Monthly ops reporting built for delivery teams
Import your CSV or Google Sheet. Billability calculates automatically. AI writes the narrative. You generate a read-only link for leadership — done in under 30 minutes.
No credit card required · $5/month after 60-day trial · No seat limits
Everything your delivery team needs in one report
Purpose-built for agency delivery ops — not a generic BI tool adapted for professional services.
Automated billability calculation
Import your Google Sheet or CSV. Billability, capacity utilization, bench percentage, and non-billable load are calculated automatically — no formulas to rebuild every month.
AI narrative generation
The AI reads your import, identifies the trend, flags risks — billability below target, bench above threshold, data gaps — and writes the opening narrative paragraph. You review and edit in 10 minutes.
Read-only share links
Generate a link that shows leadership exactly what they need — metrics, narrative, risks — with no edit access, no account required. Optional password protection and link expiry for client-facing distributions.
Data quality checks
Before the report goes to leadership, a quality gate checks for missing data, anomalous hours, and incomplete sections. A percentage score tells you what is clean and what needs attention.
Bench and resource health
Track bench count, bench movement, non-billable dedicated resources, and headcount changes separately from billability. The distinctions that matter to leadership are built into the model.
Portfolio and pipeline tracking
Log account starts, pauses, expansions, and presales pipeline alongside capacity data. When billability drops, the account movement section already explains why.
From data to leadership-ready report in three steps
No migration. No training. Works with the data you already have.
Import your data
Upload your existing Google Sheet export or CSV. Report Motive reads your columns and maps them to the reporting model. Setup takes under 5 minutes.
Review the calculated report
Billability, bench, capacity utilization, and resource health calculate automatically. The AI draft narrative is ready for your 10-minute review.
Share the read-only link
Generate a shareable link with optional password and expiry. Leadership sees a curated view — no raw data, no formulas, no edit access.
Why not use a spreadsheet or a BI tool?
Most agencies spend 3–10 hours/month rebuilding the same spreadsheet. At $30/hr, that is $90–300 per month in labor cost for a $5 problem.
| Spreadsheet | BI Tool | Report Motive | |
|---|---|---|---|
| Setup time | Manual every month | 2–4 week project | Under 5 minutes |
| Monthly effort | 4–10 hrs rebuilding | 1–3 hrs maintaining | Under 30 minutes |
| AI narrative | None — manual writing | None built-in | Auto-generated, editable |
| Stakeholder sharing | PDF email / editable sheet | Account required | Read-only link, no login |
| Data quality checks | Manual review | Depends on config | Automatic, gated |
| Cost | Free (high time cost) | $50–500+/month | $5/month |
Common questions
What data format does Report Motive accept?
CSV and Google Sheets. Your existing monthly data export works as-is. If your columns are slightly different, the column mapping step handles it — takes under a minute.
Do I need to rebuild the column mapping every month?
No. The mapping is saved. From month 2 onwards, import takes under 60 seconds.
Do stakeholders need an account to view the report?
No. The read-only link opens without any login. Optional password protection is available if you need it for client-facing or board-level distributions.
Is there a limit on team size or number of reports?
No seat limits and no report limits. The $5/month flat rate covers unlimited resources, unlimited months, and unlimited share links.
What happens to my data when the subscription ends?
Your data remains accessible for 30 days after cancellation. You can export all report data as CSV before your access closes.
Can I try it before paying?
Yes — 2-month free trial, no credit card required. Full access to every feature for 60 days.
Start your free 2-month trial
No credit card required. Full access to every feature. Cancel any time. $5/month after trial — no seat limits, no feature tiers.
Get started free →Already using a spreadsheet? Download the free template first