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Data Points

Get answers on any data point in the system

Budgets, margins, utilization and capacity all live in your data already. Ask a direct question and get a direct answer, with no dashboard to hunt through and no export to a spreadsheet.

Planned · from Q3 2026 · directional, subject to change
"How is the Northwind retainer tracking this month?"

What it will do

  • Find out what is going on with a client
  • Determine available or overloaded resources
  • Ensure margins are being met and costs are controlled
  • Quickly check overheads, expenses and utilization
  • Forecast freelance needs assisted by AI
  • Stop looking around for numbers — simply ask
A Skills Workflow dashboard with a budget split donut, a monthly billing chart and a grid of estimates by client and stage.
The kind of figures the assistant reads from — budget split, monthly billing and estimate status.