Finished work, not yet billed
“List client work we completed that has no invoice behind it yet.”
Revenue leaks quietest between the project tool and the accounting tool: work gets done, everyone moves on, and the invoice never happens. The two tools never talk, so nobody notices. This list is found money.
Your dashboard · liveLive
The Corven audit closed 12 days ago; no invoice matches it. Two smaller deliverables for Acme are in the same state.Reading from:
CITED, ALWAYS
CITED, ALWAYSUnder the hood
What it actually shows
Completed deliverables from your project tool matched against your invoices. Anything finished with no invoice in sight makes the list, oldest first, with the account and rough value where the brain can see it.
Everything here lives on a board with the Pulse above it: the line that reads the whole board and says what changed, what needs attention, and what to do next.
Make it yours
A template is a starting sentence
Edit the wording until it fits your business exactly. Two ways businesses bend this one:
“Only show work finished more than 7 days ago.”
“Post this list to the accounts channel every Friday.”