Forward-facing KPI preview

Attic Fanatics KPI Dashboard

This is the cleaner test view for Benny: segmented KPIs, per-user/per-segment drilldowns, and an explicit trust label on every metric so unconfirmed logic is not treated as final.

Shadow preview

Verified Warehouse-backed

Direct counts or SQL views already executing against Supabase/GHL data.

Provisional Review logic

Useful for testing, but the rule/date/attribution still needs signoff.

Needs Benny Not final

Business decision, access issue, or missing source blocks final use.

Morning operating dashboard

Category-first app shell: pick a department lane instead of scrolling one raw numbers page. Cards below use the current /api/kpis snapshot and keep every caveat visible.

Category navigation

Appointment command center

A polished first-glance operating panel for Appointment Tracker: what is happening today, which source is driving each number, where confidence breaks, and a mini funnel before Benny opens any raw table.

Static snapshot · shadow only

Today pulse

Appointment mini funnel

Source integrity

Appointment Tracker proof lane · Sheets vs GHL/app

This is the required first truth check for morning review. It keeps Booked Date, Appointment Date, and Completed Appointments separate and displays source conflicts directly instead of hiding them inside raw tables.

Source priority needed

Today attribution from read-only tracker

PII-safe setter/inspector slices from the Master Appointment Tracker reconciliation artifact.

Source conflict table

Trust is Needs Benny wherever Sheets and GHL/app disagree. No Google Sheets or GHL writes were made.

Appointment decision cockpit

A board-style executive layer over the Appointment Tracker lane: source disagreement, today readiness, and Benny decision gates are visible before opening any raw rows.

Snapshot-powered decision layer

Appointment review explorer

Clickable, non-raw working board for Benny: filter Appointment Tracker KPIs, open the calculation path, and see PII-safe row examples where the current static snapshot has supporting rows.

Clickable source drilldown

Appointment flow · 7-day operating timeline

A mobile-first visual timeline for the Appointment Tracker lane. Each day is clickable and compares booked contacts, scheduled calendar events, tracker appointment-date contacts, and completed-status contacts from the current static Supabase/GHL snapshot.

Visual validation lane

Green: booked contacts Blue: scheduled calendar events Yellow: tracker dates Red: completed status

Appointment Tracker daily pulse

Polished first lane for Benny: status chips, clickable pulse tiles, a visible calculation/source drilldown, and a compact appointment change timeline from current static Supabase/GHL snapshot rows.

Appointment-first

Selected KPI source path

Appointment timeline / change history

Uses row examples where data exists. Contact refs are hashed and PII-safe.

Today front-screen KPIs

The app now starts with business-facing daily metrics instead of raw warehouse counts. Zeroes are real query results for the current Eastern date, not placeholders.

Daily readout

Appointment Tracker validation lane

First validation lane before sales/commission: compare booked dates, calendar scheduled appointments, custom-field statuses, and reconciliation buckets with explicit source/calculation paths.

Validate first

Appointment KPI source paths

Appointment Tracker source/calculation paths

Deep validation for the first review lane: booked today, scheduled today, cancelled/rescheduled, ran/completed, no-show, setter, inspector, outcome/source, and PII-safe row samples where the warehouse has data.

Row-level validation

Setter validation breakdown

Shows whether the Appointment Tracker has setter attribution attached to the same contact rows as booked dates, appointment dates, and completed/cancel/no-show statuses.

Inspector / calendar owner breakdown

Uses loaded calendar events only. Inspector names remain provisional where GHL user-directory access is blocked and only assigned_user_id/calendar_id is loaded.

Outcome / source breakdown

Groups appointment-linked contacts by loaded source and opportunity outcome so Benny can check source/outcome behavior before sales, close-rate, or commission logic is trusted.

PII-safe appointment/reconciliation samples

Contact refs are hashed samples, not customer names/phone/email. These are for Benny to spot-check source conflicts before any sales/commission lane is trusted.

Reconciliation review samples by bucket

Five PII-safe rows per reconciliation bucket where data exists: matched tracker/calendar, tracker date missing calendar event, and calendar event missing tracker date. This is the fastest spot-check for whether Appointment Tracker or calendar should win.

Appointment status rule map

Explicit status-to-KPI mapping from the loaded calendar statuses and the loaded contact appointment_status custom field. This calls out exactly where cancelled, rescheduled, ran/completed, and no-show logic is verified vs still provisional/Needs Benny.

Status mapping review

Appointment quality gates

Concrete Appointment Tracker lane for this run: tracker coverage, calendar coverage, match rate, and completion rate. This stays before sales/commission so Benny can validate appointment truth first.

Appointment-first KPI lane

Appointment Tracker 7-day validation

Concrete validation lane added before sales/commissions: a daily cross-check of booked-date contacts, scheduled calendar events, tracker appointment dates, and completed-status contacts. All rows are read-only from existing Supabase/GHL warehouse tables.

Appointment validation

What Benny can decide from this page

Metric trust audit

Counts the visible preview blocks by trust level so nothing looks final unless it is labeled that way.

Benny test guide

Fast way to review the preview without guessing what is final. No production GHL workflows/webhooks, Slack, or Telegram are touched by this page.

Read-only preview

/api/kpis coverage

Live API-backed

Shows which safe segments are currently feeding the page and where the data is still blocked.

Benny review lanes

Four plain-English lanes for testing the page: what is already safe to review, what is only shadow logic, and what must not drive payroll or automation yet.

Review map

Release gates before this becomes real

Beginner-safe go/no-go list. Green can be trusted for preview; yellow/red are still open and keep this out of production.

Not 100%

Benny review queue

The safest next clicks/questions in plain English. Each item says what data supports it, what Benny can do with it, and why it is still Verified, Provisional, or Needs Benny.

Test in order

First drilldowns Benny should spot-check

A shortcut panel that pulls one representative row from each safe /api/kpis segment. It makes the preview easier to test before digging into the big tables below.

Shortcut review

Data freshness and reconciliation

Beginner check: what loaded recently, what appointment sources disagree, and what is safe to trust before Benny reviews business rules.

Verified inventory

Warehouse object freshness

Appointment status summary

Appointment reconciliation gates

These rows explain why calendar/custom-field appointment KPIs are still Provisional even though the loaded row counts are real.

Google Sheets cross-check

Latest read-only Master Appointment Tracker comparison. This keeps Booked Date today, Appointment Date today, and Completed Appointments separate.

Pipeline stage drilldown

Top loaded GHL pipeline/stage buckets from /api/kpis. Counts are verified warehouse rows; dollar totals stay provisional until sold/invoice logic is signed off.

Verified counts

Setter scorecard preview

Per-user drilldown from existing /api/kpis setter fields. Every metric is provisional until Benny confirms attribution/date rules.

Provisional

Weekly setter drilldown

People/source map for review

One safe rollup of names/IDs already returned by /api/kpis. This helps spot attribution issues before payroll or scorecards are treated as final.

Inspector / calendar drilldown

Provisional

Uses loaded calendar events. User IDs may appear until GHL user-directory access is resolved.

Calendar inventory

Finance and payroll gates

Needs Benny

Payment rows are warehouse-backed; payroll/commission acceptance remains blocked by business rules and source mappings.

Sold Jobs — Commission Dashboard

Daily, weekly, and monthly sales-rep totals. The displayed dollars come from Supabase/GHL invoice rows; the Google Sheet and Apps Script are read-only references for layout, formulas, payout gates, and status language.

KPI app · Supabase/GHL

Lead source performance

Mixed labels per metric

Source lead volume is verified from loaded GHL records. Won %, close speed, and sold-date logic stay provisional until definitions are locked.

Field mapping readiness

Verified inventory

PII-safe custom-field inventory showing what can power KPI rules today.

Job scope preview

Provisional

Uses mapped square-foot fields to show what segmentation is possible. Counts are real rows; final production buckets need Benny signoff.

Recent collector health

Verified run log

Read-only collector runs from /api/kpis so Benny can see whether data changed or stalled.

Current blockers from collectors

Needs cleanup/access

Exact safe read-only collector blockers, shown without changing GHL workflows/webhooks.

What still needs your confirmation

Data source map

Preview-safe

Plain-English source labels for the main sections. All are read-only from /api/kpis and existing warehouse/report files.