Sea Cool Mission Control

Direct Sales & Bids Dashboard

Last Updated

Direct Sales

Bids

Last Week

This Week *

* Weeks reset Monday at noon. Last period shows complete data through end of period.

New Leads

--^*

Type

Source

This week

* HubSpot

Appointments

--^*

Type

Source

Scheduled this week

* TintWiz

Estimates Sent

--^*

Type

Source

This week

$--^*

* HubSpot

Approved

--^*

Type

Source

This week

$--^*

* HubSpot + Google Drive

Projects Bidding

--^*

Active bids

$--^*

Total value

Client Type

GC 60%

Direct 40%

Education

Healthcare

Retail

Hospitality

Other

Projects Awarded

--^*

Won this period

$--^*

Total value

Client Type

GC 55%

Direct 45%

Education

Healthcare

Retail

Hospitality

Other

📊 Project Type

Marine Film

Film

Interior Shade

Exterior Shade

Awning

📍 Lead Source

Website

Phone Call

Meta (FB/IG)

^* Each metric shows two charts: Type (left) and Source (right). Data is placeholder until HubSpot/TintWiz integration is complete.

Sales Pipeline

Click stages for details

New Leads

Quoted

Approved

Installing

Complete

AI Insights

Marine Window Film sales up 25% MoM

While overall sales remained steady, marine projects are gaining momentum. Consider increasing marine marketing spend.

Quote-to-close rate improved to 33%

Up from 28% last month. Your follow-up strategy is working - keep it up!

Exterior Shades leads down 15%

Summer season ending. Consider promoting winter prep packages.

This Week's Focus

Critical items

Installs Scheduled

5 projects this week

Active

Pending Quotes

3 follow-ups needed

Action

Approved Projects

2 awaiting scheduling

Priority

Recent Activity

Last 5 events

New project approved

Marina Window Film - $24,500

2h ago

Quote sent

Office Renovation - $18,200

4h ago

Install completed

Residential Film - 12 windows

6h ago

Finished Projects Pending Payment

Track outstanding collections • Lien deadline: 90 days from completion

Total Outstanding

<30 days (safe)

30-45 days (follow up)

>45 days (lien warning)

Lien filed

Project	Customer	Total Value	Balance Due	Days Out	Status
Total Outstanding:			$0

Customer Claims

Active complaints requiring resolution • Target: ZERO

0 Open Claims

All Clear

No active customer claims. Great job team!

Claims integrated with HubSpot/TintWiz • Manual entry until API connected

Alerts & Exceptions

2 items

Overdue Payment

Project #2521 - $8,500 - 15 days past due

COI Expiring

Highrise Tower project - expires in 5 days

Owner Dashboard

Financial metrics & deep analytics

Gross Revenue

$0^*

* QuickBooks

Marketing Spend

$0^*

* Manual entry

Net Profit

$0^*

* Calculated

Profit Margin

0%^*

* This period

Conversion Funnel

Lead → Consultation

Consultation → Quote

Quote → Close

Red Flags

No alerts at this time

Data Architecture

v1.0 • Feb 2026

📥 Sources

HubSpot15 min

TintWizDaily

Google DriveOn-demand

⚙️ Processing

Cloudflare WorkerCached

Token cost~$0.50/mo

Last pull--

📤 Display

Page loadInstant

RefreshManual

AI InsightsDaily

Full documentation: mission-control/ARCHITECTURE.md

View detailed data flow →

┌──────────┐    ┌────────────────┐    ┌─────────────┐
│ HubSpot  │───▶│ Cloudflare    │───▶│ Dashboard   │
│   API    │    │ Worker Cache  │    │ (Static)    │
└──────────┘    └────────────────┘    └─────────────┘
     │                 │                    │
  Deals/         Aggregated              Cached
  Contacts       counts                  JSON
                                                   
Cost: ~50K      Cost: ~0             Cost: Free
(per fetch)    (15 min TTL)          (per view)

Sea Cool

Sales Pipeline

AI Insights

AI Insights

This Week's Focus

Recent Activity

Finished Projects Pending Payment

Customer Claims

Alerts & Exceptions

Details

Owner Access

Owner Dashboard

Conversion Funnel

Red Flags

Data Architecture