Pipeline
$184k
▲ 12% wk
Open quotes
9
3 awaiting client
In production
7
3 risk · 1 blocked
Hrs reclaimed
22/wk
▲ 8 hrs MoM
Today's queue3 need you
Approve · quote
D. Whitfield — full kitchen build
Autopilot drafted $41.5k quote. 64% margin · ready to send.
$41.5k
tap →
tap →
Decide · supplier
Panel stock shortfall · K. Morgan build
Supplier Alpha back-ordered 4 days. Supplier Delta in stock, +$340.
+$340
tap →
tap →
Confirm · hire
P. Sandoval — Designer offer
Reference check passed. Compensation packet generated.
tap →
Autopilot · last 4hview all
Invoice INV-2026-043 sent · H. Murray
Milestone M3 closed → $9.6k invoice generated and emailed
9m
Lead replied · Northgate
Confirmed install window. Calendar invite sent to PM.
28m
Supplier price update applied
Supplier Beta panel +6%. 4 active quotes re-priced overnight.
3h
Payroll prepped · pay period closes Fri
9 people · $26.4k · awaiting your sign-off
4h
Pipeline
$184k weighted · 14 deals
All
Inbound
Quoted
Negotiating
Won
Hot · 94
D. Whitfield
Full kitchen build · referral from H. Murray
$41,500Next: walkthrough Mon
Warm · 78
Northgate Design Co.
Office cabinetry · 3 units · ongoing relationship
$7,500Next: contract Thu
New · 71
Atlas Build Group
Multi-unit kitchen package · 8 units
~$18,400Auto-replied 6m ago
Cool · 52
J. Patel
Single bath vanity · price-shopping
~$6,700Auto-replied 1d
Won · last 30 days4 deals · $58.3k
K. Morgan — full build
$24,800 · 4 milestones · M3 75%
apr 14
H. Murray — delivery
$19,200 · M3 closed · paid
apr 2
L. Chen — service callback
$1,640 · paid
apr 22
Pipeline / Hot lead
D. Whitfield
DW
Full kitchen build
Referral from H. Murray · 4 rooms · 2026 install
Quote value
$41,500
Margin
64%
Score
94/100
Close prob.
72%
Autopilot did
Parsed RFQ from email + PDF
Extracted scope, room dimensions, finish preferences
Priced against live supplier feeds
Cross-checked 4 suppliers · selected Alpha + Delta blend
Drafted quote PDF · awaiting your approval
3 options drafted: standard, premium, premium + finish upgrade
Quote · option 2 (recommended)
Carcase & doors$18,200
Hardware (soft-close, premium)$4,180
Premium veneer finish$6,340
Install & finishing$8,900
Delivery & site protect$1,200
Subtotal$38,820
Tax (estimated)$2,680
Total$41,500
On approval, autopilot will send PDF + e-sign link, create the deal, and schedule follow-ups.
Today's queue / Decide
Panel stock shortfall
K. Morgan build · Stage 2 (Active)
Material selection · $24,800 · M3 due Apr 28
Supplier Alpha (your default) back-ordered the white-oak veneer panels for 4 days. Pushing the install window risks the kitchen-reno tradeshow deadline. Supplier Delta has stock in your region at +$340 over Alpha's locked price.
Autopilot recommendation
● Switch to Delta
Net cost to project: +$340. Net margin impact: −0.8 pts (still 64.2%). Keeps install on schedule, protects the tradeshow date, no client conversation needed.
Compare
Alpha (wait)
$8,420
Ready Apr 25 · ships from Region A · same quality grade · client expects 2-week install
● Delta (in stock)
$8,760
Ships tomorrow · Region B · same grade A · 12 prior jobs · 0 quality issues
Knock-on effects
Install window stays Apr 28 → May 9
No client conversation required
Tradeshow content shoot stays May 11
Photographer + stylist already booked
Alpha lead-time SLA flagged
3rd slip this quarter · review queued for Friday
On confirm, autopilot updates the BOM, re-issues the PO, and notifies K. Morgan's PM.
Today's queue / Confirm
P. Sandoval · Designer
PS
Senior product designer
Inbound · referred by M. Khan · 7y experience
Base
$118k
Start date
Jun 9
Equity
0.18%
Scorecard
A−
Autopilot did
Screened 142 inbound applications
Filtered to 8 · scored against role rubric · top 3 invited
3 reference checks completed
All positive · 2 specifically called out collaboration + speed
Compensation packet generated
Benchmarked at p65 for the role + region · within your hiring band
Offer letter drafted · awaiting your sign-off
Salary, equity, start date, perks all filled · just needs your signature
References · highlights
"Patricia ships. Most designers I've worked with want to debate the brief for a week; she debates for an hour and then has something on the screen. Hire her."
— M. Khan · Head of Design, Foundry Build
On send, autopilot e-signs from your side, e-mails the candidate, and kicks off pre-onboarding.
Projects
7 active · 3 on track · 3 risk · 1 blocked
On-time
91%
target 90%
Cycle time
42d
▼ 6d
K. Morgan build
PM · J. Reyes · $24,800
M3 Build · 75%tap for tasks →
D. Whitfield build
PM · S. Lee · $41,500
M2 Materials · 80%install May 21
Northgate design pkg
PM · M. Khan · $7,500
M2 · 50%designer over capacity
H. Murray delivery
PM · J. Reyes · $19,200
M4 Install · 93%delivery May 2
Atlas Build prep
PM · unassigned · $18,400
Awaiting signed contract5d overdue
Projects
K. Morgan build
Contract
$24,800
Invoiced
$17,360 · 70%
PM
J. Reyes
Install
May 21
⇶ Auto-invoice on milestone close
M1 30% · M2 40% · M3 20% · M4 10% — sent automatically when every task in a milestone closes.
M1 · Design sign-offclosed apr 14
Site measure complete
M. Khan
Drawings v2 approved
apr 11
Contract counter-signed
apr 14
⇶ Auto-invoice INV-039 · $7,440 · paid apr 16
M2 · Materials orderedclosed apr 24
Supplier Alpha PO sent
auto
Hardware confirmed
apr 20
Materials received & inspected
apr 24
⇶ Auto-invoice INV-041 · $9,920 · paid apr 28
M3 · Build completein progress
Carcase assembled
may 2
Doors & drawer fronts
may 7
Hardware & finishing
due may 14
QC photos to client
auto
⇶ Will auto-invoice INV-044 · $4,960 on close
M4 · Delivery & installqueued
Schedule install with client
may 16
On-site install & punch list
may 21
Client sign-off
may 22
⇶ Final invoice INV-045 · $2,480 · armed on sign-off
Money
april 2026 · auto-reconciled nightly
Revenue MTD
$84.3k
▲ 18% MoM
Outstanding AR
$57.4k
3 overdue
Expenses
$31.8k
62% materials
Cash on hand
$108k
▲ 4.2 mo
Profit & Loss · april 2026
Revenue
Build contracts$64,200▲21%
Design packages$14,500▲29%
Service & callbacks$5,600▼24%
Total revenue$84,300▲18%
COGS
Materials$19,720▲20%
Direct labour$8,890▲16%
Gross profit$55,690▲18%
margin 66.1%
Operating
Salaries & overhead$2,840—
Software & tools$352▲24%
Net income$52,498▲19%
Financial statements
Balance Sheet›
Cash Flow Statement›
A/R Aging›
Job Costing Report›
Tax Summary · YTD›
People
9 headcount · 82% utilization
Headcount
9
6 FT · 2 PT · 1 contractor
Utilization
82%
▲ 6pt
Open roles
2
designer · apprentice
PTO this wk
14h
2 PTO · 1 sick
Team
JR
J. Reyes
PM lead
36h
3 projects
MK
M. Khan
Senior designer
42h
over capacity
SL
S. Lee
PM
28h
2 projects
RA
R. Adler
Build lead · contractor
22h
1 project
TW
T. Watanabe
Apprentice
32h
in training
Hiring pipelineauto-screened
P. Sandoval · Designer
interview thu · stage 3
N. Okafor · Designer
take-home review · stage 2
D. Lin · Apprentice
reference passed · stage 4
14 applicants · Designer role
AI-ranked · top 5 surfaced
Suppliers
5 active · price feeds synced 3m ago
α
Supplier Alpha
Panel · primary · 4d lead
$3.42
/sqft · -2%
β
Supplier Beta
Panel · backup · 2d lead
$3.78
/sqft · +6%
γ
Supplier Gamma
Hardware · soft-close
$14.20
/unit · flat
δ
Supplier Delta
Premium veneer · special
$24.60
/sqft · -1%
ε
Supplier Epsilon
Finish & coatings
$48.00
/gal · flat
Communications
42 messages today · 38 handled by autopilot
✉
D. Whitfield · new RFQ
Hi — would love a quote on a full kitchen build. Attaching the floor plan plus a few inspo shots…
draft reply ready · 2m
SMS
K. Morgan · status check
Quick one — any update on the hardware? Just want to confirm we're still on for the install date.
autopilot replied · 14m
↳
Supplier Beta · price update
Effective May 12, panel pricing will increase 6% across all grades. Active quotes honoured for 7 days.
parsed · re-priced 4 quotes · 3h
✉
Northgate · install window
Confirming we can take delivery either week of May 19 or May 26. Either works.
autopilot acknowledged · 28m
✉
H. Murray · thank you
Just wanted to say everything looks beautiful. Will definitely refer you to friends.
flagged for testimonial · 1h