Activity

The management view: what moved, what stalled and who is carrying it.

Live cases

12

Stalled over 14 days

4

Handoffs awaiting acceptance

1

Outstanding checklist items

23

Stalled cases
  • Negotiation
    Jay Kavanagh · €640Kunchanged 26 days ago
  • Discovery
    Fionnuala Doyle · €1.2Munchanged 23 days ago
  • Prospect
    Charlie Murtagh · €2.4Munchanged 20 days ago
  • Onboarding
    Jay Kavanagh · €410Kunchanged 18 days ago
Recent stage movement
  • Negotiation → Execution · Charlie Murtagh8 Aug 2026
  • Discovery → Proposal · Charlie Murtagh7 Aug 2026
  • Negotiation → Execution · Charlie Murtagh6 Aug 2026
  • Prospect → Discovery · Charlie Murtagh5 Aug 2026
  • Prospect → Onboarding · Charlie Murtagh4 Aug 2026
  • Discovery → Proposal · Sinéad Ní Mhurchú2 Aug 2026
  • Prospect → Discovery · Charlie Murtagh1 Aug 2026
  • Opened → Prospect · Charlie Murtagh30 Jul 2026
  • Proposal → Negotiation · Charlie Murtagh29 Jul 2026
  • Opened → Prospect · Charlie Murtagh26 Jul 2026
  • Prospect → Onboarding · Charlie Murtagh24 Jul 2026
  • Opened → Prospect · Charlie Murtagh23 Jul 2026
  • Proposal → Negotiation · Charlie Murtagh21 Jul 2026
  • Opened → Prospect · Charlie Murtagh20 Jul 2026
  • Prospect → Discovery · Charlie Murtagh19 Jul 2026
  • Opened → Prospect · Charlie Murtagh17 Jul 2026
  • Proposal → Negotiation · Charlie Murtagh16 Jul 2026
  • Opened → Prospect · Charlie Murtagh15 Jul 2026
  • Opened → Prospect · Charlie Murtagh12 Jul 2026
  • Discovery → Proposal · Charlie Murtagh11 Jul 2026
  • Opened → Prospect · Charlie Murtagh7 Jul 2026
  • Execution → Live servicing · Charlie Murtagh3 Jul 2026
  • Opened → Prospect · Charlie Murtagh1 Jul 2026
  • Opened → Prospect · Charlie Murtagh24 Jun 2026
  • Opened → Prospect · Charlie Murtagh16 Jun 2026
  • Opened → Prospect · Charlie Murtagh8 Jun 2026
  • Execution → Live servicing · Sinéad Ní Mhurchú12 May 2026
  • Opened → Prospect · Charlie Murtagh12 Apr 2026
  • Execution → Live servicing · Charlie Murtagh23 Mar 2026
  • Opened → Prospect · Charlie Murtagh13 Mar 2026
Commercial contribution, year to dateOpen income
  • Sinéad Ní Mhurchú€635.4K net new money€36.2K income
  • Jay Kavanagh€255.1K net new money€25.8K income
  • Charlie Murtagh-€341.5K net new money€39.6K income
Follow-ups escalated
  • Certified photo IDFionnuala Doyle · 3 chasers sentdue 4 Aug 2026
  • Ceding scheme discharge letterJay Kavanagh · 3 chasers sentdue 6 Aug 2026