Annual Dashboard

Your weekly review view. All numbers update themselves from the Partners and Events databases.

Programming at a Glance

Every event on your calendar. Sort by Days Until Event to surface what's next; click into any row for the full record.

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Financial Summary

Sums roll up across the year. Filter the view to a quarter or month if you want a tighter window.

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Partner Health

Renewal warnings and stale relationships surface here. Address them before they go red.

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Needs Attention

<aside> ⚠️ What to look at every Monday: (1) Partners with renewal due in 60 days or overdue. (2) Partners not contacted in 30+ days. (3) Events under 30 days out with task completion under 50%. (4) Events over budget.

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