Dashboard overview

Built in the shape of Gymdesk, but reading from ClubSignal.

The first layer is operational triage: money, attendance, desk pressure, and alerts. The second layer is lead-by-lead evidence.

Snapshot6/1/2026, 12:52:50 PM
Dashboard modeOperator review
Layout basisGymdesk + ClubSignal
Payments this month

Revenue and commission proof

Joined membership value$0

0 verified joined member(s) recorded locally.

Draft commission$0

0 outcome(s) ready for commission review.

Blocked payout path0

Outcomes that still need proof, isolation, or review cleanup.

Attendance

Intros and expected visits

Attended intros0

Closest current analog to Gymdesk attendance trend.

Expected visitors0

Booked or expected first visits still in flight.

Booked intro calls0

Voice path bookings currently captured in ClubSignal.

Today's desk

What staff sees first

Needs review0

Visitors, referrals, or front-desk cases waiting for staff eyes.

Pending Sheet sync0

The first operational bottleneck when quota or queue issues hit.

Live readiness1/10

8 gate(s) are blocked.

MoneyScheduled, joined, and blocked proof in one lane.
AttendanceIntros, visits, and front-desk pressure before detailed CRM work.
InterventionTasks, alerts, and stale records stay above the fold.
My tasks

Operator to-do items

Triage the current alert board

Confirm the saved live health report is still current and rerun the check if it is stale.

Clear callback and manual review queue

0 open callback item(s), 0 manual review item(s), and 0 front-desk review signal(s).

Close private-pilot readiness gaps

Private test calls: blocked; Private form submissions: blocked; ClubSignal CRM rows: blocked; Google Sheets rows: blocked; Reviewable Gymdesk payloads: blocked; Staff-review routing: warning; Outcome recording: blocked; Owner report preview: blocked; Consent and disclosure audit: blocked

Review draft and blocked follow-ups

0 draft-ready and 0 blocked follow-up item(s) are waiting for review-safe next steps.

Review attended-intro to member path

0 local outcome row(s), 0 local joined member(s), and 0 members in the last live health snapshot.

Notifications

What is not working

No active notifications are visible.
Review queue

Stale leads and manual review

No review queue items are visible.
Blocked / overdue

Quota, sync, and readiness blockers

Private test calls

0/10 private test calls logged before real missed-call routing.

Private form submissions

0/3 lead rows captured through website, voice, manual, or test intake.

ClubSignal CRM rows

No ClubSignal lead rows exist yet.

Google Sheets rows

Create at least one lead and booking before syncing Sheets rows.

Reviewable Gymdesk payloads

0 payload(s) generated; live Gymdesk writes remain disabled.

Outcome recording

0 outcome record(s); verified joins are the first 30-day success KPI.

Improvement lane

What could be improved next

Reduce Sheets read pressure

Cache existing sheet ranges or batch reads so each sync attempt does not re-read broad `Calls!A:ZZ` and `Gyms!A:ZZ` windows.

Cuts the 429 quota failure pattern that is driving the current live alert state.
Expose Gymdesk payload metrics in the review snapshot

Add sent/failed/ready counters and recent payload IDs to the deployed review endpoint.

Makes Gymdesk delivery health visible without replaying payloads or opening a write path.
Add direct Zapier and Gymdesk readback coverage

The runbook still treats Zapier task history and direct Gymdesk note/status readback as not covered.

Closes the blind spots between lead capture, staff review, and downstream membership confirmation.
Store better sync isolation metadata

Include row IDs, tab names, and source entity references on failed sync records so the operator can isolate exactly what broke.

Turns failure review from log-diving into a direct queue item.
Canonical CRM

Person and timeline view

No canonical lead profiles are visible.