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Reporting

The numbers, without the spreadsheet ritual

Utilization, margin, delivery health, and client profitability read straight from live work and hours. Nothing is exported, joined, or reconciled by hand.

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Northwind Studio
OS3
My tasks46
Clients
Alder Bay1
Harbor & Co4
Meridian Health2
Cedar & Vine0
Lantern Group3
Northwind1
Kestrel Lending7
Client Portal
Ops Optimization
Pricing Engine
Analytics & Reporting
Data Migration
Marketing Site
Billing Cleanup
ReportingAvery Cole
KLKestrel LendingTasks, hours and spend across 7 projects.
TableBoardDashboardSettings
Created this month
50+10
90 tasks all time
Completed this month
17+12
68 still open
Hours this month
195.5+123.7
269.6 h to date
Billed this month
$20.3k
$108/h blended
Hours and spend by month
Per month across all projects, Jan 2026 – Aug 2026.
HoursSpend
200150100500
$30k$22.5k$15k$7.5k$0
JanFebMarAprMayJunJulAug

An illustration of a client dashboard in OS3: four figures for the month — tasks created, tasks completed, hours and amount billed — over a chart of hours and spend by month, with the client's projects listed underneath.

  • Agency-level dashboards

    Utilization by person and team, revenue per head, and pipeline of committed work in one view.

  • Per-client profitability

    Contract value against hours delivered, so you know which accounts earn their place.

  • Client-ready reports

    Share a scoped view with the client instead of rebuilding the same deck every month.

Trust

One number, one source

Because tasks, hours, and contracts live in one system, finance and delivery stop arriving at meetings with different figures. The report is the system, not a copy of it.

Reporting/Kestrel Lending/Margin · Pricing Engine
Margin
38%
Billed
$6,642
Cost
$4,120
Unbilled
11.5 h
Time entries behind this number61.5 hAugust 2026
TaskPersonHoursCostBilledMargin
Rate card import18 AugAvery Cole6.0$510$1,14054%
Tier rework19 AugNia Fletcher4.5$315$0-100%
QA on pricing rules20 AugAvery Cole3.25$276$61754%

Foresight

Problems visible while they are still small

Burn rate, scope creep, and slipping milestones surface as trends, not as a surprise in the month-end review. Forecast next month from committed work rather than optimism.

Burn rate and forecastKestrel Lending · hours consumed against hours soldActualForecast
Retained hours, month to date195.5 / 240 h
Contract cap
ContractBurnForecast
Client Portal120 h soldOn track
Pricing Engine160 h soldForecast 92%
Ops Optimization80 h soldOver 6 h

Reporting insight

Analysis that arrives before you ask

The agent watches the same data and writes up what changed and why it matters.

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  • Margin on Vantage fell 6 points; rework is the driver.
  • Utilization is 71% this month, below your 78% target.
  • Two retainers will exceed contracted hours by month end.

Close the month in an afternoon

Get on the beta list and we will map your current reporting into OS3.

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