Overdue Follow-ups
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Active Conversations
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Contacted — No Reply
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Cold Prospects
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Stage booking
Sell-through tracker. Watch revenue, momentum, and which high-value dates to close next.
Slots sold
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of — total
— sell-thru
Prime open
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$200/hr Fri–Sun
— sell-thru
Non-prime open
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$175/hr Mon–Thu
— sell-thru
Warm pipeline
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applied, not yet paid
— sell-thru
Booking momentum
Daily bookings & revenue. Watch the trend after each campaign.
Close these next 🔥
Prime weekend slots still open — the highest-value dates to push.
Booking calendar
Filled dots = booked. Click a slot to book or inspect.
Outreach contacts
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.
🟢 Available
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🟡 Held
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🔴 Sold
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💰 Revenue Sold
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📊 Revenue Available
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| SKU | Zone | Grade | Status | Price | Buyer | |
|---|---|---|---|---|---|---|
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🔒 Active Holds
Trees currently on hold — convert to sales or release.
📦 Orders
Track sales, fulfillment, and pickup codes.
| Order | Tree | Customer | Amount | Payment | Fulfillment | Pickup Code | Actions |
|---|---|---|---|---|---|---|---|
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📋 Sponsor Applications
| Submitted | Organization | Theme | Tree | Flag | Status |
|---|---|---|---|---|---|
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Tree program
Outbound lead list + inventory meters. Filter leads by Customer resource.
Map
Neon schematic + inventory dots (sold = blue).
Tree inventory map
Lead list is below. Use Align Maps / Plot Inventory to place and visualize trees.
Tree registry
This is the actual tree database (seeded in SQLite). Use it to track available/reserved/sold.
| Tree | Status | Buyer | Company | Notes | Updated |
|---|
Click each anchor on the Base map, then on the Google map. Do all 5 anchors.
Base map
Google map (overlay preview)
Draw polylines along pathways. Perimeter paths can be set to “inside-only” after saving (edit JSON via API for now).
Inventory plot
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
—
Goal
—
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
Marketing
Dashboard-first: one place to track Sponsorship + Donor + CIC campaigns, owners, next actions, and outcomes.
Halsey — Email Intelligence
Read-only relationship intelligence from exact email matching. No drafting or sending in v1.
—
Top 10 Relationship Actions
Halsey’s best current action queue — with soft suppression, strategic boosts, and public-school guardrails.
Campaign-Cleared Candidate Pool
Seeded from Golden Contacts and guarded for Sponsorship, Donation, and Merch Monday use.
Eligibility + Pressure Control
Verified / likely / needs_refinement / blocked / on_hold, plus 2/3/4/5 cadence re-entry and cross-campaign pressure holds.
Unsubscribe Analysis
Quick unsubscribe cuts by campaign type and lightweight segment traits.
Micro-Assumption Experiments
Tiny reversible filters with explicit provisional / accept / reject decisions.
Enrichment Queue
High-value contacts with incomplete or dirty data that Halsey should refine over time.
Needs Attention
Ranked follow-up candidates and open loops.
Recently Active
Relationships with fresh motion.
Stale but Important
Older relationships worth resurfacing.
Cooling Off
Contacts who were touched too recently.
Contact Detail
Click any Halsey row to inspect recent email history and why it was surfaced.
Select a contact above.
Comms
Drafts + outbound monitoring live here. (Mission Control: no comms surface.)
Outbound activity
Counts from
deliverables/citp/campaigns/**/send_*.jsonl.—
Local drafts
Local draft queue for review (not Outlook Drafts).
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Engagement–Value matrix (proxy)
Leading indicator for donor pipeline quality. Click a cell to drill into donors.
At a glance
Latest campaigns + basic KPIs.
Campaigns
Most recent first. Click a campaign to view artifacts + notes.
Next actions
Cross-bucket action queue (manual for now).
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).
Reactivation Goldmine
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High-value lapsed donors — ready to re-engage
Neglect Watchlist
—
Overdue for a stewardship touch
Top Donors
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Major & mid-tier — always worth stewarding
Recent Gifts
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Last 60 days — send a thank-you
Contacts
Golden contact rollup (Constant Contact + Shopify + M365). Use filters to find email/name/tags/source.
Total
—
Constant Contact
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Donor Dock
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Fareharbor
—
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 & Blacklisted
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Import status
Latest sync runs for marketing sources.
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Import new leads
Upload a CSV, name it, and it becomes a Segment.
Expected columns: email (required) plus optional first_name, last_name.
Org leads (no email required)
For “who’s who” lists and org directories. Stores organization/person + references even without email.
Expected columns (flexible): organization, name, optional title, phone, website, references, notes.
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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