Alrea CRM
A

Demo / Test mode — you're exploring a sample business. Nothing here is saved.

Projects

4 open deals · 4 open tasks

Work against revenue

$603K across 4 open deals

At risk

$285K

1 behind overdue work

No work

$58K

1 with nothing driving

Being worked

$260K

2 with current work

1 deal worth $285K is waiting on work that is already past due. 3 of 4 open tasks name a deal.

Open deals

1 behind

Open tasks

1 overdue

Send revised terms to Northwind Capital

Overdue · Oct 1· Northwind Capital

Executive briefing — Meridian Group

Due today· Meridian Group

Security review call with Halcyon Health

Due today· Halcyon Health

Prepare Q3 board pack

Due Oct 6· Internal

Not tied to a deal — no pipeline effect