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Firm command center

Good morning, Priya.

1 client need your attention today · 7 open action items across your book.

Northbridge Advisory
Healthy
3on track
On watch
2monitor
At risk
1needs action
Open actions
7across book
Risk & priority alerts
3 active
  • Forge Creative Studio - health 62
    Runway 5.1 mo · MRR $19,200
  • Summit HVAC Services - health 71
    Runway 7.6 mo · MRR $36,800
  • Atlas Dental Partners - health 41
    Runway 2.8 mo · MRR $22,100

Clients

6 active
Northwind Hospitality Group
Restaurants
Healthy
Health
84/100
MRR
$42,000
Runway
11.2 mo
KPIs tracked
3
Food cost %28.4 %
Labor %31.2 %
Lumen Med Spa
Med spa
Healthy
Health
78/100
MRR
$28,500
Runway
8.4 mo
KPIs tracked
2
Member retention86 %
Avg revenue / visit$312
Forge Creative Studio
Creative agency
Watch
Health
62/100
MRR
$19,200
Runway
5.1 mo
KPIs tracked
2
Utilization %58 %
Pipeline coverage1.6 x
Summit HVAC Services
Home services
Watch
Health
71/100
MRR
$36,800
Runway
7.6 mo
KPIs tracked
0
Atlas Dental Partners
Healthcare
At risk
Health
41/100
MRR
$22,100
Runway
2.8 mo
KPIs tracked
2
AR days71 d
Gross margin49 %
Kindred Coffee Roasters
CPG
Healthy
Health
88/100
MRR
$31,500
Runway
13.4 mo
KPIs tracked
1
Wholesale MRR$18,400
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