Suggestions board
The goal of this tab is to capture what else to add or change in this dashboard — features, reports, integrations, or UX tweaks. Propose an idea, upvote the ones you want next, and we’ll triage them into the roadmap.
Live agency data from connected sub-accounts
Wire the client list and every KPI to the live agency account so numbers update in real time instead of demo figures. Tokens are ready in Settings → Tokens & integrations; this flips the whole dashboard live.
Access control — admin vs. per-subaccount users
Full admin access for the agency, plus restricted user logins that only see their own sub-account's stats. Cloud is now enabled, so email/password auth and per-user scoping can be built on it.
Meta Ads cost breakdown by campaign
Add a per-campaign spend vs. leads view inside the Clients tab so clinic owners can see which campaigns are actually driving bookings, not just the aggregate.
Slack "Pulse of the Day" digest
Scan connected Slack channels for client intent, promises, and support needs, then surface a daily follow-up digest — who to call, what to schedule, what's slipping. Held until the AI agent piece is ready.
AI agent for insights & recommendations
A dedicated agent that analyzes each stat group and posts recommendations (missing KPIs, inconsistencies, consistently bad performance, GHL-vs-Meta discrepancies and how to resolve them). Deferred to your AI expert to build out.
Google Ads & Analytics connection
Add Google (AdWords + Analytics + other Google suite) as a live data source alongside the CRM and Meta. Settings card is in place; needs OAuth + tokens to go live.
Team activity from sub-account audit logs
Pull audit logs per sub-account and build an interface showing who is actually using each sub-account — logins, edits, actions over time. Endpoint is stubbed; needs live tokens to populate.
GHL vs. Meta (and other channels) consistency check
Compare lead counts across channels, flag where numbers disagree, and explain why and how to resolve it. Comparison UI is built; needs live data from both sources to actually reconcile.