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Executive Search Timeline

Live timeline view (planned vs actual), designed to replace Jo’s Excel “timeline tab” and share as a branded URL with the client.

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Milestone Planned Actual Status
Status rules: DONE = actual set. SCHEDULED = planned within 7 days. AT RISK = planned passed with no actual. PLANNED = future planned.

Client Share Link

Send this to the client. It stays current as milestones are updated.

Notes

This view is deliberately board-friendly: simple, scannable, zero admin friction.

Owner
Jo Brown
Mode
Client-facing
Data
Demo (embedded)