This payment stays visible in history but no longer counts toward the amount paid.
The Invoice number remains permanently occupied. This is only available before the Invoice has been sent and with no payment recorded.
The Credit Note number remains permanently occupied and its effect on the Invoice's credited amount and Quote allocation reverses. Only available before it has been sent, viewed, or refunded against.
This refund stays visible in history but no longer counts toward the amount refunded.
The Expense number remains permanently occupied and the record stays visible, excluded from active totals. This is not deletion.
The PO number remains permanently occupied and the record stays visible for history. A Closed Purchase Order cannot be cancelled.
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Year-to-date performance projected to end of reporting year, based on current pace. <80% of expected = Needs Attention, 80–95% = On Track, ≥95% = Ahead.
Flags unusual changes between months. Threshold: ±25% change triggers a flag.
Strategy and planning documents shared by your account team.
Automatically surfaces actionable marketing opportunities based on report data patterns.
Strategic overview — KPI health, forecasting, anomalies, opportunities, and client satisfaction at a glance.
Client Health combines three pillars — Performance 45% (KPI pace and campaign goal achievement), Relationship 30% (client satisfaction) and Risk/Momentum 25% (anomalies, opportunities, strategic concerns) — each built only from real, assessable data. A pillar with nothing to measure drops out and the remaining pillars renormalise; with fewer than two pillars populated no overall score is shown, only the available piece and a confidence label. Trend vs. the previous snapshot is shown for context but is never itself scored. Website Health and Forecasting pace are shown separately and never contribute to this score.
Upload and organise strategy documents per client and year. Share with clients optionally.
Reusable report structures with pre-configured modules and blocks. Apply to any client when creating a new report.
Choose a block type to add to the current section:
This report is currently . Jumping directly to another status skips the normal review workflow — this is recorded as an override, separately from a normal transition, in the report's history.
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This report still has unresolved review comments.
Approving this request may affect team capacity or overlap with a campaign:
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