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Good morning, Jordan 👋
Your last session: Contract Evaluation — 2 days ago
SESSIONS THIS MONTH
7
+3 vs last month
AVG MARGIN (LAST 3)
38%
Below target 45%
DECISIONS SUPPORTED
12
2 flagged risks
ENTITY TYPE
S-Corp
Creative Services · $140K range
Start a New Analysis
Describe the venture, project, or decision you're evaluating
New Contract
Hiring Decision
New Revenue Stream
Capital Purchase
Recent Sessions
Agency Contract Eval — Q2
Est. Margin
31%
Part-time Hire — Kitchen
Break-even/wk
$4,200
Digital Course Launch
Margin Diff
+14%
Quick Start → Full Setup
Your Key Ratios View All →
Gross Margin38%
Labor-to-Revenue42%
Overhead Ratio19%
Reinvestment Rate12%
Flagged Consideration
Your labor-to-revenue ratio is above the 40% threshold for your industry. Review before taking on new headcount.
Run a scenario →
Screen 1 — Dashboard Entry Point: The dashboard serves as the client portal home base. The prompt card is front and center with example text pre-filled to reduce friction. Quick-start chips allow users to categorize intent before launching. Recent sessions give context on prior decisions. The side panel surfaces key ratios and flags without requiring a new session — reinforcing the "always-on" advisor feel.
Session Setup
Let's frame your analysis
Before we begin, confirm a few details so MarginPro routes you to the right metrics.
What are you evaluating?
New Contract / Client
Project or service engagement
Hiring Decision
Full-time, part-time, or contractor
New Revenue Stream
Product, course, or service line
Capital Purchase
Equipment, software, or asset
Your entity type
Sole Prop
LLC
S-Corp
Approximate revenue range
Under $100K
$100K – $250K
$250K – $500K
$500K+
Screen 2 — Session Setup: Rather than a modal, this is a clean inline setup screen. Entity type and revenue range are pre-selected from the user's profile but editable. The venture type selection directly branches the questionnaire flow — a sole proprietor evaluating a new contract will receive a completely different set of prompts than an LLC owner making a capital purchase.