Active Tasks
12
This Week
8
Completed
24
Progress
67%
📊 Key Performance Indicators
Revenue (YTD)
$142K
Target: $250K
Active Clients
8
Target: 15
AUM
$2.4M
Target: $5M
🔗 External Tools
🏢 Departments
Strategy
Vision, roadmap, and brand guidelines
3 documents
Operations
Policies, procedures, and compliance
15 documents
Finance
Projections, accounting, and expenses
4 documents
Marketing
Brand assets, copy, and campaigns
6 documents
Legal
Entity docs, licenses, and contracts
12 documents
Team
HR, training, and employee resources
1 document