Dashboard
AI assistant panel, smart recommendations, auto-generated action plans, enterprise analytics, KPI trends, executive scorecards, protected access, portals, funding readiness, franchise/licensing expansion, Drive vault, Sheets sync, marketing plan, and owner operations.
Use the new AI Assistant Command Center to convert owner questions, analytics, alerts, tasks, marketing, vault readiness, and expansion data into smart recommendations and practical action plans without needing an external API.
DBA Snapshot
Fast view of each business line and its build phase.
Owner Attention Queue
Next actions pulled from task command.
Your enterprise control room for risk, readiness, revenue, documents, and DBA health.
This page converts your local and cloud-synced data into owner decisions: which DBA needs attention, which records are missing, which documents are stale, which revenue streams are active, and what to do next.
DBA Health Scores
Calculated from records, tasks, documents, revenue, Drive activity, and calendar activity.
Owner Recommendations
Automatic next actions based on the weakest areas.
Revenue by DBA
Projected, pending, and actual/paid by business line.
| DBA | Projected | Actual/Paid | Pending | Records |
|---|
Priority Queue
High-priority open tasks across all DBA systems.
Search across every DBA, record, task, document, event, revenue entry, and folder.
Use this as the owner command bar. Search client/customer records, product orders, candidates, students, properties, Drive files, folders, tasks, events, revenue notes, and DBA modules.
Search Results
Type to search your full enterprise system.
DBA Systems
Each card opens an individual DBA dashboard page inside this same file.
Enterprise Profile
Parent-company details used across every DBA page and Google Sheets profile tab.
Enterprise Operating Model
This profile becomes the shared identity layer for your DBA systems.
Revenue Entry
Track projected or actual revenue by DBA.
Revenue Intelligence
Owner view across business lines.
Revenue Ledger
Editable local revenue history.
| Date | DBA | Type | Description | Amount |
|---|
Add Task
Create owner tasks across all DBA systems.
Task Filters
Quickly focus on what matters.
Task Command Board
Tap complete or delete to maintain the queue.
Document Vault Entry
Track where documents live. v1.3 saves the document index locally and to Google Sheets.
Vault Strategy
Use this as the master index. v1.3 creates Google Drive folders automatically and writes Drive folder links back into the vault index.
Document Vault Index
Local document tracking table.
| DBA | Category | Name | Status | Location / Notes |
|---|
Upload files to Google Drive, preview documents, and search the full vault.
Create the master Drive folder structure, upload files into DBA/category/document folders, save file links back to Google Sheets, and search the vault from one owner page.
Drive Vault Settings
Leave Folder ID blank to create a new master folder in your Google Drive. Paste an existing folder ID or URL to use an existing folder.
Create Document Folder
Create a Drive folder for a document, contract, intake packet, client file, vendor file, or DBA project.
Upload File to Drive
Select a file, assign it to a DBA/category, and upload it directly into the Drive vault. The file record saves to the Document Vault index.
Vault Search + Preview
Search by file name, document name, DBA, category, notes, folder path, or status.
| DBA | Category | Document | Status | File | Preview | Folder | Notes |
|---|
Drive Folder Index
Folders created or loaded from Apps Script. The index also syncs to the FOLDERS tab.
| Type | DBA | Category | Name | Path | Folder |
|---|
Drive Build Rules
v1.4 keeps the v1.3 folder structure and adds files inside document folders.
Master Calendar Entry
Track events across DBAs.
Upcoming Events
Next 7 days view.
Weekly Strip
Mobile-friendly weekly command board.
Google Sheets Connection
Paste your deployed Apps Script Web App URL here. The system will save it locally.
Sync Status
Use this panel to confirm what happened.
Google Sheets Data Model
The Apps Script creates these tabs in your Google Sheet.
| Tab | Purpose | Key Columns |
|---|---|---|
| PROFILE | Parent-company profile | key, value, updatedAt |
| DBAS | Business lines | id, slug, template, name, status, phase |
| RECORDS | Individual DBA records | id, dba, date, category, title, status |
| REVENUE | Revenue ledger | id, dba, type, amount, date, desc |
| TASKS | Execution queue | id, dba, priority, due, status, title |
| DOCUMENTS | Vault index | id, dba, category, name, status, location, driveFolderUrl |
| FOLDERS | Drive folder index | id, type, dba, category, name, path, url |
| EVENTS | Calendar entries | id, dba, type, date, time, title |
| AUDIT_LOG | Sync/setup trail | timestamp, action, detail, userAgent |
Restricted workspace for social media, website updates, campaigns, assets, and approval flow.
This is where your Marketing & Brand Operations Coordinator works. It supports every DBA, but keeps financial, clinical, private legal, role settings, and Owner-only intelligence protected.
Add Marketing / Brand Item
Use this for content ideas, social posts, website updates, campaign tasks, Canva assets, reviews, and approval requests.
Marketing Contributor Boundaries
This workspace is designed so marketing can work without touching protected Owner areas.
Approval Queue
Items waiting for owner approval.
Website Updates
Website-specific requests and copy changes.
Campaign Calendar
Upcoming marketing due dates.
Marketing & Brand Tracker
Searchable local/cloud-synced marketing items across DBAs.
| Due | DBA | Type | Channel | Title | Status | Approval | Asset |
|---|
180-Day Marketing Content Plan, Social Media Calendar, and Campaign Templates.
Generate six months of DBA-aware content ideas for social media, website updates, Google Business Profile, email/newsletter, Canva assets, testimonials, campaigns, and owner approvals. Marketing Contributor can work from this page without accessing protected Owner areas.
Plan Generator
Choose the start date and focus, then generate 180 days of content. Existing plan items are replaced only after confirmation.
Recommended use: Generate the plan, review with Owner, then import approved items into the Marketing Tracker so they feed notifications, digests, and calendar sync.
Campaign Template Library
Reusable campaign frames for each DBA and public-facing launch cycle.
Content Plan Filters
Filter the 180-day plan by DBA, platform, status, pillar, or keyword.
Weekly Content Rhythm
The generator rotates this structure over 180 days.
180-Day Social Media Calendar
Use this as the master planning table. Import sends items into the Marketing Tracker.
| Day | Date | DBA | Platform | Pillar | Title | Caption / Copy Direction | CTA | Status | Approval |
|---|
Owner PIN, role permissions, and DBA-level access control.
Control who can see the enterprise dashboard, which DBA systems each role can access, and whether a role can write data, upload files, sync cloud data, or manage settings.
Role PINs
Owner can edit PINs. Admin can view role setup but cannot change Owner access.
Current Access Summary
Fast explanation of what the current role can do.
DBA Permission Matrix
Choose which DBAs each role can access. Owner always has full access to everything.
Section Permissions
Navigation is filtered automatically based on the current role.
Audit Log + Activity Timeline + Security Event Tracking
Track who entered the system, what changed, what was denied, what synced to cloud, and what actions need owner review. This local timeline can also be pushed to or loaded from the Google Sheet AUDIT_LOG tab.
Audit Filters
Search by role, action, area, severity, detail, timestamp, or session.
Activity Timeline
Newest events appear first.
Security Watchlist
Denied access, failed logins, role changes, and sensitive actions.
Audit Ledger
Detailed log table for review, export, or cloud sync.
| Time | Role | Area | Severity | Action | Detail | Session |
|---|
Email Reminders, Calendar Sync, and Notification Digests
Use Apps Script to send owner/admin notification digests by email and create Google Calendar events from your Master Calendar, task deadlines, marketing dates, and owner review queue. Local save still works without cloud connection.
Email Reminder Settings
Send a digest of active notifications, deadlines, owner reviews, and security warnings.
Google Calendar Sync Settings
Create events in your Google Calendar from system dates and deadlines.
Email Digest Preview
This is what will be sent through Apps Script MailApp.
Calendar Sync Preview
Items that can be created as Google Calendar events.
Digest Log
Email digest results from this browser or cloud load.
Calendar Sync Log
Google Calendar event creation/update results.
Notifications, Deadline Alerts, and Owner Review Queue
This page automatically pulls together due dates, overdue items, owner approvals, missing documents, high-priority tasks, marketing review items, compliance-style reminders, and recent security concerns into one action queue.
Alert Filters
Filter by urgency, category, DBA, or search term.
Add Manual Owner Review Item
Use this for anything you want to personally review before it moves forward.
Active Notifications
Generated from tasks, documents, marketing, calendar, audit/security, and manual review records.
Owner Review Queue
Items that should not move forward until Owner or Admin reviews them.
Notification Ledger
Full alert table for tracking, dismissal, and review routing.
| Severity | Category | DBA | Due | Title | Detail | Action |
|---|
Train staff safely before they touch live enterprise operations.
Use this page for guided onboarding, role practice, demo data resets, and quick-start walkthroughs. Training actions are local-first so a new staff member can learn the system without damaging live Sheets, Drive, or calendar data.
Quick Start Walkthrough
Choose the role you are training, then follow the checklist. Completed items save locally.
Demo Data Reset + Practice Controls
Load or clear safe practice data without wiping your real local backup unless you choose full reset in Settings.
Training Activity Log
Local training events and walkthrough progress.
Client, family, partner, regulator, and public-facing read-only portal modes.
This section creates limited portal records and preview-only access paths so external users can see approved information without entering Owner, finance, clinical, role, cloud, audit, or private vault areas.
Create Portal Access Record
Use this to document who can receive a restricted portal view and which DBA or purpose the access belongs to.
Portal Safety Rules
These rules keep external access separate from your owner command center.
Public Brand Portal Preview
Safe public-facing company and DBA information.
Client / Family Portal Preview
Approved items only; no full EHR or private chart access.
Regulator / Partner Preview
Compliance-friendly summary, portal rules, and document references.
Portal Access Directory
Local/cloud-ready index of external access records.
| Type | DBA | Name | Status | Expires | Allowed Content |
|---|
Board Packet Generator + Funding Readiness Portal
Prepare a read-only, polished packet for investors, lenders, grant reviewers, partners, and internal board-style reviews. This portal summarizes DBA structure, readiness documents, revenue snapshot, compliance evidence, marketing readiness, and owner review items without exposing private clinical or sensitive vault content.
Add Readiness Evidence / Gap
Track documents, proof, tasks, and readiness notes for lenders, grants, investors, or board review.
Board Packet Builder
Generate a polished snapshot for lending, grants, investor conversations, or board-style review.
Readiness Evidence + Gap Tracker
Search and manage funding, lender, grant, investor, compliance, and board-prep items.
| Category | DBA | Title | Status | Priority | Due | Evidence |
|---|
Generated Board Packets
Saved packet snapshots for review and printing.
Latest Packet Preview
Public-safe packet preview. Use print/save PDF from your browser.
Franchise / Licensing Readiness Kit + Operations Manual Generator
Package each DBA into a repeatable operating model with brand standards, territory planning, readiness evidence, training requirements, manuals, SOPs, and owner approval tracking.
Add Readiness Item
Track the evidence needed to license, replicate, or franchise a DBA.
Operations Manual Generator
Create a printable operations manual draft by DBA.
Readiness Tracker
Franchise/licensing evidence and gap list.
Manual Preview
Latest generated manual draft.
Build future DBAs, service lines, and expansion models from one guided workspace.
Plan a new business idea from concept to launch: services, pricing, staffing, startup costs, compliance, documents, website pages, marketing, folders, dashboards, and SOPs.
New Business / DBA Builder
Create a reusable expansion blueprint.
Latest Blueprint Preview
Launch plan, module map, and next actions.
Business Builder Blueprint Library
Saved expansion plans and future DBA ideas.
| Date | Name | Type | Customer | Cost | Revenue | Risk | Score |
|---|
KPI trends, executive scorecards, and owner-level decision intelligence.
This analytics layer converts your enterprise data into monthly KPI trends, DBA performance scores, revenue movement, operational workload, vault readiness, marketing activity, expansion metrics, and executive scorecards.
Monthly KPI Trends
Aggregated by month from revenue, tasks, records, documents, events, marketing, and expansion data.
DBA Executive Scorecards
One score per DBA using revenue, activity, documents, tasks, marketing, and readiness signals.
Owner Insights
Automated recommendations based on KPI movement and weak spots.
Executive Scorecard Preview
Generate, review, print, or export a current board-style summary.
Analytics Ledger
Saved executive scorecards for trend review and leadership packets.
| Date | Title | Enterprise Score | Revenue | Open Workload | Insights |
|---|
Smart recommendations and auto-generated action plans for your ATM enterprise.
This panel uses your local system data to create guided owner recommendations, DBA-specific action plans, marketing next steps, vault priorities, expansion tasks, and executive follow-up lists. It is rule-based and safe to run without an external AI API.
Ask the Assistant
Choose a focus area and generate a practical owner action plan from your current system data.
Smart Recommendations
Generated from analytics, notifications, documents, marketing, tasks, security, and expansion records.
Generated Action Plan
Review, save, print, or convert the plan into owner tasks.
Saved AI Action Plans
Local plans can sync to the new AI_ACTION_PLANS sheet tab.
| Date | Focus | DBA | Horizon | Top Actions |
|---|
Local Save + Backup
Export your data before clearing browser storage or switching devices.
Storage Key: ATM_ENTERPRISE_COMMAND_CENTER_V21
This version saves locally first and can sync to Google Sheets when connected.
Owner PIN
Default PIN is 7481. Change it for this browser/device.