Business headlines
Financial headlines
Speedometers show progress toward a defined target; thermometers show a figure against a red→green range; the traffic light shows status where there's no clean target ratio yet. Full Group/Print/Digital/Account/Advertising GP breakdown has moved to Sales & Pipeline — this page shows the single Group GP total only.
[MARKER] DIAGNOSTIC MARKER v0.25d NO EMOJI VERSION - if you can see this yellow box the new deploy IS live in your browser
Financial health at a glance
Live · Xero · pulled 23 Jul 2026Real figures, pulled live from Xero for Footprint Copy and Design Ltd. On-demand refresh, not a background schedule — click "Refresh Xero data" whenever you want current figures; "Connect to Xero" is the one-time (or reconnect-if-it-ever-expires) login step. Both need the Finance token, same as everything else on this page. The cash traffic light's thresholds are illustrative for now — once the Board sets a real buffer target (Section 6.4), it can switch to a speedometer against that target instead.
Working capital ratio
1.71 target ≥ 1.0
Live · Xero, 23 Jul
Average order value
£—
Not available — needs order-level data
Balance Sheet cost tracker vs. 3 Aug baseline
Xero · monthlyBaseline set on 3 Aug 2026 per Section 6.4 — this chart is a placeholder until that figure is agreed.
Sales v target
Group & business-unit GP vs. target
Same gauge design as the HUB, same live connector: Print & Account GP pull from the scheduled Zoho feed — actual invoices raised from a confirmed sales order (reference starts "SO-"), in-month by invoice date, split by account owner (Jack Burton/Emily Gunn → Account, everyone else → Print). Not estimates, and not the earlier business-unit split — the HUB corrected both of those in v2.1.0/v2.2.0; this copies the current logic, not the original spec. Digital & Advertising stay manual, same as on the HUB. Targets (£130k/£30k/£25k/£30k/£45k) are copied from the HUB's current settings — keep both in sync if the Board changes them. The single Group GP total and the GP-tied-up-in-WIP figure both now also show on Overview.
Pipeline value
£0
Manual · Head of Sales
Conversion rate
0% / 60% target
Manual until Zoho CRM connected
WIP by production stage
Live · Zoho Books, Sales Orders (cf_soprocess) · pulled 23 Jul 2026Open sales orders
100
Live · Zoho Books
GP tied up in open WIP
£68,779
Live · Zoho Books
This is the real source behind your Analytics screenshot: Zoho Books' own Sales Orders app carries a
cf_soprocess custom field with these exact stage names, and cf_total_gp for margin — not the CRM Sales_Orders module (barely used) and not Zoho Projects. 12 stages consolidated to the top 7 + "Other" for readability.GP by sales team
Live · Zoho Books, Sales Orders (salesperson_name) · pulled 23 Jul 2026Correctly attributed this time —
salesperson_name on the Sales Order, not project ownership. Jack Burton's total comes from fewer, larger jobs (9 orders); Steve Knight's from a much higher volume (54 orders) at a lower average GP each — worth having both count and £ visible side by side once this is live, not just the total.Active projects
Live · Zoho Projects · pulled 23 Jul 2026Active projects
81
Live · Zoho Projects, portal footprintsouth
Count only, on purpose — per your steer, GP now comes exclusively from Sales Orders above, not from Projects' own
expected_gp field. This tile is just tracking how many jobs are open, nothing more.Pipeline by stage
Manual · GoHighLevel opportunities pipelineLead
—
Qualified
—
Proposal
—
Negotiation
—
Won
—
GoHighLevel opportunities aren't used consistently enough to justify an automated feed, so these figures are typed straight in by the Head of Sales — click a stage count to edit it. Bars recalculate against the Lead figure.
Leads generated by source
Manual · Meta/Google Ads & ZohoClick either number to edit — the bars and the total above recalculate live, and the Overview page updates too. Meta/Google Ads → Advertising; Zoho → Brand awareness.
Automation open rate
Manual · YLKGauge target (25%) is an illustrative email-open-rate benchmark, not a Board-approved target — swap it out once one exists. Spans four platforms with no single reporting API in common, so all of this stays hand-entered — matches the KPI register at Section 6.4.
Social media platform growth
Manual · updated monthly| Platform | Baseline followers | New followers this month | Growth |
|---|---|---|---|
| — | — | — | |
| — | — | — | |
| — | — | — | |
| TikTok | — | — | — |
Click a Baseline or New followers cell to type directly — Growth% recalculates automatically. No API in common use across all four platforms yet, so this stays hand-entered.
New followers this month, by platform
Google & Meta Ads
Manual · updated monthly| Platform | Impressions | Reach |
|---|---|---|
| Google Ads | — | — |
| Meta Ads (Facebook/Instagram) | — | — |
| Total | — | — |
Totals recalculate as you type. Click any Impressions/Reach cell to edit.
Impressions by platform
Retained customers
0
Manual
Your Lead Kit subscriptions
Manual · logged monthlyCurrent subscriptions
0
Current monthly value
£0
| Month | Subscriptions | Value |
|---|
Add a row each month — the chart and current-value tiles above always reflect the most recent entry.
AI tools utilised in the business
ManualClients utilising AI tools we provide
Manual · logged monthlyCurrent client count
0
| Month | Clients |
|---|
Same monthly-log pattern as YLK subscriptions above — add a row each month to build the growth trend.
Staff happiness index
Staff survey · quarterlyLatest score
— / 80% target
121 completion rate—
HUB engagement—
Company events scheduled (of 3)—
This module is Phase 2 and stays out of scope for the SLT-facing build until Financial Health and Sales & Pipeline are live.