Internal overviewSee the health of the organization business at a glance.
Track customers, seats, protected pricing, access expirations, founders, and items that need manual attention.
Active Organizations1811 Workforce · 7 Bulk
Seats Purchased1,486Across active organizations
Seats Available392Unassigned / not activated
30-Day Org Revenue$18.7kSample seat-order revenue
Founding Partners53 currently above 20% floor
Needs Attention7Pricing, access, seat deadlines
Organization Portfolio
Plan mix and current commercial status.
Workforce Readiness11
Bulk Complete Prep5
Bulk Prep2
Upcoming Deadlines
2 pricing protections expire in 30 daysReview renewal / requalification activity
3 organizations have unused seats expiring soonActivation deadline within 45 days
2 admin invitations still pendingOlder than 7 days
Recent Organization Activity
Sample activity requiring owner visibility.
OrganizationEventDetailsWhen
Project HOPE FoundationSeat purchase50 Workforce seats · 30% founder tierToday
Woven CarePricing refresh20% → 25% protected rate2 days
Circle Care ServicesAdmin inviteNew Training Director pending4 days
Action CenterKnow what needs your attention next.
Turn pricing deadlines, seat expirations, pending invitations, onboarding tasks, and outcome follow-up into one prioritized work queue.
Open Actions7Across organization customers
High Priority2Needs owner review
Due Soon3Within the next 14 days
Snoozed1Temporarily deferred
Owner Work Queue
Resolve, snooze, or open the organization record without leaving the console.
HighPricing
Protected pricing expires soonWoven Care · 25% protected rate expires Nov 2, 2026.
Recommended: review requalification activity and contact the organization before expiration. Due in 33 daysOwner Admin
HighSeats
Unused seats approaching activation deadlineCircle Care Services · 9 seats expire in 41 days.
Recommended: send an activation reminder and review expected hiring volume. 41 daysOwner Admin
MediumOutcomes
Exam outcome follow-up is incompleteProject HOPE Foundation · 3 candidates have passed their expected exam date without a recorded outcome.
Recommended: send the organization outcome reminder before the next cohort review. Due in 6 daysOwner Admin
MediumAccess
Organization admin invitation still pendingArizona Autism United · primary admin invitation has been pending for 8 days.
Recommended: resend invitation and verify the administrator email address. Due nowOwner Admin
MediumOnboarding
Implementation review has not been completedWoven Care · Workforce account active, but onboarding review remains open.
Recommended: confirm cohort structure, trainer assignments, and outcome-reporting workflow. Due in 11 daysOwner Admin
LowExpansion
Seat utilization is above 90%Project HOPE Foundation · 68 of 75 seats are assigned.
Recommended: review near-term hiring needs and determine whether an expansion purchase is likely. MonitorOwner Admin
LowAccess
Billing-viewer invitation pendingCircle Care Services · billing viewer has not accepted the invitation.
Snoozed until Oct 6. SnoozedOwner Admin
No open actions match the current filters.
OrganizationsManage every customer account from one directory.
Open an organization to review its plan, seats, pricing protection, admin users, access status, and internal notes.
OrganizationPlanSeatsDiscountProtected ThroughStatus
Project HOPE Foundation FounderWorkforce Readiness68 / 75 assigned30%Jun 15, 2027Active
Woven CareWorkforce Readiness42 / 50 assigned25%Nov 02, 2026Attention
Circle Care ServicesBulk Complete Prep31 / 40 assigned10%Mar 20, 2027Active
Arizona Autism UnitedBulk Prep18 / 25 assigned20%Founder floorActive
Internal customer record
Organization 360°Project HOPE Foundation
One source of truth for the customer relationship: commercial status, seats, access, Workforce health, support activity, and internal follow-up.
Workforce ReadinessFounding Strategic PartnerActive
Seats Purchased7568 assigned · 7 available
Current Discount30%Protected through Jun 15, 2027
Revenue to Date$3,284Sample organization revenue
Organization Users32 admins · 1 trainer
Last ActivityTodaySeat purchase
Commercial Snapshot
Current planWorkforce Readiness
Founder statusFounding Strategic Partner
Current protected rate30% off
Protected throughJun 15, 2027
Most recent purchase50 seats · Sep 30, 2026
Next commercial reviewMay 15, 2027
Seat Health
Utilization91%
Pending invites2
Next activation deadlineMay 30, 2027
68 of 75 seats are currently assigned or reserved.
Account Health
Organization accessActive
Primary administratorJordan Smith
Billing statusCurrent
Last organization loginToday
Relationship
Customer sinceSep 2026
OnboardingComplete
Last Elevate contactSep 28, 2026
Next follow-upOct 14, 2026
Internal ownerOwner Admin
Workforce Health
Customer-value signals available for Workforce Readiness organizations.
Candidates testing62
Outcome coverage82%
Reported outcomes51
Support flags6
Use cohort, learner, TCO, and exam-outcome data to understand readiness and follow-up needs.
Internal Notes
Keep relationship context attached to the organization record.
Sep 28 · Owner AdminTraining director requested an outcome-reporting walkthrough before the next cohort.
Sep 18 · Owner AdminFounder implementation review completed. Cohort and trainer structure confirmed.
Seats & Candidates
Operational view of purchased capacity, assignments, invitations, activation, and access dates.
CandidateSeatStatusActivatedAccess EndsAssignment
Sample Candidate AWR-061ActiveSep 02, 2026Mar 01, 2027Fall Cohort
Sample Candidate BWR-062ActiveSep 08, 2026Mar 07, 2027Fall Cohort
Sample Candidate CWR-069Invited——Fall Cohort
Unassigned7 seatsAvailable——Ready to assign
Protected Pricing
30% offProtected through Jun 15, 2027
Current tierFounding Strategic Partner
Base plan price$29.99
Current seat rate$20.99
Small add-onsReceive active protected rate
Commercial Actions
Audit requirement: any live pricing, seat-credit, plan, or access override should require an internal reason and create an immutable audit entry.
Recent Orders
OrderDateProductSeatsRateTotal
WR-1042Sep 30, 2026Workforce Readiness50$20.99$1,049.50
WR-1019Jun 15, 2026Workforce Readiness25$22.49$562.25
Organization Users
Review the people who can access this customer account.
UserRoleStatusLast Active
Jordan SmithOrganization AdminActiveToday
Taylor ReedTraining DirectorActiveYesterday
Alex MorganTrainerActive3 days ago
Outcome & Product Health
Monitor whether the organization is using the product and completing the outcome loop.
Testing participation87%
Outcome coverage82%
First-attempt pass81%
Retake pass60%
3 candidates have passed their expected exam date without a reported outcome. This is a follow-up opportunity, not a failure state.
Support & Relationship
Primary contactJordan Smith
Support levelStandard Workforce Support
Onboarding callCompleted
Open support items1
Recent Activity
Seat purchase50 Workforce seats · 30% founder tierToday
Outcome reminder prepared3 candidate outcomes pending2 days ago
Organization admin loginJordan Smith3 days ago
Implementation review completedCohort / trainer configuration confirmedSep 18
Access & PlansControl organization access without touching customer data directly.
Review plan status, dashboard access, support terms, and account-level access controls.
Access Controls
Organization statusActive / suspended
Plan entitlementBulk Prep / Bulk Complete / Workforce
Workforce dashboard access12 months after most recent Workforce purchase and active candidate access
Primary organization adminRestore or replace customer admin access
Internal Safeguards
Prefer reversible actionsSuspend before deleting; preserve order, seat, and audit history.
Read-only customer previewUse a view-as-organization mode instead of logging in as the customer.
Audit every overridePricing, plan, seat-credit, and access overrides should capture who changed what and why.
Pricing & SeatsMonitor protected rates, seat utilization, and discount eligibility.
See which organizations are using protected pricing and where upcoming expirations may create renewal opportunities.
Protected Rates Active13Across standard + founder orgs
30% Discounts42 standard volume · 2 founders
Founder Floors5Permanent 20% minimum
Expiring ≤ 60 Days3Review requalification
Current Pricing Rules
Standard volume10–24: 0% · 25–49: 10% · 50–99: 20% · 100–249: 25% · 250+: 30%
Founding Partner10–24: 20% floor · 25–49: 25% · 50+: 30%
Rolling protectionQualifying tier-setting purchase protects or resets the rate for 12 months.
Small add-onsReceive the active protected rate but do not reset the clock.
Organization UsersSee who can access each customer account.
Use this directory to restore administrator access, review pending invitations, and identify accounts without enough active administrators.
UserOrganizationRoleStatus
Jordan SmithProject HOPE FoundationOrganization AdminActive
Taylor ReedProject HOPE FoundationTraining DirectorActive
Riley ChenCircle Care ServicesBilling ViewerInvited
Morgan DavisWoven CareOrganization AdminActive
Alerts & AuditKeep manual interventions visible and traceable.
Surface time-sensitive customer issues and maintain an internal history of administrative overrides.
Alerts
Woven Care pricing protection expires Nov 225% protected rate · 33 days remaining
Circle Care has 9 unused seats expiring in 41 daysConsider an activation reminder
2 customer admin invitations remain pendingOlder than 7 days
Recent Admin Audit
Pricing override reviewedProject HOPE Foundation · no change · Owner AdminToday 3:14 PM
Organization admin restoredWoven Care · reset invitationYesterday 11:02 AM
Seat credit addedCircle Care Services · +2 seats · support adjustmentSep 26
