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Example: Professional practice · Halverson & Delacroix LLP
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Halverson & Delacroix LLP PeriodApril 2026 close Books through2026-04-30 Calculated outlook · Example
Actuals through Apr 2026 Forecast refreshed Example date Automatic · monthly after close Example

Morning brief · April 2026

Billable utilization slipped to 72% in April from 76% — two senior associates rolled off the Brightline engagement before the next matter staffed, leaving ~120 bench hours.

At the blended rate that is ~$54K of unrealized revenue for the month. $54,000 this month · up to $648,000 a year if it becomes the run-rate

How this number is derived ✓ Reviewed by the second model

Revenue

$684,000

Plan $706,000

Operating result

$86,000

Project margin

61.0%

Runway

Cash-positive

on $412,000 cash

Revenue — actuals and the calculated outlook

Actual · $684,000 Forecast · $684,000 Apr 27
$684,000 $642,345 $600,691 Actuals through Apr 26 Nov 25 Apr 27 Nov 25 · $600,691 · Actual Dec 25 · $616,499 · Actual Jan 26 · $632,722 · Actual Feb 26 · $649,373 · Actual Mar 26 · $666,462 · Actual Apr 26 · $684,000 · Actual May 26 · $684,000 · Forecast Jun 26 · $684,000 · Forecast Jul 26 · $684,000 · Forecast Aug 26 · $684,000 · Forecast Sep 26 · $684,000 · Forecast Oct 26 · $684,000 · Forecast Nov 26 · $684,000 · Forecast Dec 26 · $684,000 · Forecast Jan 27 · $684,000 · Forecast Feb 27 · $684,000 · Forecast Mar 27 · $684,000 · Forecast Apr 27 · $684,000 · Forecast
Actual through Apr 2026 · Forecast from May 2026 · See why →

Ready to deliver · Management report

Monthly management report

April 2026 Ready for review Example

Preview

External access · Example

Example viewer: investor@fund.example — read-only
Example secure report linkExpires in 30 days · 7 views

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Nothing is ever sent automatically. In the sample these actions continue to signup — nothing is created here.

$412,000 today → $542,199 in week 13 · lowest point $343,584 (week 3) · no cash-floor breach

View weekly schedule
Week Week of Opening Receipts Disbursements Ending
1 2026-05-25 $412,000 $157,968 $180,773 $389,195
2 2026-06-01 $389,195 $157,968 $180,773 $366,390
3 2026-06-08 $366,390 $157,968 $180,773 $343,584
4 2026-06-15 $343,584 $157,968 $138,106 $363,446
5 2026-06-22 $363,446 $157,968 $138,106 $383,307
6 2026-06-29 $383,307 $157,968 $138,106 $403,169
7 2026-07-06 $403,169 $157,968 $138,106 $423,030
8 2026-07-13 $423,030 $157,968 $138,106 $442,891
9 2026-07-20 $442,891 $157,968 $138,106 $462,753
10 2026-07-27 $462,753 $157,968 $138,106 $482,614
11 2026-08-03 $482,614 $157,968 $138,106 $502,476
12 2026-08-10 $502,476 $157,968 $138,106 $522,337
13 2026-08-17 $522,337 $157,968 $138,106 $542,199

Forecast reliability Inferred

Your revenue forecasts have run 8% optimistic over the last 6 months.

A summary of how your past forecasts compared with what actually happened — historical reliability, not a guarantee about the next one.

How we measure it: every past monthly forecast is scored against the month that actually closed — out-of-sample, never fit to the answer.

Books closed 2026-04-30 · cash bridge reconciles weekly · drift claims carry a second-model review

Ready when you are

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What you get

A monthly refreshed forecast with a reviewable draft, a 13-week cash view, a working decision queue, an investor-ready management report, Excel & Google Sheets sync, and a Slack digest.

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