Online Optimisers · Jackie / Global Edge Staffing
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OO · Confidential
Executive Cockpit

Jackie's
Command Dashboard

What Jackie's weekly operating view looks like once 3-4 modules are live. Every metric is illustrative - real numbers populate from GHL, LinkedIn, and the platform's Friday report. This is the interface, not the data.

Illustrative only. This dashboard is a build target, not a live tool. Numbers below are fictional stand-ins. Build begins after 3-4 ops modules are shipped and proven with Jackie's clients.
ai.globaledgestaffing.com/dashboard
Jackie · Admin

Global Edge Staffing · Weekly Command

Week ending Friday 28 May 2026
Friday Report
Auto-generated · 9:00am
M1
VA Intake
In Build
M2
CRM Pipeline
Live
M3
Review Agent
In Build
M4
Social Queue
Scoped
M5
Reporting
Scoped
M6
Outbound
Scoped
M7
Sales Agent
In Build
Active Clients
27
All retained. No churn signals this week.
+2 vs last month
Open VA Placements
3
2 in matching. 1 in onboarding.
On track
Monthly Recurring
----
Revenue metric: internal only. Not shown here.
See private view
Churn Signal
None flagged
CRM engagement scores above threshold for all 27 clients.
All green
LinkedIn Pipeline (both accounts)
14
Active conversations. 3 in soft-CTA stage.
+6 this week
Calls on Eric's Calendar
4
Booked this week. 2 LinkedIn, 2 BNI referral.
Target: 3+ per week
Pipeline Funnel - Eric's Calendar
120
Connections sent (this month)
Both LinkedIn accounts combined
31
Accepted connections
~26% acceptance rate (ICP-filtered)
14
Active conversations
In sequence; replied to at least one message
4
Calendar bookings
Booked on Eric's calendar this week
This Week's Activity Feed
Mike T. (Plumber, TX) replied to LinkedIn Message 1. Scheduled for reply. Today, 11:42am
New client onboarding started: Sarah K. (Realtor, FL). VA matching in progress. Today, 9:15am
5-star Google review captured. James R. (Electrician, OH) - routed to social queue. Yesterday, 4:08pm
Replacement request flagged. Client 11, VA tenure 6 weeks. Jackie notified. Wed, 2:30pm
Eric's calendar: 4 calls booked this week. 2 from LinkedIn, 2 from BNI referral. Mon-Fri rolling

Dashboard Build Roadmap

The dashboard is a product of the modules, not a standalone tool. Build order follows module delivery.

Phase Trigger What gets added to the dashboard
Pre-requisite GHL already live (Jackie uses it today) CRM pipeline view - existing data visible now. No build needed, just a clean read-only display.
Month 1 LinkedIn outbound running (M6) + Review agent live (M3) Pipeline funnel (connections to bookings). Review score tracker. Activity feed. These 3 panels populate with real data from M6 + M3.
Month 2 Sales agent deployed for first 2-3 Jackie clients (M7) Sales agent performance panel: leads captured per client, bookings generated. This becomes Jackie's renewal conversation data.
Month 3+ All 7 modules live and generating signals Full cockpit: module health strip (live vs in-build vs scoped), churn signal from CRM, weekly LinkedIn + YouTube + email performance combined.

Why Build This at Month 3, Not Now

A dashboard is only as good as the data feeding it. Before month 3, Jackie has two live data sources: GHL (CRM) and LinkedIn (outbound). That is not enough panels to justify a full cockpit. Building it prematurely means showing empty panels and explaining why they're empty instead of showing results. The sequence is: modules prove value individually, the dashboard surfaces that value once it's real. Jackie sees the mockup now to understand the destination - not to use it today.

Online Optimisers · Confidential