Tracker — Clients
3 clients · 4 of 4 periods. Prospects live on the Prospects dashboard.
| Client | Companies / periods | Focus period end | CNF deadline | Days | Requirement | Workflow | Owner | Next action | |
|---|---|---|---|---|---|---|---|---|---|
Foxglove Diagnostics Group Client | 2 companies · 2 periods | 31 Mar 2026 | 30 Sep 2026 | 26 days | CNF likely needed | In progress | Helena Wright | 15 Aug 2026 Draft CNF. | |
Carnaby Foods Ltd Client | Carnaby Foods Ltd 15667788 | 30 Apr 2026 | 30 Oct 2026 | 56 days | CNF likely needed | Awaiting client info | Priya Shah | 1 Jul 2026 Chase prior accountant for R&D claim history. | |
Lyon & Pace Architects Ltd Client | Lyon & Pace Architects Ltd 04433221 | 31 May 2026 | 30 Nov 2026 | 87 days | Unknown / needs review | Not started | Daniel Okafor | 1 Aug 2026 Internal review with manager. |