Clients dashboard
CNF tracking for active client engagements. Prospects are tracked on their own dashboard.
Active records
5
Due in 30 days
1
Due in 90 days
3
Submitted CNFs
0
Awaiting client info
1
Unknown prior claim
2
Precautionary CNF
2
Urgent actions
Deadlines within 30 days.
| Client | Period end | CNF deadline | Days | Requirement | Workflow | Owner |
|---|---|---|---|---|---|---|
Kingsmere Logistics Ltd 03322110 | 31 Jan 2026 | 31 Jul 2026 | 15 days | Submit precautionary CNF | Ready to submit | Priya Shah |
Upcoming deadlines by month
Active records over the next 6 months.
Records by workflow status
All records grouped by current state.