Shoofly AI | Executive Cockpit

Executive Cockpit

📖 Sales Playbook Internal · signed-in access only

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This week in marketing: what moved against the period before, what needs an owner, and what we cannot measure yet.

Your live marketing priorities — inline-editable, drag to reorder, assign to a person or agent. Plus the agent task queue.

Editorial calendar (blog, social, email) and speaking engagements.

Which channels bring in leads and deals, and how each one is doing.

What each campaign set out to move, the measures agreed for it, and whether they are tracked yet.

Who is talking about us online, which threads are worth a reply, and what our replies did.

Are we sending email, and do people open and click?

Visits → leads captured → booked call → Blueprint → retainer, plus unit economics.

Website analytics + the content console (publish posts, run agent workflows).

$ Marketing EconomicsCAC · ROAS · attribution

What marketing spend costs per deal booked, and what it brings back.

Reading the numbers. Cash: money in the bank right now (live). Revenue: income recognized this period. Net Income: revenue minus expenses this period (your profit). Net Position: cash plus what you are owed, minus what you owe.

Financial OverviewYTD

Revenue

Expenses

Net Income

Margin

Assets--

Liabilities--

Equity--

Cash & Runway--

Net Pos

Pipeline--

-- total

Weighted

Stale

Top Deals ▾

Collections--

Current

1-30d

31-60d

60+d

Invoices by Urgency ▾

30-Day Cash Forecast

Expected inflows--

✦ AI-Powered Insights

Business Health

Key Findings

AI CEO Brief

Good / Better / BestProjected monthly outlook

Scenario	Rev / mo	Exp / mo	Margin	Runway
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Pipeline Overview--

-- total pipeline

Weighted

Open Deals

Stale (14d+)

Pipeline Confidence

Stages

All Top Deals

🔔 Collections Reminder

Telegram reminder

Accounts Receivable

total outstanding

Current

1-30d

31-60d

60+d

All Invoices by Urgency

📊 Projected Cash--

🧐 Can I Afford This?▾

30-Day Cash Calendar (detail)

Expected inflows--

-- -- -- --

When a buyer asks an AI engine to recommend a firm like ours, do we come up, and are we cited?

Where the Money Goes

Spend by Category

Top Recurring Vendors

💾 Software & AI Tools · by vendor

Manual Adjustmentsnot in QuickBooks · dashboard-only

💵 Commissions (manual — folds into burn & cash)

Add manually (custom / non-deal)

Where visits come from, and which pages turn them into actions.

Which search edits are waiting on you, did the shipped ones help, and is Google sending more clicks?

SCENARIOS

Baseline · monthly floortrailing run-rate before scenario deals — toggle/override to model what-ifs

Committed MRR · signed clientsforward retainer revenue — set each one's term & step-changes; drops to $0 when a term ends

12-Month Cash Projection

■ Conservative ■ Target ■ Aggressive - - - $10K danger zone

Detail · tap to expand

Month-by-Month Comparison▾

Month	Con Rev	Con Cash	Tar Rev	Tar Cash	Agg Rev	Agg Cash

$100K MRR Goal — Dec 2026--▾

Current MRR -- → $100K

0%--

Break-Even & Hiring Capacity▾

Break-Even Analysis

Hiring Capacity

Tax Impact by Scenario▾

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