Dashboard
Your sales overview
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Pipeline
0| Deal | Client | Value | Stage | Owner | Expected Close | Updated |
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New Deal
VS Outreach Details
VS Job Details
Inbox
0Loading emails...
Select an email to view
Clients
0| Client | Location | Locs | Phase | Contact | Contract | |
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Contacts
0| Name | Company | Title | Role | Last Seen | |
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AI Draft Training
Click "Load Scenario" to start training the AI
My Mailbox
Connect your Microsoft 365 mailbox so Shad can learn your email style and generate personalized response drafts.
Connected email:
Connected:
Last scraped:
Sales Analysis
Select a date range or click Apply to load all data
User Management
0| Name | Admin | Active | Last Login | Actions | |
|---|---|---|---|---|---|
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Database Sync
Download a snapshot of the production database for local development.
shad.db
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Order Lookup
Search by order number, customer, product, brand, or color
Market
0| Gym | Location | # Locations | Climbing | Wall Supplier | Sqft | Opened | Nearby | Score | Email / Phone | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Click "Import CSV" to load gym directory | |||||||||||
Customer Health
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Contracts
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Contract
Master Project Schedule
0Projects sync automatically from the VS Job pipeline once a deal reaches Design. Milestone dates and notes are yours to manage here.
| Project | Client | Status | Site Visit | Design | Fabrication | Ship | Install | Milestones | |
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Crew available:
Crew booked per week, from each project's stage dates and crew size. Hover a cell to see the projects.
New Project
🔗 Linked to a VS Job pipeline deal — name, client, status, and project details sync automatically. Edit dates and notes below.
Milestone Dates
From Design Start, chains design → fabrication → ship → install using each stage's crew and rate. Stages without crew and rate keep their current dates.
Custom Milestones
Anything else worth tracking, like permit approval, inspection or owner walkthrough. Leave the end date blank for a single-day milestone.
Project Gantt
Drag a bar to move a stage, or drag its edges to change its length. Later stages move with it. Click a bar for details.