A working example
Nineteen agents worked overnight. This is what the owner of Kestrel Mechanical — a 22-person plumbing and HVAC contractor — sees at 6:40 in the morning. Click any agent to see what it is actually doing.
Two things only you can do today. The Brennan job has been complete and unbilled for six days ($18,400), and the Ridgeline renewal lapses in nine days with no reply to three touches.
| What | Who | $ | By | |
|---|---|---|---|---|
| Approve the Brennan invoice — needs your hours for Tue & Wed | Finn | $18,400 | today | P1 |
| Phone Ridgeline Property — renewal, three silent touches | Pete | $14,600/mo | Fri | P1 |
| Third van: hire or subcontract | Remy | — | Mon | P1 |
| Approve spring maintenance-plan pricing (3 tiers) | Penn | $61,200/yr | Thu | P2 |
| Two apprentice certs expire in 30 days | Ada | — | Thu | P2 |
| Supplier raised copper 8% — pass through or absorb? | Penn | $9,400/yr | next wk | P2 |
| ✓ Done | Sage caught Harborview going quiet at 34 days — check-in drafted, they replied, two jobs booked |
| ✓ Done | Finn matched six deposits to six invoices that were never marked paid. A/R over 30 fell $4,900 |
| ! New | Scout found a county HVAC framework opening for bid Oct 6 — recommends bidding, brief attached |
| ✕ Failed | Nova: supplier price-feed returned 403 twice overnight. Copper figures above are Friday's, not today's |
| ! Late | Max: the overnight list-hygiene run did not fire. The health check flagged it, not Max — a run that never starts cannot report itself |
| ! New | Reed: two of this week's eleven new connections are worth a note from you — property managers, both with drafts ready |
| ✓ Done | Athena logged the third-van decision as open since Aug 12, both options priced, so it cannot drift into next quarter unmade |
Every relationship the company has, placed by what the other side has actually done (left to right: cold, warm, hot, client) and how deep the interaction has gone (top to bottom: discovery, warmth, monetization). The boxes are the mechanisms that move people, each with the agent that owns it. The dashed red box is a mechanism Kestrel has not built yet — the gap sits on the map, not in a memo. Click a cell or a box to see who is there and why.
What you just clicked
The point is that the owner of Kestrel Mechanical did not have to remember any of it. Nobody chased the Brennan invoice; it surfaced because a rule says work is billed within three days. Nobody noticed Harborview going quiet; a threshold did. Nobody kept score on the third-van decision; five months of hours did.
And when the supplier feed failed, the dashboard said so — instead of showing a confident number that happened to be four days old. That last one is the difference between a dashboard you can trust on a bad week and one you cannot.
The same morning, one run simply did not happen. Max cannot report a run that never started, so the screen checks every schedule against the clock and says late. Silence is a state on this dashboard, not an absence.
The map at the foot is the same drawing the owner's real dashboard uses. It is not a funnel: people enter at different points, cycle, go quiet, come back, and keep interacting after they become clients. What it answers every morning is the question a spreadsheet never quite does — who are we actually in contact with, and where does each of them stand — and it answers it from what the other person did, not from what the sales team hoped.