Project

Starfish Insurance

Churned

Invoices 8 total

Billed

$8.8k

Collected

$8.8k

Outstanding

Overdue

Invoice #12310

paid Mar 2

$135

Invoice #12265

paid Jan 30

$1,845

Invoice #12242

paid Dec 29

$1,170

Invoice #12192

paid Oct 29

$450

Invoice #12169

paid Sep 24

$1,530

Invoice #12138

paid Aug 26

$3,240

Invoice #12113

paid Jul 24

$135

Invoice #11814

paid Sep 7

$250

Margin project to date

Revenue

$8.5k

$8.8k collected

COGS

$2.0k

actual

Gross margin

$6.5k

revenue less COGS

Margin %

76%

40% COGS plan

vs plan

+16 pts over the 60% plan (40% COGS assumption).

Month by month

2024

Line item	Jun	Jul	Aug	Sep	Nov	Dec	Total
Revenue
Total Revenue
Cost of Goods Sold · contractors
Shane McCurdy$56/hr		434	70	14	140	126	784
Meredith Gertz. // Quartermoon Consulting$60/hr		360	245	45			650
Chloe Terrace$40/hr	20	124	49	33	64	5	294
Steve Finkill // SC3 Partners$97/hr	18	25	125	25			193
Daniel Cowan$62/hr					62		62
Total COGS
Gross Margin
Gross Margin %

Closed month · actuals Open month · budget Current month Locked historyOpen months show the budget, closed months the actuals, whatever the calendar says. Per-contractor lines are always logged labor, so in an open month they will not add up to the budgeted Total COGS. Total Revenue and Total COGS are editable in open months. Closed months are locked.

Who’s on it by month · 2024

35.6h logged · most from Shane McCurdy (14.0h)

Jun

Chloe Terrace 0.5hSteve Finkill // SC3 Partners 0.3h

Jul

Shane McCurdy 7.8hMeredith Gertz. // Quartermoon Consulting 6.0hChloe Terrace 3.1hSteve Finkill // SC3 Partners 0.3h

Aug

Meredith Gertz. // Quartermoon Consulting 4.1hShane McCurdy 1.3hSteve Finkill // SC3 Partners 1.3hChloe Terrace 1.2h

Sep

Chloe Terrace 0.8hMeredith Gertz. // Quartermoon Consulting 0.8hShane McCurdy 0.3hSteve Finkill // SC3 Partners 0.3h

Nov

Shane McCurdy 2.5hChloe Terrace 1.6hDaniel Cowan 1.0h

Dec

Shane McCurdy 2.3hChloe Terrace 0.1h

Hours from Harvest timesheets (actuals). Every name here is COGS labor.