Quick access to engagement dashboards and team info
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BD Pipeline
Business development pipeline — track inquiries from first contact to proposal acceptance, by stage and consultant. Live-updating.
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North Group Team
North Group team directory — names, emails, start dates, birthdays, DiSC, family, and community involvement.
BD Events & Sponsorships
Upcoming BD events, tournaments, and sponsorships in the next 90 days from the BD Events & Sponsorships calendar.
Engagements
Active, Expiring Soon (next 2 months), and recently Expired engagements — filterable by consultant.
Client History
Look up any client to see their current status, engagement history, amounts, and consultants involved.