Proxie — EM Portfolio Dashboard

Active Projects

12 ZP · 50 Jira boards

Portfolio Value

$393K

In-progress CRM deals

At Risk

BioLab · Brandgenie · BHCo

Unpaid Milestones

$26K+

Overdue or due this month

Team Utilisation

66%

365 hrs idle / 1,072 total

🔴 Critical Risk Projects

BioLab Booking System

PM: Shahbaaz Khan

$128,400

14 done / 250+ tasks Deadline: Jul 10, 2026

⚡ 3.5x overallocated ⚡ 59% still To Do 💰 M3 $19,260 due Mar 28 8 tasks need discussion

PD & Brandgenie

PM: Banka (Ravi)

$72,229

51 done / 100+ tasks (page 1) Deadline: Mar 31

🤒 Aman sick since Mar 1 💰 M5 ~$7K OVERDUE 33 tasks still To Do No replacement assigned

BHCo / Hub Migration

PM: Banka (Ravi)

$1,280

~13 done / 47 tasks Deadline: PAST (Mar 6)

⏰ 4 days past deadline 33 tasks still To Do No revised timeline

🟡 Moderate Risk

Mirror Northcote Site

PM: Garima Mehta

$3,000

1 done / 14 tasks Deadline: Mar 21

⏳ 9 tasks in UAT PM Approval Dev IS done — Garima hasn't reviewed

Attuniq (Scenarios AI)

PM: Shahbaaz Khan

Internal

~47% done · 53 open tasks Real target: ~Jun 2026

👥 Lost 2 devs (Sushil, Vikas) 💸 Budget 2.5x over ($9.9K/$3.8K) Rahul velocity: 2.5%/day

Bounce Chatbot

PM: Banka (Ravi)

$1,600

10 done / 14 tasks Deadline: PAST (Mar 6)

1 task in UAT PM Approval Nearly done — push to close

ASAI AI Podcast

PM: Shahbaaz

$4,880

17 done / 25 tasks Ongoing monthly

6 To Do · 1 dependency blocked

🟢 Tracking / Low Risk

Radio Ad Intelligence

PM: Shahbaaz

$23,400

Early stage Deadline: Jun 5, 2026

Red Tradies AI Shopping

PM: Shahbaaz

$25,000

Just kicked off (Mar 9) No end date set

Nuggts

PM: Shahbaaz

Active

Active dev Deadline: Apr 30

💰 Cashflow — Milestones Due / Overdue

Status	Project	Milestone	Amount	Due	Action
Overdue	PD & Brandgenie	M5	~$7,223	Feb 15	Chase Banka → invoice now
Overdue	VA Drupal Resource	Dec milestone	$4,500	Dec 2025	Confirm with Manasee if invoiced
Overdue	VA Magento Resource	Dec milestone	$4,500	Dec 2025	Confirm with Manasee if invoiced
Due Soon	BioLab Booking System	M3	$19,260	Mar 28	Flag to Manasee by Mar 25
At Risk	PD & Brandgenie	M6 (final)	~$7,223	Tied to completion	Blocked until Aman returns
Unknown	ASAI Podcast	Monthly	$480	Ongoing	Verify current month invoiced

👤 PM Workload Distribution

Shahbaaz Khan

Senior PM — Heaviest load

Active Deals12

Portfolio Value$238K

Key RiskBioLab 3x overalloc

Completed (lifetime)50+

Manasee Vachani

Head of Ops — 7 active deals

Active Deals7

Portfolio Value$22K

On Hold4 ($30K)

StyleCliq-first, no ZP

Banka (Ravi)

PM — 4 active deals

Active Deals4

Portfolio Value$4K

Key RiskBHCo past deadline

StyleResponsive, reactive

Garima Mehta

PM — Lightest load

Active Deals6

Portfolio Value$11K

Key Risk9 tasks in her review queue

Concentration5/12 = PMI

🔥 Sprint 096 — Resource Allocation Heatmap

Kareem

Atomate · In House

371%

234h alloc / 63h avail

Manoj

Laravel · Freelancer

286%

180h alloc / 63h avail

Rahul Singh

Mobile App · In House

137%

86h alloc / 63h avail (46h blocked)

Aman

Laravel · In House

🤒 SICK

68h alloc / 0h working

Ajay

IT Support · In House

111%

70h alloc / 63h avail

Sushil

Project Lead · In House

100%

63h alloc / 63h avail

Pragna

Drupal · In House

89%

56h alloc / 63h avail

Amol

Testing · In House

79%

50h alloc / 63h avail

Adeel

Testing · Freelancer

79%

50h alloc / 63h avail

Zeeshan

WordPress · In House

48%

30h alloc / 63h avail

Sharad

Magento · Freelancer

30%

19h alloc / 63h avail

Vikas

Testing · In House

*Jira

0h sprint / 49h avail · Active on Jira maint

Akhtar

Laravel · In House

0h alloc / 63h avail 🔴 IDLE

Nida

Laravel · In House

0h alloc / 63h avail 🔴 IDLE

Shujaat

Laravel · In House

0h alloc / 63h avail 🔴 IDLE

Imran

Shopify · Freelancer

0h alloc / 63h avail 🔴 IDLE

Samir

Designer · Freelancer

0h alloc / 63h avail 🔴 IDLE

⚡ Priority Actions — This Week

Brandgenie M5 invoice: ~$7K overdue since Feb 15. Chase Banka for status — money is sitting on the table. Banka

Aman replacement: Sick since Mar 1 (typhoid). 68hrs/sprint of PD work stalled. Assign Akhtar (63h idle) immediately. Manasee

BioLab reality check: ZP shows 5.6% complete but sprint allocates 3x capacity. Is ZP being updated? What's actual progress? M3 ($19K) due Mar 28. Shahbaaz

Mirror Northcote: 9 tasks stuck in UAT PM Approval. Dev is done. Garima needs to batch-review this week. Mar 21 deadline. Garima

VA Dec milestones: $9K (Drupal + Magento) marked unpaid since Dec 2025. Were these invoiced? If not, that's 3 months of leaked cashflow. Manasee

BHCo revised timeline: 4 days past deadline, 72% still To Do. Need revised delivery date from Banka. Banka

Idle capacity rebalance: 365 hrs (34% of team) sitting idle while Kareem/Manoj are 3x overloaded. Akhtar, Nida, Shujaat are Laravel — can they take BioLab overflow? Manasee

Bounce Chatbot: 71% done. 1 UAT task left. Push to close and mark complete this week. Banka

🧠 Systemic Insights

ZP Staleness is Systemic

Work happens in Cliq standups but Zoho Projects tasks don't get updated. Affects all PMs. Sprint sheet ≠ ZP ≠ Jira ≠ reality. No single source of truth for project progress.

CRM Data Quality is Poor

84% of active deals have no Project_End_Date. 18 zombie deals past end date still "In Progress". Missing PMs, null milestone amounts, stale maintenance records inflating counts.

Sprint Sheet is a Wishlist

Manual Zoho Sheet — not linked to Jira or ZP. Over-allocation numbers (BioLab 398h for 126h available) suggest it lists all upcoming work, not constrained sprint plans. No velocity tracking.

Invoice-Milestone Gap

$26K in completed deals have "unpaid" milestones (likely invoiced externally but never updated in CRM). 12 orphaned milestones ($54K) not linked to any deal. System doesn't reflect cashflow reality.

🫡 Proxie — Portfolio Dashboard