Demo Profit Leak Analysis

Employee	Dept	Budgeted Hrs	Actual Hrs	Variance	Budget Tracking
Total / Avg Variance	—	—	—

⚑ Critical · Email Implementation

One employee is driving the majority of your budget overruns

+38%

Marcus Webb avg over-budget rate

Marcus Webb is running 38% over budget on average across 6 active accounts — vs. a team average of +3.8% for his 3 colleagues. His overruns account for 76% of all company-wide budget overages YTD. This is an isolated coaching opportunity, not a department-wide problem.

⚠ At Risk · Paid Implementation

Riley J. trending over on both active accounts

+19%

Riley J. avg over-budget rate

Riley J. is at +19% across Meridian Resorts and Harmon Capital — below the critical threshold but trending up. Both accounts have 7 months remaining in their retainer cycles. Early intervention now could prevent this from compounding.

✓ Healthy · Strategy Department

Strategy is your tightest department — all three under +3%

+2.4%

Strategy dept avg variance

Ashley R., Nathan Z., and Corey F. are all running within 1–3% of budget across their full account loads. Given the inherent scope ambiguity in strategy work, this reflects strong scoping discipline and reliable estimation.

↗ Opportunity · Writing & Design

3 employees consistently coming in under budget

−4 to −6%

Under-budget range: Caleb, Nadia, Omar

Caleb Torres, Nadia Chen, and Omar Patel are running 4–6% under budget consistently. This could indicate healthy efficiency — or over-scoping at the proposal stage. Worth reviewing whether these accounts have room to grow or if budgets should be right-sized.

Employee Spotlight · Marcus Webb

Marcus Webb

Email Implementation Specialist · 6 Active Accounts

+38%

Avg Variance

189 hrs

Over Budget YTD

$28,350

Est. Leak

Team Comparison — Email Implementation

Marcus Webb

+38%

334 actual / 235 budgeted

Priya Shah

+4%

187 actual / 180 budgeted

Devon Mills

+2%

163 actual / 160 budgeted

Keiko Tanaka

+6%

148 actual / 140 budgeted

Marcus Webb · Per-Account Breakdown

Account	Budgeted Hrs	Actual Hrs	Overage	Variance
Apex Financial	55	82	+27 hrs	+49%
Oakhurst Living	36	52	+16 hrs	+44%
Meridian Resorts	40	57	+17 hrs	+43%
Harmon Capital	24	34	+10 hrs	+42%
Lakewood Health	32	44	+12 hrs	+38%
Frontier Analytics	48	65	+17 hrs	+35%
Marcus Total	235 hrs	334 hrs	+99 hrs	+42% avg