Acquisition
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Dashboard

Day 0-100 readiness overview for Apex Business Services Acquisition

Day 0-100 Readiness Scorecard

Composite score across five control dimensions

57OverallFair
40Control & AccessFair
69People & ChangeGood
54SOP CoverageFair
20ReportingPoor
100Financial ControlExcellent

Top 10 Execution Queue

Priority tasks sorted by urgency

1P0Secure Okta admin credentialsin progressTom Brennan
2P0Obtain banking portal admin accessin progressSarah Chen
3P0Complete ADP payroll access handovertodoRachel Kim
4P0Change bank signatories to new boardtodoMarcus Rivera
5P0Conduct retention conversations with key staffin progressSarah Chen
6P0First month-end close under new ownershiptodoJenna Park
7P1Run first 13-week cash forecasttodoMarcus Rivera
8P1Implement dual-signatory policy for APtodoJenna Park
9P1Set up sponsor reporting dashboardtodoJenna Park
10P1Document sales pipeline processblockedDavid Okonkwo

Risk Radar

Severity 1 (low) to 5 (high)

people
3
systems
3
finance
1
delivery
2
compliance
2
Open Handoffs5

Budget

$1,030,000

Committed

$680,000

Paid

$270,000

EAC

$970,000

-$60,000 variance

Contingency Left

$85,000

Draw Runway

Total Available

$1,300,000

Drawn to Date

$550,000

Remaining

$750,000

Planned (Next 30d)

$100,000

KPI Health

Status funnel across 6 KPIs

3
defined
2
sourced
1
validated
0
automated