Workspace

Portfolio today

Declining

Summary

Portfolio is in poor shape: 9 of 10 onboardings at risk, 1 blocked, and activity has stalled across the board with most customers dark for 12+ days. ChowNow is past go-live with open tasks. Immediate re-engagement needed.

Risk focus

Raycast

Issues

7 of 23 tasks blocked

3 tasks overdue

Customer dark for 9 days

Function Health

Issues

3 tasks blocked, 12 tasks overdue

23 tasks left with only 17 days to go-live

Customer dark for 9 days

ChowNow

Issues

Past go-live date with open tasks

1 task blocked, 5 tasks overdue

Customer dark for 12 days

Wins

Huel completed Company-wide rollout comms and docs, 1 task closed this week

CompanyStatusTasksBlockedNext actionLast activityOwnerActions

RaycastBlocked237Set up CI checks on semantic layer changes12 Jul 2026Maya Lindqvist20

beehiivAt risk231Kickoff call: goals, stakeholders, rollout timeline10 Jul 2026Sam Whitfield9

ModalAt risk29—Inventory Mode dashboards to migrate (top 20)10 Jul 2026Theo Okonkwo8

Loop ReturnsAt risk31—Complete infosec review and security questionnaire10 Jul 2026Sam Whitfield2

HuelAt risk27—Add metrics block to fct_orders.yml and review naming conventions10 Jul 2026Ines Ferreira5

Function HealthAt risk343Inventory Tableau dashboards to migrate (top 20)12 Jul 2026Maya Lindqvist1

Flock FreightAt risk28—Add metrics block to fct_shipments.yml and review naming conventions10 Jul 2026Theo Okonkwo5

SylveraAt risk25—Run developer training: metrics-as-code workflow10 Jul 2026Ines Ferreira4

ChowNowAt risk231Set guardrails for AI-generated queries10 Jul 2026Caroline Jaworsky8

AshbyAt risk23—Inventory Mode dashboards to migrate (top 20)10 Jul 2026Caroline Jaworsky11

10 onboardings