Executive Operations Dashboard

Live Sync
TB

Pipeline Revenue

$482,300

+12.4%

Qualified Leads

1,248

+8.1%

Active Work Orders

326

+5.2%

Close Rate

34%

+2.7%

BGE Contractor Portal

$695/mo

For independent sales contractors ready to start selling

Ready
Portal setup
Lead access
PowerDial
Commission

Partner Client Portal

Client

For clients to view work orders, payments, reports

Ready
Work orders
Payments
SEO reports
Support

Sales Workspace

Qualified leads ready for engagement

Company AI Score Status

Northstar Roofing

James Carter

92
Interested

Prime Dental Group

Amanda Lewis

87
Proposal Sent

Titan Plumbing

Chris Martin

79
Follow Up

Apex Med Spa

Sophia Green

96
High Priority

AI Intelligence

Suggested actions from Steve AI

High close probability detected

Apex Med Spa has 94% projected close probability.

Recommended pricing upgrade

Increase SEO package tier for Prime Dental Group.

Live Operations Feed

Steve recommended pricing upgrade for Apex Med Spa

2 min ago

New contractor onboarded by Zara HR

8 min ago

Stripe payment received WO TB-SE-050926-00031

12 min ago

PowerDial connected — Northstar Roofing (4:23)

Just now

Quick Actions

AI Engines

Your intelligent workforce — always on, always learning

S

Steve AI

Sales Intelligence Engine

Business Growth Expert "BGE"

Call AnalysisActive
Lead Scoring1,248 scored
Objection HandlingTrained
Pricing GuidanceReal-time
R

Rico Engine

Technical Supervisor AI

Fulfillment & Operations

Work Orders326 active
SEO ExecutionRunning
Backlinks47 queued
SLA Tracking98.2% on-time
Z

Zara HR

HR Director AI

Recruiting & Onboarding

Applicants23 new
Onboarding5 in progress
Contractors142 active
Compliance100% current
V

VOX

Synthetic AI Communications

Voice & Text Intelligence

Active Calls12 live
SMS Campaigns3 running
Email Sequences8 active
Voice AIEnabled
Se

Sentinel

Data Security AI

Compliance & Protection

Threat DetectionMonitoring
Data EncryptionAES-256
Access Logs1,204 today
ComplianceSOC 2
P

PowerDial

Intelligent Phone System

Call Smarter, Connect Faster, Close More

Active Lines24/24
Calls Today347
Connect Rate34.2%
Avg Duration4:23

Fulfillment Workspace

Structured production environment — SEO, backlinks, content, campaigns

Work Orders

326 Active

326

12 pending assignment

SEO Packages142
Backlink Campaigns89
Content Orders67
Web Design28

SLA Performance

98.2%

98.2%

On-time delivery

On Track318
At Risk6
Overdue2

Rico Engine

R

Technical Supervisor AI

Running automated fulfillment

Auto-completed today23
Queued for review7
Quality score94.5%

Active Work Orders

Production pipeline managed by Rico Engine

WO #ClientServiceAssignedProgressDue
TB-SE-050926-00031Apex Med SpaSEO PremiumRico
85%
May 12
TB-SE-050926-00032Prime DentalBacklinks x50Rico
62%
May 15
TB-SE-050926-00033Northstar RoofingLocal SEORico
45%
May 18
TB-SE-050926-00034Titan PlumbingContent x12Rico
30%
May 20

BGE Contractor Portal

Independent sales contractor workspace — leads, calls, commissions

My Commission

$8,450

This pay period (bi-weekly)

Closed Deals12
Pipeline Value$34,200
Close Rate28%

PowerDial Stats

P

247

Calls today

Talk Time4h 23m
Connect Rate34.2%
Appointments Set8

Lead Pool

48

Available leads in your territory

High Priority6
Qualified32
New Today10

My Leads

Assigned leads ready for outreach

CompanyContactScoreValueLast TouchAction
Metro Auto RepairDavid Kim
91
$6,5002 days ago
Sunrise DentalDr. Patel
88
$9,200Yesterday
Elite LandscapingMarcus Johnson
76
$4,8003 days ago

Partner Client Portal

Client workspace — view work orders, payments, reports, and support

Account Status

A

Apex Med Spa

Premium Partner

PlanSEO Premium
Monthly$2,495/mo
Next BillingMay 15

Active Services

4

Services in progress

SEO Optimization
Backlink Building
Content Marketing
Local Listings

Performance

+147%

Organic traffic growth (6mo)

Keyword Rankings42 top 10
Backlinks Gained156
Content Published24 articles

My Work Orders

WO #ServiceStatusProgress
TB-SE-050926-00031SEO PremiumIn Progress
85%
TB-SE-050926-00028Backlinks x50Completed
100%

Payment History

DateDescriptionAmountStatus
May 1, 2026Monthly SEO Premium$2,495.00Paid
Apr 1, 2026Monthly SEO Premium$2,495.00Paid

HR / Recruiting Workspace

Zara HR — applicants, onboarding, contractor management, compliance

New Applicants

23

This week

In Onboarding

5

Active pipeline

Active Contractors

142

BGE certified

Compliance Score

100%

All docs current

Recent Applicants

Managed by Zara HR

NameRoleExperienceStatusAI ScoreAction
JD

John Davis

Applied 2 days ago

BGE Contractor5 years salesInterview
94
SM

Sarah Miller

Applied 3 days ago

BGE Contractor3 years B2BBackground
89
RJ

Robert Jones

Applied 5 days ago

BGE Contractor7 years telecomApproved
91

Lead Scraper & Qualification

Raw leads scraped from sources → Steve AI qualification → CRM ready

S

Steve AI — Lead Qualification Engine

Running

Steve is actively analyzing 47 new scraped leads. Qualification based on: business signals, decision-maker access, budget indicators, and competitive positioning.

78% complete (37/47 qualified)

Scraped Today

47

From 6 sources

Steve Qualified

37

AI score ≥ 70

High Priority

12

Score ≥ 90

Pending Review

10

Awaiting Steve

Sent to CRM

28

This week

Company Contact Source Phone Steve Score Qualification Status Actions

Apex Med Spa

Medical Spa · Est. 2019

Sophia Green

Director · sophia@apex.com

 411 (555) 456-7890
96
Decision maker
Budget confirmed
Active online
 Qualified

Prime Dental Group

Dental · 3 Locations

Amanda Lewis

Practice Mgr · amanda@prime.com

 Google Maps (555) 876-5432
92
Multi-location
High revenue
Competitor active
 Qualified

Northstar Roofing

Roofing · Family Owned

James Carter

Owner · james@northstar.com

 LinkedIn (555) 234-5678
88
Owner direct
Seasonal demand
No current SEO
 Qualified

Metro Auto Repair

Auto Repair · 2 Shops

David Kim

Owner · david@metroauto.com

 Yelp (555) 567-8901
85
Multi-location
Low web presence
Positive reviews
 Qualified

Titan Plumbing

Plumbing · 24/7 Service

Chris Martin

CEO · chris@titan.com

 Craigslist (555) 345-6789
79
Emergency service
Price sensitive
High call volume
 Pending

Elite Landscaping

Landscaping · Commercial

Marcus Johnson

Partner · marcus@elite.com

 Facebook (555) 111-2222
72
Commercial focus
No website
Seasonal
 Pending

Budget Handyman

Handyman · Solo

Mike Ross

Sole Proprietor

 Craigslist (555) 999-0000
45
Solo operator
No budget
Wrong category
 Rejected

Email System

Integrated communications — inbox, sent, drafts, and compose

Labels

Work Orders
Invoices
Support
Marketing
1-3 of 24

CRM Workspace

Customer relationship management — contacts, companies, interactions

Total Contacts

1,248

+42 this week

Companies

386

Active accounts

Interactions

2,847

Calls, emails, meetings

Conversion

34%

Lead to opportunity

All Contacts

Manage leads, prospects, and customers

NameCompanyTitleSourceStatusLast ContactActions
JC

James Carter

james@northstar.com

Northstar RoofingOwnerLinkedInLead2 days ago
AL

Amanda Lewis

amanda@primedental.com

Prime Dental GroupPractice ManagerGoogle MapsOpportunityYesterday
CM

Chris Martin

chris@titanplumb.com

Titan PlumbingCEOCraigslistFollow Up3 days ago
SG

Sophia Green

sophia@apexmedspa.com

Apex Med SpaDirector411Hot LeadJust now
DK

David Kim

david@metroauto.com

Metro Auto RepairOwnerReferralNewToday

PowerDial

Call Smarter · Connect Faster · Close More — Manual & Auto Dialing

P
24 Lines Ready

Session Stats

Calls Made247
Connected84
Connect Rate34.2%
Talk Time4h 23m
Appointments12
ContactCompanyNumberStatusActions
JC

James Carter

Owner

Northstar Roofing(555) 234-5678Available
AL

Amanda Lewis

Practice Manager

Prime Dental Group(555) 876-5432Available
CM

Chris Martin

CEO

Titan Plumbing(555) 345-6789Busy
SG

Sophia Green

Director

Apex Med Spa(555) 456-7890Available
DK

David Kim

Owner

Metro Auto Repair(555) 567-8901Available

PowerDial

Call Smarter · Connect Faster · Close More — Manual & Auto Dialing

P
24 Lines Ready

Session Stats

Calls Made247
Connected84
Connect Rate34.2%
Talk Time4h 23m
Appointments12
ContactCompanyNumberStatusActions
JC

James Carter

Owner

Northstar Roofing(555) 234-5678Available
AL

Amanda Lewis

Practice Manager

Prime Dental Group(555) 876-5432Available
CM

Chris Martin

CEO

Titan Plumbing(555) 345-6789Busy
SG

Sophia Green

Director

Apex Med Spa(555) 456-7890Available
DK

David Kim

Owner

Metro Auto Repair(555) 567-8901Available

Deals Pipeline

Sales pipeline management — track opportunities from lead to close

Pipeline Value

$482,300

Total open opportunities

Open Deals

47

Active opportunities

Closed This Month

$84,200

12 deals won

Avg Deal Size

$10,260

Per closed deal

New Lead

8 deals

Metro Auto Repair

$6,500 · David Kim

Sunrise Dental

$9,200 · Dr. Patel

Elite Landscaping

$4,800 · Marcus Johnson

Qualified

12 deals

Northstar Roofing

$8,500 · James Carter

Titan Plumbing

$5,200 · Chris Martin

Proposal Sent

6 deals

Prime Dental Group

$12,000 · Amanda Lewis

Citywide HVAC

$15,500 · Tom Wilson

Closed Won

12 deals

Apex Med Spa

$14,500 · Sophia Green

Downtown Law Firm

$8,200 · Lisa Chen

Work Orders

Service request management — track, assign, and fulfill client orders

Total Orders

326

All time

In Progress

142

Currently active

Pending

12

Awaiting assignment

Completed

172

This month

All Work Orders

Service requests and fulfillment status

WO #ClientServiceAssigned ToStatusProgressDue Date
TB-SE-050926-00031Apex Med SpaSEO PremiumRico EngineIn Progress
85%
May 12
TB-SE-050926-00032Prime DentalBacklinks x50Rico EngineIn Progress
62%
May 15
TB-SE-050926-00033Northstar RoofingLocal SEORico EnginePending
45%
May 18
TB-SE-050926-00034Titan PlumbingContent x12Rico EngineNew
30%
May 20
TB-SE-050926-00028Apex Med SpaBacklinks x50Rico EngineCompleted
100%
May 5

Marketing Workspace

Campaign management — SEO, content, social, paid ads, and analytics

Active Campaigns

8

Running now

Organic Traffic

+147%

vs last 6 months

Content Published

24

Articles this month

Backlinks Built

156

This quarter

Active Campaigns

CampaignTypeStatusPerformance
Spring SEO BlitzOrganicActive
92%
Google Ads Q2PaidActive
78%
Content Series: DentalContentPlanning
45%
Local Directory PushLocal SEOPaused
60%

Keyword Rankings

KeywordClientPositionChange
"dental seo"Prime Dental#3↑ 5
"roofing marketing"Northstar Roofing#1↑ 2
"plumber near me"Titan Plumbing#5↑ 8
"med spa seo"Apex Med Spa#2↑ 3
V