SERVICE HEALTH
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People Tech Revolution
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Updated {{updatedRel}}· stale
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News

what needs attention and what shipped ({{attentionCount}} signals)
{{item.title}} {{item.detail}}
{{item.metric}}
{{item.sevLabel}} Do this · {{item.action}}
More

Key dates

Key dates
{{k.item}}{{k.type}}
{{k.dateDisp}}{{k.amount}}
{{f.source}}{{f.note}}
est.Some figures are estimates or owner-gated. Honesty over precision - last synced {{updatedAbs}}.

Contacts

{{contactsCount}} shown
Owner
{{cBulk.count}}
{{c.company}} {{c.owner}} {{c.stage}} {{c.segment}} {{c.channel}} {{c.lastDisp}} {{c.engLabel}} {{c.scoreDisp}}
No matching contactsTry clearing a filter or search.

Pipeline

drag a card to change stage
Owner
{{col.name}}{{col.count}}
{{c.name}}{{c.company}}
{{ic.flag}}{{c.next}} Lost · {{c.lostReason}}
Move to
Drop here

Proposals & pitches

{{proposals.count}} tracked
Open
{{proposals.openCount}}
in flight
Open value
{{proposals.openValue}}
potential
Won
{{proposals.wonCount}}
{{proposals.wonValue}}
{{p.title}}{{p.client}} · {{p.sentDisp}}{{p.note}}
{{p.valueDisp}} {{p.stage}}

P&L

{{money.verdict}}
P&L · monthly operating costs{{pnl.freePct}}% under cap
Cloud infrastructure est.{{pnl.cloud}}/mo
SaaS subscriptions{{pnl.saas}}/mo
Total burn{{pnl.burn}}/mo
Real revenue$0/mo
Net (cash burn)-{{pnl.burn}}/mo
{{pnl.capPct}}%
of {{pnl.cap}} cap
{{pnl.runway}} mo
cash runway
{{pnl.mrr}}
MRR if revived
6-month cumulative spend forecast
{{fc.label}}
At the current flat burn of {{pnl.burn}}/mo, 6-month spend projects to {{pnl.burn6}} - comfortably inside the {{pnl.cap}}/mo cap.
Monthly burn vs cap
{{gaugeNode}}
{{money.burnDisp}}of {{money.cap}} cap / mo{{money.headDisp}} headroom
{{s.label}} {{s.amtDisp}}est.
Revenue reality{{money.productStatus}}
{{money.revenue.actualDisp}}
Actual
365 days
{{money.mrrDisp}}
Theoretical
MRR
{{money.members}}Members
{{money.subs}}Active subs
{{money.lifetime}}Lifetime
Do thisDecide: revive or retire the membership.

Portfolio

{{delivery.verdict}}
{{portfolio.count}} products
{{pr.name}}{{pr.tag}}
{{pr.status}}
{{pr.progress}}
Top updates
{{u}}
{{delivery.total}} cards across the board{{delivery.overall}}
{{s.label}} {{s.v}}
{{it.name}}{{it.blocked}} blocked{{it.status}}
Blocked spotlight
6
PTR IaCcards blocked · 0 in progress
{{b.name}}
{{b.blocked}}
Do thisUnblock PTR IaC.

Touchpoints

sites & conversions · {{touchTotal}} logged
Highest-ROI channels
{{r.channel}}{{r.meta}}
Where to prioritise
{{rec.title}}{{rec.detail}}
Site health{{website.liveCount}}/{{website.total}} live
{{s.name}}{{s.leads}} leadsLive
Conversion · ptrvr.com
{{website.ptr.leads}}Leads
{{website.ptr.genuine}}Genuine
{{website.ptr.spam}}Spam
Top channel{{website.ptr.topChannel}}
Last lead{{website.ptr.lastLead}}
Traffic is owner-gatedConnect GA4 to light up sessions, sources and trends.Connect GA4 →
Where leads come from{{inbound.genuine}} genuine contacts
{{c.channel}}{{c.count}}{{c.pct}}

Admin Calendar

key dates & risks
Connect Google CalendarTwo-way sync renewals, reminders and key dates with your PTR Workspace calendar.
Connect →
{{calendar.monthLabel}}
SUNMONTUEWEDTHUFRISAT
{{c.day}}{{ev.title}}
Upcoming key dates
{{k.item}}{{k.type}}
{{k.dateDisp}}{{k.amount}}
Risk register
{{r.item}}
{{r.severity}}{{r.status}}

Sales Training

{{training.greeting}} - sparring, golden answers, brain readiness
{{training.progressLabel}}
Loading the Sales Gym...
{{gym.err}}
No sparring personas yet.
{{p.name}} {{p.statusLabel}}
{{p.role}} · {{p.industry}}
{{ic.lock}}Score 70+ on the prior tier to unlock Best score: {{p.best}}
{{gym.persona.name}} · {{gym.persona.role}}
Voice call needs mic + speech support (try Chrome). Text mode always works.
{{gym.micLabel}} Turn {{gym.voiceTurns}} / {{gym.voiceTurnsMax}}
{{gym.voiceErr}}
Loading pre-call brief...
Pre-call brief {{gym.brief.name}} · {{gym.brief.role}} · {{gym.brief.company}} · via {{gym.brief.source}} {{gym.brief.reason}}
Suggested questions - {{q.text}}
Flags - {{fl.text}}
Next step: {{gym.brief.nextStep}}
{{t.text}}
{{gym.turnErr}}
{{gym.sessionErr}}
{{gym.result.score}} score · +{{gym.result.xp}} XP
Criteria met - {{cm.text}}
Delegate recommended: {{gym.result.delegateReason}}
Was the delegate call right?
Loading the golden set...
{{training.err}}
No golden set items yet.
{{g.mode}}{{g.count}}
{{it.question}} {{it.status}}
{{it.why}} Suggested: {{it.suggested}} Hearing: {{it.liveTranscript}} {{it.ttsErr}} {{it.err}}
Source: {{it.sourceLabel}}
Answer history
v{{h.version}} {{h.created}} {{h.source}}
{{h.answer}}
{{brain.readinessLabel}}
Loading the Sales Brain...
{{brain.err}}
No brain data yet - practice a session or answer a golden-set question to get started.
3D view unavailable - showing the plain list.
{{rg.label}}{{rg.completeness}}%
 No leaf items yet.
Loading metrics...
{{metrics.err}}
Twin Readiness{{metrics.readiness}}%
Total XP{{metrics.xpTotal}}
Sessions{{metrics.sessionsCount}}
Streak{{metrics.streakDays}}d
Mastered{{metrics.masteredCount}}
Per-region completeness No region data yet.
{{rg.label}}{{rg.value}}%
No badges yet - complete a sparring session to earn your first.
{{bd.label}}
{{detail.name}}{{detail.segment}}spam
{{detail.company}} · {{detail.type}}
{{detail.ring}}
{{detail.score}}
{{detail.tier}}engagement
Email
Key facts
{{f.k}}{{f.v}}
Next action
Activity timeline{{detail.interactions}} touchpoints
{{g.date}}
{{t.subject}}{{t.meta}}
No touchpoints yetEmails and form submissions will appear here.
Notes
{{n.text}}
{{n.author}}·{{n.at}}
No notes yet.

Leads

act on new leads
Owner
Lead detail requires the updated API - this build is talking to an older /api/data, so the action queue is empty for now.
Action queueDraft, approve, send
Work today
{{l.name}} {{l.org}} {{l.lane}} {{l.scoreDisp}}
{{l.snippet}} Proposed action: {{l.proposed}} {{l.err}}
No leads waiting - inbox zero
All leads
{{r.date}} {{r.name}} {{r.org}} {{r.interest}} {{r.how}} {{r.lane}} {{r.score}} {{r.status}} {{r.owner}}
No leads match these filters.
{{lv.countLine}}

Risks

the risk register - act before they bite
Risk register
{{r.item}}
{{r.severity}}{{r.status}}

Project Roadmap

initiatives, progress and blockers
Delivery

Portfolio status

{{delivery.verdict}}
All card states{{delivery.total}} cards across the board
{{delivery.overall}}
{{delivery.stackSummary}}
{{s.label}} {{s.v}}
{{it.name}}{{it.blocked}} blocked{{it.status}}
Blocked spotlightWhat's stuck
6
PTR IaCcards blocked · 0 in progress
{{b.name}}
{{b.blocked}}
Do this Unblock PTR IaC.

Operations

how the machine is running
Burn vs cap
{{ops.burn}}
of {{ops.cap}} cap · {{ops.capPct}} used
Active members
{{ops.members}}
across products
Product status
{{ops.productStatus}}
membership product
Subscriptions and cloud spend detail live in the PTR DASHBOARD sheet.

Team Calendar

shared dates for everyone - no finance detail - busy/free only, connect & opt in via Settings for your own calendar
{{teamcal.monthLabel}}
SUNMONTUEWEDTHUFRISAT
{{c.day}}{{ev.title}}
Coming up
Nothing scheduled yet.
{{k.title}}{{k.type}}{{k.dateDisp}}

Pricing

the pricing playbook
Pricing playbook lands here - proposals carry pricing today
Rate cards, packaging and discount rules will live on this screen. Until then, every live price is inside its proposal.

Strategy

where PTR is heading
Strategy notes land here
Positioning, bets and quarterly focus are being written up. The live inputs sit in Risks and Portfolio.

Legal

entity, policies and contracts
Legal library lands here
Nothing is stored on this screen yet. Planned:
Entity details and registrationscoming
Policies (privacy, safety, accessibility)coming
Contracts and agreementscoming

HR

people basics, kept minimal
People hub lands here
Roles, onboarding checklists and leave notes are planned. Nothing is stored here yet.
No tax file numbers, bank or health details are ever stored here.

Values

how PTR shows up
Person-first, accessible - always
Warm
Clear
Human
Calm
Respectful
Non-judgmental
Honest about limits

Founders

informational only - no data is stored here
Loading...
{{founders.err}}
Nothing here yet.
{{c.title}}
{{c.body}}
{{lk.label}}

RAI Feed

Responsible-AI news - read-only, external sources
Loading...
{{raiNews.err}}
No news yet.
{{n.title}}
{{n.source}}{{n.publishedDisp}}
{{n.summary}}
Take it easy, {{me.first}}Oh, yeah!
Thinking…
{{ask.answer}}
{{ask.err}}
 Try asking
{{pForm.title}}
{{form.title}}
{{toast}}