Dashboard
Command center
Monthly Recurring Revenue
$0
0 active maintenance
Total Revenue (All Time)
$0
0 total clients
Active in Production
0
In build queue
Tally Forms (This Week)
—
North Star metric
⚠ Client concentration breach — a single client exceeds 30% of MRR. Review Finance tab.
Prospect Pipeline
Outreach funnel
0Cold
0Warm
0Hot
0Replied
0Negotiating
0Converted
Capacity
Build queue vs max
Active Clients in Production
0
0 / 0 slots
Recent Clients
Last 5 engagements
| Client | Plan | Status | Submitted |
|---|---|---|---|
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Sunday Ritual
Weekly operating metrics — update every Sunday
Outreach Volume Sent
Target: 250+/week
Replies Received
Benchmark: 5-8% of volume
Tally Forms Submitted
North Star: 2+/week
Deals Closed
Kits + Bundles + Flagships
Pipeline Value ($)
Total dollar value of active prospects
| Client | Company | Plan | Status | SLA Clock | EL Accepted | Reg. Jurisdiction | Radar | Submitted |
|---|---|---|---|---|---|---|---|---|
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| Name | Company | Type | Status | Source | Ext Score | Int Score | Date | Actions | |
|---|---|---|---|---|---|---|---|---|---|
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Emails Today
0
Cap: 50/day
Emails This Week
0
Min: 250/week
Scanner (This Week)
0
North Star
Scanner (All Time)
0
Total submissions
Pipeline Funnel
0Cold
0Warm
0Hot
0Replied
0Negotiating
0Converted
Today's Actions
Follow-Ups Due Today0
Follow-Ups Overdue0
LinkedIn Pending0
Unmatched Inbound0
Batch Performance
| Batch | Prospects | Emails Sent | Replies | Scanner Clicks | Scanner Completions | Conversions |
|---|---|---|---|---|---|---|
| No batches yet | ||||||
| Prospect | Company | Batch | Status | Branch | Scanner | Next Action | Emails Sent | |
|---|---|---|---|---|---|---|---|---|
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| Prospect | Company | Signal | Scanner Score | Status | Next Action |
|---|---|---|---|---|---|
| No hot signals yet | |||||
| Prospect | Company | Due Date | Status | Next Action Note |
|---|---|---|---|---|
| No follow-ups due | ||||
| Name | Company | Scanner Score | Date | Actions | |
|---|---|---|---|---|---|
| No inbound submissions yet | |||||
| Prospect | Company | Batch | Archived |
|---|---|---|---|
| No archived prospects | |||
| Name | Company | Status | Price Quoted | Follow-Up Deadline | Next Step | Added |
|---|---|---|---|---|---|---|
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| Topic | Status | Posted | Notes | Actions |
|---|---|---|---|---|
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Loading regulations…
Clients with at least one 🔴 Exposed or 🟡 Scheduled regulation. Sorted by exposure severity. This is your upsell hit list.
| Client | Plan | 🔴 Exposed | 🟡 Scheduled | Maintenance | Action |
|---|---|---|---|---|---|
| Calculating… | |||||
MRR
$0
Maintenance only
ARR
$0
MRR × 12
Total Collected
$0
All time
Avg Deal Value
$0
Per client
Revenue by Plan
| Plan | Clients | Revenue | % of Total |
|---|---|---|---|
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Client Concentration
⚠ Constitution breach: a client exceeds 30% of MRR
Loading…
Webhook URLs
Admin Access
| Role | Action | |
|---|---|---|
| Loading… | ||