MPL / CRM ‹ All tools
CRM
Sales and client success in one place — the deals we are working, and
the sponsors, event partners and Board members they become.
Deals Clients Revenue Settings Search accounts…
Total contracted revenue
$132,400
Membership ARR plus the two 12-month contracted figures.
Accounts at risk
0
Of 12 accounts, by the computed health band.
Renewals next 90 days
4
Active agreements with a renewal date inside 90 days.
Overdue next steps
1 →
Open next steps past their due date, across every account.
All Media Events Members 12 of 12 accounts
Name ↑ Type Health Contract value Delivery pacing Renewal Next steps
Northwind Northwind Media Media
● Healthy 97 $16,000 70% term · 65% delivered in 35 days —
Atlas Collective Atlas Events
● Healthy 100 $9,500 0% term · 0% delivered — —
Jamie Ortiz Fernwood Member
● Not rated $1,875 No deliverables recorded in 390 days —
Meridian Meridian Group Media
● Healthy 91 $120,000 62% term · 45% delivered behind by 17 in 4 days 3
Priya Shah Loft Labs Member
● Watch 67 $0 No deliverables recorded — 1
Tidewater Tidewater Co Media
● Healthy 92 $40,000 65% term · 72% delivered ahead by 7 in 126 days 1 (1 overdue)