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Good evening
Michael
Your portfolio is performing +12.4% above Q4 projections.
Three renewals require attention before end of week.
Total Returns
2,381
customers managed
↑
+12.4%
vs last quarter
Revenue YTD
$2.4M
premium collected
↑
+8.7%
vs last year
Active Clients
2,381
across all segments
↑
+3.2%
monthly growth
Pending Tasks
0
requiring attention
↓
-15.3%
from last week
C-Suite Executives
Task Board
Worker Status Panel — All 64 AI Workers
Activity Log
Loading revenue pipeline…
Loading renewal calendar…
Loading renewal rescue pipeline…
🏗️
Carrier Status
Real-time carrier API health monitoring — coming soon.
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Revenue Opportunities
AI-identified upsell & cross-sell analysis — coming soon.
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Project Specs
Open any task from the Dashboard to view its specification.
⚙️
Settings
Theme, notifications, and API configuration — coming soon.
90-Day Roadmap
Week 1 — Feb 2-7
All exec reports ✅ · Org blueprint ✅ · Worker personas building
Week 2 — Feb 9-14
First boardroom meeting · Urgent site fixes · Personas complete
Week 3 — Feb 16-21
Data integrations · Middle manager job postings
Month 1
Foundation complete · Core systems online
Month 2
Growth phase · Scaling operations
Month 3
Scale phase · Full operational capacity