2. Protect Financial Health: ·      Financial Dashboard - Snowball ARR ·      $2M USD on the table – Seller Comissions, PAC invoice, WMT Placement Revenue.

3. Sales ·      SFDC Report for Paragon opportunity tracking implemented ·      CRM Notion for complete pipeline ·      Deals on Prospect: Wisdom Labs + Lens Detect. Capacity Insight: Current Bandwith manage 1 more deal , +2 deals would require tweaks on process. | - Client Delivery → Reduced manual effort, faster insights to clients

• Client Delivery → Risk detection earlier
• Financial exposure visible
• Sales + Capacity pipeline controlled | | Move Business Forward

| - Board presentation delivered

• AI Prototype: Waiting on Next Steps | - Awaiting board feedback to prioritize ops build-out | | Proposal: Build Ops Team

| - Automation Data Specialist: Unlock scale ( we have 3 GPTs waiting on being developed, and unlock more automation to Paragon)

• Business Ops Manager: Drive predictability and insights | - Free Daniela’s brain WOHOO! Shift from daily execution to orchestration and problem solving. |

Links:

1. FL Dashboard: AI FL Dashboard

2. WMT Dashboard: AI WMT Dashboard

3. Financial Dashboard: Finance Dashboard

4. Sales CRM: Sales & Leads Tracker!

5. SFDC Pargon Ops Report: https://rivi.lightning.force.com/lightning/r/Report/00OPj00000BqZGHMA3/view?queryScope=userFolders

Master database