KPIs
Financial and firm-health metrics at a glance.
Revenue Trend
Expense Breakdown
Active Projects
Recent Activity
Clients
All client accounts
CRM
Customer relationship management — track leads through your 12-stage pipeline
Pipeline
Sales pipeline and lead tracking
Projects
All engagements and milestones
Financials
Revenue, invoices & expenses — Stripe + QuickBooks
Invoices
Billing and payment tracking
Expenses
Business costs and subscriptions
Time Tracking
Billable hours log
Training Tracker
Claude Certified Architect — Foundations Certification Progress
Tickets
Task management — track client and internal work items
Security Baseline Parameters
CIS Benchmark & DISA STIG product coverage, drift detection, and automation analysis
Automation Ceiling
Drift Detection
Active Rules by Category
Services
Service catalog and pricing
Prism Shared Drive
Browse and open your Prism AI files directly
★ Prism Studio
Single pane of glass — today's work, live activity, and the morning ritual.
Today
Daily Routine
Live Activity
Daily Agenda
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Idea Vault
Active Plans
Pending Plans
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End of Day
Daily journal · expand to fill
End of Day
Daily journal · expand to fillTools Inventory
All custom skills, plugins, and MCP connectors powering Prism AI.
| Name | Category | Suite | Description | Relevance | Utilization |
|---|
Business Health
Operational maturity, SWOT analysis, and prioritized action plan.