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Portfolio today
Trend: steady
Summary

Half the portfolio is at risk: Raycast has 6 tasks blocked, Function Health is blocked and overdue with a go-live looming, and ChowNow is 1 task blocked with only 7 days left. On-track accounts are progressing but no major leaps this week.

Risk focus
Wins

Raycast 5 tasks closed this week, including Validate metric definitions with the data team

Function Health 2 tasks closed this week: Document current Tableau reporting landscape and top dashboards and Define success metrics and pilot scope

CompanyStatusTasksBlockedNext actionLast activityOwnerActions
RaycastAt risk246Add Vector Cloud static IPs to BigQuery network policy25 Sept 2026Maya Lindqvist16
beehiivAt risk231Go-live readiness review (parity, SSO, permissions)23 Sept 2026Sam Whitfield9
ModalOn track29—Inventory Mode dashboards to migrate (top 20)23 Sept 2026Theo Okonkwo8
Loop ReturnsOn track31—Complete infosec review and security questionnaire23 Sept 2026Sam Whitfield2
HuelOn track27—Configure Microsoft Entra SAML SSO23 Sept 2026Ines Ferreira5
Function HealthAt risk343Go-live readiness review (parity, SSO, permissions)25 Sept 2026Maya Lindqvist1
Flock FreightAt risk28—Set up CI checks on semantic layer changes23 Sept 2026Theo Okonkwo5
SylveraOn track25—Run developer training: metrics-as-code workflow23 Sept 2026Ines Ferreira4
ChowNowAt risk231Validate migrated numbers against Tableau (parity sign-off)23 Sept 2026Caroline Jaworsky5
AshbyOn track23—Validate migrated numbers against Mode (parity sign-off)23 Sept 2026Caroline Jaworsky11

10 onboardings