A/B/C/D company health
4 A
3 B
4 C
1 D
Evidence: profitability, center-fee status, top-line growth.
Component atlas
One system for every operator dashboard.
Shared primitives for parents, children, GN Bank, small businesses, Portfolio Entrepreneurs, and Hospitality and Lifestyle Entrepreneurs.
Operator assembled
Evidence on every card
Skip beside every page
Approval before mutation
Custom Dashboard tab
The picker, canvas, and Skip rail make the product shell.
Monthly packet tracker
Three financial reports and two operating reports need owner follow-up.
Bank threshold exceptions
Six transactions above policy limit are waiting for approver identity.
Fees, pledges, statutory flows
Management fees are current; NSBT pledges need two follow-ups.
Comprehensive dashboard references
QuickBooks users need full workbenches, not only mini widgets.
These reference surfaces show how the component system should handle cash flow, historical performance, balance-sheet detail, industry metrics, ledgers, and operational oversight inside one configurable shell.
Saved view
QuickBooks owner control room
Tenant: Regulated bank · Client workspace: Hospitality group · Realm: read-only QBO
May close
Accrual
Fresh 14m
Cash flow
QBO + bank feed matched
Cash position, 13-week forecast, AR/AP pressure.
13-week cash curve
$128.4k → $72.5k → $143.1k
NowWeek 7Week 13
Opening cash$115.7k
Receipts+58.2k
Payroll-31.4k
Vendors-14.1k
Ending cash$128.4k
Historical performance
P&L snapshot · 60 rows
Twelve-month trend, variance, and margin explanation.
Revenue and margin
Gross margin 61.4%
JunDecMay
Food cost+4.1 pts vs targetNeeds vendor check
Labor-1.8 pts vs targetSchedule improved
Events+22% YoYTripleSeat deposits
Revenue$418.9k
COGS$161.7k
Gross profit$257.2k
Operating expenses$202.8k
Net income$54.4k
Balance sheet
2 accounts need reconciliation
Assets, liabilities, equity, debt, and covenant signals.
Cash$128.4k
A/R$84.2k
Inventory$233.5k
Fixed assets$974.0k
A/P$61.9k
Credit cards$38.2k
Sales tax$14.8k
Term debt$697.7k
Owner equity$428.1k
Retained earnings$125.0k
Net income$54.4k
Unposted entries3 drafts
DSCR1.34xabove 1.20x floor
Liquidity42 dayswatch if under 30
Tax payable$14.8kconfirm filing date
Ledgers and reconciliation
General Ledger · 474 rows
Readable tables for accounts, journal entries, and exception review.
| Date | Type | Name | Split | Amount | Status |
|---|---|---|---|---|---|
| May 18 | Deposit | Events batch | Undeposited Funds | +18,420 | Matched |
| May 18 | Expense | Restaurant Depot | COGS | -4,880 | Needs receipt |
| May 17 | Journal | Payroll accrual | Payroll liabilities | -22,100 | Draft |
| May 16 | Bill | ComEd | Utilities | -2,410 | Approved |
QBO GeneralLedger row · content hash retained
Bank feed transaction · matched by amount/date
Vendor receipt · missing from Drive folder
ActionCard draft · human approval required
Industry metrics
Hospitality template
Template slots change by industry, but the primitive stays stable.
Operational oversight
4 action cards open
GNB Pulse-style exception queue with agent, evidence, and approval state.
Vendor ACH above approval threshold lacks approver identity.
Likely cause: payment was imported from bank feed before the monthly approval-response list was attached.
May close is blocked by two unreconciled cash accounts.
Evidence points to one missing POS deposit and one duplicated bank-rule match.
Cash curves, monthly bars, aging bars, and variance strips use fixed heights and tabular numbers.
P&L, balance-sheet, cash-flow, trial-balance, and ledger tables share headers, sticky context, and source badges.
Assets, liabilities, equity, AR, AP, debt, tax, and inventory use the same compact account-group primitive.
Every exception can become an ActionCard with confidence, approval state, evidence, and deterministic execution boundaries.
Shared components
The primitives every dashboard reuses.
Cash $1.28M
Reports 5 late
Approvals 6
Three companies paid center fees late for the second month.
Likely cause: reports were submitted but invoices were not acknowledged by accounting contacts.
$18,450
Vendor ACH above limit
Dual control required
$4,880
Toast refund batch
Manager attestation missing
Weekly opsSubmitted by Ama, 8:14 AMOn time
Monthly P&LMissing QuickBooks exportLate
Quarter board packReviewer pendingDue Fri
QuickBooks P&L snapshot · 14m fresh
Bank statement line 0481 · matched
Email thread from accountant · unresolved
QuickBooks fresh
Google Workspace fresh
Toast needs auth
Template coverage
Same components, different operating context.
Family command
Child schedule, school forms, caregiver threads, guardian approvals, allowance and tuition, private mode visibility.
Child profileSchool queryPermission form
Bank operations
Loan payments, delinquency buckets, deposits, teller transactions, verification coverage, daily operations reports.
LoansDepositsVeriScan
General operator
Cash, invoices, bills, customer follow-up, staff tasks, connector health, approvals, and owner-facing reports.
CashInboxReports
Company portfolio
A/B/C/D classification, report folder status, accounting aggregation, approval thresholds, funds owed to center.
ClassificationFeesApprovals
Daily close
POS or booking sales, QuickBooks accounting, labor scheduling, payroll, events, catering, and close reports.
POSLaborEvents
Agent and people trust
Every template gets cost, tool calls, approval trails, feedback history, and linked-user activity summaries.
AgentsPeopleAudit