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Project profitabilitySee what every engagement earnsMargin GuardFind the work you haven’t billedSales and quotingQuote from the delivery planPeople and capacityStaff by skill and availabilityDelivery and timePlans, timesheets and approvalsInvoicing and cash flowBill on time, see cash 13 weeks outWorkflows and approvalsRules, forms and deadlinesSecurity and accessRoles, permissions and sign-in
OrkestraWhy is Lone Star losing money?OrkestraLone Star’s margin at completion is −9.7%, against 28.0% sold. The team logged 395 days of the 300 planned.3 sourcesMeet Orkestra
Founders and CEOs
See your whole firm in one place. And understand what changed.
See the P&L for every project and company, why margin changed since last month, the cash ahead and the work not yet billed, with every number linked to its source.
Income statementLive
Lone Star Rail & Transit AuthorityFixed priceNet of tax, in USDRecalculated 2 minutes ago
Revenue FY$265,000issued invoices only
Direct costs$259,700direct charge plus expenses+$0
Gross margin$5,3002.00% of revenue
Operating income−$26,300-9.9% of revenue
1.1 Issued invoices$265,000
2.1 Direct charge$251,300
2.2 Purchases and expenses$8,400
3.1 Indirect charge, structure share$31,600
Operating income−$26,300
Regional transit maintenance operating model overhaul. Mesabrook Advisory LLC, KPilot’s US demo company.
This week’s briefSent
Your Monday brief of week 45, as it was composed for you
Eleanor Vance-SterlingManaging Partner · Monday 7:00Margin Guard found $63,950 this week in what you may see.Brazos Valley Bancorp · delivered, not invoiced$41,300
Northshore Boreal Logistics · planned Oct 20, not requested$13,050
Sierra Vista Health Network · retainer served beyond its fee$9,600
Margin at riskLone Star Rail & Transit · margin at completion −9.7%, sold at 28.0%Open
Data gapsPlatform Engineering & Operations · 64 hours not logged, 4 peopleOpen
Every line opens its finding.
Your Monday morning review
What a founder checks before the partner meeting.
01Group P&L
See every company in one P&L
Austin and Guadalajara appear side by side and combined, with intercompany staff eliminated and pesos converted each month.
- Group, company or department
- Invoiced and cash views
- Break-even hourly rate
P&LLive
Scope By companyInvoicedFiscal year 2026
Mesabrook Advisory LLCMesabrook Nearshore S. de R.L. de C.V.EliminationsGroup
Revenue$7,860,000$1,420,000−$960,000$8,320,000
Direct costs$5,140,000$890,000−$960,000$5,070,000
Gross margin$2,720,000$530,000–$3,250,000
Overhead$1,610,000$240,000–$1,850,000
Operating income$1,110,000$290,000–$1,400,000
Margin %14.1%20.4%–16.8%
Home currency USD. Mesabrook Nearshore converted from MXN at each month’s rate; its staff lent to Mesabrook Advisory eliminated.
02Cash
See what needs your attention
Available cash, what is due in 90 days, what is overdue and how late clients pay, with pending decisions listed first.
- Cash indicators updated daily
- Overdue clients sorted by amount
- Scenarios kept separate from your data
OverviewBank accounts All accounts
What needs you
Receipts expected, past due $220,413Due before today and not received yet: chase them, or move their date.Review them
Unreconciled bank lines 7 linesOn Operating Account - USD, since Oct 28: match each line to its cash flow, so the position can be trusted.Reconcile them
Accounts with an unconverted balance 1 accountOperating Account - MXN has a balance with no exchange rate on Nov 4.Add the rate
Available cash$0
Due in 90 days$0
Overdue$0
Average slippage0 days
Mesabrook Advisory and Mesabrook Nearshore, KPilot’s US demo company. In USD.
03Pipeline
See how deals affect your forecast
Weighted deals are added to revenue through year end as soon as they move. Stale deals show how long they have been idle.
- Win probability by stage
- Stale deals flagged
- Targets by person
ReportsOct 1 to Dec 31
Read the reports
Committed$403,1752 deals above 70% probability · 45% of the $900,000 target
Weighted$464,151Weighted by each stage’s probability
Best case$648,1753 open deals expected by Dec 31, if all close
Won so far$412,00046% of the target · $488,000 to go
5 open deals worth $1,177,725, stage by stage
Prospect$320,00010%
Qualification$209,55025%
Proposal$245,00050%
Negotiation$141,37575%
Committed$261,80090%
Deals stay longest in Proposal: 26 days on average
Prospect12 days
Qualification21 days
Proposal26 days
Negotiation14 days
Committed6 days
Most deals were lost to a competing bid (4), last 6 months · $612,000 lost
Competing bid, lowest headline price4
Timing, budget moved to next year2
No budget2
Went with the incumbent1
Forecast, Conversion and Performance, from the deals on the board.
04Orkestra
Ask questions and check the sources
Orkestra reads your data with your permissions, lists what it read, and links every figure to its record.
- Data sources listed
- Numbered sources
- Changes only after your approval
Orkestra⌘J
Why is Lone Star losing money?
Read 3 sources · 5 s
- Reading an activity’s P&LACT-2025-H01
- Reading an activity’s budget300 md, sold at 28.0%
- Reading the team’s timesheets395 md logged
Lone Star’s margin at completion is −9.7%, against 28.0% sold 1. Two things moved it:
- 95 days above the 300 planned, mostly the eight extra regional workshops 2 3
- Four change requests delivered inside the fixed price, none billed 4
A change order of $58,400 would bring it back to 10.1%.
Sources1ACT-2025-H012Timesheets, Lone Star3CR-2026-0314CR-2026-034 to 038
Draft the change orderWho logged the extra days?
Write your message...Deep thinking
See why your margin changed
Compare with yesterday, a month end or your budget. The drivers add up to the total change.
P&LLive
Mesabrook Advisory LLCInvoicedCompared with
Full-year operating margin14.1%against 14.2% on Yesterday−0.1 pts
Where the move comes fromTeam and staffing−$4,800
Late invoicing−$2,400
Actuals+$600
Change in operating income−$6,600
Full-year operating margin14.1%against 15.6% on Oct 31−1.5 pts
Where the move comes fromTeam and staffing−$61,400
Deals+$38,500
Planned invoicing−$47,600
Late invoicing−$31,200
Budgets+$18,600
Actuals−$34,900
Change in operating income−$118,000
Full-year operating margin14.1%against 17.5% on Budget, saved Jan 5−3.4 pts
Where the move comes fromTeam and staffing−$142,000
Deals+$64,000
Planned invoicing−$88,500
Late invoicing−$52,300
Budgets+$31,500
Actuals−$80,000
Change in operating income−$267,300
Pick a version: the bridge splits the move by driver, and the tiles add up exactly to the change.
Daily snapshotsSaved automatically.
Saved versionsBudgets, forecasts and board packs.
Change historyWho changed what, and when.
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