Prototype • Demo data, front-end only — real logins added in the Zoho build
The Phoenix Business Collective
MM
Sarah Chen
Meridian Manufacturing

Welcome back, Sarah

Account Overview
Savings Identified
$148,200
▲ across 3 audits
Savings Realized
$92,450
62% captured
Active Audits
1
In progress
Contract Status
Active
Renews Mar 2027

Savings Identified by Category

$52.4k
Parcel
$36.1k
Waste
$30.8k
Payments
$18.9k
Telecom
$10.0k
Other

Recent Activity

Jun 18, 2026Parcel audit report publishedNew
Jun 02, 2026Q2 statement uploaded to your folderFiled
May 21, 2026Waste contract renegotiation signedSaved $30.8k

Spend Audit Results

Your Audits
Total Identified
$148,200
3 completed audits
Avg. Reduction
23%
vs. prior spend
In Progress
1
Telecom — 60%

Audit Reports

CategoryPeriodAnnual SpendSavings FoundStatus
Parcel & Freight2025–26$228,000$52,400Complete
Waste & Recycling2025–26$141,000$36,100Complete
Payment Processing2025–26$96,500$30,800Complete
Telecom & Connectivity2026$74,200In review60% done

Documents & Files

Your Secure Folder

Files

NameTypeAddedSize
📄 Membership Agreement — Meridian.pdfContractMar 14, 2026418 KB
📄 Parcel Audit — Findings Report.pdfReportJun 18, 20261.2 MB
📊 Waste Savings Summary.xlsxSpreadsheetMay 21, 202696 KB
📄 Q2 2026 Account Statement.pdfStatementJun 02, 2026240 KB
📄 Payments Renegotiation — Signed.pdfContractApr 30, 2026512 KB

Account & Contract

Membership Details
Membership
Active
Since Mar 2025
Plan
Full Collective
All categories
Renewal Date
Mar 14, 2027
Auto-renew on

Company Details

CompanyMeridian Manufacturing, LLC
Primary ContactSarah Chen — VP Operations
Emailclient@meridianmfg.com
Phoenix AdvisorJames Park
Categories EnrolledParcel, Waste, Payments, Telecom
AgreementSigned  

Requests & Support

New Request

Submit a Request

⬆  Click to upload contracts, invoices, or spend exports

Open Requests

RefTypeSubmittedStatus
#REQ-1042New audit — TelecomJun 10, 2026In progress
#REQ-1031Report question — WasteMay 28, 2026Resolved