← Architect

⚙️ Engine Overview

vs previous period Last refreshed: 29 Mar 2026, 11:45am AEST

Revenue (MRR)

$460K

↑ +8.6%

Active Clients

150

↑ +11

Active Seats

207

↑ +33

New Wins (period)

↑ +6

Client Retention

95%

↑ +1.2%

GP Margin

52.8%

→ -0.3%

📊 Client Funnel

Lead → Won conversion pipeline

Total Leads 817

↓ 77.8% booked 22.2% dropped

Strategy Booked 636

↓ 79.1% attended 20.9% didn't attend — 87 no-shows

Strategy Done 503

↓ 40.4% followed up 59.6% dropped

Followup Booked 203

↓ 50.7% closed 49.3% lost

Service Sold 103

Overall close rate: 12.6% (Lead → Won)

🧑‍💼 Talent Funnel

Application → Active Placement pipeline

Applications 340

↓ 52.9% interviewed 47.1% filtered

Interviewed 180

↓ 66.7% screened 33.3% rejected

Screened 120

↓ 70.8% matched 29.2% unmatched

Matched to Client 85

↓ 72.9% signed 27.1% fell through

Contract Signed 62

Active Placements 207

Placement rate: 18.2% (Application → Signed)

⚠️ Data estimated — talent pipeline not yet connected

🔴 Active Constraints

Auto-detected issues ranked by estimated revenue impact

No-show rate: 24% on Ed's bookings

12 no-shows this month. Est. $47K lost pipeline value

→ Sales Performance

3 clients waiting >14 days for endorsement

Recruitment bottleneck: CRO to endorsement averaging 18 days vs 10 day target

→ Talent Funnel

Cold-Nurture black hole: 97 leads with no lost-stage tracking

Can't determine where these leads dropped. Nurture campaigns unfocused

→ Client Funnel

AR aging: $12K overdue >60 days

4 clients behind on payments. Longest: 131 days

→ Revenue & Finance

Google source converting at 34%

Outperforming paid ads (18%) by 2x. Opportunity to reallocate ad spend

→ Client Funnel

💰 Revenue Movement

MRR bridge: how revenue changed this period

$424K

Starting MRR

+$52K

New Wins

+$18K

Expansions

-$34K

Churn

$460K

Ending MRR

👥 Team Performance

Each person's key number vs target

Person	Role	Metric	Actual	Target	Trend
Ed Dimachkie	Sales	Close Rate	52%	60%	↗ improving
Victor Brew	Sales	Close Rate	41%	60%	→ flat
James Russell	Sales	Close Rate	58%	60%	↗ improving
Recruitment Team	Talent	Days to Endorsement	18d	10d	↘ worsening
Client Success	CS	Retention Rate	95%	95%	→ stable
Finance	Finance	AR Collection Rate	87%	95%	↗ improving