ValueRampAI — Onboarding Portal

Plan execution

My task queue

Waiting on customer

Approvals

Action items 0

Portfolio health —

Portfolio

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Account ↕	Status ↕	Health ↕	Progress	Overdue ↕	Blocked	Launch ↕	Approval

Activity feed 7 days

CSAT Last 30 days

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Plans

All Accounts

Account	Phase	Status	Health	Progress	Overdue	Launch

Former Customers

Accounts needing review

Templates

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Select a template to edit, or create a new one

Type	Subject	Recipient	Account	Sent at

Organisation details

Organisation name

Timezone

Working daysComma-separated

Fiscal year startMM-DD

Primary colour

Logo URLOptional

RAG amber thresholdDays overrun before Amber

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	Name & email	Role	Alias	Status

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Type	Person / Account	Start	End	Status	Cover / Notes

Workspace Defaults These settings apply to all accounts unless overridden per account.

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Automation Rules Define what happens automatically when events occur in your accounts and plans.

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My details

Name

Alias

Role

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Target:—

Tracking:—

RAG:—

Finance Portal

Accept invitation

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Finance Portal

Blocker Resolution Message

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New Rule

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