✓ MRR / Current
$21,000
↑ $2,500 vs last month
Active Clients
6/8
2 in onboarding
Avg Longevity
17mo
↑ 3mo vs last year
At-Risk
1
Payment failed · 2d ago
✓ All Engagements
Client Portfolio
Client / Organization
Tier
MRR
Status
Next Deliverable
Longevity
Health
CommunityRise Foundation
Maria Rodriguez · ED
Fractional
$5,000
Active
Apr 30
Monthly close
22mo
Northwest Youth Coalition
James Okafor · ED
Foundation
$2,500
Active
Apr 28
Reconciliation
14mo
Pacific Arts Collective
Daniela Chen · Board Chair
Foundation
$2,500
Review
Apr 22
Audit prep
9mo
Ridgecrest Housing Trust
Rev. Lamar Hollis · ED
Executive
$7,500
Active
Apr 30
Board pkg
31mo
Seattle Family Outreach
Tasha Brown · ED
Fractional
$0
At-Risk
—
Payment failed
18mo
Vashon Mutual Aid
Fern Okoye · Board
Foundation
$2,500
Onboarding
Day 12
of 30
0mo
Horizon Ed Alliance
Kwame Idris · ED
Foundation
$2,500
Onboarding
Day 4
of 30
0mo
✓ Across All Clients
Activity Feed
CommunityRise uploaded March bank statement
Operating Account · 247 KB · PDF
12m ago
Ridgecrest Housing — April payment received
$7,500.00 · Stripe · via GHL subscription
2h ago
Seattle Family Outreach payment failed — flagged at-risk
Stripe: insufficient funds · retry scheduled Apr 18
2d ago
Pacific Arts Collective sent a message about indirect cost rate
Re: Q1 cost allocation for NEA grant reporting
4h ago
Vashon Mutual Aid completed intake form
Onboarding task 2 of 12 marked complete
Yesterday
✓ Last 12 Months
MRR Growth
MAYJULSEPNOVJANMARAPR
12mo Growth
+180%
Avg New Client
$3,571
Path to $1M
63%