Playbookly · Consultant Portal
Interactive product demo · 6 screens · ← → keyboard navigation
Screen 1 of 6
N
ML
Acme Corp
Dashboard
Benchmark Report
Playbooks
Progress
AI Steering
Call Notes
ML
Dr. Marie Laurent
Consultant view
Financial Benchmark Report
Acme Corp vs Sector Peers Manufacturing · $52M · France
C+vs 1,847 peers
Performance Radar
Company Sector P50 Target P75
Gross Margin EBITDA DSO Working Cap ROE Rev Growth C+ C+ B- B C B+
KPI Benchmarks vs Sector
KPIValueP50P75GradeGap $
Gross Margin35.1%38%45%C+$45K
EBITDA Margin4.23%5.5%8.1%C+$78K
DSO63d52d40dB-$34K
Working Capital1.4×1.5×2.1×BOn track
ROE9.4%11%16%C$12K
Revenue Growth14.3%10%18%B+On track
Total Improvement Opportunity
$340K/yr across 15 KPIs
If Acme reaches P75 on all below-median KPIs
N
ML
Acme Corp
Dashboard
Benchmark Report
Playbooks
Progress
AI Steering
ML
Dr. Marie Laurent
Consultant view
Playbook Recommender
Acme Corp — Recommended Strategies
3 selected · $157K/yr
N
NadiaAI Recommendation
"Based on Acme's benchmark gaps, I recommend starting with EBITDA margin (highest ROI) → DSO (fastest cash impact) → Cost structure. These three together address $280K of the $340K total opportunity."
N
ML
Acme Corp
Progress
Benchmark Report
Playbooks
AI Steering
Call Notes
ML
Dr. Marie Laurent
Consultant view
Acme Corp — Transformation Progress Week 14 of 24
Current Grade
C+→ started C
Value Captured
$127K
of $340K target
Sprint Completion
72%
Team Engagement
High
↑ 3 active members
Grade Journey
JanC
FebC+
MarC+
AprC+→
MayB-
JunB
Dashed = projected with current sprint velocity
Active Playbooks
PB-32: EBITDA BridgeC+
Sprint 3/6 · 72% complete · $78K target
PB-04: Working CapitalB-
Sprint 2/6 · DSO 63d→52d target · $34K so far
PB-03: Cost Structurepending start
Not started · $45K target · awaiting Sprint 3 approval
N
ML
Acme Corp
Progress
Benchmark Report
Playbooks
AI Steering
Call Notes
ML
Dr. Marie Laurent
Consultant view
AI Supervision & Team Engagement
Pending AI Actions — Your Review Needed
F
FionaAINeeds approval
Draft Sprint 4 plan for PB-04
FionaAI generated 8 tasks for Sprint 4 (Working Capital). Review before assigning to team. Est. 6 hours total effort.
C
CélineAIUrgent
DSO alert — 3 invoices 90+ days overdue
CélineAI wants to send an escalation message. Total exposure: $87K. Recommend: direct consultant call first.
F
FionaAIAuto-completed ✓
Benchmark update — new financials analysed
Processed March P&L. EBITDA improved 0.4pp. Scorecard updated. No action needed.
Team Engagement Barometer
Overall Engagement
Low74% — HighMax
SD
Sophie D.CEO
At risk45%
Last login: 5 days ago · 4 tasks overdue
ML
Marc L.CFO
Active89%
Last login: today · 2 tasks completed this week
AC
Anna C.Ops
Active82%
Last login: yesterday · On track
N
NadiaAI Engagement Alert
"Sophie's engagement dropped 78% → 45% this week. CEO disengagement at Sprint 3 is a known churn signal. Recommend a 15-min call before Thursday — talking points ready."
N
ML
Acme Corp
Progress
Benchmark Report
Playbooks
AI Steering
Pre-Call Brief
ML
Dr. Marie Laurent
Consultant view
Your Personal AI Briefing
Acme Corp · Call in 40 minutes
What changed since last call
Sophie inactive 5 days — engagement dropped, 4 tasks overdue
DSO deteriorated — 63d, 3 invoices 90+ days ($87K at risk)
EBITDA improved +0.4pp — PB-32 Sprint 2 delivered
KPI movement since last call
EBITDA Margin
C+↑ +0.4pp
DSO
B-↑ +3d (worse)
Gross Margin
C+→ stable
Opening sequence
1. Acknowledge EBITDA improvement — lead positive (30 sec)
2. DSO: "3 invoices at 90+ days. Which customers?"
3. Sprint restart commitment — specific dates, specific owner
N
NadiaAI Private Coaching
Only visible to you
🔒 Private
"Sophie always deflects on collections by pivoting to EBITDA news. Lead with the EBITDA win (she'll relax), then shift hard: 'The collections number is what worries me now.' Don't let her move topic."
"DataViz had identical DSO profile last quarter. PB-04 resolved it in 8 weeks — the AR aging walk-through is what unlocked their CEO. Show her the before/after (anonymised)."
"Her 5-day absence pattern occurs pre-quarter-end (reporting pressure). Frame sprint tasks as 'protecting the Q2 numbers' not as platform obligations."
Suggested decision items
Approve Sprint 4 plan (PB-04)Needs decision
Name AR collection lead for 3 invoicesUrgent
Schedule Sprint 3 review ceremonyThis week
N
ML
My Practice
Portfolio
Calendar
Interventions 5
Earnings
Tools
Certification
Settings
ML
Dr. Marie Laurent
8 clients · Online
My Earnings
April MTD
$0
↑ +12% vs March
Total Captured for Clients
$0
across 8 clients this year
Annual Projected
$0
NadiaAI estimate
Revenue by Stream
Referral Fees (20% of subscription, first year)$1,920/mo
Success Fees (your 50% share of the platform success fee)$2,080/mo
April Total$4,000
Value Captured — Per Client
Acme Corp
$127K+$34K
DataViz
$84K ✓complete
BioLab
$42Kat risk
TechSol
$12Kstalled
+ 4 more clients · total captured: $487K · your fee share: $73K
Next Payout
$4,000
May 1, 2026 · automatic transfer
Practice Ceiling
Today
$48K/yr
→
Full capacity
$1.2M+
8 of max 10 clients · 2 slots remaining · NadiaAI manages capacity
← → or click tabs