Track leads, registrations, and professional activities for each project.
| Project | Start YYYY-MM-DD |
Deadline YYYY-MM-DD |
Status | Health | Progress |
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| Task | Project | Due | Priority | Status |
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| Item | Phase | Project | Owner | Status | Priority | % | Start YYYY-MM-DD |
Due YYYY-MM-DD |
Evidence / Link | Notes | Verification | Predecessor |
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Team headroom against weekly capacity, plus a staffing simulator: enter hours a new project needs and see who can actually absorb the work. Headroom is each person's capacity minus their recent average load — not a guess about hours that haven't happened yet.
| Person | Capacity/wk | Recent avg/wk | Headroom/wk | Status |
|---|
Select which project belongs to this client, then click Save.
Drag a client to update company sentiment. Position on the horizontal axis reflects each client's linked-project revenue. Switch the toggle above to see who moves — a big jump means their feelings about the firm and their feelings about the work have split apart.
High loyalty
Low loyalty
At risk
Revenue and sentiment fields live on each client's record — edit them here or from the Clients CRM detail modal.
Drag anyone to update their value to the firm and satisfaction. Bubble size reflects tenure. These are manual judgment calls today — a natural next step is sourcing "value" from utilization and margin data instead of setting it by hand.
High satisfaction — retain & grow
Low satisfaction
Low satisfaction — flight risk
Value and satisfaction live on each person's record in Team — edit them here or from the Team roster.
| Task | Owner | Status | Priority | Project |
|---|
| Date | Hours |
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| Project | Hours |
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| Date | User | Category | Project | Task | Hours | Start | End | Notes |
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Allocate your total fee across phases. Actual spend is pulled from the Spent field and distributed proportionally.
Ranked by financial impact. These are the moves that change the outcome.
CPI = value earned per dollar spent. Above 1.00 is profitable. EAC = projected total cost at this burn rate. VAC = projected profit or loss.
| Project | Fee | Hours | Cost | Realized | CPI | SPI | Forecast (EAC) | Profit (VAC) | Verdict |
|---|
Phases ranked by cost overrun against allocated fee. Fix the top of this list first.
Green days earned more value than they cost. Red days went backwards.
What your completed projects actually cost to deliver — use this to price new work instead of guessing.
Hours logged this week against each person's capacity, plus open task load. Read this to spot who is drowning — not to rank anyone.
Specific moves that would relieve pressure. Candidates are chosen on spare hours, prior experience in that phase, and their own deadline load.
Hours logged and tasks delivered per person. Read this as capacity and load, not as a performance ranking.
Fully-loaded cost, margin, and billable-hour economics per person. Salary, benefits, and overhead are entered manually below — hours are pulled from logged time, split by the Billable / Overhead / Marketing-BD / Time Off category set on each time entry. Only Billable hours count toward revenue and margin. Visible to admins only.
| Person | Salary | Benefits % | Overhead % | Fully-loaded cost | Cost / hr | Billed rate | Billable hrs | Non-billable hrs | Margin |
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Forecasts hours, labor cost, and margin for a new project by learning the hours-per-dollar-fee ratio and phase spend pattern from comparable past projects. Pick which projects are actually comparable — a forecast is only as good as the comparables behind it.
Stack what-if moves on top of the firm's current run-rate — lose a client, win a pipeline deal, hire, or lose someone — and see the effect on revenue, cost, and margin before it happens for real. Nothing here is saved; it's a sandbox.
Populates the workspace with a realistic dataset — team, clients, pipeline deals, active & closed projects, budgets, phases, categorized time entries — so every module (Relationships, Satisfaction, Cost & Incentive, Forecasting, Capacity, Scenarios) has something real to show. This replaces your current local data.
Choose a .xlsx or .xls file. Import a simple task sheet or a full workbook exported from this system.
Downloads a multi-sheet .xlsx with Projects summary and task sheets.
Move data between devices by exporting then importing JSON.
Clears all local data and restarts the onboarding flow. Use this to reset the app for a new user or tester. Your Supabase data is not deleted — only local browser storage is cleared.
Change the admin passcode used to unlock restricted features. You must enter the current passcode first.
Subscribe to this live URL in Outlook once — it refreshes automatically every 4 hours with your latest task deadlines. No manual exports ever needed.
https://momentumnow.netlify.app/.netlify/functions/calendar
In Outlook: Calendar → Add calendar → Subscribe from web → paste the URL above → name it "Momentum Tasks" → Subscribe
Prefer to import manually? Download the .ics file and double-click it — Outlook opens it automatically. Or in Outlook web: Calendar → Add calendar → Upload from file.
Paste your Outlook calendar embed URL in supabase-config.js as window.OUTLOOK_EMBED_URL. To get it: Outlook → Settings → View all Outlook settings → Calendar → Shared calendars → Publish calendar → Copy HTML link.
supabase-config.js:window.OUTLOOK_EMBED_URL = "https://outlook.live.com/owa/...";| When | User | Area | Item | Field | From | To |
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