Quick Actions

Strategy

Strategic decisions & business intelligence

Focus view

Advisory Board

· four personas weighing in

Consensus ready

CMO

Marketing

claude-sonnet-4 · growth-tuned

Q2 CAC trending up 9% — recommend A/B test on landing headline.

CTO

Engineering

claude-sonnet-4 · systems-tuned

Migrating background jobs to queue-based workers cuts infra 22%.

CFO

Finance

claude-sonnet-4 · finance-tuned

Runway at 14mo; extend by delaying contractor hire until M2 target.

Legal

Compliance

claude-sonnet-4 · compliance-tuned

SOC 2 audit window opens in 6 weeks — start evidence collection.

Business Health

· MRR · 12 months

Watch
MRR$42K+12%
Runway14mo· On plan
Churn1.2%-0.4pp
CAC$180+8% vs Q2
May18
Jun21
Jul25
Aug28
Sep31
Oct34
Nov38
Dec42
Jan44
Feb47
Mar50
Apr53
Actual MRRProjected MRR

Strategic Alerts

· 2 this week

amber

MRR growth softened this week

Week-over-week MRR growth fell to 1.8% from 3.2%. Sales pipeline still healthy; churn is the driver.

Advisory Board

info

Competitor launched adjacent feature

Linear-style shortcut layer released by Harbor. CTO persona recommends a 2-week evaluation sprint.

CTO Advisor

Operations

Day-to-day execution & agent activity

Focus view

Pending Approvals

· needs your call

3 pending

Send follow-up to Acme Corp (45K ARR deal)

94%
Sales Agent·Draft ready · Stage 3

Approve $2,400 Ramp payment — AWS invoice

99%
Finance Agent·Matches forecast ± 3%

Publish LinkedIn post: “How we 3x’d activation”

87%
Marketing Agent·Scheduled for Thu 9:00 AM ET

Agent Status

· 7 agents + supervisor

All online
  • SalesQualifying 3 leads from yesterday’s webinar…
  • FinanceReconciliation complete
  • LegalReviewing Acme MSA revision v4…
  • ProductIdle — awaiting tasks
  • MarketingCampaign “Q2 Growth” running (day 4/14)
  • ProcurementVendor renewal cycle complete
  • Advisory BoardStanding by for strategic queries
  • ConductorOrchestrating · last drift 18m ago1 drift

Activity Feed

· live

Streaming
  • Sales logged call with Acme Corp — draft follow-up ready

  • Finance reconciled 42 transactions for March

  • Legal flagged 2 clauses in Acme MSA v4

  • Marketing launched A/B test on pricing page hero

  • Procurement renewed Figma Org seat at 8% discount

  • 👁 Supervisor caught drift: Sales tone off-brand, corrected

  • Advisory Board consensus on Series A timing — wait 2 quarters

Operational Alerts

· 2 active

critical

Stripe MCP connection failed

Token expired 14m ago. Finance Agent fell back to cached balances. Reconnect required to resume reconciliation.

System

amber

Marketing budget 82% of monthly cap

Q2 Growth campaign pacing ahead. Projected to hit ceiling in 9 days.

Marketing