uses The systems and records it reads from.
- The engagement ledger
- Time and cost
- Invoices and contracts
- Bookings
- Practice structure
What you get out What a partner can act on Monday morning.
- Client, practice and firm rollups
- A written answer
- An exportable deck
- Drill through to the source entry
- Scheduled digests
The agentic layer
Agents that work here.
Next step
See it run against one of your live engagements.
Bring an engagement that worried you. We will show you where the margin went, and the week Octayne would have told you.