UniWell · Portfolio management
Every customer. One accountable PM.
Drag a customer to a PM or choose their owner. Every change saves to the shared portfolio.
New accounts · Monday project board
New Clients
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Clients outside the existing customer portfolio, including all their Monday projects. Existing accounts stay with their current PM. Quotes do not contribute invoice revenue.
Company invoice sales
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Assigned portfolio
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Unassigned business
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Active revenue assigned
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Business by primary PM
Share of active portfolio invoice sales · USD
Client allocation board
Seven PM positions, plus Trash / Inactive for customers excluded from the active business.
Customer responsibility ledger
| Customer | Invoice sales | Active share | Invoices / lines | Prior period / change | Primary PM | Support PM |
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Source coverage and refresh dates
Business in development
New Clients
Client accounts not already in the customer portfolio. All of their Monday projects are included, regardless of project age or stage.
Existing customers are shown separately and keep their portfolio owner. Unclear or missing client names are flagged for review. Quote stages reflect Monday and may lag actual order activity. MOQ × price is one potential order scenario, never invoice sales or annual revenue; alternatives are not added together.