Pipeline value
$842K
open institutional plans+8.6%
Dashboard
Measured activity across the account field
AM
Active accounts
1,284
with current movement+3.1%
Renewal rate
94.2%
trailing quarter+1.4%
Response time
18h
median care interval-2.7%
Account surfaces
Seven records due for review before month close
Filter
Export
| Account | Segment | Stage | Value | Next review | Status | |
|---|---|---|---|---|---|---|
|
NE
North Edge Archive collection services |
Museum | Contract terms | $126,400 | May 14, 10:30 | Held | ••• |
|
SQ
Square Room Trust membership renewal |
Foundation | Invoice issued | $74,800 | May 15, 09:00 | Renewing | ••• |
|
LL
Linen Line Group pilot expansion |
Enterprise | Security review | $214,000 | May 16, 14:15 | Review | ••• |
|
PA
Panel Assembly new workspace |
Studio | Discovery | $38,600 | May 18, 11:45 | Held | ••• |
|
CW
Cool Wall Office care migration |
Agency | Technical fit | $91,250 | May 20, 16:00 | Renewing | ••• |
|
FM
Field Measure Lab quarterly check |
Research | Budget hold | $52,900 | May 22, 13:30 | Paused | ••• |