Practice overview
Real-time view of every account · click any tile or row to drill in
MRR + Gross Margin trend
Last 12 months · stacked
Client health distribution
Green / Amber / Red across the book
Top clients by MRR
Click to open client
Recent activity
Cross-client feed
Active escalations across all clients
High-priority items requiring AM attention
Upcoming contract renewals (90 days)
Schedule QBR + renewal motion
Clients
Every managed account · sortable, filterable
| Client | Tier | Users | Endpoints | MRR | GM % | Account Mgr | Health | Renewal |
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Profitability
Per-client P&L · labor cost vs revenue · click row for detail
Margin distribution
Each client's gross margin %
Cost vs revenue · this month
Stacked: revenue (top) vs costs (bottom)
Client P&L
| Client | MRR | Labor cost | License COGS | Overhead | GM $ | GM % | Trend |
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Projects portfolio
Every active project across every client · click any cell to edit · changes persist locally
| Project name | Client | Owner | Status | Health | % done | Budget | Spent | Target | Next milestone | Team |
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Team & resources
Rozmith staff · skills, rates, current assignments
| Person | Role | Bill rate | Util % | Assigned clients | Skills |
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Utilization
Per-person billable utilization · target 75%
Utilization heatmap
Bars over 75% are billable target; red bars are under-utilized
Utilization trend
Hours by role · this month
Cross-client operations
SLA, ticket volume, security posture · every client at a glance
| Client | Tickets (qtr) | SLA % | Patch % | Secure Score | High-sev (30d) | Threats blocked | Overall |
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Escalations
Active investigations and high-severity findings across all clients
| Client | When | Severity | Detection | Device | Status | SOC owner |
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Pipeline
Net-new and expansion opportunities
| Opportunity | Type | Stage | MRR ($) | Prob | Weighted | Close target | Owner |
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Renewals
Contract renewals coming up · QBR scheduling
| Client | MRR | Account Mgr | Renewal date | Days out | QBR status | Risk |
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Provisioning
Issue and manage customer portal access
| Client | Portal user | Portal URL | Status | Last sign-in |
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