Margin, explained in plain words
See which clients or projects are slipping, traced back to hours, rates and costs.
Pike MCPYour agency, one question away
Connect Pike to the AI assistant your team already uses. Ask about margin, utilization, capacity and project status, or plan a project and create it in Pike without leaving the chat.
Which clients dropped below 30% margin this quarter, and why?
pike · list_projectspike · get_profitabilitypike · get_time_entriesTwo clients fell below your 30% target this quarter. Both slipped after scope grew without a matching change in budget.
| Client | Margin | vs. Q2 | Main driver |
|---|---|---|---|
| Brightside | 24.1% | −7.8 pts | Unbilled change requests |
| Atlas Freight | 27.6% | −4.2 pts | Senior hours on fixed fee |
| Meridian Health | 41.3% | +1.9 pts | On track |
Want me to list the unbilled change requests on Brightside so you can raise them with the account lead?
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The questions you used to answer with a spreadsheet
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Prompt library
Questions to start with
Specific prompts tied to a client, project or date range get the clearest answers.
Margin
- “Which clients dropped below 30% margin this quarter?”
- “Which fixed-fee projects are trending over budget?”
Timesheets
- “Who hasn't submitted their timesheet for last week?”
- “Log 2 hours on Acme Phase 2 for today's client workshop.”
- “Compare planned vs. logged hours for the design team this month.”
Utilization
- “What was billable utilization per team in September?”
- “Which consultants were under 60% billable last month?”
Capacity
- “Who has room for a three-week discovery sprint starting Monday?”
- “Who is over-allocated in the next two weeks?”
Billing
- “Show unbilled hours by project, oldest first.”
- “How does our average billing rate compare to cost per hour sold?”
Reports
- “Every Monday at 8, post my briefing to #leadership in Slack.”
- “Every Friday, email me a margin report for each active client.”
Delivery
- “Which tasks are overdue on Acme Phase 2, and who owns them?”
Customers
- “Which won deals still need a project set up?”
- “Summarise everything open for Meridian Health.”
Planning
- “Plan a 6-week discovery sprint for Meridian Health with phases and owners, then create it in Pike.”
- “Turn this brief into phases and tasks with owners, and set it up as a new project for Corely.”
Tasks
- “Move every overdue task on Acme Phase 2 to Friday and tell the owners in a comment.”
- “Mark the design review as done and add a follow-up task for Elena next Tuesday.”
Staffing
- “Book Priya on Meridian Health for 3 days a week through November.”
- “Find a free designer for next week and book them on the Atlas Freight launch.”
Deals
- “Add a deal for Brightside: a discovery sprint at $18,000, closing end of month.”
- “Mark the Corely deal as won and set it up as a project.”
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