Owner weekly view
Erika's next step
What needs attention first?
Later: full action queue
Owner actions
Current action queue
Resolve data blockers
Upload fallback
Resolve data blockers
Upload missing reports only when source-connected collection is unavailable or the report is not connected yet. Upload is fallback when connected reports are unavailable.
Job and margin data
Unlocks job margin, supplies, reimbursement review, and period-specific P&L checks.
Customer and marketing data
Unlocks retention, lead response, marketing attribution, and channel ROI review.
Cash and A/R data
Unlocks unpaid invoice follow-up, restricted cash, payroll/tax/tips, and free-cash review.
Admin data
Unlocks admin productivity and overhead review.
Advisor / Admin details
Advanced details for Tyler, bookkeeper, and advisor review. Erika can complete normal owner tasks from Today's Work, Decisions, Proof & Reports, Business Score, and Data Needed.