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.
Active Jobs
Open MOs
75
Employees
Attendance
Checking status...
Clocked in at
Revenue MTD
Connecting to Odoo...
Active Projects
Across all markets
On Schedule
Jobs on or ahead
Needs Attention
Behind or at risk
Today's Schedule
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Month
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Active Jobs
View all
| Job Name | Market | Status | Progress |
|---|---|---|---|
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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...
Project Managers
Assigned jobs, production visibility, and fabrication status
My Projects
Active assignments
In Fabrication
Open MOs
Ready to Close
MOs to close
In Progress
Active MOs
My WIP Updates
Schedule, install percentage, risk, and PM notes
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| Job | Field Start | Substantial Completion | Install % | Risk | Update | |
|---|---|---|---|---|---|---|
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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
All floors
Fab Sheet Provided
Ready for shop
Fabricated
Complete
Pending
Not yet fabricated
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Operations
Job sequences, requests, door inventory, and mullion inventory
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New Fabrication Request
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Search Mullions 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 mullion inventory 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...
CRM
Pipeline performance, GC relationships, client momentum, and bid health
Total Bids (YTD)
Logged this year
Won Bids
Secured / Contract
Lost Bids
Lost (Dead)
Close Rate
Won (Won + Lost)
Active Pipeline
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
With open bids
Avg Bids / Estimator
Active open bids
Top Close Rate
Most Pipeline $
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
Unique GCs bid to
Best 1CG Win Rate
Most Bids To
Priority BD Targets
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)
Warm (May Get)
Follow Up
Bidding (All)
Secured YTD
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)
Best Win Rate
Largest Avg Bid
Lowest Win Rate
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
Active staff
PTO Pending
Awaiting approval
Announcements
Posted this month
Departments
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
Active in fleet
Service Due Today
Needs attention
Service Overdue
Past due date
Contract Renewal
Due soon
All Vehicles
| Vehicle | Plate | Driver | Location | Odometer | Service | Registration | Contract |
|---|---|---|---|---|---|---|---|
| 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
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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 CRM for live 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.