Executive visibility, without report chaos

Clickable interface mock-up for Project/Account Manager and General Manager. Uses local demo data (no backend).

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PAM workspace

Fast weekly updates per client + monthly rollups.

Designed for ~5 min / client. If nothing changed, keep previous status valid.

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One-glance portfolio + drill-down.

Highlights attention needed, stale updates, commercial signals.

Suggested demo flow

Weekly per-client report · fast update flow

Client list

Select a client

Pick a client to edit their weekly report.

No client selected

Choose a client from the list, or add a new one.

Portfolio overview · drill down by client and manager

Clients

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Tracked

Health

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Green / Amber / Red

Revenue at risk

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Monthly rollup + client flags

Incidents

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Clients listing incidents

Attention needed

Red health or escalation requested

Stale updates

Last updated > 7 days

Commercial signals

Renewal / upsell / VIP tags

All clients

Click a row to drill down.

Client	Health	Updated	Revenue at risk	Risks	Incidents	Escalation	Tags