Dashboard
Good morning. 48 active clients. 12 open proposals. 3 audits due this week.
Active Clients
48
↑ 6 vs last month
MRR
$187k
↑ 12% vs last month
Avg Grade
B82
across 48 clients
Open Proposals
12
$148k pipeline
Audits Due
3
next 7 days
Clients
View all →| Client | Status | Grade | Progress | Updated |
|---|---|---|---|---|
JE Jordan Ellis Harbor Creative Agency | Active | B+ | 68% | 2h ago |
SL Sam Lee Sunrise Media Group | Onboarding | C | 3 of 8 | 1d ago |
AR Alex Rivera Tidewater Retail Co. | Prospect | D | audit | 3d ago |
MK Maya Kendrick Anvil Construction | Active | A- | 91% | 4h ago |
DH Devon Hart Pacific Legal | Active | B | 55% | yesterday |
RV Rosa Vega Northstar Auto | Active | A | done | 2 days ago |
Recent activity
All activity →March report delivered to Harbor Creative2h ago
Proposal sent to Tidewater Retail4h ago
Audit completed: Pacific Legalyesterday
Checkout pending: Anvil Constructionyesterday
New lead: Beacon Analytics2d ago
Onboarding complete: Driftwood Co.3d ago
Invoice paid: Northstar Auto4d ago
Open proposals
View all →| Prospect | Plan | Sent |
|---|---|---|
AR Tidewater Retail $2,450 audit | Audit only | 4h ago |
BA Beacon Analytics $28,800 / 6mo | 6-Month Growth | 2d ago |
DW Driftwood Co. $50,400 / 12mo | 12-Month Enterprise | 5d ago |
Audits due
View all →| Client | Type | Due |
|---|---|---|
MK Anvil Construction | Quarterly re-audit | Tomorrow |
RV Northstar Auto | Quarterly re-audit | in 3 days |
DH Pacific Legal | Monthly report | in 5 days |