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Welcome to I AM MS. Start by adding your contracts and resources to see your portfolio health here.
Financial Performance — USD
Total Revenue (YTD)
$0
USD · from recognised contracts
Gross Profit (YTD)
$0
USD · Revenue minus COGS
Gross Margin %
0%
Target: 60%
Active ACV
$0
USD · annual value of active contracts
FY Revenue Forecast
$0
USD · remaining scheduled
Health Unknown
Department Health
Waiting for portfolio metrics to load.
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Target
$0
Pipeline
$0
Gap
$0
Loading recommended actions.
Portfolio Health
Active Contracts
0
across all accounts
Customer Retention
—
Jan 1st cohort
At-Risk Contracts
0
below margin threshold
Renewals (90 days)
0
upcoming expirations
Revenue Forecast — 12-Month Scenarios
Committed
$0
Non-cancellable ARR · full 12mo
Weighted
$0
Retention probability adjusted
Upside
$0
All active contracts · 12mo ARR
Upcoming Renewals
📋
Add contracts to see renewal timeline.
Contract Margin Summary
AccountContractARRRev YTDGP YTDMarginTrendRenewalStatus
No contracts yet. Go to Contracts to get started.
Contracts table
Contract ID Service Account Contract Currency TCV (Native) TCV (USD) ARR (Native) ARR (USD) Start Renewal Term Margin % NPS Service Lead AE Status Actions
📋

No contracts yet. Click + New Contract to start.
Salary data is restricted
Restricted Access
Base salary and total cost data is restricted.
Enter the HR password to view full resource details.
Template download and Excel import are available without a password.
Allocation Grid
🗓
Add resources and contracts to start planning allocations.
COGS Impact by Contract
ContractAllocated ResourcesMonthly COGSOn-Call CostMonthly RevenueMonthly GPMargin %vs Target
No allocations yet
12-Week On-Call Calendar
Scheduled Confirmed Paid Overloaded · Double-click a pill to swap
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Resource On-Call Fairness
ResourceCurrencyThis MonthThis QuarterThis YearTotal Paid (USD)% of Team
No on-call records yet
Budget vs Actuals Roster
ProjectBudgeted Weeks/YrActual Weeks (YTD)Budgeted Cost (USD)Actual Cost (USD)Variance (USD)Variance %
No on-call records yet. Set a budget on contracts to see variance.
Total ARR (USD)
$0
USD · active contracts
Total TCV (USD)
$0
USD · all contracts
Expiring This Quarter
0
contracts
Revenue at Risk (USD)
$0
USD · high churn contracts
Revenue Schedule — Monthly Recognition
Recognised Revenue by Month (All Active Contracts)
Contract Timeline — Gantt View
📅
Add contracts to see the Gantt timeline.
Contract Revenue Timeline
AccountContractCCYTCV (Native)TCV (USD)Monthly (USD)Remaining (USD)StartEndDays LeftStatus
No contracts yet
Critical Risks
0
immediate action required
High Risks
0
action this week
ARR at Risk (USD)
$0
USD · renewal + churn
Monthly GP Leakage (USD)
$0
USD · bench + overrun
🧭
Recommended risk actions appear once the portfolio has data.
Active Risks — Ranked by P&L Impact
✅
No risks detected. Add contracts and resources to enable auto risk detection.
People Economics
GP per FTE (USD)
$0
annual gross profit per head
Revenue per FTE (USD)
$0
ARR ÷ headcount
Monthly Burn Rate
$0
total resource COGS / month
Bench Cost / Month
$0
under-utilised resource cost
Revenue, COGS & GP — 12-Month View
Revenue
COGS
GP
Revenue Mix by Account (ARR)
Resource Cost by Location (USD / month)
Revenue by Service Type
ServiceContractsTotal ARR (USD)Avg Margin %GP (USD / mo)% of Portfolio ARR
Add contracts to see service breakdown
Contract Health Scores
AccountContractHealthMarginRenewalChurn RiskUtilisationScore
Add contracts to see health scores
Budget
Budget stored locally
Pipeline Summary — USD
Total Pipeline ARR
$0
All open deals
Commit ARR
$0
High confidence
Best Case ARR
$0
Optimistic scenario
Q Won / Booked
$0
This quarter
YTD Won / Booked
$0
Year to date
Actual vs Budget
📋 Booking Actual
Q ARR Won
Budget: $0 $0 0%
FY ARR Won
Budget: $0 $0 0%
Q TCV Won
$0
FY TCV Won
$0
● No budget set
💰 Revenue Actual
Q Actual
Budget: $0 $0 0%
FY Actual
Budget: $0 $0 0%
● No budget set
Pipeline Deals
0 deals
Category Account Service / Opportunity Opp No Type ARR (USD) TCV (USD) Rep SVP Close Quarter Close Date Prob % Status Next Steps
No pipeline deals yet. Click + Add Deal to get started.
Select a project first
How it works: The system cycles through your selected resources in order, assigning one per week. Resources on leave are automatically skipped. Existing confirmed and paid entries are never touched. You can always add a one-off assignment for exceptions.
Swap On-Call Assignment
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Start typing to search your portfolio…
🔔 Alerts
✅
No alerts right now
Year 1 annual value; TCV auto-calculated.
ACV → TCV MULTIPLIER
—
Net Promoter Score from most recent customer survey
NPS BAND
—
CoL Increase & Termination
Applied each contract anniversary. Leave blank for none.
Calculated Preview
TCV (USD)
$0
ARR (USD)
$0

Revenue recognised equally each month over the contract term, starting from kickoff date.

Fill in contract details to preview schedule.
New Contract Wizard
Step 1 of 4 Basics
Resource Allocation
📋
Select at least one resource in step 3.
Allocate at least one resource.
Review & Save
Base Salary
Shift Assignment
✓ Using Global Rates
Rates configured in ⚙️ Shift & On-Call settings. Select a shift type to auto-calculate the annual allowance.
On-Call Support
Allowance Preview
Annual Shift (Native)
0
Annual Shift (USD)
$0
Annual On-Call (USD)
$0
Cost Breakdown
All values converted to USD. Total annual cost is used for COGS calculations across the platform.
Status
Fill in Details & Allowances tabs to see full breakdown
Totals
Total Annual Cost (USD)
$0
Monthly Cost (USD)
$0
Effective Day Rate (USD)
$0
Bulk update resources
Allocate Resource to Contract
Import Data
⚠ This will overwrite your current data
All existing contracts, resources, and allocations on this computer will be replaced with the imported data. This cannot be undone.

We recommend exporting your current data first as a backup.
💱 FX Rates — to USD
All portfolio totals, KPIs, and accumulated values are displayed in USD. Set the exchange rate for each currency below. These are applied when contracts are displayed — updating a rate instantly recalculates all portfolio values. Rates are saved in your browser.
Tip: Rates are stored locally. When you Export Data, rates are included in the file so they transfer between computers.
⚙️ Global Settings
Shift Allowance Rates — flat daily rate per business day, in native currency
Shift 🇬🇧 UK (£/day) 🇮🇳 India (₹/day) 🇨🇦 Canada (C$/day) 🇺🇸 USA ($/day)
A06:00–14:00
B14:00–22:00
CNight 22:00–06:00
D12hr Rotating
Annual shift allowance = daily rate × 260 business days/year. Rate applied is based on resource's country.
On-Call Allowance — weekly rate per country, in native currency
On-call allowance = weekly rate × number of on-call weeks assigned to the resource.
Overhead % by Country — benefits, NI/tax, employer costs
Auto-filled when a resource's country is selected. Applied to base salary + bonus.
Available Job Titles
These titles appear as suggestions in the Job Title field when adding a resource. You can still type a custom title.
💡 How it works
All rates are applied in the resource's native currency and converted to USD for cost calculations. Shift, on-call, and overhead values auto-populate when you set a resource's country.
🤖 AI Assistant 🔄
Ollama URL
Model
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💬
Ask anything about your contracts, resources, margins, or forecasts. All data stays on your machine.
Total ARR? At-risk contracts? Under-utilised resources? Top accounts by ARR? Pipeline this quarter? Portfolio summary?
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