Dashboard
Pipeline, commercial performance and delivery health — choose a section below
By company group
By pipeline status
By line of product
Revenue by project
| Project | Status | Summary | TCV | Billed | Accrued | To bill |
|---|
Monthly revenue
All projects timeline
PM workload
Weekly updates — week of
Critical & at-risk milestones
Risks & blockers
Pipeline value by stage
open stages only · solid = weighted by win-rateWon revenue — service type
Won revenue — line of product
Win–loss
Unbilled backlog
Share of portfolio
Concentration
All customers
Service mix
By pipeline status
By line of product
Projects
Portals
The workspaces this portal connects to — open one to work in it
Business Workspace
Pipeline, projects and delivery: the portals the team works in every day.
Finance Workspace
The company's money, on the same sign-in. Its ledger and documents are kept in this portal.
Other integrations
Any team workspace with an MCP server and a data link can join this portal. These are the next ones in line.
BD Portal
Requirements, architecture and commercial work for every deal before it is won
PM Portal
Update timelines and weekly progress for your projects
Project master data
| Project name | SOF No. | Company | PM | Status | FY |
|---|
Sales master data
| Name | Projects |
|---|
Company master data
| Name | Group | Logo | Projects |
|---|
Company groups
| Name | Companies | Presentation theme |
|---|
Product lines
| Name (click to rename) | Used by |
|---|
Library
Every project's documents and living context in one place — the same source for the team and for Ethan
Report
Executive pre-reads — generate, publish and keep every weekly and monthly report in one place
Report history
Settings
Who can use the portal, and how its AI behaves — choose a section below
Calls per day
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This month's token budget
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By feature
Which parts of the portal call Ethan
Top users
Who asks Ethan most
Recent calls
Newest first · the latest 200 in this range
| When | User | Feature | Prompt | Tokens | Time | Tools used | Status |
|---|
Features
These apply to everyone. A feature that is off is refused before any tokens are spent.
Thinking and depth
People pick Quick, Standard or Deep for each question in Ethan. Here you set how hard Standard thinks, and whether Deep is allowed. More thinking answers hard questions better but is slower and uses more tokens.
Limits and logs
Spending cap and how long the usage log is kept.
User management
| Name | Projects | Role |
|---|