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Earned and margin: Q3 2026 (last full quarter)
Verdant product launch campaign: "Client creative & claims approval" waiting on the client for 38 days; 1 more milestone affected
James Okafor · 3 open issues · $29k overdue
Harbor & Pine website rebuild is forecast to lose money
Sofia Alvarez · 2 open issues
Meridian patient portal UX: "Accessibility remediation" is late
James Okafor · 2 open issues · Renews Dec 31, 2026 · in 87 days
Brightwater Credit Union renewal on Nov 30, 2026 is at risk
James Okafor · 1 open issue · Renews Nov 30, 2026 · in 56 days
Priya Shah is over capacity and holding up Harbor & Pine website rebuild and Copperline driver app redesign
Sofia Alvarez · 1 open issue · Renews Jan 31, 2027 · in 118 days
Not enough current information on Lumen Analytics
Hannah Brooks · 1 open issue
Atlas digital retainer forecast margin 39% vs 45% target
Hannah Brooks · 1 open issue · Renews Feb 28, 2027 · in 146 days
Orchard Education: invoice FW-1054 is 14 days overdue
Sofia Alvarez · 1 open issue · $45k overdue
| Client | Status | Main issue | Account owner | Earned | Delivery margin | Overdue | Renewal |
|---|---|---|---|---|---|---|---|
| Verdant Foods Consumer goods · 1 active project | At risk | Verdant product launch campaign: "Client creative & claims approval" waiting on the client for 38 days; 1 more milestone affected +2 more | James Okafor | $45k | 45% | $29k | — |
| Harbor & Pine Hotels Hospitality · 1 active project | At risk | Harbor & Pine website rebuild is forecast to lose money +1 more | Sofia Alvarez | $100k | 10% | — | — |
| Meridian Health Partners Healthcare · 2 active projects | At risk | Meridian patient portal UX: "Accessibility remediation" is late |
Earned revenue and delivery margin are for Q3 2026 (last full quarter), before overhead. Delivery margin covers direct labor, contractors and project expenses only.
| James Okafor |
| $100k |
| 59% |
| — |
| Dec 31, 2026 in 87 days · at risk |
| Brightwater Credit Union Financial services · 2 active projects | At risk | Brightwater Credit Union renewal on Nov 30, 2026 is at risk | James Okafor | $94k | 55% | — | Nov 30, 2026 in 56 days · at risk |
| Copperline Logistics Logistics · 2 active projects | At risk | Priya Shah is over capacity and holding up Harbor & Pine website rebuild and Copperline driver app redesign | Sofia Alvarez | $156k | 62% | — | Jan 31, 2027 in 118 days |
| Lumen Analytics Software · 1 active project | At risk | Not enough current information on Lumen Analytics | Hannah Brooks | $7.3k | 54% | — | — |
| Atlas Fitness Fitness · 1 active project | Watch | Atlas digital retainer forecast margin 39% vs 45% target | Hannah Brooks | $26k | 23% | — | Feb 28, 2027 in 146 days |
| Orchard Education Education · 1 active project | Watch | Orchard Education: invoice FW-1054 is 14 days overdue | Sofia Alvarez | $57k | 74% | $45k | — |