Advisory decision record
Record each advisory recommendation with the owner's decision, days waiting and next owner, and show the oldest open one, the Harbor Table lease renegotiation.
- Industry
- Accounting, Bookkeeping and Tax
- Team
- Finance
- Use case
- Project management
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 3 embedded blocks: KPI: Advisory recommendations with a client decision (k-decisions); Chart: Advisory recommendations and their decisions (c-advice-table); Chart: From recommended to accepted (c-advice-waterfall) · Requires sign-in
Overview
What this template supports
A client-visible decision record for the owner of a multi-entity group after an advisory meeting. It counts the recommendations with a decision, shows each one with its state, evidence and next step, and explains the open lease renegotiation that has waited 11 days. It supplies a decision state list, a state diagram, a waterfall block and a check-in checklist.
- Decisions KPI block
- Recommendations table block
- Decision state definition list
- Open decision warning callout
- Recommended to accepted state diagram
- Check-in checklist and sign-off row
How to use this template
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List every recommendation
Enter each recommendation from the advisory meeting with its owner, due date and the financial evidence behind it.
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Record the decision state
Mark each one waiting, accepted or declined, count the days waiting, and write the reason on any declined item.
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Call out the oldest open decision
State what the decision needs, who acts next and the date of the next check-in.
Frequently asked questions
When does a recommendation count as waiting?
When the recommendation and its evidence were delivered and the owner has not answered. Age counts from the day it was made or its comparison was delivered.
What happens to a declined recommendation?
The reason is written on it and it is closed, not hidden. It returns to waiting only if its facts change.
What does Advisory decision record help me do?
Record each advisory recommendation with the owner's decision, days waiting and next owner, and show the oldest open one, the Harbor Table lease renegotiation.
Who reads and maintains this page?
Pennock owner; prepared by the Tallgrove advisory lead after each advisory meeting. The managing partner reviews it.
When is the page ready to share with the client?
Sent only after every recommendation shows a decision state, an owner and a due date, and any waiting item names who acts next.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.