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Overview

Larderly, Aug 31 - Sep 29, 2026 compared with the previous period.

Net revenue

Recognized revenue after refunds and credits

Revenue by plan

Share of net revenue in the period

Pipeline

Stage counts and conversion, same period

Campaign performance

Top live campaigns by sourced pipeline, quarter to date

Needs attention

Signals that need an owner today

4 open

    Team workload

    Open tasks against weekly capacity

    Activity

    Latest changes across the workspace

      Q3 goals

      Quarter closes Sep 30

      Revenue

      Recurring revenue, movement and billing for Aug 31 - Sep 29, 2026.

      MRR movement

      How monthly recurring revenue changed in the period

      MRR by plan

      Month-end MRR, last 12 months

      Invoices

      September billing run and open balances

      Customers

      412 accounts across five regions. Select rows to reassign or export.

      Campaigns

      Budget pacing and sourced pipeline for every acquisition program this quarter.

      Workflows

      Renewals, billing follow-ups and launches for the week of Sep 28. Drag cards or use the move menu.

      Settings

      Workspace preferences for Larderly. Changes apply to all 10 members.

      Workspace

      Shown on reports, invoices and email digests.

      Enter a workspace name.

      /w/

      Lowercase letters, numbers and dashes.

      Use 3 to 32 lowercase letters, numbers or dashes.

      Health score thresholds

      Accounts below the at-risk line appear in Needs attention and in the daily digest.

      Enter a score between 1 and 99.

      Must be lower than the watch threshold.

      All changes saved

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