Quick access to every key document — budget, projects, pipeline, and strategy — with status at a glance.
Full FY2026 operating budget with forecast and YTD actuals by expense category. Total budget: $6,124,672. Covers personnel (wages, payroll taxes, benefits), office, travel, insurance, legal, accounting, subscriptions, recruiting, and program overages.
Master project tracker for all CBI events and activations. Tracks project status, briefs, key docs, activation decks, and team assignments by brand. FY26: 274 events (229 completed, 11 active). FY27: 225 in pipeline.
Tracks all active client programs by capacity stage — Upcoming, Ideation, and Work in Progress. Includes revenue doc status, invoice numbers, billing dates, and anticipated revenue per program.
Project manager for Cogent's strategy and growth initiatives. Tracks planning playbooks, activation guides, key docs, and event status for longer-horizon brand programs.
Pipeline tracker for new business opportunities. Shows probability-to-close, client, budget, Cogent fee, and current status for each prospect — segmented into Active, Won, and Lost.
Tracks Cogent's FY2026 revenue goals vs. YTD actuals and EOY forecast by business line — Constellation, Influencer (retained), Suntory Global Spirits, and project-based work. Total goal: $6.14M.
Invoice-level billing tracker across all revenue streams — CBI retainer, Influencer (PUIG, COTY), Experiential Projects, and Project Work. Tracks date billed, invoice #, client/project, and month-by-month revenue recognition. Goal updated 3/4. Forecast: $152K in March, $99K in April.
Asana-based tracker for all CBI creative work — 2D/3D design, print files, deck templates, renders, signage, and brand assets. Managed across Brand, CBU, EBU, SBU, SEBU, WBU, Suntory, and New Biz. 4 live designers: Keith Costa, Allan Warren, Mateo Smith, Vedika Savalani.
Add a Document
Click to add another key documentKey metrics and insights extrapolated from your documents to help you track pace and prioritize.
| Program | Client | Status / Amount |
|---|---|---|
| Rabanne 2026 Program | PUIG | $45,250 → Mar |
| Carolina Herrera 2026 | PUIG | $99K → Apr |
| Jean Paul Gaultier 2026 | PUIG | TBD |
| Burberry | Goddess Mother's Day | COTY | $15,995 (Feb) |
| Philo | Fresh Cream Silk Cloud | COTY | $20,565 (Feb) |
| MJF | Daisy Wild Eau So Extra | COTY | $13,710 (Feb) |
| Gucci | Mother's Day | COTY | $13,710 (Feb) |
| CK | Euphoria Elixir | COTY | TBC |
| Burberry | HER Global Event | COTY | TBC |
| Project | Client | Billed |
|---|---|---|
| Steve Madden | Galenties Day | Won | $20,000 (Jan) |
| FanDuel | Predicts | Won | $25,000 (Mar) |
| Opportunity | Gross Fee | Prob | Weighted |
|---|---|---|---|
| FanDuel – World Cup Experiential | $100K | 60% | |
| FanDuel – World Cup Influencer | $40K | 60% | |
| FanDuel – CBG Stunt Experiential | $35K | 60% | |
| FanDuel – Prediction Markets ✓ | $20K | WON | |
| FanDuel – CBG Stunt Influencer | $30K | 60% | |
| AEG – Pacifico Coachella Influencer | $20K | 70% | |
| Stereo Creative – Ripple Crypto | $15K | 50% | |
| Steve Madden – Spring/Summer Swim | $20K | 30% | |
| DANG / Meta Content House | ~$15K | 30% | |
| Tommy Hilfiger – Mothers Day | ~$15K | 30% | |
| Basil Hayden – The Ones Extensions | ~$15K | 30% | |
| Total | $325K | ~$184K |
| Brand | Event | Location | Activation Date | BU | Status |
|---|---|---|---|---|---|
| Corona Premier | BNP Paribas Open | Indian Wells, CA | Mar 1–15 🔴 NOW | WBU | Planning |
| Modelo | Blackhawks Friday Night Series | Chicago, IL | Mar 6 | CBU | Planning |
| Modelo | Clippers Sampling | Los Angeles, CA | Mar 14 | WBU | Planning |
| Corona | Kings Entitlement | Sacramento, CA | Mar 15 | WBU | Planning |
| Modelo | Blackhawks Friday Night Series | Chicago, IL | Mar 20 | CBU | Planning |
| Modelo | Golden State Warriors | San Francisco, CA | Mar 25 | WBU | Planning |
| Pacifico | PetCo Park Bar Rebrand (Padres) | San Diego, CA | Mar 26 | WBU | Planning |
| Corona | Angel Stadium Bar Refresh | Anaheim, CA | Apr 7 | WBU | Planning |
| Corona | Tortuga Music Festival | Fort Lauderdale, FL | Apr 10 | CBU | Planning |
| Modelo | Texans Draft Party | Houston, TX | Apr 23 | SEBU | Planning |
| Corona | Suenos Music Festival | Chicago, IL | May 23 | CBU | Planning |
| Modelo | Raiders Golf Classic | Las Vegas, NV | May 26 | WBU | Planning |
| Corona Premier | Genesis Invitational | Pacific Palisades, CA | Feb 19–22 | WBU | In Wrap |
| Pacifico | Winter on the Rocks / Apres Chicago | Denver / Chicago | Feb 20–28 | CBU | In Wrap |
| Corona | Bulls Atrium | Chicago, IL | Feb 21 | CBU | In Wrap |
| Task | Assigned To | Due | Client / BU |
|---|---|---|---|
| IAT | Cooper Flag Logo | Mateo Smith | — | Brand |
| NEW BIZ | Game7 Deck Template | Mateo Smith | Jun 30 | New Biz |
| CBU - Corona | Beach House | Allan Warren | Jun 19 | CBU |
| CBI Brand Deck Templates - Additional | Keith Costa | — | Brand |
| Modelo x UFC x Walmart POS | Keith Costa | — | Brand |
| Maker's Mark | Camper 3D | Keith Costa | — | Suntory |
| Cogent Timeline Post Carousel | Keith Costa | — | Cogent |
| Task | Assigned To | Due | BU |
|---|---|---|---|
| OSU Tailgate 2D Signage | Keith Costa | Oct 30 | CBU |
| WBU Corona | SAP Center Grab N Go Rebrand | Keith Costa | Oct 29 | WBU |
| SBU - Aguas Frescas | Tent Stall | Mateo Smith | Oct 24 | SBU |
| SBU - Modelo | Mavs DDLM - 2D | Keith Costa | Oct 23 | SBU |
| Corona | World Series - 3D | Keith Costa | Oct 22 | WBU |
| CBU - Modelo | Blackhawks Bar Branding | Vedika Savalani | Oct 22 | CBU |
| WBU-Modelo x San Jose Earthquakes Bar Rebrand | Allan Warren | Oct 21 | WBU |
| CBU - Modelo Wisconsin Stadium - Phase 2 | Vedika Savalani | Oct 17 | CBU |
| EBU: FY26 Modelo | NYCWFF | 2D | Allan Warren | Oct 16 | EBU |
| SEBU | Modelo x College Football 3D Renders | Keith Costa | Oct 10 | SEBU |
| Brand | Allocated | Used | Burn % |
|---|---|---|---|
| Corona | 4,601h | 4,741h | |
| Modelo | 3,320h | 3,269h | |
| Pacifico | 1,350h | 1,423h | |
| L&P | 508h | 412h | |
| General CBI | 805h | 1,029h | |
| TOTAL | 10,584h | 10,874h | 102.7% |
| BU | Allocated | Used | Burn % |
|---|---|---|---|
| WBU West | 6,520h | 6,428h | |
| SEBU Southeast | 3,976h | 3,842h | |
| CBU Central | 5,174h | 4,563h | |
| EBU East | 2,495h | 2,643h | |
| SBU South | 2,422h | 2,079h | |
| Gen CBI | 1,255h | 1,132h | |
| TOTAL | 21,841h | 20,687h | 94.7% |