Agent Monitoring
Click an agent to view output and manage schedule
Lead Pipeline
Sales
Pulls new leads from Salesforce and Angi/HomeAdvisor. Scores, assigns to reps by territory, sends SMS confirmation, books in-home consultations.
Active Leads
142
↑ 15%
Qualified Today
18
↑ 22%
Conversion Rate
24%
↑ 5%
Lead Discovery
Sales
Searches Angi, HomeAdvisor, Thumbtack, and Nextdoor for new home improvement requests. Monitors permit filings and new homeowner data.
Sources Scanned
5
↑ 0%
New Prospects
34
↑ 12%
Avg Lead Score
72
↑ 8%
Campaign Manager
Marketing
Manages Google Ads and Meta Ads campaigns. Adjusts bids based on Salesforce close rates, pauses low performers, scales winners.
Active Campaigns
24
↑ 8%
ROAS
4.2x
↑ 12%
Cost per Lead
$96
↓ 15%
Campaign Performance
Marketing
Weekly deep attribution report: Ad → Click → Lead → Appointment → Proposal → Closed-Won. Calculates true CPA by channel.
Channels Tracked
6
↑ 0%
Blended CPA
$118
↓ 8%
Revenue Attributed
$482K
↑ 22%
SEO Health Monitor
Marketing
Tracks Google Search Console rankings, Core Web Vitals, Google Business Profile reviews, and competitor keyword positions.
Keywords Top 10
28
↑ 10%
GBP Rating
4.8★
↑ 2%
Organic Leads
45
↑ 18%
Project Tracker
Operations
Syncs Monday.com and BuilderTrend for active renovation projects. Tracks milestones, flags delays, sends homeowner SMS updates.
Active Projects
38
↑ 5%
On Schedule
84%
↑ 3%
Avg Duration
18 days
↓ 8%
Subcontractor Manager
Operations
Maintains sub database, monitors license/insurance expiry, tracks performance ratings, handles auto-assignment to projects.
Active Subs
84
↑ 6%
Avg Rating
4.4★
↑ 3%
Expiring Certs
3
↓ 25%
Subcontractor Shopping
Operations
Searches for new subs when capacity needed. Compares rates, reviews, licensing, and generates comparison matrices.
Candidates Found
12
↑ 20%
Avg Rate/hr
$72
↑ 3%
Vetted This Month
5
↑ 67%
Supplier Shopping
Procurement
Compares material pricing across Home Depot Pro, ABC Supply, and local distributors. Tracks bulk discounts and lead times.
Suppliers Tracked
18
↑ 12%
Avg Savings
11%
↑ 4%
Price Alerts
6
↓ 10%
Payroll & Commissions
Finance
Calculates tiered sales commissions (8-12%), project manager bonuses, and sub payments. Reconciles with QuickBooks and Gusto.
Total Payroll
$186K
↑ 8%
Commissions Due
$42K
↑ 15%
Sub Payments
$94K
↑ 5%
Sales Performance
Sales
Daily Salesforce pipeline snapshot per rep. Tracks close rates, speed-to-lead, stuck deals, and generates morning dashboard for VP Sales.
Pipeline Value
$2.4M
↑ 18%
Close Rate
38%
↑ 6%
Avg Deal Size
$32K
↑ 10%
Financing Engine
Finance
Triggers GreenSky/Hearth preapprovals on new proposals. Presents financing options, tracks loan status, alerts on expiring preapprovals.
Preapprovals Today
7
↑ 40%
Attachment Rate
64%
↑ 8%
Avg Loan Amount
$28K
↑ 12%
Receipts Collector
Finance
Scans emails and Google Drive for sub/supplier invoices. OCR extracts details, matches to projects, categorizes in QuickBooks.
Receipts Today
14
↑ 10%
Auto-Matched
91%
↑ 5%
Flagged
2
↓ 50%
Salesforce Sync
Operations
Ensures data consistency across Salesforce, QuickBooks, Monday.com, and BuilderTrend. Auto-creates projects on Closed-Won deals.
Records Synced
2,847
↑ 3%
Data Quality
94%
↑ 2%
Sync Errors
1
↓ 75%
Social & Reviews
Marketing
Generates social media posts (before/after photos, tips, testimonials). Monitors and drafts responses to Google/Yelp reviews.
Posts Scheduled
6
↑ 20%
Engagement Rate
4.8%
↑ 15%
New Reviews
8
↑ 33%
CEO Morning Briefing
Executive
Compiles executive daily summary: sales wins, project risks, cash position, marketing metrics, team issues. Delivered via email + SMS.
Departments
6
↑ 0%
Action Items
4
↓ 20%
Delivery
Email+SMS
↑ 0%
Digital Health
Marketing
Pulls GA4 data on sessions, conversions, funnel drop-offs. Monitors form submissions, chat widget, financing widget, and tracking pixels.
Daily Sessions
3,240
↑ 12%
Conv. Rate
3.8%
↑ 8%
Bounce Rate
42%
↓ 5%