Owner Dashboard
Good morning — here's your company overview
Welcome back, Misael
You have full visibility across all operations. Your team is active across 3 markets — Charlotte, Charleston, and Atlanta.
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Active Jobs
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Open MOs
75
Employees
Attendance
Checking status...
✓ Clocked in at
Revenue MTD
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Connecting to Odoo...
Active Projects
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Across all markets
On Schedule
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Jobs on or ahead
Needs Attention
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Behind or at risk
Active Jobs
View all →
| Job Name | Market | Status | Progress |
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| Connecting to Odoo... | |||
Recent Activity
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1CG Intelligence
AI Engine
1CG Intelligence ready. Ask me anything about your jobs, fabrication, inventory, or financials. Try: "Which jobs are behind schedule?" or "What's our revenue vs last month?"
Analyzing your Odoo data...
Jobs & Projects
Your assigned projects and fabrication status
My Projects
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Active assignments
In Fabrication
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Open MOs
Ready to Close
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MOs to close
In Progress
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Active MOs
My Projects
Loading your projects...
| Project Name | Status | Tasks | Start Date | Deadline | Fab Sequences |
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Fabrication Status
All open manufacturing orders
Loading fabrication data...
| MO Number | Product / Job | Status | Deadline |
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Project Drilldown
Project Name
Loading sequences...
Project Name
Fabrication Sequence Tracker
Total Sequences
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All floors
Fab Sheet Provided
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Ready for shop
Fabricated
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Complete
Pending
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Not yet fabricated
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Operations
Fabrication schedule, requests, and inventory
Loading fabrication schedule...
New Fabrication Request
Loading door schedule...
Search Parts Across Jobs
Search by profile or part number like E3902 and see which jobs have inventory available.
Search by part number to see matching inventory across jobs.
Select a job above to view material on hand.
Estimating
Estimator workflow, contracts, and AI bid support
My Contracts
| Job Name | Client | Contract Value | Status | Received | PM |
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My Active Bids
| Bid ID | Project Name | GC | Status | Base Bid | Bid Date | Age | Office |
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1CG Bid Assistant
Estimating AI
Bid Assistant ready. I can help you analyze bids, review scope of work, identify missing line items, and analyze bid history. Try:
"Review this scope of work and tell me what I might be missing"
"Why might we be losing bids on curtainwall projects?"
"What are the typical exclusions for a storefront system?"
"Review this scope of work and tell me what I might be missing"
"Why might we be losing bids on curtainwall projects?"
"What are the typical exclusions for a storefront system?"
Analyzing...
Sales
Pipeline performance, GC relationships, client momentum, and bid health
Total Bids (YTD)
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Logged this year
Won Bids
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Secured / Contract
Lost Bids
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Lost (Dead)
Close Rate
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Won ÷ (Won + Lost)
Active Pipeline
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Open bids total value
Monthly Bid Volume & Win Rate
Bids logged per month vs won bids. Right axis = close rate %.
Bids by Sales Status
Current open pipeline breakdown
Pipeline Value by Office
Total $ in open bids per office
Recent Activity — Last 30 Days
| Date | Bid ID | Project Name | Change | By | Office |
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Active Estimators
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With open bids
Avg Bids / Estimator
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Active open bids
Top Close Rate
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Most Pipeline $
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Close Rate by Estimator
Won ÷ (Won + Lost) — YTD
Pipeline Value by Estimator ($M)
Total open bid value — YTD
Estimator Performance Summary
| # | Estimator | Office | Total | Won | Lost | Active | Close Rate | Pipeline $ | Won $ |
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Total GC Relationships
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Unique GCs bid to
Best 1CG Win Rate
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Most Bids To
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Priority BD Targets
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Low 1CG win rate
GC Win Rate vs 1CG Win Rate
Gap between bars = GC won but 1CG lost the scope
Where 1CG Loses When GC Wins
% of GC-won jobs where 1CG did NOT get scope — BD opportunity
GC Breakdown — Click to expand 1CG detail
GC Row:
🔵 GC Win = Project awarded to GC
🔴 GC Loss = GC didn't win project
1CG Row:
✅ 1CG Win = We got glazing contract
❌ 1CG Loss = GC won but gave scope to competitor
| GC / Company | Total | Win | Loss | Pending | Win Rate | $ Submitted | BD Status | |
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Hot (Should Get)
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Warm (May Get)
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Follow Up
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Bidding (All)
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Secured YTD
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Pipeline by Sales Status
Count of open bids per status
Pipeline Value by Status ($M)
Total bid value grouped by sales status
Bid Funnel — YTD
From received to secured. Conversion at each stage.
Pipeline Detail by Status
| Sales Status | Count | Total Value | Avg Bid | Avg Age (days) | % of Pipeline |
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Top Market (Volume)
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Best Win Rate
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Largest Avg Bid
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Lowest Win Rate
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Bid Volume by Contract Type
Total bids submitted per market — YTD
Win Rate by Contract Type
% won per market segment — YTD
Market Performance by Contract Type
| # | Contract Type | Total | Won | Lost | Win Rate | Total $ | Avg Bid | Won $ |
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Company
Directory, Org Chart, PTO, announcements, and benefits
Total Employees
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Active staff
PTO Pending
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Awaiting approval
Announcements
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Posted this month
Departments
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Active teams
Employee Directory
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Organization Chart
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Pending PTO Requests
| Employee | Leave Type | From | To | Days |
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Request Time Off
My PTO Balance
Link your Odoo employee ID in the admin panel to view your balance.
Post Announcement
Company Announcements
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Admin Panel
Manage employee accounts
Add New User
Cancel
Enables this user to clock in and out from the Hub app on their phone.
Managers see all projects and data, not just their own assignments.
Bulk Import Results
Close
All Users
| Name | Role | Status | Created | Actions | |
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Fleet
Company vehicles, assignments, and service status
Total Vehicles
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Active in fleet
Service Due Today
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Needs attention
Service Overdue
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Past due date
Contract Renewal
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Due soon
All Vehicles
| Vehicle | Plate | Driver | Location | Odometer | Service | Registration | Contract |
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| Loading fleet... | |||||||
IT Help Desk
AI-assisted support — get help instantly or connect with IT
🤖 IT Assistant
Powered by AI — available 24/7
IT Assistant ready. Describe your issue and I'll try to help you resolve it. If I can't fix it, I'll help you submit a ticket to the IT team.
Thinking...
My Tickets
Refresh
Loading tickets...
Submit a Ticket
← Back to Assistant
All Tickets — IT Queue
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Reports
Executive and cross-functional rollups
📊
Company-wide reporting hub
Use Sales for live CRM and pipeline reporting. This Reports area is reserved for executive KPI rollups, cross-department dashboards, and broader analytics.
1CG Intelligence
AI-powered operational insights
Full AI agent page coming in Phase 2.