Service line
Status
Owner
| Client | Owner | Stage | Documents (must-have) | Status | Next action | Days in stage |
|---|
Click any row for the checklist, reminder history and next action. Status: green on track, amber needs attention (an exception, or slowing), red stalled (day 10 with must-have items still outstanding, personal call due). This is a working prototype with sample data; a live build would read from Xero Practice Manager, FYI, HubSpot and SharePoint. Figures are scenario estimates under stated assumptions.