Dashboard

Operational overview — pending actions, project health, and financial status as of August 26, 2026.

Requires attention2 projects at risk 5 pending approvals 2 overdue invoices

Active Clients

6 total

Active Projects

6 in portfolio

Pending Approvals

Awaiting client action

Outstanding

$188,250

5 open invoices

At Risk

Needs intervention

Upcoming Meetings

Scheduled ahead

Projects at Risk

View all

Operations Optimization

Crestline Manufacturing · James Whitfield

At Risk

Due Sep 30, 2026

Student Services Modernization

Northfield Education Group · Rachel Torres

At Risk

Due Jan 31, 2027

Digital Transformation Program

Apex Advisory Group

68%

Website Modernization

Meridian Health Partners

45%

Client Actions Required

View all

Mobile Application Prototype

Apex Advisory Group

PendingDue Aug 25, 2026

Analytics Dashboard Wireframes

Crestline Manufacturing

PendingDue Aug 26, 2026

Website Homepage Design

Meridian Health Partners

PendingDue Aug 27, 2026

Q4 Strategy Report

Apex Advisory Group

In ReviewDue Aug 30, 2026

Upcoming Schedule

Calendar

Weekly Project Review

Apex Advisory Group

Aug 27, 202610:00 AM

Design Review

Meridian Health Partners

Aug 27, 20262:00 PM

Strategy Workshop

HarborPoint Logistics

Aug 28, 202611:00 AM

Executive Steering Meeting

Crestline Manufacturing

Aug 29, 20269:00 AM

Financial Status

Invoices

INV-2048

Meridian Health Partners

$23,750

OverdueDue Aug 15, 2026

INV-2051

Apex Advisory Group

$47,500

PendingDue Sep 1, 2026

INV-2052

Crestline Manufacturing

$35,000

PendingDue Sep 15, 2026

INV-2046

Northfield Education Group

$42,000

OverdueDue Aug 20, 2026

Recent Activity

Dr. Elena Vasquez uploaded document

Brand Guidelines — Meridian Health.pdf

1d ago

Dr. Elena Vasquez sent message

Homepage Design Feedback

1d ago

Rachel Torres requested approval

Website Homepage Design

6d ago

James Whitfield updated project status

Operations Optimization → At Risk

1d ago

Rachel Torres scheduled meeting

Design Review — Aug 27

3d ago