Orchard Education

WatchEducation · Account owner: Sofia Alvarez

Status

Watch

Financial needs watching; relationship and delivery are fine.

Relationship: Good; No concerns in recent messages.
Delivery: Good; Milestones are on track.
Financial: Watch; Invoice FW-1054 is 14 days overdue.
Data confidence: Medium; Some hours have no cost rate, so costs are understated.
Intervention: No plan yet; 1 open issue; suggested next step: Chase payment and confirm a date.

Why this status?

The weighted health score is 95/100 (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

90 · weight 35%

Orchard Education has given positive feedback+5

Delivery

100 · weight 30%

Financial

94 · weight 25%

Invoice FW-1054 is 14 days overdue-6
Delivery margin to date 66% meets target0

Engagement recency

100 · weight 10%

Last client message 6 days ago (Sep 29, 2026)0

Key issue

MediumCollectionsFrom recorded data

Orchard Education: invoice FW-1054 is 14 days overdue

$45,000 outstanding since Sep 21, 2026.

Why it matters: Late payment delays cash; the base-case forecast still expects it.

Owner: Marcus Lee
Next update: Oct 7, 2026 · in 2 days
Overdue receivables: $45k

No plan yet. Suggested next step: Chase payment and confirm a date.

Show impact, evidence and affected clients

Plans

All

No plans yet. Create one from an issue.

Details

Account owner: Sofia Alvarez
Services: Mobile & product design
Engagement: Course platform SOW · fixed fee · May 11, 2026 – Dec 11, 2026
Last client contact: Sep 29, 2026 (6 days ago)

Contacts

Fiona Hart · Director of Learning · primary
Accounts · Finance Office