generated on cadence · composed Mon 7:58a · sources current 7:55a
✓Pipeline rose $48k this week on two deals: the Old Hickory renewal entered contract review and Centennial Title accepted the retainer proposal.
Source · Q3 retainer renewal · 1h agoStage moved to Contract review on Jun 10. Amount $64,000. Owner: Maya Brandt.Record on file · drill-through pending servingSource · Centennial retainer · 16h agoProposal accepted Jun 10. $9,500 per month starting July.Record on file · drill-through pending serving
✓The single risk that matters is the unanswered analytics-pricing question from Old Hickory's ops team, which is now holding up legal.
Email · ops thread, Jun 5 · 6d ago"Before we sign, can you clarify how the analytics add-on is billed?" No reply on thread.Record on file · drill-through pending servingMeeting · standup, Jun 10 · 1d agoMaya: "Legal said they are holding for the pricing clarification."Record on file · drill-through pending servingEmail · insufficientThis source could not be retrieved from the memory.It may be outside the connected time range or a sync may be pending.
If that thread is answered Monday, the renewal likely signs this month.inferred
Email · ops thread, Jun 5 · 6d ago"Before we sign, can you clarify how the analytics add-on is billed?" No reply on thread.Record on file · drill-through pending serving
Not enough in the memory to answer Whether TriStar's intake campaign converted those form fills into booked visits.No booking or scheduling source is connected for TriStar, so the memory cannot see appointments. What would help: Connect TriStar's scheduling tool to close the loop from form fill to booked visit.
Active retainers
11
target 10 to 12
Source · retainer deals · 1h ago11 deals in stage Retainer: active.Record on file · drill-through pending serving
Pipeline
$312k
up $48k this week
Source · open pipeline · 1h agoSum of open deal amounts, weighted excluded. $312k, up from $264k on Jun 5.Record on file · drill-through pending serving
Briefs delivered
9
this week
ledgerPlatform ledger · as of Jun 16, 9:00a
Hours returned
22.5est.
this week
modeled from tasks automated
EXCEPTIONS · 2
Centennial onboarding invoice moved 23% vs the draft; send is paused for review.
Bluegrass Dental has been quiet 12 days; the monthly report lands Thursday.
RECOMMENDED · 3
1 · Answer the Old Hickory analytics-pricing thread (blocks $64k).
2 · Approve the Bluegrass Dental May report before Thursday.
3 · Assign the third July deliverable from the Jun 4 kickoff.
arrives every Monday 8:00a
✓ measured against sources · dotted = inferred or estimated · hover or focus a chip to resolve its source. Estimates never wear the same face as ledger facts.
Artifact rendered from the typed serving stub. KPI labels resolve from the config layer (ARCH-SEAM-CONSOLE-CONFIG-001); values and provenance from serving (ARCH-SEAM-CONSOLE-SERVING-001). Live metric rollups arrive when serving hardens.
Viewing asdemo
Mark sees the firm's financials and the full reporting board.