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Active Convos
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Qualifying
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Booked / Call
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Quoted / Followup
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Won This Month
PIPELINE FUNNEL
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LIVE PIPELINE
| Lead | Job | Stage | Path | Quote $ | Call Booked | Last Contact | Flags | Actions |
|---|---|---|---|---|---|---|---|---|
SCHEDULED TOUCHES
| Lead | Phone | Touch | Path | Fires At | Action |
|---|---|---|---|---|---|
PERFORMANCE
THIS WEEK (MON–TODAY)
FOLLOW-UP HEALTH
TIME METRICS
WATCHLISTS
STALE LEADS — 7+ days no activity
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⚔️ COMPETITOR FLAGS
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🏗️ BUILDER FLAGS
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CONFIG
ENVIRONMENT VARIABLES
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MODELS (READ-ONLY)
Lead
Confirm
Are you sure?
DRAFT SMS
Send via Tom — posts to Slack for approval
⚠ SWITCH TO LIVE MODE
Real SMS will fire to real customers. This cannot be undone without a Railway redeploy.
RAILWAY ENV VARS
Copy these → Railway → tom-agent → Variables → paste each one → Redeploy
⚠️
Revenue Gap — May Invoiced vs Completed
ServiceM8 shows $12,253 completed in May but Xero only shows $5,572 invoiced — a $6,681 gap. Jobs are being completed but invoices aren't being sent promptly. Also: $108,646 sitting in Work Orders — many 30–90+ days old. That's cash on the table that needs follow-up or invoicing now.
NORTH STAR
★ Revenue Per Ad Dollar (SM8 basis)
5.1:1
SM8 completed revenue ÷ total ad spend. Every $1 in ads returned $5.07.
SM8 May Revenue: $12,253
Xero Invoiced: $5,572
Total Ad Spend: $2,416
RPAD (SM8): 5.1:1
RPAD (Xero): 2.3:1
Xero lags SM8 — invoice faster to close the gap
SERVICEM8 — LIVE PIPELINE & JOBS
May Jobs Completed
5
TF residential only
May Revenue (SM8)
$12,253
vs $5,572 Xero invoiced
Open Work Orders
24
TF jobs with value
Pipeline Value
$108k
Needs invoicing / follow-up
Avg May Job Value
$2,451
Shower screens carrying May
XERO — LIVE FINANCIALS (MAY 2026)
Revenue Invoiced
$5,572
↓ 81% vs Apr ($29,098) — invoicing lag
Gross Profit
$3,963
71% GP margin May / 31% Apr
Net Profit
-$5,508
$9,471 expenses incl $4,873 ads
Cash + Receivables
$28,056
$8,127 bank · $19,929 owed to you
HEADLINE KPIs
SM8
Jobs Completed (May)
5
TF residential
SM8
Revenue Won (SM8)
$12,253
Before invoicing lag
LIVE
Total Ad Spend
$2,416
Meta $1,829 · Google $587
CALC
CAC (SM8 basis)
$483
$2,416 ÷ 5 jobs
CALC
Revenue / Ad Dollar
5.1:1
Strong return
TOM
Quote Conversion
—
Auto from Tom · click to override
✎ OVERRIDE
LAYER 1 — TRAFFIC (LIVE)
Ad Performance — Last 30 Days
Meta + Google via Pipeboard MCP
| Metric | Meta — Pool | Meta — Showers | Google Search | Total |
|---|---|---|---|---|
| Spend (AUD) | $659.68 | $1,169.64 | $586.99 | $2,416.31 |
| Impressions | 19,203 | 36,950 | 2,508 | 58,661 |
| Clicks | 486 | 1,409 | 140 | 2,035 |
| CTR | 2.53% | 3.81% | 5.58% | — |
| CPC | $1.36 | $0.83 | $4.19 | $1.19 |
| CPM | $34.35 | $31.65 | — | — |
| Platform Conversions | 30 | 89 | 15 | 134 |
LAYER 2 — LEADS & FUNNEL
Lead Generation
Auto from Tom · click to override
| Metric | Pool Fencing | Showers | Other | Total |
|---|---|---|---|---|
| Leads Generated | — | — | — | — |
| Cost Per Lead | — | — | — | — |
| Phone Calls | — | |||
| Form Completions | — | |||
Sales Funnel
SM8 + ad data combined
Impressions
Clicks
3.5%
Leads
—
Quotes
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Won
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Revenue
PIPELINE — WORK ORDER AGEING (SM8 LIVE)
Open Work Orders by Age
24 TF jobs · $108,646 pipeline
| Age | Jobs | Value | Action |
|---|---|---|---|
| 0–7 days | 2 | $4,730 | Monitor |
| 8–14 days | 2 | $3,280 | Follow up |
| 15–30 days | 0 | $0 | — |
| 30–90 days | 5 | $18,545 | ⚡ Chase now |
| 90+ days | 15 | $82,091 | 🔴 Urgent review |
Recent Completed Jobs (May)
5 jobs completed · $12,253 revenue
| Client | Service | Value | Suburb |
|---|---|---|---|
| Jeremy Sojka | Frameless SS | $1,838 | Brighton |
| Luke Davy | Frameless SS | $2,310 | Surrey Hills |
| Vella Homes | Semi Frameless | $4,290 | Point Cook |
| Daniel Manzie | Frameless SS | $2,825 | Werribee |
| Kristy Tong | Frameless SS | $990 | Hawthorn |
LAYER 3 — SALES PERFORMANCE
Sales Performance
Auto from Tom · click any cell to override
| Metric | This Week | Last Week | MTD | Last Month (Apr) |
|---|---|---|---|---|
| Quotes Sent | — | — | — | — |
| Quotes Accepted | — | — | — | — |
| Quote Conv % | — | — | — | — |
| Revenue Won (SM8) | — | — | $12,253 | $29,098 |
| Jobs Won | — | — | 5 | — |
| Avg Sale Value | — | — | $2,451 | — |
| Pipeline Value (WO) | — | — | $108,646 | — |
LAYER 4 — CAC & UNIT ECONOMICS
CAC & Unit Economics
Spend live · SM8 revenue wired · Tom auto-populates weekly
| Metric | This Week | Last Week | MTD (May) | Last Month (Apr) |
|---|---|---|---|---|
| Ad Spend | — | — | $2,416 | — |
| Jobs Won | — | — | 5 | — |
| CAC | — | — | $483 | — |
| Revenue Won | — | — | $12,253 | $29,098 |
| Revenue / Ad Dollar | — | — | 5.1:1 | — |
| Gross Margin % | — | — | 71% (Xero) | 31% (Xero) |
LAYER 5 — SALES DISCIPLINE
🤖 All Layer 5 metrics are now auto-populated by Tom. Every lead Tom handles is timestamped from first contact to quote. No more manual entry here.
Sales Discipline
Mantra: Answer fast. Quote fast. Follow up relentlessly.
| Metric | This Week | Last Week | MTD | Target |
|---|---|---|---|---|
| Avg Time To First Contact | — | — | — | < 5 min |
| Avg Time To Quote | — | — | — | < 24 hr |
| Quotes Same Day % | — | — | — | > 80% |
| Follow-Ups Completed | — | — | — | — |
| Leads Never Contacted | — | — | — | 0 |
| Open Quotes > 7 Days | — | — | — | 0 |
| Hot Leads Escalated | — | — | — | — |
| Pipeline Leads Booked | — | — | — | — |
LEAD SOURCE SCORECARD
Lead Source Scorecard
Paid CAC wired to live ad spend — Tom auto-tracks leads + won per source
| Source | Leads | Won | Conv % | Revenue | CAC | Avg Job | Rating |
|---|---|---|---|---|---|---|---|
Google Search |
— | — | — | — | — | — | — |
Meta Lead Ads |
— | — | — | — | — | — | — |
Referral |
— | — | — | — | $0 | — | 🏆 Best |
Organic Website |
— | — | — | — | $0 | — | — |
Repeat Client |
— | — | — | — | $0 | — | 🏆 Best |
SERVICE MIX & QUOTE AGEING
Service Split (May Completed)
From SM8 completed jobs
| Service | Jobs | Revenue | Avg $ |
|---|---|---|---|
Frameless Showers | 4 | $7,963 | $1,991 |
Semi Frameless | 1 | $4,290 | $4,290 |
Pool Fencing | 0 | — | — |
Balustrades | 0 | — | — |
Quote Ageing
Auto from Tom · click to override
| Age | Count | Value |
|---|---|---|
| 0–7 days | — | — |
| 8–14 days | — | — |
| 15–30 days | — | — |
| 30+ days | — | — |