Dashboard

3 overdue items need your move. 3 awaiting the other party.

ⓘStart here — what the dashboard is doingexpand

This is the daily control surface: one screen that answers "whose move is it, and what should I do next?"Everything on it is computed live from the same data you'll see on the other pages — action items in urgency buckets, open pipeline deals, contacts drifting past their follow-up cadence, and the latest logged interactions.

It's fully interactive: check off an overdue item and the count updates; log an interaction on a profile and "due for a touch" recalculates. Work through the sidebar top-to-bottom — Intake → Log → Prep are the AI features (simulated here); the rest is the working CRM. Each page has one of these ⓘ explainers.

⚑ Pipeline — 8 open

Full board →

💡 Identified: 2💬 In conversation: 3📐 Scoping / proposal: 1🤝 Negotiating terms: 1🔥 Engaged — active: 1

★ Atlas — AI underwriting transformation (Phase 1) — Phase 1 readout at month-end steering committee
★ Brightline — 90-day GTM sprint — Board outcome, then SOW within 48h
★ Meridian — program due-diligence retainer — Await Sarah's redlines; offer CFO walkthrough

♨ Due for a touch

Keep Warm →

Nick DeMarco5d over cadence
Karen Whitfield2d over cadence
Robert Ellis1d over cadence

🔴 Overdue — your move3

She can't recruit a partner co-sponsor without something to circulate. Fixed fee + named deliverables.

due was due 3 days agoPriya Nair Cascadia Re· call 2026-06-28
Owed since the claims summit — referral-overlap mapping call.

due was due yesterdayKaren Whitfield· coffee 2026-06-26
Promised at the Boston dinner. This is the 'give first' before Tom's term sheet.

due open 12 daysOmar Haddad Northgate Capital· dinner 2026-07-07

🟡 Dated — this week & upcoming

Frame as underwriter hours returned. Include the CFO-reusable benchmark slide.

due FriJames Park Atlas Underwriting Partners· steering pre-read
Retainer + success fee + conflicts language (Brightline disclosure).

due WedTom Okafor Northgate Capital· dinner 2026-07-07
Focus: exposure-data provenance. Advisory seat decision follows this.

due ThuLisa Tran Quill Analytics· intro call
Timeboxed to 2 hours. Loss-ratio and expense assumptions from the contractor's pollution concept.

due next MonRobert Ellis· call 2026-06-18

⏳ Awaiting the other party

Legal/CFO review in progress. Nudge if silent past Friday.

Sarah Lindqvist Meridian Specialty Group· email 2026-07-10
Board met this week. SOW ready to send on a yes.

Maya Chen Brightline AI· pre-board call
Sent him the light advisory framing; ball is his.

David Rosen Lumen Programs· call 2026-07-01

🟠 Log missing outcomes

Session was Thursday — did the routing-rule pushback resolve? No entry yet.

Grace Kimura Atlas Underwriting Partners· auto-flag
Board met this week per her email. Sprint approved or not?

Maya Chen Brightline AI· auto-flag