Operations Dashboard

Live view of revenue, work, documents, automation, and AI decisions.

AI: checking

Executive operations brief

Updated 4m ago

AI found one finance approval risk, three renewal opportunities, and a customer response bottleneck. The recommended action is to approve the invoice workflow and assign two follow-ups to the operations manager.

Board-ready Permission scoped Workspace isolated
Operational health 91%
Automation savings $7.4k
At-risk revenue $18.2k

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RevenueMTD
$84.2k
+12.4% this month
Open tasks18 due
128
Finance and customer ops lead the queue.
CustomersCRM
642
34 added in 30 days
DocumentsAI
1,482
96 processed this week.
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Revenue operations

Monthly · USD
JanFebMarAprMayJunJul

AI insights

Invoice approvals are slowing down.Finance queue needs manager review.
Risk
12 leads match best customers.Ready for AI-assisted outreach.
Sales
Three contracts need renewal.Draft offers before Friday.
Action

Recent activity

Q3 Vendor Agreement uploadedDocument Center
8m
AI created customer summaryMartin & Co.
22m
Onboarding task completedCustomer success
1h

Today

18 tasks
Approve invoice extraction10:30 AM
High
Send offer to Northstar Labs1:00 PM
Sales
Manager weekly review4:00 PM
Ops

Notifications

6 new
Payment failed for Atlas GroupBilling
New
Customer replied to draft emailAI Assistant
New

Conversations

Invoice review
Sources: 4 documents
Draft offer
Northstar Labs
Customer risk summary
Updated today

AI Assistant

Workspace-aware
Summarize the latest invoice and tell me what needs approval.
The invoice is from Brightline Supply for $12,840 due on Aug 2. It matches the contract range, but shipping charges are 18% higher than the previous order.
Recommended action: create a manager approval task and attach the extracted invoice fields.

Context

Permission scoped
Brightline Invoice.pdfDocument source
PDF
Brightline SupplyCRM company
CRM
Create approval taskSuggested action

Document preview

Invoice
Brightline SupplyInvoice #2841

AI extraction

94% confidence
VendorBrightline Supply
Amount$12,840
Due dateAug 2
CustomerAcme Services

Recurring supplier invoice with higher shipping charges than the previous purchase order. Approval recommended before payment.

Processed documents

0

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Invoice approval workflow

Active
1
Invoice uploaded
Document Center receives a PDF invoice.
Trigger
2
AI extracts data
Vendor, amount, due date, customer, and line items.
AI
3
Create task
Assign approval to Finance Manager.
Task
4
Notify manager
Send in-app notification and email digest.
Notify

Run history

Last 24 hours

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Lead pipeline

New

0

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Proposal

0

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Active / Won

0

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To do

0

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In progress

0

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Done

0

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Operational analytics

July
RevCustTaskDocsAIAutoTeam

AI report

Automation runs reduced manual document review by an estimated 31 hours this month. Customer response tasks remain the largest operational bottleneck.

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