Gary Morris Personal Dashboard

PARTNER PLAN ACCEPTANCE & APPROVAL

Business Plan Accept and Approve

Not Accepted / Not Approved
Approved / Accepted
Pending in Current Period
Pending in Future Period
Application Period Acceptance Status Acceptor Name Acceptor Signature Acceptance Date Approval Status Approver Name Approver Signature Approval Date
Overall FY (Jan 2025 - Dec 2025)

QBR Acceptance (Partner Contacts Only)

Not Accepted / Not Approved
Approved / Accepted
Pending in Current Period
Pending in Future Period
Application Download QBR Period Click to Accept Acceptor Name Acceptor Signature Acceptance Date
QBR Q1 (Jan 2025 - Mar 2025)
Q2 (Apr 2025 - Jun 2025)
Q3 (Jul 2025 - Sep 2025)
Q4 (Oct 2025 - Dec 2025)

COMMENT SUMMARY