CFO Associates
AI Initiative Tracker
Tools built · time saved · value delivered
Net Monthly Value iFormula: Gross Value − Monthly Expenses

Gross = sum of (Time/Use × Uses/Mo × Clients × Rate) across all tools
Expenses = Claude + Hosting costs entered below

Shows a low–high range because usage is estimated as a range. Real value is likely within this band.
Gross: —
Monthly Expenses iDirect AI costs deducted from gross value.
Claude: API / subscription
Hosting: Cloudflare Pages
Claude $
Hosting $
$0 / mo
Throughput Conv. Rate Key Metric iTCR = Billable hrs ÷ Total AI-saved hrs × 100

Auto-calculated from each tool's Billable % column. Set each tool's Billable % to reflect how much of its saved time goes to client-billable work vs. internal overhead.

• ≥80%: strong conversion
• 60–79%: monitor
• <60%: hours leaking to non-billable work
of AI-saved hrs are billable
Set Billable % per tool to calculate
FTE Equivalent i Formula: Total hrs saved ÷ 160 hrs (1 FTE/month)

If your tools save 160 hrs/mo total, that's 100% — equivalent to one full-time employee's output recovered through AI. Use this to make the case for headcount vs. tool investment.
— FTE / month
Avg Hrs / Use iAverage time saved per single tool use across all live tools with known time values.

Higher = each use packs more leverage. Watch this grow as you deploy heavier-impact tools.
hrs per use
Total Hrs/Mo
Live Tools Tracked
0
Total Tools
0
Live
0
Planned
0
High-Impact
0
Constraint-Targeted
OE hrs / mo
AI Portfolio Analysis Click to expand

Claude reviews your current tool data — gaps, priorities, throughput health, and this week's focus. Runs against live data each time.

Tool Assignee Priority Status Time / Use Uses / Mo Clients / Mo Hrs Saved / Mo Value / Mo Impact System Constraint T Real. % Flags Actions