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Reports

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Pipeline value

$69,000

Across open quotes

Won this month

$45,750

4 accepted

Outstanding

$45,000

4 invoices

Overdue

$16,600

2 invoices late

Revenue · Last 6 months$308,800 total

Dec

$32K

Jan

$48K

Feb

$41K

Mar

$56K

Apr

$63K

May

$68K

Quotes by status

Draft1 · $12,800

Sent2 · $33,400

Opened1 · $22,800

Accepted4 · $45,750

Declined1 · $11,400

Expired1 · $8,400

Jobs by status

Onboarding1 job

Planning3 jobs

In delivery3 jobs

On hold1 job

Delivered3 jobs

Cancelled1 job

Invoices needing attention

INV-2026-113

Charlotte Pike

Brand refresh · balance

Due 21 May$9,200

INV-2026-111

William Atwood

Strategic review · balance

Due 5 May · 7d late$8,200

INV-2026-108

Imogen Falconer

Implementation project

Due 18 May · 50% paid$19,200

INV-2026-105

Anna Vance

Pilot programme

Due 20 Apr · 22d late$8,400

Atlas

Scoped to your view · Admin

Try

You · 08:42

What's important today?

Atlas · 08:42

Three things stood out when I looked across your week.

You have three overdue invoices totalling about $20,800. The biggest is Atwood Holdings · INV-2026-111 at $8,200, seven days late.

Two of your sent quotes have been opened but not accepted in over five days — Anna Vance · Q3 engagement and Imogen Falconer · Implementation. Worth a nudge.

And Charlotte Pike hasn't replied to your Friday email. The board review she mentioned was scheduled for today, so it's possible they're still deliberating.

You · 08:45

What might a chase to Charlotte look like?

Atlas · 08:45

Reading her last few replies, she responds well to a soft, no-pressure tone. Something like:

Hi Charlotte,

Thank-you for the note on Friday — totally understand the board needs a Friday review. Just checking in to see if anything came up from that side that you'd like me to address before we lock in the next steps.

Happy to hop on a quick call if easier.

Best, Marcus

Nothing's been sent — copy from above or rewrite from scratch in the inbox when you're ready.

You · 08:48

What's Atwood's payment history like?

Atlas · 08:48

They've been a customer since May 2024. Across their last six invoices, only two were paid on time. The average is about 12 days past due.

Their largest paid invoice was $24,000 in May 2024, and they have $8,200 currently outstanding on INV-2026-111.

Tone of their replies is always polite, usually citing board sign-off delays. They settle eventually — not a default risk, just a slow payer.

You · 08:51

What's the status of INV-2026-111?

Atlas · 08:51

INV-2026-111 is for the Strategic review balance, $8,200. It was issued on 5 May, and Eleanor owns it.

Status is overdue by seven days. An automated reminder went out three days ago and there's been no reply since. It's linked to Q-2026-092, which was accepted.

Last touched by the system, not a person. Might be worth a personal follow-up.

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