example pack · invented firm, real engine
Northbridge Advisory does not exist. Its 3 spreadsheets are as broken as yours, and this pack came out of them in 35 seconds.
Dropped in: a staffing file with 2 dead tabs and one consultant spelled 2 ways, a Q1 budget whose TOTAL row is a #REF!, and a French project tracker with a copied tab. Nothing below was written by hand. Read the allocation table and the findings first — that is where the work is.
- staffing_2026_v3_FINAL_(2).xlsx
- budget_Q1_v2.xlsx
- project tracker mars.xlsx
this pack, in 3 formats
The deck is 6 editable slides, the same file a firm with a pass gets, so it drops into your own template. The PDF opens your browser print dialog: choose Save as PDF.
steering committee pack
Northbridge Advisory
Week of 16 Mar 2026 · 3 sources · 7 findings · sample firm, invented data
The portfolio carries 6 active projects at a recomputed margin of 16.3%, with Security Review in deficit at −22.7% due to scope creep without a contract amendment. Three consultants are over-allocated this week and the Security Review change-order situation requires a partner decision before the project's 15 April deadline.
6
active projects
16.3%
portfolio margin
1
projects at risk
3
data issues found
Portfolio
| project | lead | status | revenue | margin |
|---|---|---|---|---|
| ERP Migration | Sarah Laurent | In progress, UAT 2 wks late | $268,000 | 20.1% |
| Security Review | Marc Devlin | Scope expanded, no amendment | $54,000 | −22.7% |
| Cloud Landing Zone | Priya Nair | In progress, on track | $141,000 | 20.2% |
| Data Platform | Priya Nair | In progress, client dependency | $205,000 | 18.0% |
| Cost Optimisation | Ana Ferreira | In progress, on track | $112,000 | 24.8% |
| Client Portal | Hugo Santos | On hold, awaiting client | $68,000 | 13.2% |
Allocation
Findings (7)
Sarah Laurent (merged from 'Sarah Laurent' and 'S. Laurent' in staffing_2026_v3_FINAL_(2).xlsx) is booked at 130% for the week of 2026-03-16, which exceeds full capacity.
staffing_2026_v3_FINAL_(2).xlsx
Priya Nair is booked at 112% for the week of 2026-03-16 across Cloud Landing Zone and Data Platform in staffing_2026_v3_FINAL_(2).xlsx.
staffing_2026_v3_FINAL_(2).xlsx
Hugo Santos is booked at 110% for the week of 2026-03-16 across Client Portal and Security Review in staffing_2026_v3_FINAL_(2).xlsx.
staffing_2026_v3_FINAL_(2).xlsx
Security Review has burned 71 days against a sold scope of 60 days and forecasts a cost of $66,300 against sold revenue of $54,000, yielding a margin of −22.7% per budget_Q1_v2.xlsx; project_tracker_mars.xlsx notes scope was expanded without a contract amendment.
budget_Q1_v2.xlsxproject tracker mars.xlsx
The TOTAL row in budget_Q1_v2.xlsx sheet 'Budget' contains #REF! errors in sold revenue and margin columns; portfolio margin of 16.3% was recomputed directly from individual project rows (total sold revenue $848,000, total forecast cost $704,000).
budget_Q1_v2.xlsx
'Migration ERP (phase 2)' in project_tracker_mars.xlsx is recorded as not yet signed and has no corresponding budget entry in budget_Q1_v2.xlsx; it is excluded from the active project count and financials.
project tracker mars.xlsxbudget_Q1_v2.xlsx
The 'Feuil2' sheet in budget_Q1_v2.xlsx contains an old FX rate of 1.09 with no context; it is not used in any visible budget calculation and has been ignored.
budget_Q1_v2.xlsx
What we would not guess (4)
Sarah Laurent's total allocation is 130% for the week of 2026-03-16; it is unclear whether one of her two bookings should be reduced or reassigned, and which project should take priority.
staffing_2026_v3_FINAL_(2).xlsx
'Migration ERP (phase 2)' appears in project_tracker_mars.xlsx as not yet signed; it is unknown whether this is a pipeline opportunity or a confirmed project missing from budget_Q1_v2.xlsx.
project tracker mars.xlsx · budget_Q1_v2.xlsx
The 'Staffing (old)' sheet in staffing_2026_v3_FINAL_(2).xlsx covers week 2026-02-09 and shows different allocations (e.g. Sarah Laurent at 100% on ERP Migration only); it is unclear whether any of those historical bookings remain active.
staffing_2026_v3_FINAL_(2).xlsx
Security Review has no contract amendment on record despite scope expansion per project_tracker_mars.xlsx; it is unknown whether a change order is in progress or revenue will remain uncovered.
project tracker mars.xlsx · budget_Q1_v2.xlsx
Answer any of these by replying to ope@nanocorp.app and we hold the answer for every future cycle. A pack with unresolved items is still a pack.
Read from
- staffing_2026_v3_FINAL_(2).xlsx · 46 rows · Staffing, DO NOT EDIT
- budget_Q1_v2.xlsx · 41 rows · Budget
- project tracker mars.xlsx · 22 rows · Tracker
your turn
The same thing, on your firm's files
Up to 3 spreadsheets, mess included. No account, no card, and the first pack is free. We never keep the file itself, and everything we do keep is listed on one page.