Golden Eye
Midas Dashboard
Real-time agency performance metrics.
Monthly Recurring Revenue
$0
Churn Alerts
Urgent Actions
Avg. Relationship Score
--
Calculating
Active Roster
0 Clients| Client Name | Health | MRR |
|---|
Task Dashboard
Manage operations and internal workflows.
Total
0
Overdue
0
Due Today
0
In Progress
0
Completed
0
To Do 0
In Progress 0
Blocked 0
Done 0
Clients & Reports
Monitor individual ad performance and retention.
Custom Range
Active Tasks for Client
Spend
$0
Leads
0
CPL
$0.00
CPC
$0.00
CPM
$0.00
CTR
0%
Freq.
0.0
Volume Over Time
Daily CPL ($)
AI Senior Buyer Analysis
Network Health Overview
Aggregated relationship metrics across all active clients.
Avg Score
--
At Risk (<40)
0
Total Appts
0
Total Deals
0
Client Health Ranking
| Client Name | Score | Status |
|---|
Health Dashboard
Tracking retention probability based on 6 core factors.
Milestones
--
Last Comm
--
GHL Usage
--
Lead Vol
--
Appts
--
Deals
--
Current Score
--
Score History
Sales Command
Manage pipeline, forecast revenue, and close deals.
Total Pipeline
$0
Weighted Forecast
$0
Hot Leads (< 24h)
0
Win Rate
0%
New 0
Discovery 0
Proposal Sent 0
Negotiation 0
Templates
Manage standard operating procedures and recurring task lists.
Scheduled Operations
| Template Name | Frequency | Active Clients | Last Edited |
|---|---|---|---|
| Weekly Sync Prep | Weekly (Mon) | 12 | Oct 12, 2024 |
| Monthly Report Generation | Monthly (1st) | 45 | Nov 01, 2024 |
Onboarding
Triggered when a new client signs. Includes tech access, GHL setup, and launch call.
Campaign Building
Copywriting, creative asset generation, and initial ad setup.
Campaign Learning
Monitoring phase during initial algorithm optimization.
Optimizing
A/B testing, scaling budgets, and refining audience targeting.
Offboarding
Removing access, final reporting, and exit interviews.
Settings
Admin configuration.
Users & Roles
Manage user roles and client access.
Pre-Approve New User
Scoring Weights
Adjust the Priority / Urgency / Effort weighting percentages for the Priority Score formula. Must sum to 100%.
Live Preview
Task Urgency: 5
Task Effort: 1 (Easy)
Score
Milestones
Define milestone names and their target day benchmarks.
Health Score Config
Adjust the weighting of each health score factor. Must sum to 100%.
Notifications
Configure how tag notifications are delivered.
Data Management
Manage global database imports and exports.