Overview
Search accounts, notes, invoices
AO
Net revenue
$42.8k
+8.4%
this month
Active accounts
186
+14
open retainers
Conversion rate
18.7%
-1.1%
quiet week
Monthly recurring
$31.2k
+5.9%
renewed
Account stillness report
Seven client planes arranged by next touch and renewal intent
Updated 09:20
ACCOUNT
OWNER
STAGE
VALUE
STATUS
Foldline Atelier
Paper catalog suite
Mina T.
Renewal review
$8,420
calm
•••
Pale Grid Works
Quarterly analytics
Jun S.
Proposal sent
$6,180
reading
•••
Mori Ledger
Inventory dashboard
Aya O.
Implementation
$11,900
active
•••
Quiet Harbor
Member retention
Ren K.
Discovery
$3,760
waiting
•••
North Margin
CRM cleanup
Mina T.
Invoice draft
$4,280
review
•••
Soft Rule Studio
Annual plan
Jun S.
Contract edit
$7,540
steady
•••
Ash Ledger Co.
Archive migration
Ren K.
Dormant
$2,150
paused
•••
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Kenya Hara «White»
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Curio Design
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