Executive Dashboard

ClickUp Live Integration

Connected

Connected Space: Hometown Systems Lab (2-Person Specialist Team: Remark Antipala & Jesniel Pascual)

Workspace: Hometown Roofing & Restoration
Mapped Assignees: Remark A. & Jesniel P. (Hazzel E. = Ops Mgr)
Last Synced: Ready to import
Weekly Report: December 30 – January 5, 1969
Tasks Planned
18
Tasks Completed
9▲ +3
Completion Rate
50%▼ -50
In Progress
3
For Review
1
Blocked
1
Overdue
0
QA Pass Rate
70%▲ +70
Rework Required
3
Projects Implemented
1
Active Projects
7
Upcoming Projects
2

Weekly Performance Score

Weighted across completion, on-time, QA, milestones, docs & blockers

62/ 100
Needs Attention
vs prev: -5 pts
Completion Rate (30%)
50%
On-Time (20%)
100%
QA Pass (20%)
70%
Milestones (15%)
58%
Documentation (10%)
44%
Blocker Resolution (5%)
0%

Weekly Delivery Progress

Planned → In Progress → For Review → QA → Completed

Planned18
In Progress3
For Review1
QA Testing10
Completed9
Planned vs Completed
9/18
Carryover In
0
Added Midweek
3
Completed This Week
0
Carryover Out
9

Active Projects

Projects currently being implemented

Voice AI Post-Call Capture

Summit Roofing Co.

Internal Testing
Owner: Marcus Reyes
High
Progress78%
Next: Fix failed routing conditions for Austin sub-account

Referral Program Automation

Bright Smile Dental

Building
Owner: Marcus Reyes
High
Progress85%
Next: Finalize reward logic and internal notifications

Facebook Lead Ad Auto-Responder

Apex Home Services

For Review
Owner: Marcus Reyes
Urgent
Progress92%
Next: Reviewer approval then production launch

Missed-Call Text-Back Automation

Northstar Legal

Live
Owner: Marcus Reyes
High
Progress100%
Next: Monitor response rates for 1 week

LEAP Integration

Summit Roofing Co.

Blocked
Owner: Marcus Reyes
Normal
Progress40%
Next: Escalate credential request to client

Reputation Automation

Coastal Fitness

Building
Owner: Marcus Reyes
Normal
Progress55%
Next: Build sentiment routing branch

Major Accomplishments This Week

Executive-friendly highlights

  • Facebook Lead Ad Auto-Responder workflow completed and moved into QA.
  • Voice AI post-call workflow routing issue identified and testing plan created.
  • Referral automation architecture completed with reward logic in progress.
  • New automation naming standard implemented across all workflows.
  • Internal notification logic improved to reduce team noise.
  • Missed-Call Text-Back automation launched and live for Northstar Legal.

Work Category Breakdown

Completed, in progress, and blocked by GHL work category

QA & Testing

Total Tests
10
Passed
7
Failed
3
Pass Rate
70%

Recent QA Results

TestProjectSeverityResult
Location routing — AustinVoice AI Post-Call Capture
High
Fail
Trigger on call completionVoice AI Post-Call Capture
Low
Pass
Internal notification deliveryReferral Program Automation
Low
Pass
FB lead auto-responder latencyFacebook Lead Ad Auto-Responder
Low
Pass
Lead routing by campaignFacebook Lead Ad Auto-Responder
Low
Pass
Missed-call text-backMissed-Call Text-Back Automation
Low
Pass

Blockers & Risks

Unresolved blockers — highlighted if open more than 7 days

BlockerTypeOwnerDays OpenStatus
Missing LEAP API credentials from clientMissing AccessSofia Alvarez0
Open
Routing condition fails for Austin sub-accountTechnical IssueDavid Chen0
In Progress
Awaiting client confirmation on field usageClient ApprovalPriya Nair0
Open
Duplicate referral not detectedTechnical IssuePriya Nair0
In Progress
Stage 2 trigger not firingTechnical IssueDavid Chen0
In Progress

Next Week Priorities

Top priorities for the coming week

  1. 1
    Complete Voice AI Post-Call Capture QA — Voice AI Post-Call Capture · David Chen · due 1969-01-10
  2. 2
    Finalize Referral Program Automation — Referral Program Automation · Priya Nair · due 1969-01-09
  3. 3
    Test Facebook Lead Ad Auto-Responder — Facebook Lead Ad Auto-Responder · James O'Connor · due 1969-01-07
  4. 4
    Implement contact reply AI agent — — · David Chen · due 1969-01-10
  5. 5
    Complete workflow documentation — — · Sofia Alvarez · due 1969-01-11

Week-over-Week Trends

8-week trend across key metrics