Brightwater Credit Union renewal on Nov 30, 2026 is at risk
Brightwater Credit Union is signalling renewal or cancellation risk. 3 supporting messages. Budget pressure mentioned for Brightwater Credit Union (low, low confidence).
Why it matters: Notice is due Oct 31, 2026. An unresolved concern ahead of renewal makes non-renewal more likely.
Owner
James Okafor
Next update
Oct 7, 2026 · in 2 days
Annual contract value up for renewal
$192k
No plan yet.Suggested next step: Agree a renewal plan before the notice date (Oct 31, 2026).
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Needs an executive decision: critical severity; a renewal is at risk.
Impact (each measured separately; never added together)
$192kAnnual contract value up for renewal· Marketing retainer FY26, renews Nov 30, 2026
-17Health change, 30 days· Score 91 → 74 out of 100
▲HighDelivery◆Executive decisionFrom recorded data
Verdant product launch campaign: "Client creative & claims approval" waiting on the client for 38 days; 1 more milestone affected
Awaiting Verdant legal sign-off on health claims. Also: "Media plan live" has slipped 52 days.
Why it matters: Project now due Nov 6, 2026, 52 days later than agreed; billing for these milestones waits until they complete.
Owner
Ben Carter
Next update
Overdue · plan date has passed
Longest schedule slip
52 days
View plan · Escalate Verdant legal approval with Brand Director · Ben Carter · open· overdue since Oct 2, 2026
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Needs an executive decision: the plan is overdue.
Impact (each measured separately; never added together)
▲HighMargin◆Executive decisionFrom recorded data
Harbor & Pine website rebuild is forecast to lose money
Booking engine integration (not in original scope), absorbed as goodwill; Gift card page requested before launch (not yet priced).
Why it matters: At this forecast the work costs more than it earns; the gap grows with every week of delay.
Owner
Grace Kim
Next update
Oct 12, 2026 · in 7 days
Forecast margin vs target
−55.1 pts
No plan yet.Suggested next step: Review the calculation, then test pricing or staffing in the what-if calculator before the next client conversation.
▲HighStaffing◆Executive 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
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▲HighCollectionsFrom recorded data
Verdant Foods: invoice FW-1047 is 66 days overdue
$28,500 outstanding since Jul 31, 2026.
Why it matters: Invoices more than 60 days overdue are excluded from the base-case cash forecast.
Owner
Marcus Lee
Next update
Oct 7, 2026 · in 2 days
Overdue receivables
$29k
No plan yet.Suggested next step: Escalate collection and confirm a payment date; excluded from the base-case cash forecast.
“We'd love to talk about a customer analytics dashboard for our operations team next quarter.”
Why it matters: The client raised a need you could meet. It is a lead, not committed revenue.
Owner
Sofia Alvarez
Next update
Oct 12, 2026 · in 7 days
Manual estimate
$120k
No plan yet.Suggested next step: Run analytics scoping session week of Oct 12
●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.
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●MediumMarginFrom recorded data
Atlas digital retainer forecast margin 39% vs 45% target
Hours above the 55 h/month included in the retainer.
Why it matters: Profit at completion is below the target for this work.
Owner
Hannah Brooks
Next update
Oct 12, 2026 · in 7 days
Forecast margin vs target
−6.4 pts
No plan yet.Suggested next step: Review the calculation, then test pricing or staffing in the what-if calculator before the next client conversation.
●MediumRelationshipNot yet reviewed
Verdant Foods relationship is declining
Invoice FW-1047 is 66 days overdue Client creative & claims approval is waiting on the client: Awaiting Verdant legal sign-off on health claims.
Why it matters: Health fell sharply; the causes are listed under evidence.
Owner
James Okafor
Next update
Oct 7, 2026 · in 2 days
Health change, 30 days
-11
No plan yet.Suggested next step: Review the account summary and agree a recovery owner and plan.
●MediumMissing dataFrom recorded data
Not enough current information on Lumen Analytics
No client communication for 54 days; Lumen dashboard design sprint: No time recorded since the week of 2026-08-24, although people are assigned. Actual hours and cost are likely incomplete.
Why it matters: Missing information is not counted as healthy; the status cannot be judged until it is filled.
Owner
Hannah Brooks
Next update
Oct 8, 2026 · in 3 days
No plan yet.Suggested next step: Confirm status directly with the owner and fix the missing data sources.
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●MediumDeliveryFrom recorded data
Studio website refresh: "Studio site launch" has slipped 35 days
Design capacity moved to Harbor & Pine.
Why it matters: Project now due Nov 20, 2026, 35 days later than agreed.
Owner
Leo Martins
Next update
Oct 8, 2026 · in 3 days
Longest schedule slip
35 days
No plan yet.Suggested next step: Confirm the owner, the blocker and a realistic date.
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●MediumMissing dataFrom recorded data
Cost records are incomplete for this period
199 hours in this period have no cost rate, so delivery cost is understated. Payroll excludes Omar Haddad (no compensation record).
Why it matters: Labor cost is understated, so delivery margin and the operating result read better than they are.
Owner
Marcus Lee
Next update
Oct 10, 2026 · in 5 days
No plan yet.Suggested next step: Add the missing cost rates and payroll records, then re-check margins.
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●MediumRelationshipNot yet reviewed
Meridian Health Partners relationship is declining
Meridian Health Partners has raised the same issue more than once (high, high confidence) Meridian Health Partners is expressing dissatisfaction (high, high confidence).
Why it matters: Health fell sharply; the causes are listed under evidence.
Owner
James Okafor
Next update
Oct 7, 2026 · in 2 days
Health change, 30 days
-16
View plan · Reset communication cadence with Meridian's Director of Digital · James Okafor · in progress
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Impact (each measured separately; never added together)
-16Health change, 30 days· Score 83 → 67 out of 100
Inferred from messages. Confidence describes evidence strength; a person should confirm or dismiss it.
○LowOpportunityNot yet reviewed
Northwind Cycles: Website design & build
“We'd love to talk about a new website after this phase.”
Why it matters: The client raised a need you could meet. It is a lead, not committed revenue.
Owner
Hannah Brooks
Next update
Oct 12, 2026 · in 7 days
No plan yet.Suggested next step: Qualify need, budget, timing and decision-maker.
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Clients:
●MediumData sourceFrom connection status
Slack sync is only partly working
Relationship signals and health may be outdated or incomplete.
Why it matters: Affects: Relationship signals and health.
Owner
Ryan Walsh
Next update
Oct 6, 2026 · in 1 day
No plan yet.Suggested next step: Treat the affected figures as possibly outdated until the sync is fixed.
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●MediumData sourceFrom connection status
Spreadsheet import has not refreshed for 34 days (last good data Sep 1, 2026)
Labor cost, delivery margins and operating result and 5 other reports may be outdated or incomplete.
Why it matters: Affects: Labor cost, delivery margins and operating result; Earned revenue on time-and-materials work; Renewals and fixed-fee revenue; Budget tracking; Delivery status and milestones; Project costs.
Owner
Ryan Walsh
Next update
Oct 6, 2026 · in 1 day
No plan yet.Suggested next step: Treat the affected figures as possibly outdated until the sync is fixed.
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●MediumData sourceFrom connection status
3 record mappings need review
Records from connected tools that could not be matched to clients or projects with confidence: NW Cycles / North Wind discovery, #ext-lumen, studiokite.example (domain).
Why it matters: Unmapped records are left out of health, time and margin figures until someone confirms where they belong.
Owner
Ryan Walsh
Next update
Oct 8, 2026 · in 3 days
Records waiting
3
No plan yet.Suggested next step: Confirm or reject each suggested match.
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52 daysLongest schedule slip· Current due date against the originally agreed date
$38kMilestone billing delayed· 1 milestone that can only be invoiced on completion