Monthly recurring revenue
$148.2k+6.4%
across 62 accounts
Active accounts
62+3
8 in onboarding
Tasks due this week
94−18%
11 overdue
Median account health
78+5
AI-scored, 0–100
Pipeline health
AI-scored across 62 accounts
Healthy41
Watch14
At risk7
Revenue by plan
Monthly recurring
Full service$74.6k · 18
SEO + GBP$38.9k · 21
Paid media$24.1k · 14
Web only$10.6k · 9
Team workload
Open tasks against capacity
RS
Rae Sandoval14
DB
Devon Bright21
NF
Nadia Foss9
KM
Kyle Marchetti6
Recent activity
Workflow runs, syncs and human actions, in one feed
Created 9 onboarding tasks
Triggered by account status change to Onboarding on Cedar Ridge Dental.
10:12 · Workflow · New client onboarding
Inbound SMS from Marla Quinn
Thread linked to Quinn Roofing and assigned to Rae by account owner rule.
10:04 · GHL webhook
Summit HVAC dropped to 54Needs review
Two missed reporting cycles and no contact in 12 days. Flagged for manager review.
09:51 · AI health scoring
Pulled yesterday's spend
14 accounts updated. One account over pacing by 22%.
09:33 · Google Ads sync
Published 6 GBP posts
Queued from the social library, quality-scored before publishing.
09:07 · Devon Bright