Dashboard

Everything Trellis Meriden knows about the 40 organisations, filtered to what your role can move this week. Nine agent colleagues read the outside. Your CRM, pipeline and colleague relationships supply the inside.

Signed in as P. Coleman · BD Director. This view is filtered to the actions your role owns this week.

Total pipeline

£12.9bn

Combined turnover, 40 organisations

Organisations tracked

10 shown in the register sample

Annual envelope

£322,800

Campaign + intake programme . annual envelope (the total yearly cost of the Priority-40 campaign plus intake programme)

Agents running

Nine agents . Weekly to annual cadences

Evidence packs

12 exported

This quarter · 0 tier-2 breaches

Pool and pipeline

Organisations tracked: 40; Priority-40 campaign
Watch pool: ~60; Tier 2 and Tier 3 radar-only
Total pool by 2030: 100; of ~209 organisations in England

Sources . Public Healthcare Providers 2024 . Trellis Meriden UK 2025 market insight. Shift and Grow 2030 progress figures shown in this portal are illustrative only and use fictitious organisations, people and values.

This week's actions · BD Director

→AlderwickSend cleared evidence pack to Rowan FenwoodP. ColemanWed 2 Sep →Public Healthcare ProvidersConfirm Providers panel abstractP. ColemanThu 3 Sep →AlderwickReview Zouche HFMA follow-upP. ColemanThu 3 Sep →AlderfieldAgree roundtable co-host with ZennorP. ColemanFri 4 Sep →AlderbrookSequence North Arc Partnership second conversationP. ColemanMon 7 Sep

Live triggers

Alderwickexpires 2026-12

Chair signalled openness to partnership models

Envoy · confidence High

Alderwickexpires 2026-09

Portering overtime running 18% above plan

Roster · confidence Medium

Alderwickexpires 2027-01

Soft-FM item added to Q4 board agenda

Beacon · confidence High

Alderfordexpires 2027-03

CIP shortfall of £6.2m flagged at month 4

Ledger · confidence High

Alderfordexpires 2026-11

Northstar Services shortlisted on adjacent estates lot

Rival · confidence High

Top-10 campaign focus

Inherited from the Priority-40 register. Ranked by composite priority score, ties broken on warmth, then deficit ratio, then turnover.

Open the full register →

Recent activity

TWT. Willisadded intel signal · Alderwick2 hours ago
SAS. Ahmedcleared CS-018 to Open tier4 hours ago
PCP. Colemanupdated warmth for Rowan Fenwood · 1 → 26 hours ago
JRJ. Rossilogged Northstar Services shortlisting · AlderfordYesterday, 16:20
SAS. Ahmedpublished HFMA white paper landing pageYesterday, 11:05
TWT. Willisflagged subco signal as expired · Aldermere2 days ago
PCP. Colemancreated relationship record · Jasper Fothergill2 days ago
JRJ. Rossiexported evidence pack · Alderbridge3 days ago

Organisation intelligence radar

Radar signals to triage

New cards on organisations you own. Oldest untriaged card 8 days old. Radar hits are proposals not facts.

Themes waiting on you

Themes on your organisations that crossed the three-card threshold and have not been reviewed.

Learning system

Knowledge library

8 artefacts

Versioned, tier-tagged and searchable. Deprecated artefacts stay readable.

Open artefact requests

What the library is missing, ranked by how often it is asked for.

Learning multiplier

62%

Campaigns this month built from an existing template rather than from scratch.

Priority-40 sits on top of Trellis Meriden's existing systems. Trellis Meriden's CRM stays the system of record for accounts and contacts. Trellis Meriden's pipeline stays the system of record for opportunities. Trellis Meriden's data assets, sector insights and intelligence stay where they live today. Priority-40 pulls all of it through into one governed weekly view on 40 named organisations, alongside the human intelligence and relationships colleagues bring in through the intake queue.