Marketing & Analytics
Everything you send and everywhere it lands — one jump-off point.
This panel is a launchpad — it links to the live sources so the numbers are always current. (HQ itself is intentionally not tracked in GA, since it's a private admin page.)
Good morning, Leslie.
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Where The Money Moves
Live revenue, project velocity, cash flow, and team utilization across Care, Credit, and Service.
What Needs Your Attention
Flagged jobs, overdue invoices, crew performance trends, and subcontractor variance — surfaced before they hurt.
✅ Approve Payroll
Review batch & release
📬 Review Bids
Pending in pipeline
🚩 Flag Risky Jobs
Materials over budget
📤 Send Invoice Batch
Bulk send to clients
🧠 Intelligence
Full AI analysis
Every Touchpoint, One Place
Roster, email list, community wins, referrals, notes, broadcasts, and demographics — across all three apps.
Who Sees What
Roles, consent, contact preferences, broadcast permissions, and audit trail for every client interaction.
👥 All Clients
Roster across all apps
📧 Email List
Full subscriber list
🏆 Wins
Community stories
📝 Notes
Client touch log
⭐ Satisfaction
NPS & feedback
🔗 Referrals
Track introductions
| Client | Program | Product | Type | Added | Notes |
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Select a group above and click Preview Recipients.
Every Client, Every Product
JoMar credit programs, Care subscriptions, and ClarityCommand tenants — the complete book of business in one searchable list.
Off-Platform Clients Belong Here Too
Consulting sessions, app builds, workshop attendees, and anyone billed outside the SaaS funnel — track them right alongside platform clients.
| Client | Program | Product | Type | Added | Notes |
|---|---|---|---|---|---|
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Everyone Who Said Yes
Every email captured across JoMar, Care, and ClarityCommand — your owned audience, ready for the next campaign.
Compose, Copy, Send
Write a broadcast, copy the segmented list, paste into Mailchimp or Gmail. Lightweight on purpose — no platform lock-in.
Write Once, Post Everywhere
Plan your posts here, copy to Buffer, publish across every channel. One place to think, everywhere to publish.
Five Channels, One Workflow
Facebook, Instagram, YouTube, LinkedIn, TikTok — Buffer fans your post out to all of them on the schedule you set.
Credit & Financial Strategy
Every client who came in through the JoMar credit portal — personal, couples, business, and student programs.
Conversion You Can See
Trial clients and paid clients side by side, with days remaining on every active trial — the conversion funnel made literal.
| Client | Program | Type | Days Left | Signed Up |
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🎓 Student Verification Queue
Review uploaded student IDs and enrollment letters. Approve to activate the discounted tier; reject to roll the account to the standard $59/mo tier. Pending reviews trigger a notification in your bell.
Pending Review
| Student | Signed Up | Document | Action | |
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Recently Reviewed
| Student | Decision | Reviewed | |
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The $29/mo tier requires proof of current enrollment. Accepted documents: current student ID, current-semester enrollment letter, or official class schedule showing this term. Expired IDs and previous-semester documents should be rejected.
When you approve, the client gains full access to their portal. When you reject, the system flags the account so it can be moved to the standard $59/mo tier — follow up by email so they know what happened.
Assisted Living Operators
Facility operators using ClarityCommand Care for resident management, family communication, and HIPAA-aware operations.
Trial to Paid
Free trial and paid clients in one view. Days remaining on every active trial — never let a facility quietly run out the clock.
| Client | Plan | Type | Days Left | Signed Up |
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The Recurring Revenue Engine
Paid subscribers across every ClarityCommand product line — the most predictable, compoundable slice of the business.
Recurring Beats One-Time
Every paid subscriber is a multiplier. Track the count, the tier mix, and the MRR — the three numbers that define platform health.
Classes That Sell
Workshops, courses, and SBDC sessions — every class is also a soft pitch for the next program. Track them all in one place.
Videos Doing The Selling
Your YouTube and social content keeps working when you're not. Plan it in Content Planner — track outcomes here.
Sessions On The Books
Every booked session across JoMar credit work and ClarityCommand consults — the calendar view of paid time.
What Next Week Already Pays
Confirmed sessions are confirmed revenue. The booking calendar is the lowest-uncertainty revenue forecast you have.
Where The Money Comes From
JoMar programs, Care MRR, ClarityCommand subscriptions, and one-off project work — every revenue source on one screen.
What's Possible At Full Tilt
Projected monthly revenue if every program reaches its target client count — the ceiling, not the current run-rate.
Real Outcomes, Real Clients
Score jumps, dispute removals, credit approvals — the proof points that turn skeptics into clients and clients into testimonials.
Wins That Sell The Next Client
Every win logged here is a future post, ad, or testimonial. The most authentic marketing material is the one your clients write themselves.
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The Cheapest Customer Acquisition
Clients sending other clients — your most efficient growth channel and the strongest signal of program quality.
Reward The Voices That Send Clients
Top referrers deserve a thank-you. A note, a discount, a public shout-out — small gestures keep the loop spinning.
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Every Job, Every Crew
Wash records logged by every crew across every customer — the operational ground truth behind the revenue numbers.
Per-Wash Economics
Average job value tells you whether pricing is keeping up — or whether crews are quietly under-billing on small jobs.
| Customer | Date | Service | Total | Entered By |
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Activity Across Every Facility
Residents, leads, incidents, and staff — the operational dashboard for every Care client, all in one cross-tenant view.
Where Occupancy Comes From
Open leads in every facility's pipeline — the leading indicator of next quarter's resident count and revenue.
| Facility | Residents | Leads | Staff | Plan | Trial Ends | |
|---|---|---|---|---|---|---|
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Today, On One Screen
Everything that needs your attention right now — trials about to expire, applications waiting, sessions on the books.
What To Do Before Bed
Action items pulled from every panel into one prioritized list — the things that genuinely move the business if you handle them today.
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Disputes In Flight
Every dispute letter sent on behalf of credit clients — what's pending bureau response, what's been removed, what got denied.
What Actually Got Deleted
Removed items are the proof point. Track success rate by bureau, by creditor, by dispute type — refine the playbook.
| Client | Creditor | Bureau | Type | Status | Sent |
|---|---|---|---|---|---|
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Where Scores Started, Where They Are Now
Every JoMar credit client's starting score and current score, side by side. The receipts behind every testimonial.
Average Lift, Across Everyone
One client's win is anecdote. Average lift across every tracked client is methodology — the proof your programs actually work.
| Client | Starting | Current | Change | Entries | Last Updated |
|---|---|---|---|---|---|
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Every Session Booked
Leslie's strategy sessions, credit reviews, and consultations across every program — the calendar that drives the high-margin work.
Where The Calendar Goes
Pending requests, this week's confirmed slots, and the all-time completed count — measure where your hours actually go.
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Every Touch, Logged
Call notes, email recaps, follow-ups, alerts — your private record of every conversation, indexed and searchable.
Synced To Firestore, Always
Notes live in Firestore — accessible from any device, durable, and never tied to a single browser. Search by email anytime.
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Where The Work Gets Done
Active jobs, crews on site, materials in motion — the operating heartbeat of every Service client.
What's Moving, What's Tight
Open bids, awaiting decisions, pipeline value, and the AR that decides whether next week breathes or buckles.
Who's Active, Who's Drifting
Daily-active clients, trial countdown timers, and ghost detection — all the early signals before someone churns silently.
Who To Call This Week
Trial-end follow-ups, dormant-client check-ins, and personal notes — the playbook for keeping accounts alive past day 30.
| Client | Product | Trial Ends | Days Left | Status | Notes |
|---|---|---|---|---|---|
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Add personal notes on any client — follow-up reminders, call notes, context.
Who's About To Walk
Clients whose trial clock is ticking down. Catch them before the trial ends — a single conversation often saves the conversion.
Already Gone, Still Reachable
Expired without converting? They're not lost — many come back when the timing or budget shifts. Keep the door open.
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Live Payment Activity
Charges, subscriptions, and renewals — everything Stripe processes for your products, updated automatically by webhook.
Cards Declining, Subs Cancelling
Failed charges and recent cancellations surface immediately — quick action saves more revenue than any acquisition campaign.
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Talk To Many At Once
Targeted email to client segments — all clients, just trial users, just facilities, just expiring accounts. Send the right message to the right slice.
Right Message, Right Audience
Always preview the recipient list before sending. A broadcast gone to the wrong group costs more than the email it was meant to be.
Select a group above and click Preview Recipients.
Income, Expense, Edge
Every dollar in, every dollar out, and the slice the IRS already has its eye on — logged, categorized, ready to file.
Tax-Ready, Always
Quarterly estimates, set-aside discipline, and a tax rate that travels across P&L, Job Cost, and Speaking — one source of truth.
Download your bank statement as a CSV from Zoho Books or your bank. Upload it here to read and categorize transactions before importing them into your P&L.
| Date | Stream | Description | Amount | Set Aside Tax | |
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| Date | Category | Description | Amount | |
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What This Job Actually Pays
Revenue, direct costs, taxes, and the slice you actually keep. The math behind whether to take the next gig at the same rate.
Every Job Saved & Compared
Build a body of evidence — which engagement types actually clear your hourly target after taxes, and which look profitable but aren't.
| Job | Type | Revenue | Costs | Net Profit | Est. Tax | Take-Home | Margin | $/hr | |
|---|---|---|---|---|---|---|---|---|---|
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Who's Actually In The Room
Individuals, couples, business owners, students, facilities, contractors. Know your audience so you can serve and market to them better.
Trial To Paid, Tracked
Conversion rate by client type and program — the data that tells you which audiences actually pay vs. just trial and ghost.
Every Event, Logged & Costed
Speaking fees, travel costs, what you actually keep after taxes — the truth about whether each gig was worth the day off the desk.
Know Your Real Day-Rate
The fee on the contract isn't your day-rate. After travel, lodging, prep, and tax, what's left is the number that decides which gigs to take next year.
| Date | Event | Organization | Topic | Fee | Costs | Net | Take-Home | Notes | |
|---|---|---|---|---|---|---|---|---|---|
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How HQ Works For You
Social channel links, integration credentials, and the small choices that shape how the command center feels every time you log in.
Every Site, One Click Away
JoMar, Care, ClarityCommand — all your client-facing sites and portals indexed so context-switching takes zero hunting.
Add your profile URLs here. They'll appear as quick links in the Content Planner so you can open each channel directly.
Every Business On The Platform
ClarityCommand Service trial users and paying tenants — the businesses building their operations on top of yours.
Trial → Paid, Or Expired
Trial countdowns, expired-without-converting flags, and conversion signals — the full lifecycle of every Service tenant.
| Name | Industry | Tier | Status | Signed Up | Last Login | Actions | |
|---|---|---|---|---|---|---|---|
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What Clients Actually Think
Feedback logged by your service clients inside ClarityCommand — ratings, quotes, and testimonial candidates surfaced for review.
Praise And Pain, Sorted
5-star records flagged for marketing harvest. 1–2 star ratings flagged for outreach. The middle is where you watch for drift.
No 5-star testimonials found yet. Once your service clients log excellent feedback, their quotes will surface here.
Every Bid In Play
Active bids and pre-bid leads across every Service client — your platform's total revenue impact at a glance.
What's Won, What's Due
Win rate, monthly wins, and the bids running out the clock — your scoreboard, plus the deadlines that decide it.
| Client | Total Bids | Active | Won | Lost / No-Go | Win Rate | Pipeline Value | Won Value | Leads | Due Soon |
|---|---|---|---|---|---|---|---|---|---|
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| Client | Organization / Opportunity | Type | Amount | Submitted | Due Date | Go/No-Go | Status |
|---|---|---|---|---|---|---|---|
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Who's Using Bid Alerts
Pro-tier clients who've set up daily bid email digests — monitor adoption, delivery success, and feature engagement.
Today's Run, At A Glance
Email delivery counts and unique-user breakdown — confirms the morning's batch went out clean and reached every active client.
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Facilities Asking To Build
Care operators who completed the custom-app discovery questionnaire. Review their answers, then schedule a discovery call.
HIPAA Triggers, Flagged
Section-2 answers automatically tagged. A BAA review with a healthcare attorney is required before any HIPAA-likely build begins.
🔒 Security Monitor
Real-time audit log, role-access events, and event replay across the platform — every admin action, every login, every change.
Operations Tooling
The dark interface below is intentional — security tooling lives in console aesthetics, distinct from business dashboards.
Click Replay Last 10 to load recent events.
| Role | Firestore | Auth | Payroll | Security |
|---|---|---|---|---|
| Admin | Full | Full | Full | Full |
| Manager | Read | Limited | View | Alerts Only |
| Employee | None | Self Only | Self Only | None |
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🐛 Sentry Error Monitor
Live JavaScript errors from ClarityCommand Service hitting real users — the unfiltered feed of what's broken right now.
Debug Surface
The dark interface below is the working surface for triaging real production errors — built to mirror your existing Sentry workflow.
- Go to sentry.io → Settings → Auth Tokens
- Click Create New Token
- Give it a name like
clarity-hq-adminand select scopes:project:read·event:read·org:read - Copy the token and paste it above
- Your org slug is in your Sentry URL:
sentry.io/organizations/your-slug/