Dashboard
Command center
Monthly Recurring Rev
$0
0 active maintenance
Capacity / Bandwidth
0
0 / 0 slots
Actionable Gaps
0
$0 Upsell Pipeline
SLA Critical
0
Builds < 12h remaining
⚠ Client concentration breach — a single client exceeds 30% of MRR. Review Syndicate tab.
The Scanner Funnel (Inbound)
0Clicked
0Completed
0Paid
— Conversion
Outreach Pipeline (Outbound)
0Cold
0Warm
0Hot
0Replied
0Negotiating
SLA Danger Zone
Active builds nearing 48h deadline
| Client | Status | Time Left |
|---|---|---|
| Calculating... | ||
Today's Actions
Follow-Ups Due Today0
Follow-Ups Overdue0
LinkedIn Pending0
Unmatched Inbound0
Sunday Ritual
Weekly operating metrics — Input the manual data, the engine does the rest.
Outreach Volume Sent
Manual: Check Instantly/Lemlist
Replies Received
Manual: Total valid responses
Scanner Forms (Week)
0
Auto-calculated
Deals Closed (Week)
0
Auto-calculated
Pipeline Value
$0
Total active outreach + flagship value
| Prospect | Company | Batch | Status | Category | Scanner | Next Action | Emails Sent | |
|---|---|---|---|---|---|---|---|---|
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Batch Performance
| Batch | Prospects | Emails Sent | Clicks | Completions | Conversions | ROI (Close %) |
|---|---|---|---|---|---|---|
| No batches yet | ||||||
The Magazine 0
Logic mapping pending...
Downrange 0
Engaged (Tripwire) 0
Decision Desk 0
Closed Won0
Flagship Pipeline
| Name | Company | Status | Price Quoted | Follow-Up Deadline | Next Step | Added |
|---|---|---|---|---|---|---|
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Inbound Scanner Leads
| Name | Company | Type | Status | Source | Ext Score | Int Score | Date | Actions | |
|---|---|---|---|---|---|---|---|---|---|
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Intake Holding 0
Logic mapping pending...
The Forge 0
Pre-Flight Review 0
Portal & Delivery0
| Client | Company | Plan | Status | SLA Clock | EL Accepted | Reg. Jurisdiction | Radar | Submitted |
|---|---|---|---|---|---|---|---|---|
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Client Exposure Matrix (The Upsell Radar)
Clients with at least one 🔴 Exposed or 🟡 Scheduled regulation. Target these for $497 Gap Reviews.
| Client | Plan | 🔴 Exposed | 🟡 Scheduled | Maintenance | Action |
|---|---|---|---|---|---|
| Calculating… | |||||
Active Shields (Maintenance)
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The Referral Engine
Referral tracking maps to Detail Panel.
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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Loading regulations…
| Topic | Status | Posted | Notes | Actions |
|---|---|---|---|---|
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Webhook URLs
Admin Access
| Permissions | Action | |
|---|---|---|
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