Agency Dashboard — plan & spec
Business — core · biz/DASHBOARD.md

Agency Dashboard — plan & spec

One pane of glass for the whole operation: leads, clients, money, requests, site tracking. Markdown-backed, low-editability, panels added only as needed. The eventual dashboard.danielslater.dev. Money detail: PAYMENTS.md · tracking: TRACKING-ROADMAP.md · clients: clients/.

Created 2026-07-21.

Intent (Daniel, 2026-07-21)

  • A dashboard.danielslater.dev that shows everything at a glance: all clients, all leads, all requests — and the part that needs the most attention, the tracking of discounts and payments coming in.
  • Keep it all in markdown for now. Minimal editable functionality. Add panels only as we actually need them.
  • Same low-friction model as docs.danielslater.dev — a static reader over biz/ markdown on Cloudflare Pages. No database.

Status

  • Layout mockup: built (v1) — a real-data Artifact (shared in chat 2026-07-21). Awaiting Daniel's reaction to the layout before building the real site.
  • Backing markdown: written — this doc + PAYMENTS.md + TRACKING-ROADMAP.md + clients/README.md. Until the dedicated site exists, the interim "dashboard" is these docs rendered by the docs reader.
  • Real dashboard.danielslater.dev site: not built — held until the layout is signed off.

Panels (v1 layout)

Panel Source Shows
KPI strip derived MRR · pipeline value · active build (cap 1) · this-month revenue · progress to R20k floor
Pipeline & leads PROSPECTS.md prospect · kind · stage · angle · est. value · next action
Clients & builds clients/ project · stage · package · contract · deposit/balance · recurring · live URL
Money (payments & discounts) PAYMENTS.md incoming/expected · MRR · deposit terms · founding-client discounts
Open requests & blockers clients/ what we owe clients + what we need from them
Site tracking & attribution TRACKING-ROADMAP.md per-site analytics / conversion / referral / SEO / marketing state

Planned panels (not yet built)

  • Timeline / objectives (Daniel, 2026-07-21) — a per-client timeline you can click into, plus a global timeline across all clients. Tracks target + actual milestones: website fully live · tracking added · marketing started · meetings · billing/charging events · founding-case-study → subscription conversion. It also surfaces the strategic objectives in ROADMAP.md (early clients free/discounted, Nsuna → agency contract transition, SA business registration, the Bree/agency referral loop). A build to greenlight — data model likely a small milestones list (markdown/JSON) per client, swept-editable like everything else.

Data model (markdown-backed)

  • Each panel reads a markdown table under biz/. Edit the markdown → re-sync → the dashboard reflects it. No forms, no DB, no auth on the data — the markdown is the source of truth.
  • "Add as needed": a new panel = a new markdown source + a section in the reader. We only graduate to a real store if we outgrow markdown (not near-term).

Build plan (when the layout is signed off)

Mirror the docs-site pattern exactly:

  • SvelteKit adapter-static + marked + Cloudflare Pages direct-upload (a push does not deploy — same wrangler one-liner as docs).
  • New Pages project danielslater-dashboard, subdomain dashboard.danielslater.dev, noindexed. mind. and docs. left untouched.

⚠️ Exposure note. docs.danielslater.dev is noindexed but not auth-gated. The dashboard carries client + financial data, so — unlike docs — it should sit behind Cloudflare Access before any real payment data lands on the hosted version. Until then the money fields stay as plan/placeholder (which they are, being pre-revenue).

Open decisions

  • Auth: gate the dashboard behind CF Access (recommended, it carries money/client data) vs noindex-only like docs.
  • Panels: add / cut / reorder — awaiting Daniel's reaction to the mockup.
  • Where the markdown lives: shared in biz/ (also visible in the docs reader) vs a dashboard-only content set (keeps money data off the docs reader). Recommend a dashboard-only content set once real numbers appear.