Active Clients
8
2 onboarding this month
Active Projects
12
3 due this week
Hours This Month
184
β 14% vs last month
Revenue MTD
$61K
of $85K target
Client Health Snapshot
8 Active
| Client | Health | Budget Used |
|---|---|---|
TΕ«hono Wellbeing Trust | Strong | 52% |
Poutama Housing NZ | Strong | 38% |
RongomΔtΔne Youth Services | Monitor | 81% |
Southern Cross Community Trust | Strong | 44% |
Beacon Mental Health | At Risk | 97% |
Pacific Futures Collective | Strong | 29% |
Recent Activity
Sarai logged 3.5hrs β TΕ«hono Wellbeing Strategy Review
Today, 9:14am
JT updated project status β Poutama Housing: Governance Review β In Review
Today, 8:30am
Scope variation logged β RongomΔtΔne Youth: Additional stakeholder workshops (+$2,400)
Yesterday, 4:45pm
Invoice sent β Southern Cross Community Trust Β· INV-2026-018 Β· $8,500
Yesterday, 2:10pm
Budget alert β Beacon Mental Health at 97% β review required
Mon 18 May, 11:00am
New client onboarded β Pacific Futures Collective Β· Contract $24,000
Mon 18 May, 9:00am
Projects Due This Week
| Project | Client | Lead | Status | Due |
|---|---|---|---|---|
| Impact Report Draft | RongomΔtΔne Youth Services | Jez | In Progress | 22 May |
| Board Governance Review | Southern Cross Community Trust | JT | In Review | 23 May |
| Funding Strategy Final | Beacon Mental Health | Jez | Overdue | 19 May |
8 active clients — click a row to view details
| Client | Type | Contract Value | Health | Budget Used | Lead | Status |
|---|
Timer
00:00:00
Hours by Project β May 2026
Time Log
0 entriesProjectPersonDateDuration
Outstanding
$34,200
4 invoices pending
Paid This Month
$61,400
7 invoices cleared
Overdue
$8,750
1 invoice overdue
Invoice Log
ClientDescriptionAmountIssuedStatus
All Internal Projects
| Project | Category | Assignee | Status | Due |
|---|
New Enquiries (May)
6
Target: 5 β β on track
Proposals Sent
3
2 pending response
Conversion Rate
67%
β from 50% last month
Pipeline Value
$48K
3 proposals outstanding
Monthly Targets
New Enquiries6 / 5 β
Proposals Sent3 / 4
Social Media Posts8 / 12
Revenue Target$61K / $85K
Pipeline
| Organisation | Value | Stage |
|---|---|---|
Whai Rawa Foundation | $18,000 | Proposal Sent |
Te Ara Hou Community Trust | $22,000 | In Discussion |
NgΔ KΕrero Youth Hub | $8,000 | Proposal Sent |