Sifr Flow · Sifr Creative Group

Overview

Leaders

Alerts

Projects

AI Analysis

Clients

Analytics

Financial Plan

SIFR League

Executive View

Company pulse · One screen overview · Real-time

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Group Revenue Target 2026

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Sifr + 4 Subsidiaries

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Achieved

Won — Remaining —

Active Projects

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Health

From Monday.com

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Healthy

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At Risk

Pipeline Value Open

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Across all leads

Leads

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Avg Deal

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Win Rate (SIFR only)

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Won / Total

Total Billing YTD

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Total Invoiced · Collections page

Unbilled Locked

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Remaining to Invoice · Collections page

Profit Margin

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Billing − Spend

Realized Profit —

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vs Expected —

Portfolio Intelligence

· Data from Collections page

Concentration by Sector

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Cash Collection Health

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Collected

Collected —

Outstanding —

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Contracts Expiring Soon

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Subsidiary Performance

Achievement vs Target

⚠ Red Flags

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Top Clients

by Contract Value

Top Performing Leaders

by Billing

💡 Data sources: Monday.com (active projects) · Subsidiary entries · Potential Leads board · Won Leads board

Total Contract Value Baseline

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Total Budget Allocated

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Total Projects Active

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Realized Profit Healthy

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Expected Profit Forecast

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Total Clients Active

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Total Spend Monitor

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AI Summary

Claude · Live Analysis

Analyzing live Monday.com data...

Financial Overview

Metric	Value (SAR)	Ratio	Status
Fetching from Monday.com...

Billing Progress by Leader

Rankings

Ahmad

Muhannad

Reema

Compare Leaders

Immediate Action Required

Project Status

Intelligence · Client Decision Engine

Should I Continue With This Client?

Instant per-client analysis — a clear decision based on your real numbers

⚡

Press the button to analyze all your clients

Claude reads each client's billing, profit, spend & cost saving — then gives you 3–5 reasons and one clear verdict.

Client Portfolio

All Clients

Client Strategy Board

Strategic Decision Engine

Two matrices. One question: where should I invest, and where should I cut? Clients are scored on Value vs Drain; leaders on Output vs Efficiency.

📖 How the Decision Lab Works

The core idea in one sentence:

Translate your raw Monday.com data (Contract, Billing, Spend, Health Score…) into one comparable number from 0 to 100 for every client and leader — so you can rank them, group them, and act on them.

This page answers two questions only:

Question 1

Which client deserves my time, and which one is draining me?

→ Client Matrix · Value vs Drain

Question 2

Which leader can I rely on, and which one needs intervention?

→ Leader Matrix · Output vs Efficiency

Important: All scores are relative to your portfolio, not absolute. Your biggest contract gets 100% on contract size; everyone else is measured against it. So scores update naturally as your portfolio grows.

For every client, two scores are calculated:

★ Value Score (0–100) — How valuable is this client?

Weighted average of 4 inputs:

40%

Contract size · how big is the deal compared to your largest contract?

from Contract Value

35%

Actual profit · Billing − Spend, compared to your top earner

from Billing − Actual Spend

15%

Profit margin · profit ÷ billing — high margin = healthy work

calculated

10%

Number of projects · breadth of relationship

project count

⚠ Drain Score (0–100) — How much does this client cost you in pain?

Weighted average of 4 indicators:

35%

% projects At Risk · spend exceeds billing

from Health Score

30%

% over-budget projects · scope creep, no discipline

from Over Budget

20%

Billing delay · how much of the contract is still unbilled

100 − Billing%

15%

Financial behavior · late payer, poor history

from Financial Behavior

Strategic Score in the table = Value − Drain. Positive = worth your attention. Negative = drains more than it returns.

For every leader, two scores are calculated:

★ Output Score (0–100) — How much do they produce?

40%

Total Billing · revenue generated

vs top biller

35%

Actual Profit · what's left after spend

Billing − Spend

25%

Project Count · how many projects they're managing

project count

◆ Efficiency Score (0–100) — How well do they execute?

30%

Profit margin · do they make money efficiently?

profit/billing

25%

% Healthy projects · execution quality

from Health Score

20%

Billing recovery rate · how fast they invoice the contract

Billing/Contract

15%

Cost savings · came in under budget on completed work

from Cost Saving

10%

Budget discipline · doesn't blow past budgets

100 − OverBudget%

Strategic Score for leaders = (Output + Efficiency) ÷ 2. Higher means stronger overall performer.

Once each entity has 2 scores, the system places it in 1 of 4 quadrants:

Client Quadrants

★ Star

Value ≥ 50 · Drain < 50

Your gold mine. Invest more, expand scope, give them your best leader. Protect at all costs.

$ Cash Cow

Value ≥ 50 · Drain ≥ 50

Profitable but expensive. Renegotiate terms, dedicate a specialist team, charge for scope creep.

? Question

Value < 50 · Drain < 50

Neither helpful nor harmful. Monitor for growth signals — could become Stars or fade away.

⚠ Burden

Value < 50 · Drain ≥ 50

Drains time, gives little back. Reprice 25–40% up, exit at contract end, or formally restructure.

Leader Quadrants

★ Champion

Output ≥ 50 · Efficiency ≥ 50

Top performer. Protect, reward, give them Stars and Cash Cows. Don't waste them on Burdens.

⚡ Workhorse

Output ≥ 50 · Efficiency < 50

Produces a lot but leaks margin. Coach on cost discipline, find the leakage source.

◆ Craftsman

Output < 50 · Efficiency ≥ 50

Precise but underutilized. Has capacity — assign them bigger projects to expand portfolio.

⚠ At Risk

Output < 50 · Efficiency < 50

Weak on both axes. Urgent intervention needed — coaching, redistribution, or role change.

Recommended reading order:

Start with the 4 KPIs at the top

Stars, Burdens, Champions, At-Risk Leaders. They give you the headline in 5 seconds: how is my portfolio actually distributed?

Jump straight to Action List

This is the most actionable section. The system extracts the top 5–7 strategic moves automatically: who to exit, who to reassign, who to expand. Sorted by priority.

Use the matrices to understand why

When an action says "exit Burden client X," go to the Client Matrix and see exactly where X sits. Hover the dot for details. Bubble size = contract value.

Check Fit Analysis for hidden risks

Toxic = worst pairing (Burden client × At-Risk leader) — break or escalate immediately. Wasteful = Champion stuck with Burdens. Risky = Star deserves better.

Bottom table = full reference

Sorted by Strategic Score. Use it when you need exact numbers for a one-on-one or board review.

⚠ Data Quality Note

Score accuracy depends on your Monday data. If Health Score, Over Budget Indicator, or Financial Behavior fields are empty for many projects, Drain Scores will be less precise. Filling these consistently makes the matrix sharper.

Client Quadrant · Value vs Drain

Leader Quadrant · Output vs Efficiency

Action List · Top Strategic Moves

Fit Analysis · Leader–Client Mismatches

Full Diagnostics · Sorted by Strategic Score

Billing vs Spend · By Leader

Actual Profit vs Expected Profit · By Leader

Contract Value · By Leader

Billing · Paid ✓

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Collected so far

Spend · Paid ✓

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Paid out so far

Net Actual ✓

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Positive ✓

Billing · Planned ⏳

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Still to collect

Spend · Planned ⏳

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Still to pay

Net Committed ⏳

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Expected positive

Filter by Leader

Monthly Pressure Map

High Pressure — Spend Planned exceeds Billing Planned significantly Warning — Spend Planned slightly above Billing Planned Comfortable — Billing Planned exceeds Spend Planned No Planned Activity

Billing vs Spend · Monthly

Billing Paid Billing Planned Spend Paid Spend Planned

Cumulative Cash Flow

Net Actual — Paid Only Net Committed — Planned Only

Smart Analysis

Loading analysis...

Payment Milestones · Detail

Milestone / Invoice	Leader	Project	Client	Type	Description	Amount (SAR)	Due Date	Status
Loading from Monday.com...

Sifr Flow · History & Trends

Comparison Layer

Six modules turning saved snapshots into directional signals — what changed, why it matters, and where to look next.

Live · 0 snapshots —

Group Dashboard

Sifr + Subsidiaries roll-up · Real-time aggregate

Transformed Deals 2025 ORB: —

Annual Target Group

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Sum of 4 subsidiaries

Achievement

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Won ÷ Target

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vs Pace

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Transferred 2025

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Carry-over

Jan 1, 2026 2026 Achievement (Current Year) Dec 31, 2026

Total Potential Leads

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Subsidiaries + Sifr

Closed Deals Won

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Won proposals

In Progress Pipeline

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All groups except Lost

Remaining to Target

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Target − Won

Transformed Deals 2025

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Manual entry

Group Contribution · Share of Won Revenue

Subsidiaries Breakdown

Subsidiary	Potential Leads	Target	Won	Achievement	Contribution

Pipeline Review · All Potential Leads

Potential Leads

Live · SIFR Workspace · SIFR-2026 Potential Leads

Time Left · 2026

Until Dec 31

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Days

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Hrs

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Min

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Sec

Total Leads

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Total Deal Value Pipeline

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Sum of Deal Value

Total Project Budget Client

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Sum of Project Budget

Gross Margin Calculated

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Deal Value − Project Budget

Sifr Target Fixed 2026

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Annual target (locked)

Pipeline by Stage

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By Status

Filter by Group

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Stage:

Status:

Owner:

Leads Detail (0)

Lead ⇅	Person ⇅	Contact ⇅	Entity ⇅	Client Class ⇅	Created ⇅	Stage ⇅	Communication ⇅	Service ⇅	Proposal ⇅	Status ⇅	Negotiation ⇅	Agreement ⇅	Deal Value ⇅	Project Budget ⇅	Proposal Cost ⇅	Probability ⇅	Last Contact ⇅	Recommended Action ⇅i	Source ⇅	Referred By ⇅
Open this tab to load data from Monday.com...

Recommendation	Trigger	Priority
🚨 Critical follow-up	Late-stage (Negotiation/Proposal/Signed) + >14 days silent	100
🔥 Reach out today	Created ≤3 days ago + never contacted	95
🔥 Contact immediately	Created ≤7 days ago + never contacted	90
⚠ Late first contact	Created 8-30 days ago + never contacted	85
⚡ Re-engage now	>14 days since last contact (any stage)	75
📞 Send check-in	Late-stage + 8-14 days silent	70
📞 Time to follow up	8-14 days since last contact	55
📋 Plan next step	4-7 days since last contact	40
❌ Likely cold	Created >30 days ago + never contacted	30
❌ Consider closing	Created >60 days + >30 days silent (or never)	25
✅ On track	Recent contact (≤3 days)	10

Won Leads

Live · SIFR Workspace · Won Leads Board

Total Won Leads Count

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Closed & won deals

Total Deal Value Revenue

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Sum of Deal Value

Total Project Budget Cost

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Sum of Project Budget

Gross Margin — %

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Deal Value − Project Budget

Avg Deal Size Average

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Deal Value ÷ Count

Filter by Group

Loading groups...

Won Leads Detail (0)

Lead ⇅	Person ⇅	Entity ⇅	Deal Value ⇅	Project Budget ⇅	Margin ⇅	Margin % ⇅
Open this tab to load data from Monday.com...

Pipeline Analytics

Time-in-stage · bottlenecks · stuck leads

Time Left · 2026

Until Dec 31

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Days

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Hrs

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Min

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Sec

Total Leads

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From Potential Leads

Total Deal Value Pipeline

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Sum of Deal Value

Total Project Budget Client

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Sum of Project Budget

Gross Margin Calculated

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Deal Value − Project Budget

Avg Time in Proposal Pipeline

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Days from sent to next stage

Stuck Leads >30 days

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No stage change in 30+ days

Avg Cycle Time Created → Closed

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From creation to won/lost

Bottleneck Heatmap · Time in Stage

Each row = one pipeline stage. Red rows are bottlenecks.

Stage	Leads Currently Here	Avg Days in Stage	Longest Lead (days)	Stuck >30d	Health
Open this tab to load activity data from Monday.com...

🚨 Needs Action Now · Stuck Leads

Leads with no stage change in 30+ days, ranked by expected value.

Pipeline by Owner (Person Column)

Activity health per lead owner.

Owner	Active Leads	Stuck	Avg Age (days)	Pipeline Value	Action Needed
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Lead Timeline Explorer

Pick a lead to see its full journey through the pipeline.

Select a lead above to view its timeline.

🤖 Claude AI · Pipeline Diagnosis

Press the button to ask Claude to analyze the current pipeline and suggest specific actions. Uses your Anthropic API credits.

Press "Generate AI Analysis" to get Claude's read on your pipeline.

Subsidiaries

ORB

Won Leads · Potential Leads

Mina

Won Leads · Potential Leads

Boslah

Won Leads · Potential Leads

Mrodun

Won Leads · Potential Leads

ORB-Won-2026 Leads

Subsidiaries · Proposals & Deals

Target (SAR) 10M Fixed 2026

Target

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Annual goal

Achieved Won

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Sum of Won deals

Total Portfolio All Groups

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Submitted + Under process

Gap to Target

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Remaining

Win Rate

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Won / Total

Add New Entry

Client / Lead Name

Project Name

Proposal Status

Submission Date

Deal Value (SAR)

Proposals & Deals

Client / Lead	Project	Status	Submission	Deal Value
No entries yet · Add your first proposal above

ORB-2026 Potential Leads

Subsidiaries · Potential Pipeline

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Total Leads

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All groups

Total Pipeline Value

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All groups except Lost

Groups

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Active pipeline groups

Avg Deal Value

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Per lead · excl. Lost

Lead	Col2	Col3	Col4	Col5	Col6	Col7
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Mina-2026 Potential Leads

Subsidiaries · Potential Pipeline

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Total Leads

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All groups

Total Pipeline Value

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All groups except Lost

Groups

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Active pipeline groups

Avg Deal Value

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Per lead · excl. Lost

Lead
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Boslah-2026 Potential Leads

Subsidiaries · Potential Pipeline

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Total Leads

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All groups

Total Pipeline Value

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All groups except Lost

Groups

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Active pipeline groups

Avg Deal Value

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Per lead · excl. Lost

Lead
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Mrodun-2026 Potential Leads

Subsidiaries · Potential Pipeline

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Total Leads

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All groups

Total Pipeline Value

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All groups except Lost

Groups

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Active pipeline groups

Avg Deal Value

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Per lead · excl. Lost

Lead
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SIFR League

Live · Test Workspace

1st → 3 pts 2nd → 2 pts

3rd → 1 pt 4th → 0 pts

Performance Hub

Strategic KPIs · Baseline vs Target vs Actual