—
Good morning, Kim. Here's what needs your attention today.
—
To-dos pending
—
Jobs today
—
Moves next 7d
—
Quotes sent MTD
—
Last newsletter opens
📝 My To-Do List
💼 Work
📁 Projects
☑ Checklists
🌱 Personal
Personal
📁 Projects
At a glance
🚛 Moves booked YTD
—
loading…
💼 Open Pipeline
—
loading…
✉️ Quotes sent YTD
—
loading…
📖 Last Newsletter Open Rate
—
loading…
📋 Client Action Items
Top pending client actions · live
Loading action items…
Pipeline snapshot · source: GHL (live)
Loading…
Who we owe — pre-quote leads
loading…
🔴 Pre-Quote Pipeline Contacts
Move date urgency first · source: GHL (live)
| Contact | Stage | Move Date | Route | Size | Inactive | |
|---|---|---|---|---|---|---|
| Loading GHL data… | ||||||
🏆 Estimator Scoreboard
Month to date · calls, estimates, close rate
#
Name
Calls
Estimates
Value Won
Close
1
KT
Kim Tucker
24
18
$38,200
78%
2
JR
James R.
18
11
$24,600
61%
3
ML
Maria L.
12
9
$13,600
44%
Lead source analysis · source: GHL (live)
🌐 Digital Channel
How contacts found the website · UTM session source
Loading…
📣 How They Heard About ARM
Self-reported on estimate form · GHL contact field
Fetching contact data…
Connect Google Analytics
Sign in with the Google account that has access to the ARM GA4 property.
No data leaves your browser — calls go directly to Google's API.
You'll need: GA4 Property ID (e.g. 123456789) — find it in GA4 → Admin → Property Settings
What you'll see once connected
- Sessions, users, avg. session duration, bounce rate
- Traffic sources (organic search, direct, referral, social, email)
- Top landing pages + device breakdown
- New vs returning users
- Custom date ranges — last 7 / 28 / 90 days or your own
✓ Click Sign in with Google above to connect. Data streams live from GA4 to your browser — nothing is stored.
Coming Soon
Reviews
Live Google + Yelp reviews with owner-response tracking. Blocked until access is granted.
What this tab will show once unblocked
- Live Google Business Profile reviews (star rating, count, recent reviews)
- Unanswered reviews highlighted — one-click open in GBP to respond
- Critical / low-star reviews with response status
- Live Yelp reviews (star rating, recent reviews, unanswered)
- Monthly review-volume trend
🚧 What's missing
| Google Reviews | Manager-level access on the ARM Google Business Profile |
| Yelp Reviews | Yelp Fusion API key |
✓ Once granted, this tab switches to live automatically — no dashboard changes needed.
Jobs, appointments & follow-ups · source: FileMaker
—
🗓️ Upcoming Schedule
Moves · Estimates · Kim · Tom · James
Loading…
Loading schedule…
📋 Client Action Items
From FileMaker · grouped by staff · click any row to open client in FileMaker
Loading…
Loading tasks…
2026 Business KPIs
Loading business metrics…
Comparing 2026 YTD against 2025 same-period baseline · Revenue target: $1.21M (10% above 2025)
Year-to-date, through today
Loading…
📅 Moves by month — 2024 vs 2025 vs 2026
Loading…
🏆 Sales-person leaderboard — 2026 YTD
Loading…
📦 Move type mix — 2026 YTD
Loading…
Coming Soon
Financials
Revenue tracking, YoY financial trends, and the $1.21M goal thermometer. Blocked pending FileMaker access.
What this tab will show once unblocked
- Revenue MTD / YTD — real booked revenue from FileMaker Invoices
- Progress to $1.21M goal (10% above 2025 baseline of $1.1M)
- Monthly revenue trend — 2024 vs 2025 vs 2026
- Peak / off-peak projections based on same-period historical trends
- Referral source $ breakdown (once
CON__Contactslayout is exposed)
🚧 What's missing
| Revenue $ (primary path) |
FileMaker INV__Invoices layout exposed via Data API (or access to the 2 <No Access> related fields on the Appointments layout).
This replaces the QuickBooks Desktop workaround entirely — biggest single unblock. |
| QuickBooks Desktop (fallback) | Confirmation of hosting: local install vs Right Networks hosted. Local = no live API possible. |
✓ Meanwhile, see the KPIs tab for live business volume metrics (moves, walkthroughs, quotes).
Email marketing · source: Constant Contact
—
📣 Newsletter Campaigns
Broadcast marketing · Constant Contact · live
Loading newsletter data…
📋 Quote Tracker
1:1 client emails · sales pipeline signal · live 30 days
✉️ Client Emails · Last 30 Days
Open status = sales signal — unopened quotes need a follow-up call
Loading…
| Recipient | Subject | Sent | Status | Action |
|---|---|---|---|---|
| Loading… | ||||
Reference
Help & FAQ
Everything you need to use the dashboard day-to-day.
This dashboard is your single home base for running ARM. Open it every morning and it'll show you what needs attention today — jobs, follow-ups, and personal to-dos — without having to jump between FileMaker, GHL, and Constant Contact.
💡 Getting started: Bookmark the dashboard URL on your phone and desktop. It works the same on both. First time you visit, enter the password to unlock — it remembers for the session.
Tabs — what each one does
Overview — your morning briefing
Five stat cards at top (todos, jobs today, moves next week, quotes MTD, latest newsletter opens). Below: personal to-do list, four business KPIs, and today's schedule + staff action items side-by-side.
Use it for: what needs attention right now.
Pipeline & CRM — GHL live
Current pipeline snapshot, "Who We Owe" pre-quote leads sorted by urgency, estimator scoreboard, and lead source breakdown.
Use it for: deciding who to call today, checking pipeline health.
Schedule — FileMaker live
Upcoming jobs (left) + follow-up tasks (right). Filter by move type, sort by date/crew size, show overdue-only.
Use it for: daily crew planning, task follow-through.
KPIs — business goals tracking
YTD vs 2025 baseline for moves, walkthroughs, long-distance, quotes. Progress bar per card. Click ✎ Set 2026 goals top-right to customize targets. Also: monthly moves chart, sales-person leaderboard, move-type mix.
Use it for: "how are we tracking against goal?"
Email Marketing — Constant Contact live
Newsletter section: KPIs, breakdown, month-on-month trend chart. Client Emails section: quote emails last 30 days with recipient name/email, subject, opened status, follow-up flag.
Use it for: spotting unopened quotes to follow up on.
How data refresh works
Auto-refresh every 30 minutes
In the background, the dashboard automatically pulls fresh data from FileMaker and Constant Contact every 30 minutes. You don't have to do anything — new appointments, tasks, and email stats appear on their own.
GHL data (pipeline, contacts) refreshes every time you switch to those tabs — always live.
"Data updated" timestamp
Look at the top-right corner. You'll always see "Data updated: X min ago" — that tells you exactly how fresh your view is right now.
This updates every second. If it says "2 min ago", you're looking at data pulled 2 minutes ago.
The Refresh button — states explained
The ↻ Refresh all data button in the top-right pulls the newest data on demand. It goes through four states:
| ↻ Refresh all data | Ready. Click to pull fresh data now. |
| ⏳ Syncing… (32s) | In progress. Takes about 1 minute. Counter shows how long it's been running. |
| ✓ Data refreshed | Just finished successfully. Flashes for 3 seconds. |
| ✓ Fresh · next refresh in 8m | Your data is up to date. The button locks for 10 min to prevent duplicate syncs — this is just a safety measure, not a sign that anything's wrong. |
✓ Bottom line: if the "Data updated" says "2 min ago", your data is fresh — even if the button is locked. The lockout just prevents accidentally triggering the same sync twice.
Data source cheat sheet
| Source | What it feeds | Refresh | Status |
|---|---|---|---|
| GoHighLevel | Pipeline, Who We Owe, contacts, lead source | Live on tab open | Live |
| FileMaker · Appointments | Schedule, KPIs (moves/walkthroughs), briefing | Every 30 min (auto) | Live |
| FileMaker · Action Items | Follow-Ups & Tasks, Client Action Items | Every 30 min (auto) | Live |
| Constant Contact | Newsletter stats, quote emails, opens | Every 30 min (auto) | Live |
| To-Do list & 2026 goals | Overview to-do, KPI progress bars | Live on save | Live |
| Google Analytics 4 | Web Analytics tab | Once connected | Coming |
| Google Reviews · Yelp | Reviews tab | Awaiting access | Coming |
| FileMaker · Invoices | Financials tab, Revenue KPI | Awaiting layout access | Coming |
Common actions
✏️ Adding a personal to-do
- Go to Overview
- Type in the "Add a to-do…" box
- Optional: pick a due date
- Click Add (or press Enter)
Todos save to a secure database — they show up on your phone next refresh, and vice versa.
✅ Marking a to-do done or deleting it
- Done: click the checkbox on the left
- Delete: click the ✕ on the right (asks to confirm)
🎯 Setting your 2026 goals
- Go to KPIs tab
- Click ✎ Set 2026 goals at the top-right
- Type in your target for each metric
- Click Save goals
Every KPI card immediately updates its progress bar.
📞 Following up on unopened quotes
- Go to Email Marketing
- Scroll to the Client Emails table
- Rows highlighted red are Not opened — click the email to open your mail client, or call
Common questions
📊 Why does the KPIs tab show "% of 2025 total"?
Comparisons use 2025 full-year totals (339 moves, 457 walkthroughs, 169 quotes) by default. You can customize these targets by clicking ✎ Set 2026 goals on the KPIs tab.
💼 Why does Open Pipeline show a count but no $ value?
GHL's
monetaryValue field is currently empty on all opportunities. Once someone populates that in GHL, the dashboard will start showing dollar totals automatically.🔒 Is this dashboard secure?
Yes. Password gate, all API keys stored server-side (not in the browser), syncs run inside secure Edge Functions. The URL alone can't access anything.
Troubleshooting
😕 A page looks stuck on "Loading…"
Press Ctrl + F5 to force reload. If it still doesn't load, contact Prakash.
🔒 Password prompt keeps coming back
You may be on private / incognito browsing. Use a regular window and the password will persist for the session.
📱 It looks weird on my phone
The dashboard works on mobile but is optimized for desktop. Turn your phone landscape for the wider layouts.
❓ Something else
Contact Prakash (build) or Zach (project owner) at TopShelf Logic.