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William Liu
Executive Ops · Admin
Account Visibility · Detail page
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Central account record
SMS retention work is blocked on product imagery while finance is still chasing the April invoice.
Jordan Reyes
Operations Coordinator · Operations
Task coordination, standups, and delivery follow-through
Open finance workspaceService tier
Retention Sprint
Food & Beverage
Next milestone
Unblock retention launch and collect outstanding balance
Priority checkpoint for the next account review.
Weekly cadence
Last weekly update Apr 8
Weekly context stays visible before users drill into deeper account records.
Revenue stability
Volatile
Revenue is swinging more than 15% week to week while launches stay paused.
Monthly revenue
$9,800Recurring monthly revenue attached to this account record.
Open receivables
$9,800Open invoice value that still needs collection, confirmation, or upcoming payment handling.
Active tasks
01Current delivery workload directly tied to this client across the shared operations queue.
Review signals
01Escalations and leadership references that mention this account across the broader workspace.
Open balance
Danger$9,800
1 open invoice still need finance attention.
Last cleared invoice
MutedWaiting on first clearance
No cleared payment has been logged for the current cycle yet.
Next finance touchpoint
DangerDue Apr 8
Nina Patel is handling INV-405.
Billing record
Opened from the finance collections queue for INV-405.
INV-405
Due Apr 8 · Nina Patel
Escalated to account lead because launch tasks depend on payment clearance.
Next action
Chase confirmation and keep Atlas Cold Brew on the internal collections agenda until payment clears.
Focused from finance