Dashboard
Custom card canvas with a persistent left-hand picker and operator-defined layout.
Standard views
The operating room after the landing page.
A Rust and Axum dashboard system for operators who need decisions, evidence, approvals, reports, and financial truth in one place.
Light and dark mode
Axum SSR first
Evidence-backed cards
App spine
Today is the dashboard. Everything else is a drill-down.
Today
Pulse strip, decision queue, short trend, and the few actions that matter now.
Inbox
Questions, approvals, exceptions, agent outputs, snoozes, and done history.
Companies
Portfolio mode for centers, investors, family offices, and managers overseeing entities.
Money
Cash, fees, pledges, bank activity, accounting aggregates, and forecast warnings.
Reports
Weekly, monthly, quarterly, and board-ready packets with submission evidence.
Oversight
Agents, people, tool calls, costs, approvals, and the audit trail behind each result.
Portfolio entrepreneurs
Portfolio Entrepreneur workflows become the company-portfolio template.
Classification
A / B / C / D company tiers
Score profitability, center-fee payment, and top-line growth with evidence shown beside each criterion.
A
B
C
D
Report control
Weekly, monthly, quarterly tracker
Each company gets a report folder, due-period status, submitter, timestamp, missing-file queue, and late escalation.
Financial aggregate
Accounting-platform rollup
Pull regular snapshots from QuickBooks and related systems, normalize statements, and flag stale or inconsistent books.
Bank approvals
Threshold exception ledger
Bank transactions above policy limits become action cards requiring approver identity, notes, and attached support.
Center funds
Incoming funds tracker
Track management fees, pledges to NSBT, statutory payments, arrears, expected dates, and collection owner.
Email monitor
Queries needing response
Surface unanswered operational, financial, and compliance questions with sender, age, linked company, and suggested owner.
Bank client + hospitality template
Hospitality and lifestyle operators get the client-workspace pattern.
A regulated bank sees a hospitality client workspace with venue-specific widgets, connectors, credit context, report packets, and approval thresholds.
P&L, chart of accounts, bank feed, journal entries, invoices, deposits.
Sales, tenders, discounts, voids, refunds, tips, taxes, item mix.
Schedule, actual hours, missed punches, overtime, payroll preview, payroll journal.
Deposits, BEOs, guarantees, expected revenue, staffing gaps, deadline risk.
Build order
Prototype the shared primitives before deep vertical features.
Today + Inbox
Pulse pills, action cards, filters, approvals, snoozes, source confidence, and empty states.
Companies + Money
Entity list, classification scorecards, payment status, accounting snapshots, and bank exceptions.
Reports + folders
Report period registry, submission evidence, generated packets, missing-doc queue, and exports.
Hospitality template
Revenue, labor, events, reconciliation, and end-of-day close once the shared primitives hold.