Leadership Dashboard

Live — smart refresh every 15 minutes (defers while active) | Last updated:

Financial Overview

Portfolio Overview

Tenancy Metrics

31-Day Operational Metrics

31-Day Cash Flow Forecast

Use this to plan the month. It shows what your bank balance does over the next 31 days, with every rent payment and bill on its real date. The Withdrawal Advisor further down counts rent still to arrive, so its figure runs higher than the Money Confidence tab, which trusts only the cash you hold today. For a spend-it-now decision, use Money Confidence. For whether your net worth is growing, use the Wealth tab.
Date Opening In Out Closing Withdraw Last Acct

AI Analysis & Commentary

Chart of Accounts

The two lists every cost and transaction is coded to. Changes save straight to Airtable and appear in the Costs, Transactions and Reconciliation pickers right away. A name the P&L or Wealth reports depend on is locked, and a record still linked to anything cannot be deleted.

Accounts Receivable Fixed

Income Breakdown

AI Analysis

Accounts Receivable Variable

Accounts Payable Fixed

Spending Breakdown by Category

AI Analysis

Backfill Cost Status & Last Reconciled Fields

One-shot tool. Populates Cost Status (New), Last Reconciled Payment Date, Last Reconciled Amount, Last Reconciled Account, and Last Reconciled Sub-Category for any cost that's missing them. Run dry-run first; review the plan; then commit.

Accounts Payable Variable

Gmail label: 3. to pay  ·  last refresh shows in the sync bar above
Loading invoices…

Cash Flow Voids

Auto-detected from Airtable  ·  2-day tolerance after due date
Tenant Property Rent Due Day Days Overdue Last Payment Status Contact Actions

Site Map & Guides

# Page Page v. Platform Link Standalone Link SOP SOP v. Status Git Sync

Accounts

Monitors active bank account syncs. Accounts that haven't synced recently are flagged so you can reconnect them.

Synced within 24 hours 1–3 days since last sync 3–7 days since last sync 7+ days — reconnection likely needed
Status Account Institution Last Synced Time Ago Balance (GBP)
Loading accounts...

Showing accounts synced within the last 6 months. Data refreshes each time you open this tab.

Prospecting

The daily agent finds founder-led UK businesses posting about overload on LinkedIn, locates a website and contact email, and queues them here. Approve to sync to GoHighLevel; only Limited Companies enter the email sequence (PECR), others route to a manual track.

Review queue

Pipeline

Prospect Company Entity Email Signal Status Found
Loading prospects…

Search keywords

The agent runs the active keywords each day. Toggle off any producing weak prospects; add new pain phrases as you spot them.

Approving a Limited Company sends its opening message through GoHighLevel straight away. The daily agent is the catch-up path when the browser has no GHL keys. Anything that is not a Limited Company is synced as a contact but never emailed.

Skills Library

All Claude Code and Cowork skills available in your setup.