The Rundown

Where things stand.

Client performance at a glance. Toggle time windows, poke the chat for ad-hoc questions, one-click a board-ready deck.

Pick a client above to load their rundown.
Gross raised
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Net to STPC
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Active recurring
Snapshot
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— charged — to go
Scheduled before EOM — · — donors
Ask it anything
e.g. "what's the best-performing prospecting URL last quarter?" · "show me the churn curve"
Channel breakdown
Gross by initiative · —
Top prospecting vendors
Gross raised per agency · —
Generate board deck
Board slides for the active client – same numbers as this page, laid out as a narrative: donor growth → prospecting ROI → recurring base. Drops a .pptx. Uses whatever time window is currently selected above.