Sample dashboard
Daily Ops — Monday April 27, 2026
Northgate Renovation Co. · 7:30 AM CT · tenant
northgate-renovation-co-h7q2Bottom line
4 approvals waiting, 1 exception open, all 7 agents online. $17.40 yesterday on track for $580 MTD vs $600 budget.
Approvals pending
4
Exceptions open
1
Agents online
7/7
Yesterday spend
$17.40
Needs your approval (4)
external_irreversible expires in 24h · external_reversible batched 4hSend estimate draft to Patel family ($82,400 kitchen remodel)
external irreversibleQuote / Estimate Drafter
quote-estimate-drafter expires in 9h 12m· 1 customer · 1 emailSubject: Your kitchen remodel estimate — Northgate Renovation
Hi Anita — happy to send over the estimate y'all asked about. Here's the breakdown…
Total: $82,400 · 6–8 weeks · Permits handled by us
Why: Lead qualified P0 by intake-qualifier (score 0.91). Estimate within playbook ranges. Homeowner asked for written quote by Mon AM.
Confirm crew + Brackett Roofing for 1424 Oak Hollow start
external reversibleSubcontractor Coordinator
subcontractor-coordinator expires in 5h 41m· 1 SMS · 1 internal SlackSMS to +1-512-555-0142 (Brackett): 'Confirming Wed 5/1 7am start at 1424 Oak Hollow. Reply Y to confirm.'
Slack #ops-scheduling: 'Crew B → 1424 Oak Hollow, Wed 5/1 7am'
Why: Job 1424 Oak Hollow scheduled to start Wed 5/1. Brackett confirmed verbally Friday; this drafts the formal SMS + crew notice.
Reply to 3⭐ Birdeye review from M. Lopez
external irreversibleReview Responder
review-responder expires in 11h 33m· 1 public reply on Birdeye/GoogleHola M. Lopez — gracias por la reseña. Lamentamos que la lista de pendientes haya tardado…
(English mirror provided. Spanish reply requires bilingual approver per hard rule.)
Why: Negative review on Birdeye flagged 'punch-list delays'. Draft acknowledges + offers walkthrough. Reviewer is past customer of completed job #1198.
Permit follow-up: Travis County #TC-2026-0418-RES
external reversiblePermit Tracker
permit-tracker expires in 3h 35m· 1 outbound email · low-stakesTo: plansexam@traviscountytx.gov
Subject: Status request — TC-2026-0418-RES (Northgate Renovation Co.)
Hi — checking in on the residential permit submitted Apr 18…
Why: Permit pending review past 5 business days. Drafts polite municipal email to plans examiner with our reference + a phone number.
Exceptions (1 open · 1 recovered)
10:14 AMwarn
permit-tracker — City of Austin permit portal returned 503 on hourly poll. Backed off to 30-min cadence; will recover automatically.3:48 AMwarn
subcontractor-coordinator — Twilio rate-limit hit (1 msg/sec/sender) on bulk SMS draft. Spread sends across 4 sec window; recovered.KPIs vs target
14-day trend| KPI | Value | Status |
|---|---|---|
Lead → quote (p50) lead_to_quote_time_hrs | 18.4h | |
Quote → job rate quote_to_job_rate_pct | 31% | |
Review reply time (p50) review_response_time_hrs | 1.4h | |
Qualified estimates / mo qualified_estimates_per_month | 21 | |
Permit follow-up breaches permit_followup_breach_count | 0 | |
Weekend lead response (p95) weekend_lead_response_min_p95 | 47min |
Agent status (7)
| Agent | Status | Tasks 24h | p95 latency |
|---|---|---|---|
Lead Researcher lead-researcher | online | 38 | 4.2s |
Intake Qualifier intake-qualifier | online | 41 | 3.1s |
Quote / Estimate Drafter quote-estimate-drafter | online | 6 | 18.8s |
Job Scheduler job-scheduler | idle | 4 | 5.4s |
Subcontractor Coordinator subcontractor-coordinator | online | 12 | 6.7s |
Review Responder review-responder | online | 9 | 5.2s |
Permit Tracker permit-tracker | online | 14 | 8.8s |
Spend
MTD vs budget
$385.70
of $600 budget · 64%
Yesterday
$17.40
Top model
claude-sonnet-4-6
Yesterday by agent
quote-estimate-drafter$5.70permit-tracker$4.30lead-researcher$2.10intake-qualifier$1.80review-responder$1.50subcontractor-coordinator$1.40job-scheduler$0.60Yesterday's wins · top blockers
Wins
- ✓Patel family lead → estimate in 14h (target 24h).
- ✓Recovered $9k stalled deal (Brackett — re-engaged after 11 days quiet).
- ✓All 5 weekend leads triaged in < 30 min.
- ✓Zero permit follow-up breaches for 12th day in a row.
Blockers / decisions for you
- 1.Quote → job rate stuck at 31% (target 35%) — hypothesis: pricing-page sticker shock vs estimate. HR proposing pricing-intel specialist for week 2.
- 2.Spanish-language review draft queued behind bilingual approver since Saturday.
Sample dashboard — data is fictional. Phase 2 wires this layout to real OpenTelemetry GenAI spans + your audit log.
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