Home Dashboard Scheduler Intelligence

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.

Parallel Workstream

Psych testing often runs alongside interview rounds, not strictly sequential.

Notes

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

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