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🎯 Stage Funnel
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💰 Top Prospects (by ask)
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💬 Recent Activity
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📋 Pipeline Items
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Stage booking
Booking-focused pipeline. Calendar shows open vs booked slots and booking density.
Nov + Dec (booking calendar)
Icons represent 1-hour slots. Filled = booked.
Special events
Time/space rentals available every day 12pm–10pm. Run the season from one place: occupancy, upcoming events, issues, day detail, and the full event roster.
Upcoming
Next scheduled events in the season window.
Needs attention
Events missing detail, activations, or readiness.
Nov + Dec (special events calendar)
Dots represent 1-hour slots. Filled = booked. Click a day to inspect it. Click a slot to create a booking.
Day detail — (pick a day)
Click a day in the calendar to filter cards below.
All events
Search and filter the full special events roster.
🌲 Tree Inventory
CITP Spatial Commerce Platform — Manage seasons, zones, and tree inventory.
| SKU | Zone | Grade | Status | Price | Buyer |
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🔒 Active Holds
No active holds
🛒 Orders & Fulfillment
| Order | Tree | Customer | Amount | Status | Fulfillment | Pickup Code | Actions |
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🛍️ Shopify Integration
Shopify sync requires Admin API token. Product templates are ready — once connected, trees will sync automatically.
📋 Sponsor Applications
| Submitted | Organization | Theme | Tree | Flag | Status |
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Collaborators
People who serve a business purpose (relationships, partnerships, intros) but aren’t direct revenue pipeline items.
Reports
Two views: CEO/Board (board-safe numbers) + Daily Operator (what to do today).
Revenue by stage (by month)
Forecast uses expected close date if present; otherwise follow-up month as a proxy.
Pipeline trend (daily)
Daily snapshots: Unweighted vs Weighted over time.
$ by stage
Unweighted vs weighted distribution across stages.
Forecast realism
Daily snapshots: Unweighted vs Weighted over time.
Revenue at risk
Stalled 30+ days, no next step, past expected close.
Stage aging
Heatmap of deal age buckets by stage (based on last activity/touch).
Pipeline funnel
Activity
Uses logged activity (Calls / Emails / Meetings) in Notes.
Stalled deals (no activity in 4 weeks)
Pipeline health
Weighted = amount × stage probability (override-ready). If weighted is <~60–70% of unweighted, pipeline is fluffy.
Givebutter (crowdfunding)
Campaign performance snapshot (live from Givebutter API).
Raised
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Goal
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Status
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Donors
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Daily totals by category
Daily snapshots (6am PT). Shows pipeline totals by category over time.
Daily operator
This view is designed to answer: “What should I do today to move the needle?”
Top deals to work
At risk
Overdue follow-ups + stalled deals.
What changed since last week
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📈 Send Volume & Replies (60 days)
📡 Campaign Tracking
All Campaigns
👁️ Opens
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📨 Tracked Recipients
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👁️ Unique Opens
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📊 Open Rate
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🔁 Total Opens
👆 Clicks
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🔗 Tracked Links
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👆 Unique Clickers
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🎯 Click Rate
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📊 Total Clicks
⚡ Live Activity
🔴 0 5m
🟡 0 1h
🟢 0 24h
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🎯 Campaigns
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🏆 Top Engaged Contacts
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💬 Recent Replies
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🗓️ Reply Heatmap (day × hour)
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Review
Two queues: (1) comms ↔ sponsor linking, (2) entity promotions from historical staging.
🚦 Pipeline Health
Revenue Quality Control: what is blocking clean sponsorship execution right now.
Campaign QA
Auto-flags for manual review (e.g., company ↔ domain mismatches) so quality gates live in one place.
Latest sponsor company↔domain flags—
Segments QA
Manual segments that don’t appear to be backed by a data source (naming-based heuristic).
Unattached manual segments—
Entity promotions (Historical 15 tabs)
Review entity-only staging rows and selectively promote them into the Sponsorship pipeline (stage: on_hold).
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🏅 Donor Tiers
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💵 Revenue by Source
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📈 Monthly Revenue (12 months)
💫 Recent Gifts
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📋 Donor List
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Action queues
Default: expected gift interval 180d; touch cadence 90d; goldmine cutoff ≥ $1,000.
Reactivation goldmine
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Neglect watchlist
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Prospects (no giving yet)
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Top donor concentration
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Contacts
119K+ golden contacts across all sources
Total
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Constant Contact
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Donor Dock
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Fareharbor
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Givebutter
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Historical Data
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M365
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PM Most Engaged
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Shopify
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Website
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ZoomInfo
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Suppressed
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Search to load contacts.
📤 Import Contacts & Org Leads
📁 Import CSV → Segment
🏛️ Import Org Leads (no email required)
Segments
Constant Contact lists (segments) pulled from the marketing database.
Click Refresh to load.
Settings
Dashboard configuration + health/status.
Golden contacts
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Constant Contact
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Shopify
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ZoomInfo
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Donor Dock
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Fareharbor
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PM Most Engaged
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Historical
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Alerts
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Integration health
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Data integrity
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Infrastructure
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Health thresholds
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