Clients dashboard
CNF tracking for active client engagements. Prospects are tracked on their own dashboard.
Active records
2
Due in 30 days
1
Due in 90 days
2
Submitted CNFs
0
Awaiting client info
1
Unknown prior claim
2
Precautionary CNF
0
Urgent actions
Deadlines within 30 days.
| Client | Period end | CNF deadline | Days | Requirement | Workflow | Owner |
|---|---|---|---|---|---|---|
Carnaby Foods Ltd 15667788 | 30 Apr 2026 | 30 Oct 2026 | 11 days | CNF likely needed | Awaiting client info | Priya Shah |
Upcoming deadlines by month
Active records over the next 6 months.
Records by workflow status
All records grouped by current state.