Fractional Executive Engagement Tracker & Hours Dashboard
Why This is an Opportunity
Generic time trackers like Toggl or Harvest don't understand the fractional model — they don't show remaining retainer hours, alert when you're about to exceed a cap, or help you see at a glance which clients are under-served versus over-consuming. The solution is a focused dashboard: define clients with their retainer terms (hours/month, rate, renewal date), log time against them, and see real-time utilization across your entire portfolio. Add a capacity planning view showing available hours for new clients. Simple forms, a calendar-style time log, and dashboard charts — all basic CRUD with calculated fields.
Key Pain Points
- •No existing tool tracks retainer-based hour caps alongside actual hours logged per client per month
- •Fractional execs discover they've exceeded a client's retainer hours only when preparing the invoice
- •Capacity planning for taking on new clients requires manually summing commitments across spreadsheets
- •Client engagement health — are you delivering enough value relative to hours consumed — has no dashboard
- •Renewal dates for multiple retainer agreements are tracked in calendar reminders with no consolidated view
Original Discovery
The fractional executive model has exploded — fractional CFOs, CMOs, CTOs, and COOs now serve multiple companies simultaneously, typically on retainer agreements with monthly hour caps. These professionals juggle 3-7 clients, each with different engagement terms, deliverable expectations, and billing structures. Most track their time in a generic time tracker and their deliverables in separate docs, with no unified view of capacity, utilization, or client health. They need something purpose-built for the multi-client retained advisory model, not a freelancer time tracker.
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