Northshore Ops

Workspace

Operate

Clients

18

Projects

24

Finances

—

SOPs

22

Automations

9

Reports

6

Views

My work

Team capacity

Archive

Sync status

All systems nominal

Last run 04:12

Client Services / Overview

Operating Dashboard

Last 30 days

Filter

New project

MRR

$184,200

+6.4%

vs last month

Active clients

+2

net new

Projects on track

19 / 24

79%

3 at risk

Cash position

$612,800

+$41k

90-day runway 11mo

Recurring revenue

Monthly, net of churn

MRR
Target

Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug

Accounts

18 active

MR

Meridian Retail

Retainer · Tier 3

$28.4k

HC

Halcyon Care

Retainer · Tier 2

$19.2k

KS

Kestrel Systems

Project · Fixed

$16.8k

NB

Northbay Group

Retainer · Tier 2

$14.5k

VT

Vantage Labs

Retainer · Tier 1

$9.8k

CL

Cedar Lane Co.

Project · T&M

$7.4k

Projects

Sorted by due date

Project
Owner
Status
Due

Meridian — Q3 retainer

A. Okafor

On track

Aug 14

Halcyon rebrand rollout

J. Lindqvist

At risk

Aug 18

Kestrel data migration

M. Duarte

On track

Aug 22

Northbay billing audit

S. Reyes

Review

Aug 27

Vantage onboarding v2

A. Okafor

Blocked

Sep 02

Cedar Lane analytics

T. Whitfield

Shipped

Sep 09

SOP coverage

14 / 22

Client intake & scoping

OPS

Kickoff call agenda

CS

Weekly status reporting

CS

Invoice & dunning flow

FIN

Scope change request

OPS

Offboarding & handover

CS

Quarterly account review

OPS