Revenue this month & forecast
Earned so far and where you're tracking to finish the month · retainers recognized monthly, hourly billed at worked value
How much we've worked
Hours logged firm-wide · this week (billable split), month-to-date, and by person this week
Utilization this week
Billable hours ÷ capacity · target 75% ▏ marker = target
Projects at risk
Over budget, past due, or thin margin
Engagement profitability
Revenue vs. cost · realized margin
Where the week went
Billable vs. non-billable & hours by service line
Forward capacity · next 4 weeks
Planned load = remaining hours on open tasks, by due weekUtilization trend
Last 6 months · billable ÷ capacity
WIP & realization trend
WIP $k (bars) · realization % (line)
Your book of business
Contacts
Your reusable address book of referral sources & contacts — store people once with category, cadence and notes, then add them to any mailing list.
Create content
Drafts in your voice from your CAS & M&A pillars. You edit, then copy the caption or download the graphic.
Pick a type and pillar, then Generate. Your post text and a branded graphic appear here.
Financial reporting
Upload a monthly financial package (P&L, Balance Sheet, Cash Flow — typically 24 or 36 months). Harbor detects the statements and periods, rebuilds the numbers into a clean Excel workbook, and Claude writes the management commentary in Word. Figures stay yours — only the extracted numbers are sent for analysis.
📊
Drop or choose a spreadsheet
.xlsx or .csv — P&L / BS / CF, months across the columns
Reach-outs
Your own reach-out list — drop in a name (type a new one or pick from Contacts), set the day, add notes. Saves automatically. Separate from the prospect pipeline.
| Name | Owner | Reach out by | Notes |
|---|
Follow-ups
Everyone with a scheduled next follow-up — overdue first. Log it with ✓, reschedule with the date, or open ↗ for full history.
All prospects
Edit any cell — it saves automatically. Add someone in the bottom row: type a name and press Enter. Open ↗ for full history, notes & files.
| Prospect | Status | Owner | Next follow-up | Note / next step | Last touch |
|---|
Hours by client
This week ·
Hours by billable engagement
billable internal
Entries this week
| Date | Client | Engagement / Task | Type | Hours | Value |
|---|
Org chart
Who reports to whom.
Team & capacity
Booked vs. available hours this week, utilization, and effective rate.
| Person | Role | Capacity used | Util % | Billable hrs | Eff. rate |
|---|
Employee records
HR — Admins see everyone; Directors see their own reports. Compensation is Admin-only.Click a person to log 1:1s & conversations, track development items, keep HR details, and documents.
Invoices
Click an invoice to mark sent / paid| Invoice | Client | Status | Amount | Age |
|---|
A/R aging
Outstanding by bucket
Realization by engagement
Billed at engagement rates ÷ standard-rate value
Live A/R from QuickBooks
Real outstanding balances pulled straight from QuickBooks — the source of truth for what clients actually owe today.