Evgeny Putilin ยท AI Tools
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Operations Scoreboard

One page that replaces the Friday status meeting: revenue, margin, utilization, delivery and pipeline for a creative production studio, pulled from finance, project tracking and CRM data into a single red/amber/green view.

Sample studio: Northlane Collective (26 people, brand & motion design) · Period: June 2026 · Generated 1 Jul 2026, 08:00 · Sources: Xero, Float, HubSpot

Revenue vs plan
93%
$214k actual / $230k plan
Gross margin
38%
Target 48% · down 4pt MoM
Team utilization
82%
Target 75-85% · healthy band
Pipeline coverage
3.1×
Target 3× next-quarter revenue

Monthly scoreboard - June 2026

Six metrics that matter. Target vs actual, 12-week trend, status. Click a row for the detail behind the number.
Click any row to expand
Metric Target Actual Trend (12 wk) Status Owner
▸Revenue vs planBooked + invoiced, month-to-date $230k $214k Amber Mara Lindqvist, Producer
Two projects slipped from June into July at client request (Halden Retail rebrand, Verano Foods motion set) - about $19k moved out of the month. Neither is at risk, both re-confirmed for early July.
▸Gross marginBlended, after freelance cost > 48% 38% Red Tomas Reyes, Ops Lead
Driven by one account: the Fenwick Group retainer ran 41 freelance hours over scope with no change order. Scope-creep pattern flagged on 2 of the last 4 retainers.
▸Team utilizationBillable hours / available hours 75-85% 82% Green Priya Anand, Studio Manager
Motion team at 91% for three straight weeks - see capacity dashboard for the reassignment suggested this week.
▸On-time deliveryMilestones shipped by agreed date > 90% 84% Amber Mara Lindqvist, Producer
4 of 25 milestones missed date, all client-side approval delays over 5 business days, not studio execution.
▸Rework rateRevision rounds beyond scope < 8% 6% Green Daniel Osei, Creative Director
Best month since the brief-approval checklist launched in April. One outlier project (Halden Retail) accounts for half the rework hours logged.
▸Pipeline coverageQualified pipeline / next-quarter target > 3.0× 3.1× Green Elin Kovacic, Business Development
2 new mid-stage opportunities added this month (Solheim Retail, Anders & Voss); win rate holding at 34% trailing quarter.
AI monthly summary

What changed in June, and why

  • Margin is the story this month. Gross margin dropped 4 points to 38%, entirely traceable to one retainer running over scope without a change order. Isolated cause, not a systemic slide.
  • Revenue looks soft but isn't lost. $19k of the plan-vs-actual gap is two projects the client asked to push into July - both are confirmed, not at risk.
  • Delivery slippage is client-side, not studio-side. All four missed milestones trace to approval delays over 5 business days. Worth a conversation about faster sign-off windows in the next SOW.
  • Utilization is trending toward overload. Motion team has held above 90% for three consecutive weeks - the trigger condition for a hiring or reassignment decision (see Capacity Dashboard).

Wins

  • Rework rate down to 6%, lowest since the approval checklist launched
  • Pipeline coverage back above the 3× threshold after two new opportunities
  • Utilization in the healthy band studio-wide, despite one overloaded team

Risks

  • Scope-creep pattern on 2 of the last 4 retainer accounts
  • Motion team overload for 3 straight weeks - burnout and quality risk
  • No change-order trigger in the retainer contract template
How it works

From scattered tools to one page of truth

1
Connect the sources
Finance (Xero), time and project tracking (Float), and CRM (HubSpot) are read on a schedule - no manual data entry.
2
Compute the metrics
Revenue, margin, utilization, delivery, rework and pipeline are calculated against targets set with the studio.
3
AI writes the narrative
The model drafts the "what changed and why" summary from the underlying transactions, flagging root causes, not just numbers.
4
The team sees one page
Leadership opens one scoreboard instead of five spreadsheets - status meetings start from answers, not from data-gathering.