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Overview

Agency performance hub

A clear view of agency performance, spend, risks, and next actions.

Active agency spend

$38,100

Per month, active partners

Total recurring expenses

$40,710

Normalized monthly

Agencies at risk

2

At risk or recommended pause

Check-ins awaiting review

2

Submitted, not yet approved

Average portfolio score

65/100

Scored agencies only

Needs attention

Items that need a decision or a nudge this week.

Overdue check-ins

1
  • Kestrel Growth Lab

    July 2026 · due 2026-08-05

Off-track KPIs

5
  • Kestrel Growth Lab — Checkout conversion

    Target 4.1% · actual 3.2%

  • Kestrel Growth Lab — Tests shipped / month

    Target 6 · actual 2

  • Meridian 3PL — Order accuracy

    Target 99.5% · actual 97.1%

  • Meridian 3PL — On-time dispatch

    Target 98% · actual 91%

  • Meridian 3PL — Damage rate

    Target < 0.4% · actual 1.1%

Expiring contracts

3
  • Kestrel Growth Lab

    Renews 2026-09-15

  • Meridian 3PL

    Renews 2026-09-01

  • Atlas Analytics

    Renews 2026-08-31

Unresolved blockers

7
  • No replacement strategist assigned

    Kestrel Growth Lab · raised 2026-07-08

  • Analytics access expired

    Kestrel Growth Lab · raised 2026-07-22

  • Awaiting product input for Q4 calendar

    Quill & Cove · raised 2026-08-05

  • Peak-season capacity unconfirmed

    Meridian 3PL · raised 2026-07-15

  • Root-cause report for mis-ships still outstanding

    Meridian 3PL · raised 2026-08-06

  • Renewal terms not yet received

    Atlas Analytics · raised 2026-08-01

  • Named delivery team not disclosed

    Vantage Performance · raised 2026-08-07

Agency performance

View all agencies
Agency performance across the portfolio
AgencyServiceStatusMonthly costScoreCheck-inRiskNext action
Northbeam MediaPPCActive$6,80082/100ApprovedLow riskReview Q3 budget uplift
Kestrel Growth LabCROAt Risk$4,20054/100OverdueHigh riskEscalate missed check-in, prepare improvement plan
Quill & CoveContentActive$3,10076/100Awaiting reviewMedium riskReview August submission
Harbor Support Co.Customer supportActive$9,40088/100ApprovedLow riskPlan holiday season staffing
Meridian 3PL3PLRecommended Pause$12,75047/100Needs clarificationCritical riskRecord pause decision this week
Atlas AnalyticsSoftware / vendorActive$1,85071/100Awaiting agencyMedium riskChase August usage summary
Brightloop StudioContentProspect$2,600Awaiting agencyLow riskSend intake questionnaire
Vantage PerformancePPCScreening$5,400Awaiting agencyMedium riskReference calls scheduled 18 Aug
Orchard CXCROPaused$062/100ApprovedLow riskRevisit in October
Linden Fulfilment3PLTerminated$038/100ApprovedLow riskArchive contract documents

Upcoming dates

Renewals, reviews, and deadlines.

  • Atlas Analytics renewal

    Renewal · 31 Aug 2026 · Annual contract auto-renews

  • Meridian 3PL decision deadline

    Decision · 1 Sep 2026 · Pause must be confirmed before notice window closes

  • Kestrel Growth Lab renewal

    Renewal · 15 Sep 2026 · 60-day notice window is open

  • August check-ins due

    Check-in · 5 Sep 2026 · All active agencies

  • Vantage Performance reference calls

    Review · 18 Aug 2026 · Screening stage

Recent activity

The last few changes in the hub.

  • Check-in submitted

    Quill & Cove — July 2026 · Today, 09:12

  • Decision recorded

    Meridian 3PL moved to recommended pause · Yesterday, 16:40

  • Blocker raised

    Atlas Analytics renewal terms not received · Mon, 11:05

  • Check-in overdue

    Kestrel Growth Lab — July 2026 · Sat, 08:00

  • Agency added

    Brightloop Studio added as a prospect · Last week