Who does what, at what margin?
Acme Conseil's Certification & Training practice: seven cases, six people. Not one line typed in by hand — the plan updates itself from client emails, document drops and consultant notes.
11 automatic updates on this page — zero manual entry
- Active cases
- 6
- Budget sold
- €70,900
- Projected margin
- €22,564
- Delivered, not invoiced
- €10,360
delivered cases excluded
sold − cost at completion
sleeping cash — invoice ready
The cases, most urgent first
| Case | Deadline | Team | Progress | Sold | Projected margin | Status |
|---|---|---|---|---|---|---|
| Certification renewal — Trainer title Institut Bleuet · RNCP certification | 5 Sept France compétences filing | Inès | | €8,400 | -€200 -2% | Late |
| client email — Client asks for a postponement — email read, official deadline unchanged, alert raised · this morning 08:15 | ||||||
| Qualiopi mock audit CFA Horizon · Audit | 10 Oct Report delivery | Sofia | | €5,400 | €2,700 50% | Starting |
| client email — Preparatory documents received from the client — audit checklist pre-filled to 70% · two days ago 15:03 | ||||||
| RNCP certification — Project Manager title Groupe Ardan · RNCP certification | 30 Sept Jury session | Inès · Léa · Nadia | | €18,000 | €1,935 11% | On track |
| document drop — 3 block-2 deliverables dropped by Léa — completeness checked, progress recomputed · yesterday 17:42 | ||||||
| Group VAE — 8 candidates Mutuelle Azur · VAE (prior-learning accreditation) | 15 Nov Candidate juries | Léa · Nadia | | €14,400 | €6,089 42% | On track |
| consultant note — Léa flags candidate 3 struggling with booklet 2 — checkpoint added to the plan · yesterday 11:20 | ||||||
| Skills assessments — batch of 5 Particuliers (CPF) · Skills assessment | 24 Oct Final summaries | Sofia · Paul | | €9,000 | €3,300 37% | On track |
| document drop — Beneficiary 4 summary dropped — template-compliant, scheduled for review · yesterday 09:50 | ||||||
| In-house training — Managing a project team Groupe Ardan · Training | 28 Aug Session delivered | — | | €8,200 | €4,840 59% | Delivered |
| consultant note — Attendance sheets dropped — file complete, invoice ready to go · Monday 10:12 | ||||||
| France 2030 grant application support NovaTech SAS · Grant | 31 Oct Application filing | Claire · Paul | | €7,500 | €3,900 52% | On track |
| client email — Financial statements received — application 60% complete, 3 missing items chased automatically · this morning 07:30 | ||||||
Under each case: its latest automatic update, and the incoming item that triggered it. The projected margin extrapolates burned cost by progress — a slipping case shows up before it is finished, not after.
Workload per person — September
Days assigned to cases, against the days each person has available. Beyond 85%, there is no buffer left before the next deadline.
- Claire 33%
Practice lead · senior consultant
Spare capacity
- Inès 95%
Senior consultant
Overloaded — no buffer before the 30 Sep jury
- Léa 52%
Consultant
- Sofia 35%
Consultant
Spare capacity
- Nadia 33%
Assistant
Spare capacity
- Paul 14%
Assistant
Spare capacity
Deliverable quality — checked on drop
Your templates and checklists already exist. On every drop, the document is checked against the template for its type: expected sections, compliance, points to review.
- Professional file — block 2Compliant
RNCP certification — Groupe Ardan · yesterday 17:42
12/12 template sections present
- Booklet 2 — candidate 3Incomplete
Group VAE — Mutuelle Azur · yesterday 11:20
9/11 template sections present
- Activity evidence missing (section 7)
- Appendices not attached (section 11)
- Training deck — day 2To review
In-house training — Groupe Ardan · Monday 10:12
8/8 template sections present
- Brand template not applied (old layout)
- Beneficiary 4 summaryCompliant
Skills assessments · yesterday 09:50
6/6 template sections present
What the agent pushes to you tomorrow morning
- Invoice "In-house training — Managing a project team" (Groupe Ardan): €8,200 delivered, attendance sheets complete — the invoice is ready, one click to send.
- Rebalance Inès's workload (95% this month): suggest moving 3 days of the Institut Bleuet renewal to Sofia, who has spare capacity.
- Chase "Booklet 2 — candidate 3": 2 sections missing — a draft email to the candidate is already written, awaiting approval.
Three proposals, never actions: nothing goes out without your approval. You do the clicking.