Portfolio Summary
— active accounts · as of
Total MRR
—
ARR —
16 active accounts
Total Direct Costs
—
incl. estimated
Monthly Profit
—
Ann. —
Blended Margin
—
after OpEx
OpEx / Client
—
equal weight
| Client | CMO | Bill Rate | Direct Costs | OpEx Share | Creative Pkg | Total Cost | Gross Profit | Margin % |
|---|
Per-Client P&L
Bill rate and creative package are editable here. Team costs are managed in the Roster tab.
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CMO View
Book of business by CMO — click a name to view their accounts.
OpEx Pool
Shared overhead distributed across active accounts.
| Name | Type | Monthly Cost | Accounts | % of Pool |
|---|
Distribution method:
Active Clients
—
Total OpEx Pool
—
Per-Client Share (Equal)
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▸ Per-Account OpEx Breakdown
Team Roster
Single source of truth for all team costs. Members assigned to accounts flow into Per-Client P&L automatically.
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| Name | Engagement Type | Rate | Hrs/mo | Monthly Cost | Accounts | OpEx | ✕ |
|---|
Creative Assignments
Pulled from Team Roster · click any field to edit