Copperline Logistics

At riskLogistics · Account owner: Sofia Alvarez · renews Jan 31, 2027

Status

At risk

Delivery is at risk; relationship and financial are fine.

Relationship: Good; Delivery for Copperline Logistics is at risk from a dependency or capacity constraint (medium, low confidence)
Delivery: At risk; "Beta build" is blocked: Routing API integration waiting on Priya Shah.
Financial: Good; No overdue invoices or margin problems.
Data confidence: Medium; Invoice and payment status may be out of date (Accounting provider (to be selected) sync problem).
Intervention: Plan in place; Rebalance Priya Shah's assignments (Grace Kim), next update Oct 9, 2026.

Why this status?

The weighted health score is 91/100 (healthy) with 100% of inputs available. It averages the components below, so a single serious problem can be hidden by good results elsewhere; the status above judges each dimension on its own. Method

Relationship signals

91 · weight 35%

Delivery

80 · weight 30%

Financial

100 · weight 25%

Delivery margin to date 62% meets target0

Key issue

HighStaffingExecutive decisionFrom recorded data

Priya Shah is over capacity and holding up Harbor & Pine website rebuild and Copperline driver app redesign

Priya Shah is planned at up to 120% of capacity in the next 4 weeks. Assigned to 4 active projects (Harbor & Pine website rebuild, Copperline driver app redesign, Atlas digital retainer, Kestrel site support retainer). 1 task(s) blocked waiting on them. Affected: Harbor & Pine website rebuild: "Build complete" is blocked; Harbor & Pine website rebuild: "Launch" has slipped 63 days; Copperline driver app redesign: "Beta build" is blocked.

Why it matters: One person is on the critical path for 2 projects; until their load is rebalanced those milestones keep slipping and their billing waits.

Owner: Grace Kim
Next update: Oct 9, 2026 · in 4 days
Peak planned load: 120%

View plan · Rebalance Priya Shah's assignments · Grace Kim · open

Show impact, evidence and affected clients

Plans

All

Rebalance Priya Shah's assignments
Grace Kim · open · next update Oct 9, 2026

Details

Account owner: Sofia Alvarez
Services: Mobile & product design, Content & campaigns
Next renewal: Jan 31, 2027 (notice by Dec 2, 2026) · $216k a year
Engagement: Driver app SOW · fixed fee · Apr 20, 2026 – Nov 20, 2026
Engagement: Growth retainer · retainer · Feb 1, 2026 – Jan 31, 2027
Last client contact: Oct 2, 2026 (3 days ago)

Contacts