Internal workspace
Edsvärd BI keeps the whole stock list in one dense, editable table: status, ARR, contacts and a dated activity trail that records who changed what and when. Weekly and monthly meeting actions are assigned to team members and tracked to their deadline.
Active clients, partners, leads and prospects with inline editing and a dated comment timeline.
Portfolio ARR, pipeline value and status mix — recalculated as the team edits.
Weekly and monthly actions per team member with deadlines and overdue flags.