Library/Elements/Weekly status
Reports · Weekly cadence · Internal

What shipped, what slipped.

Monday-morning skim. Top of the page: this week in a sentence + four KPIs. Then two columns of shipped / slipped. A small bar chart for trend. Risks call-out at the bottom. The whole page reads in under two minutes — the goal is for your CEO to land on it and immediately know what to ask in stand-up.

Week 19 · May 4 — May 10, 2026

A good week. Marketplace launch shipped on schedule; two pilots converted.

RIC newsletter open rate hit a new high (38.4%). Two outstanding risks worth tracking — see bottom of page.

Pipeline
$4.6M
↑ $0.8M w/w
Pilots live
7
↑ 2 new this week
Open rate
38.4%
↑ record high
Drops shipped
3
DST · Liquidity · Tax

✓ Shipped this week

  • 1031 DST Marketplace — public launch with 12 sponsors. Caroline + product
  • Concentration Risk Auditor — drop is live in the library, 28 advisors used it day one.
  • Aspen Wealth pilot converted to paid — 8-week onboarding kicks off Monday.
  • Magnolia Partners pilot converted — phase 1 starts in 2 weeks.
  • RIC Card 04 — Q1 fund factory recap published; 38.4% open rate (record).
  • Q2 collateral matrix re-shipped — 8 stages × 5 product lines all live.

⚠ Slipped or stalled

  • Schwab integration — partner-side delay on OAuth scope. New ETA: week 21.
  • Q2 user-research interviews — only 3 of 8 scheduled. Reach-out batch going out Friday.
  • Investor statement template — design review pushed to next week.

Pilots converted · weekly · last 8 weeks

1
W12
2
W13
1
W14
2
W15
3
W16
2
W17
3
W18
4
W19

⚡ Risks & asks

Fork & ship

Pure HTML — no JS required for the static report version. Replace the content, ship as a link. Optional JS would let you generate from a Notion / spreadsheet feed.

When to use this

Weekly team rhythm. Customer weekly updates (one block per account). Board pre-read (longer version). Anywhere recurring documents need to be skim-friendly.

Reuse ideas

Customer health weekly, advisor success weekly, exec-team brief, partner-quarterly business reviews, board summary.