⚡ CEO Brief
Good morning, Sam ✦
Here's where the business stands today — and the 3 things that need you this week.
MondayMay 4 · 12:01 AM
💰 Revenue YTD
$124,800
+18% vs 2025
🔄 MRR
$18,400
6 retainers
⏳ Outstanding
$22,000
3 invoices
🚨 Needs You
3
action this week
🚨 Needs you today
3 items waiting on you
Surfaced from across the MXOS — stalled projects, overdue invoices, and timely touchpoints.
📅 Jordan Williams stalled
💰 TechStart payment overdue
🎂 Acme Corp CEO birthday Fri
📈 BD Tracker · April
$31,300 / $40,000
78% to monthly target · 5 days left in April
🔄 Recurring this month
$18,400💼 One-time projects
$12,900💎 Referral attribution
$4,500Keep this pace = $42K April · best month YTD
✅ BD SOP · Daily
3 of 5 done today
Click items to mark complete.
✓
Review pipeline + move stale leads✓
Send 3 personalized outreach DMs✓
Reply to all client messages < 4hr✓
Post 1 thought-leadership update✓
End-of-day Pulse check on top 3 clients📊 Sales Pipeline · This Week
Lead
4
$31,000 potential
Qualified
3
$28,700 potential
Proposal
3
$22,500 sent
Won
2
$43,000 closed
Recent Activity
🛜 Pulled live from across MXOSAcme Corp approved mockups
Priya Sharma submitted new referral
Tamara Webb signed contractor agreement
Bright Futures pulse: 🤩
Your whole business, on one screen
Live financial dashboard, sales pipeline, and the things that need you today💼
Live financial dashboard
Revenue YTD, MRR, profit, outstanding invoices, pipeline value — calculated live from every other MXOS app. No spreadsheet syncing, no end-of-month assembly.
🚨
"Needs Attention" surfacing
CCX flags stalled projects (11 days no activity), overdue invoices (8+ days past due), and upcoming touchpoint opportunities — so you know exactly who to follow up with this week.
📊
Drag-and-drop sales pipeline
Lead → Qualified → Proposal → Won kanban with deal value on every card. Drag to advance — pipeline-value totals at the top recalculate live as you move cards.
📈
Month-over-month revenue trend
Recurring vs. one-time split per month with percentage vs. target. Spot the months that drove growth and the months that softened — plan from data, not vibes.
Pipeline
Sales intelligence · 12 active leads · $68K potential
Lead (4)
Strategy Sprint — Horizon Co
CX Audit — Luma Labs
Brand Refresh — Mesa
Consulting — Anika & Co
Qualified (3)
Full Ecosystem — Bravo Studio
Launch Pack — Verve
Retainer — Wilder Co
Proposal (3)
Launch Pack — Verve
CX Intensive — Solace
Brand Sprint — Noon
Won (2)
Acme Corp — Website Redesign
TechStart — App Dev
Clients
Active client roster — unified view across PP, Pulse, RC
| Client | Project | Health | Value | Last Touch | Action |
|---|---|---|---|---|---|
| Jordan Williams | Website Refresh | 🟡 At Risk | $12,500 | 11 days ago | |
| Acme Corp | Website Redesign | 🟢 Healthy | $18,000 | 2 hours ago | |
| TechStart Solutions | App Development | 🟡 At Risk | $25,000 | 4 days ago | |
| Bright Futures | Branding & Strategy | 🟢 Healthy | $12,500 | Yesterday | |
| Urban Design Co | Logo Design | 🟢 Healthy | $8,000 | 3 days ago |
Contractors
Your bench · 6 active
| Contractor | Skills | Status | Active Bids | Action |
|---|---|---|---|---|
| Tamara Webb | Brand Design, Web | 🟢 Available | 2 | |
| Marcus Chen | Development, React | 🟡 Busy | 1 | |
| Elena Rivera | Copywriting, Strategy | 🟢 Available | 0 | |
| Josh Miller | Motion, Video | 🔵 On Leave | 0 |
Referrals
Partner network · Mogul Bucks economy
💎 Partners
22
18 active
📨 Pending
4
Awaiting review
✅ Closed
18
YTD
🪙 Bucks Paid
3,450
≈ $690 value
Top Partners
| Partner | Tier | Referrals | Revenue | Bucks |
|---|---|---|---|---|
| Priya Sharma | 💎 Platinum | 8 | $34,200 | 850 |
| David Park | 🥇 Gold | 4 | $18,500 | 425 |
| Yasmin Okafor | 🥇 Gold | 3 | $12,000 | 300 |
| Carlos Mendez | Base | 2 | $6,500 | 125 |
Revenue
Financial dashboard · YTD April 2026
💰 Revenue YTD
$124,800
+18% vs 2025
🔄 MRR
$18,400
6 retainers
💼 One-Time
$72,400
Project work
⏳ Outstanding
$22,000
3 invoices
Monthly Breakdown
📈 Recurring vs one-time · vs target| Month | Recurring | One-time | Total | vs Target |
|---|---|---|---|---|
| January | $16,300 | $22,500 | $38,800 | +12% |
| February | $17,200 | $18,000 | $35,200 | +4% |
| March | $18,400 | $12,900 | $31,300 | -8% |
| April | $18,400 | $1,100 | $19,500 | In progress |
Settings
Business identity · Installed apps · Pipeline stages
Installed Apps
📋
Project Portal
v32.2.2 · Active
👷
Contractor Portal
v4.6.3 · Active
💎
Referral Circle
v4.3.1 · Active
🧑🤝🧑
Team Hub
v4.3.1 · Active
🏛️
The Boardroom
v3.3.4 · Active
💓
Client Pulse
v4.3.2 · Active