Client Health Dashboard

NovaTech Solutions — Nebula

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Active Revenue

$250K

Team Utilization

72%

At-Risk Projects

1

Deadlines This Week

3

Acme Corp

Proposal · $120K

Healthy
Last Contact

2 hours ago

by Clark Kent

Avg Response

< 4 hours

Tasks

4 open

Hours / Budget

42h / 60h

$2 paid ($30K), 1 sent ($18K due Mar 15)
CSprint 3 Review — tomorrow 2pm
MNewsletter subscriber, 42% open rate
Sprint 375%
Task Completion12/18

Recent Activity

$

INV-003 sent — $18,000 for Sprint 3 milestone

Clark Kent · 3h ago

C

Sprint 3 Review scheduled for tomorrow 2pm

Clark Kent · 4h ago

M

Bruce shared beta build link in #acme-project

Bruce Wayne · 5h ago

P

Completed ACME-47: Push notification integration

Bruce Wayne · 5h ago

K

Logged 6h on API endpoint testing

Wally West · 6h ago

W

Updated Acme integration docs on wiki

Bruce Wayne · yesterday

Beacon Health

Negotiation · $85K

Needs Attention
Last Contact

3 days ago

by Diana Prince

Avg Response

~12 hours

Tasks

7 open(2 overdue)

Hours / Budget

28h / 45h

$1 paid ($12K), 1 sent ($12.7K due Mar 20)
CCheck-in call — next Tuesday
MNewsletter subscriber, opened last 2
Sprint 245%
Task Completion6/15

Recent Activity

C

Beacon check-in meeting completed

Diana Prince · 2d ago

$

INV-005 sent — $12,750 due Mar 20

Clark Kent · 3h ago

M

Diana flagged scope creep on data validation module

Diana Prince · 1d ago

P

BCN-12 blocked: waiting on legacy DB credentials

John Stewart · 2d ago

W

Reviewed Scope Creep Management wiki page

Diana Prince · 3d ago

K

Logged 4h on schema mapping

John Stewart · 3d ago

Crestline Financial

Qualification · $45K

At Risk
Last Contact

23 days ago

by Wally West

Avg Response

No response

Tasks

5 open(4 overdue)

Hours / Budget

0h / 30h

$1 draft ($8.5K) — NEVER SENT
CNone scheduled
MNot in any campaign
Sprint 115%
Task Completion2/8

Recent Activity

$

INV-006 drafted but never sent — $8,500

Clark Kent · 5d ago

C

No meetings scheduled — last was 30+ days ago

— · 30d ago

C

Unanswered email to Sarah Chen about audit scope

Wally West · 18d ago

P

CRS-05 overdue: Penetration test report (14d late)

Wally West · 20d ago

M

Last message in #crestline-security channel

Wally West · 23d ago

Meridian Logistics

Proposal Sent · $95K

Prospect
Last Contact

5 days ago

by Clark Kent

Avg Response

N/A

Tasks

0 open

Hours / Budget

0h / —h

$No invoices yet
CFollow-up call — next Thursday
MClicked AI assessment landing page
—0%

Recent Activity

C

Meridian follow-up call scheduled for next Thursday

Clark Kent · 2d ago

M

Opened TechVault case study email, clicked CTA

System · 3d ago

C

Proposal sent: Supply chain optimization platform

Clark Kent · 5d ago

N

Uploaded proposal-meridian-v2.pdf

Clark Kent · 5d ago

M

Discussed pricing strategy in #sales

Clark Kent · 6d ago

TechVault Solutions

Closed Won · $68K

Completed
Last Contact

45 days ago

by Diana Prince

Avg Response

~6 hours

Tasks

0 open

Hours / Budget

0h / —h

$2 paid ($68K total) — all settled
CNone — project complete
MCase study published, reference client
Complete100%
Task Completion22/22

Recent Activity

M

TechVault case study published & sent to prospect list

Clark Kent · 10d ago

$

INV-008 paid — final $33,000 payment received

System · 45d ago

C

Final invoice paid — deal closed

Clark Kent · 45d ago

W

Added TechVault to Case Study Process wiki

Clark Kent · 45d ago

P

All 22 tasks completed and archived

Diana Prince · 46d ago