Concept Structural prototype for rhen.orgendgame.com. Live site is untouched. Figures are the real goals and reports pulled from your eight Salesforce dashboards and the ops dashboard on Aug 27; cell values are representative until wired.
This WeekAug 24 – 30
Net leads118109% of 108
Gross243
AL61
FL57
Opps2665% of 40
Contracts467% of 6
Closed$42k42% of 100k
live · as of 2:15 PM

Today

Thursday, August 27 · the first ten minutes
Salesforce 2:01 PM · Ads 6:00 AM
Month-to-date closed profit is $212k against a $400k goal with 2 business days left — you land near $300k unless something moves. The gap is not lead flow; it is seven properties sitting past their fallout window in dispositions, carrying $184k of projected profit. Lead desk is ahead of pace at 118 net leads this week against 108.
Pace calculated on closings booked, not projected · Legacy import (66 txns) excluded everywhere on this page · Hearts touched 2,148 of 20,030 by 2030

Needs a decision from you

Every board on this site ends in a named list, not a chart. These are the queues that are past their threshold right now. Nothing appears here without an owner and a record count.
7
Properties past the fallout window Under contract 45+ days with no accepted buyer offer. FL falls out at 50% vs AL 14% — past this line, half never close. Owner: Dispositions.
23
Next Contact Date pushed with no call or text Acquisition reps moved the date forward without a logged touch. Outbound SMS does not count. Owner: Homebuying Specialists.
14
Attended appointments with no outcome logged The appointment happened; nobody recorded what came of it. Every one of these is a hole in closing-rate reporting.
9
New leads unworked past 30 minutes Median first response this week is 41 min against a 5-min target. Sellers answer best 9–10am; the desk dials hardest 3–4pm.

The month, against goal

Closed profit MTD ?
$212k
53% of goal · 92% of month
Pending close, next 30 days
$299k
goal $400k−$101k
Contracts signed MTD
24 / 32
75% · 2 days left
Avg profit per deal ?
$16k
goal $25k4th month down
Annual revenue tracker
$2.9m / 4.8m
60% · month 8 of 12

The funnel, one line each

Same five conversions the Exec dashboard carries, but shown as one chain so you can see which link moved. Each is defined once in the dictionary and referenced everywhere else.
StageVolumeConversion to nextGoalvs last weekConstraint
Net leads118 48.6% → opp50%+2.1 pthealthy
Opportunities57 88% appt attended85%+3 ptabove goal
Attended appointments50 19% → contract25%−4 ptattack point
Contracts signed24 62% → closed85%−7 ptthe constraint
Closed deals13 $16k avg profit$25k−$1.4kmargin
Why this page exists. The current site has eighteen destinations and no opinion about which one you open first. This page is the opinion: what moved, what is off pace, and the four lists that will not clear themselves. Everything else on the site is where you go once you know which of these four you are chasing.

Dispositions

Every property on the clock · then the reps
Salesforce 2:01 PM
The gap this board fills. Your ISD Scorecard in Salesforce has 18 components and every one of them counts reps — soft contracts, hard contracts, calls, commissions, interested buyers. Not one of them shows a property. With FL falling out at 50% and sign-to-close running to 84 days at p90, the board you are missing is the one below: every property under contract, how long it has been on the clock, and whether anyone is actually working it. The rep scorecard follows underneath — it is the second question, not the first.

Properties on the clock

Under contract
38
$742k projected profit
Past the fallout window ?
7
$184k at risk
No buyer activity in 7 days
11
no offer, no showing, no call
Median days to close ?
51 days
p90 84 days
Fallout rate T90
31%
FL 50%AL 14%
Every property under contract representative rows · live build reads Left_Main__Transactions__c
PropertyMktRepDays on clock Fallout riskBoughtMarketed SpreadBuyer activityLast touch
1420 Cottage Hill RdALMarcus62 $78k$96k $18k0 offers11d ago
307 Blue Angel PkwyFLTasha58 $104k$119k $15k2 offers, both low4d ago
88 Panama City Beach DrFLTasha54 $142k$171k $29k0 offers9d ago
2201 Schillinger RdALMarcus47 $61k$79k $18k4 interested2d ago
915 Navarre Beach CswyFLDevon45 $88k$99k $11k1 offer pending1d ago
640 Fairhope AveALDevon31 $95k$124k $29koffer acceptedtoday
1105 Gulf Breeze PkwyFLTasha19 $71k$93k $22k6 interestedtoday

Why deals die

Read from Cancelled_Contract_Reason__c on the Transaction — not the Opportunity's Closed Lost Reason, which is null on nearly every record.
Cancellation reason · trailing 90 daysby market
Price — couldn't find buyer14FL 10
Seller backed out7FL 3
Title defect5AL 4
Inspection / condition4AL 3
Land / ownership issue2FL 2
The read
Half of Florida's losses are one reason: we bought it and could not find a buyer. That is not a dispositions execution problem downstream — it is an underwriting problem upstream, and it shows up 50 days later where nobody is looking.
The board makes that visible on day 20 instead of day 60 by flagging any property with zero buyer offers past the point where comparable properties had two.

Rep scorecard

This is your existing ISD Scorecard, kept whole but reduced to what is not already answered above. Goals shown are the ones already written into your component titles.
Dispositions repSoft contracts TWHard contracts TW Interested buyersCalls / talk timeAvg profit per deal Fallout rateTime to first offer
MRMarcus32 2144 · 2h11m$21k 18%6 days
TWTasha21 1431 · 1h24m$16k 44%14 days
DKDevon12 1838 · 1h52m$18k 27%8 days
Team · goal 6 / 55 / 4 53113$18k / 25k 31%9 days

Lead desk

SDR floor · speed, coverage, and what it produced
Salesforce 2:01 PM
Rebuilt from SDR Dashboard (19 components) and HH Morning Huddle's lead section. Response time gets top billing because it is the only metric on the old board that is both below target and entirely inside the desk's control.

Speed to lead

Median first response
41 min
target 5 min
Median · PPC leads only ?
18 min
faster, still off target
Missed inbound call rate
7.2%
goal <5%
Unworked > 30 min
9
right now
Net leads this week ?
118
goal 108

The timing mismatch

Sellers answer between 9 and 10am. The desk dials hardest between 3 and 4pm. 7am carries 97 inbound texts against 10 outbound calls. This chart is the argument for moving the shift.
outbound dials seller response rate

By person

Lead managerDialsTalk time ConversationsQueue coverageAppts set Appts / 100 dialsPast due
KVKevin1123h04m28 94%76.32
MCMercy982h41m24 88%66.11
LGLiliana761h58m15 71%33.98
JDJordan1342h12m19 91%43.03
SRSam892h33m22 86%66.70
Effort next to output, always. Jordan has the most dials and the fewest appointments per hundred. Coverage alone would have shown him top of the board. That pairing is why the two columns never appear on separate pages.

Acquisitions

Homebuying specialists · appointment to contract
Salesforce 2:01 PM
Rebuilt from HBS Dashboard (11 components) plus the acquisition half of HH Morning Huddle and your follow-up audit. The two "missing data" components from the huddle are promoted into queues at the top, because a missing outcome is an action, not a statistic.

Queues

23
Date pushed, no touch Next Contact Date moved without a call or text
14
No appointment outcome Attended, never recorded
9
Recording link missing Attended appointments with no call recording

The week

Contracts this week
6 / 8
75%
Contracts this month
24 / 32
8 per rep goal
Closing % ?
19%
goal 25%
Opps with an offer made
71%
+6 pt WoW
Contract → closed T90
62%
goal 85%

By specialist

SpecialistAppts attendedOffers made Contracts TWClosing %Contract→closed Calls / talkPast due
ABAaron14113 27%78%51 · 3h12m2
RMRosa1292 19%64%43 · 2h48m9
TJTyler1581 12%45%38 · 1h51m12
NBNia980 17%71%29 · 2h04m0
Tyler is not a volume problem. Most appointments attended, fewest offers made, worst closing rate, twelve records past due. The old dashboard showed those four numbers on four separate charts on two different boards. One row makes it a conversation.

Title & closing

Days in stage · where the pipeline stalls
Salesforce 2:01 PM
Carried over largely as built. Your existing title scoreboard already does the right thing — business-day dwell per Path stage from field history. It gains a goal line, a week-over-week delta, and the queue at the bottom, then keeps its shape.

Where the days go

Cash conversion cycle
71 days
closing owns 64%
Value of one day cut
$602k/yr
at current volume
Slowest stage · per record
19 med
Resolving Title · p90 62
Biggest stage · by volume
Active
the constraint by throughput

Business-day dwell by Path stage

StageRecordsMedian business days p90OldestOwner
Active42 113451Dispositions
Resolving Title14 196274Title
Title Ordered ?21 122936Title
Clear to Close9 4912Closing

Exec

The money, the trend, and the five conversions behind it
Salesforce 2:01 PM
Rebuilt from Exec Dashboard (19 components). Three changes: the gauges become pace-against-goal (a gauge spanning $150k–750k on the 27th of the month tells you nothing about whether you will make it), the FL/AL links become the global market filter, and the six duplicated conversion metrics collapse into the one funnel chain.

Closed profit by month

The month

Closed MTD
$212k
53% of $400k · day 27
Pending this month
$88k
booked, not yet closed
Projection to month end
$300k
−$100k to goal
Next month best case
$418k
above goal if nothing falls out

The conversions

Leads → opps T90
48.6%
goal 50%
Appointment : attended
88%
goal 85%
HBS closing %
19%
goal 25%
Contract → closed T90
62%
goal 85%
Leads → cash T120
4.1%
goal 6%

Margin

Average profit per dealby month
The read
Profit per deal is genuinely down: May–Jul ran $16–17k against Feb–Apr at $20–25k. Only two blank profit fields all year, so this is not a data artifact — it is real compression, and at 13 closings a month it is roughly $100k of monthly profit.
Sitting next to it on this page rather than three clicks away, because it explains more of the revenue gap than volume does.

L10 scorecard

Weekly numbers against weekly goals · 13 weeks
Week of Aug 24 · partial week
The biggest single collapse on the site. Your L10 dashboard runs 22 components because every metric is built twice — once for Florida, once for Alabama — plus a combined view. With market as a global filter, the same board is eight rows. The scorecard shape below is what an L10 actually needs: measurable, weekly, owned, on/off track at a glance.
The current week is always partial. This board greys the in-progress column rather than plotting it, because a Monday reading on a WoW chart looks like a collapse and has started more than one unnecessary conversation.

Weekly scorecard

MeasurableOwnerGoal / wk Jul 27Aug 3Aug 10Aug 17 Aug 24*13-wk avgTrend
New leadsLaine108 121114 96118 74112on track
Opportunities createdLead desk40 4436 3341 2638at risk
Appointments attendedAcquisitions40 3742 3140 2237at risk
Offers madeAcquisitions27 2928 2231 1727on track
A/B contractsRhen6 75 46 45.4at risk
Soft contracts (dispo)Dispositions5 65 36 35.1on track
Deals closedClosing8 56 46 35.3off track
Closed profitRhen$100k $71k$88k $54k$91k $42k$78koff track
* partial week · not counted in trend

Market split · same rows, one filter

Alabamagoal 52 leads / 20 opps / 3 contracts per week
New leads61 / 52
Opportunities17 / 20
A/B contracts4 / 3
Fallout rate14%
Floridagoal 56 leads / 20 opps / 3 contracts per week
New leads57 / 56
Opportunities14 / 20
A/B contracts2 / 3
Fallout rate50%

Same-store sales

Markets side by side · this year against last
Salesforce 2:01 PM
Your two STS dashboards are clones of Exec. STS: FL and STS: Mobile are 18 components each, and they are the same thirteen metrics as the Exec dashboard with a market prefix on every label. That is 55 components expressing 13 measures. More to the point: they cannot be compared — putting Mobile next to Florida means opening two tabs and reading two gauges. Same-store sales is a comparison, so this board is built as one.

Market comparison · August 2026

MeasureMobile / ALvs Aug 25 Floridavs Aug 25Total vs Aug 25Read
Closed profit MTD$134k+18% $78k−31% $212k−9%FL dragging
Deals closed8+2 5−3 13−1
Avg profit per deal$17k−$4k $16k−$9k $16k−$6kboth down
Contracts signed14+3 10+1 24+4supply fine
Fallout rate14%−2 pt 50%+11 pt 31%+5 ptthe whole gap
Net leads248+9% 231+22% 479+15%
Leads → opp51%+3 pt 45%−2 pt 48.6%+1 pt
HBS closing %22%−1 pt 15%−6 pt 19%−3 pt
On the fence ? $61k—$104k— $165k—FL 63% of it
Cost per net lead$71−$8 $94+$16 $82+$3
Profit per net lead $540+8% $338−43% $443−21% the real STS number
Comparison basis: same calendar month, prior year point-in-time snapshot Legacy import excluded from both years

Trailing 12 · profit by market

Mobile / AL Florida
What this board is for. Florida grew leads 22% year over year and lost 31% of its profit. Every number needed to see that sat on the two STS dashboards already — just never on the same screen. Profit per net lead is the line that makes it undeniable: $540 in Mobile, $338 in Florida, and the whole delta traces back to one row, fallout.

Demand overview

Every channel, one table, spend through profit
SF 2:01 PM · spend feed 6:00 AM
You said marketing dashboards are nowhere. Half of one exists — on a third system. Salesforce holds no spend data at all, so it can never answer a marketing question. dashboard.heartlandbuys.com already has weekly Direct Mail, PPL, PPC and TV scorecards with spend, CAC and 13-week rolling ROI. Sentinel has the PPC command centre and GA4. What has never existed anywhere is the board below: all channels on one row-per-channel table, spend through net profit, so you can rank where the next dollar goes.

Channel P&L · quarter to date

ChannelSpendNet leads Cost / net leadOppsContracts Cost / contractClosedNet profit ROICAC
Direct Mail ↗ $104k312$333141 31$3,35519 $338k3.25×$5,474
PPC ↗ $61k188$32494 18$3,38911 $192k3.15×$5,545
TV / WKRG + FOX ↗ $48k97$49538 6$8,0004 $68k1.42×$12,000
PPL / property leads ↗ $19k64$29722 4$4,7502 $31k1.63×$9,500
SEO / organic ↗ $9k71$12736 8$1,1255 $88k9.78×$1,800
Referral / word of mouth $028—17 5—3 $54k——
All paid $241k732 $329331 67$3,597 41$717k 2.98×$5,878
beats the direct-mail benchmark within 25% behind ROI and CAC are trailing 13 weeks, lagged 60–90 days — read as rolling, not this-quarter attribution

The benchmark

Direct mail cost per contract
$3,355
the bar everything is measured against
PPC cost per contract
$3,389
at parity with mail
Cheapest channel
SEO
$1,125 · but only 8 contracts
Worst channel
TV
$8,000 · 2.4× the benchmark

Spend by market

Where the money wentquarter to date
Mobile / AL$137k$540 profit / net lead
Florida$104k$338 profit / net lead
The read
Florida takes 43% of spend and returns 63% less profit per net lead. The instinct is to cut FL spend — but FL lead volume is up 22% year over year and its cost per contract is fine. The loss is entirely downstream, at fallout.
This is exactly the decision a marketing dashboard has to be able to prevent: the spend table alone would have said "cut Florida." Joined to fallout, it says "fix dispositions."

Channel scorecards

Weekly funnel per channel · point-in-time
captured Sun 11:00 PM
Absorbed from the ops dashboard, largely as built. These four scorecards are the best thing in your stack and I would change almost nothing about them. What they get here is a home next to the sales boards instead of on a separate login, plus the shared metric dictionary underneath.
Direct-mail funnel by week, captured Sunday night. Pieces dropped are entered manually per market; spend = pieces × the quarter's cost-per-piece rate. Leads through net profit are Salesforce, Lead Source = Direct Mail. Rolling ROI and CAC are trailing 13 weeks, lagged 60–90 days — read as rolling, not this-week attribution.
Q3 2026 cost per piece $0.62 · editable, applies to this quarter
MetricTargetQTD Aug 2Aug 9Aug 16 Aug 23Aug 30*
Pieces dropped manual —168,400 42,10042,10042,10042,100 —
Spend—$104k $26.1k$26.1k$26.1k$26.1k —
Gross leads ↗571 148121 159143 61
Net leads ↗312 8459 8881 34
Response rate0.34% 0.35%0.29% 0.38%0.34% —
Cost / net lead lower is better $333 $311$442 $297$322 —
Opportunities ↗141 3829 4133 14
Contracts ↗31 95 107 3
Closings19 53 65 2
Net profit$338k $81k$54k $112k$91k $42k
ROI · rolling 13 wk3.25× 3.11×3.04× 3.31×3.25× —
CAC · rolling 13 wk binary $5,474 $5,220$6,410 $5,180$5,474 —
live snapshot backfilled from current Salesforce state ≥100% of target 80–99% <80% * partial week, excluded from QTD
Four colour rules, not one. Straight higher-is-better gets the 100 / 80 bands. Cost per net lead and CAC are binary — at or under target is green, over is red, no yellow, because "97% of your CAC target" is not a near miss, it is a miss. Cancel rate is banded inverted, and appointments cancelled is exact-match — on target is yellow, not green. Your ops dashboard already gets this right and almost nothing else does.

Pipeline & revival

Is the dormant pool actually draining
Salesforce 2:01 PM
Carried over, merged. Pipeline revival and the follow-up audits currently live in three separate nav groups. They answer one question — is the book being worked — so they become one board with three sections.

The dormant pool

Dormant opportunities
412
+25 vs day zero
Revived T30 ?
67
16% of pool
Already had an appointment
60%
of the dormant pool
Orphaned records
0
cleared Aug 27
Sixty percent of the dormant pool already sat through an appointment. That is not a cold list — it is a list of people who met us and did not get followed up. The board's whole job is to keep that number in front of the floor daily.

Metric dictionary

Every number on this site is defined exactly once
12 of 41 shown
This is the piece that fixes "sloppy" more than any layout change. Across your six Salesforce dashboards, RB - HBS Closing % appears four times, LM Appointment:Attended four times, Hearts Touched twice, and Opportunities - Next Contact Past Due three times. Every copy is a chance to drift. Here each metric has one definition, one owner, and one set of exclusions — and the ? next to any figure on the site links straight to it.
Net lead
A lead that survived qualification. Status NOT IN (Unqualified, Attempted Contact, Retail). Gross-to-net baseline is 48.6% on a 90-day window.
Source: Lead · DealSignals excluded from every lead figure on this site, always stated
PPC lead
PPC__c = True. Not inferred from Lead Source, which is wrong on PPC records often enough to have produced a "0 PPC contracts" report when a PPC contract had been signed.
Source: Lead / Opportunity / Transaction · lead_ppc__c, opportunity_ppc__c
Closed deal
Transaction with an Actual_Closing_Date__c, excluding Flips and excluding the 66 records flagged Legacy_Import__c from the prior company's June 2024 bulk load. True Closed Won is 313, not 325.
Applied on every board here · currently applied only to the title scoreboard on the live site
Deal profit
Net_Profit_Manually_Entered__c for closed, Projected_Profit_Manually_Input__c for pending. Opportunity Amount is expected gross deal profit and is not the same number — do not mix them.
Source: Left_Main__Transactions__c
HBS closing %
Contracts signed ÷ appointments attended, by Homebuying Specialist lookup. Goal 25%. used on 4 boards
One definition · referenced by Today, Acquisitions, Exec, L10
A touch
A logged call or an inbound text. Outbound SMS never counts as a touch — a cadence firing is not a rep working a record.
Inbound texts are Tasks with Subject 'Incoming Sms', body in Description — not SmsHistory
Fallout
A signed A/B contract that did not close. Reason comes from Cancelled_Contract_Reason__c on the Transaction — the Opportunity's Closed Lost Reason is null on nearly every record.
FL 50% · AL 14% · trailing 90 days
Days on clock (dispo)
Business days from A_B_Contract_Acceptance_Date__c to today for open transactions, or to Actual_Closing_Date__c for closed. Median 51, p90 84.
New metric · introduced by the dispositions property board
Queue coverage
Share of a person's assigned queue that received a touch in the period. Undelivered texts (21% of sends) are excluded from the numerator.
Every Task is CreatedBy the integration login, so manual vs cadence texts cannot be separated — coverage leads with dials for that reason
Path stage: Title Ordered
Filter on the picklist value Integrity Transactions. The label reads "Title Ordered" and filtering on the label returns nothing.
The single most-repeated mistake in this org's reporting
Hearts touched
The mission counter — 20,030 by 2030. Kept on Today as a footer line rather than a tile, so it never competes for attention with a number you can act on this week.
Source: Hearts Touched report
Partial week
Any week not yet complete is greyed and excluded from trend and average calculations across every board.
Site-wide rule

What changed & why

The reasoning behind the redesign

You have three dashboard systems

This is the real finding, and it reframes everything below. None of the three is complete, all three overlap, and the gaps between them are where the questions you actually ask go unanswered.
SystemBoardsComponentsCoversCannot ever cover
Salesforce
8 dashboards
8149 Sales, floor activity, funnel conversion, per-rep scorecards, market STS clones Any spend figure — there is no spend object. Also no point-in-time: a stage moved last month silently rewrites last month's number.
dashboard.heartlandbuys.com
Operations Intelligence
~25— Weekly channel scorecards with spend / CAC / ROI, QuickBooks P&L, lead sources, automation health, form health, call audit, Sunday-night snapshots Per-rep coaching detail, property-level pipeline, the daily floor rhythm
Sentinel
rhen.orgendgame.com
18— PPC command centre, GA4, lead management floor, cash conversion cycle, revival, title, commissions, 90-day plan Nothing structurally — this is the one that can hold all of it
So "marketing dashboards are nowhere" is half true. Salesforce genuinely cannot answer a marketing question — it holds no spend. The ops dashboard already has excellent weekly Direct Mail, PPL, PPC and TV scorecards. What has never existed anywhere is the all-channels-on-one-table view that lets you rank where the next dollar goes, and the join between spend and fallout that stops you cutting the wrong market. Both are now on Demand overview.

The diagnosis

Nothing on the current site is wrong. The problem is that it grew one project at a time, so the navigation records the order things were built rather than the order you use them. Five specific symptoms:
1
The groups are build history, not workflow "Command" holds six unrelated boards. "Lead dashboard" and "Lead management" are two groups about leads. Google Ads — a real command centre — sits under "Connections" next to a server status page. "Home" is a group containing one item.
2
Everything is equally important A board you read every morning and a board you read once a quarter are the same size, the same colour, one click apart. There is no landing state — you arrive and have to choose.
3
Metrics are defined in many places Across your six Salesforce dashboards, four metrics appear on three or more boards each. On the site, the legacy-import exclusion is applied to the title scoreboard and nowhere else. Every copy drifts eventually.
4
Boards report; they don't produce work A chart showing 23 records past due is information. A named list with an owner and a button is a queue. Your revival work already proved the second one is what the floor actually runs on.
5
Market is duplicated instead of filtered The L10 dashboard is 22 components because nearly every measurable is built three times: Florida, Alabama, combined. Worse, STS: FL and STS: Mobile are 18-component clones of the Exec dashboard — the same thirteen measures with a market prefix. Exec plus its two market clones is 55 components carrying 13 numbers. One global filter deletes roughly seventy components across the eight boards without losing a single figure — and the comparison you actually wanted from same-store sales becomes possible for the first time, because the markets finally land on one screen.

The organising principle

Three horizons, one spine. An operator's day has a shape: what needs me now → what is the floor doing today → is the business on track this quarter. The navigation is that shape. Underneath it, a fourth group holds the supply side and the plumbing, and a metric dictionary sits under everything so a number means the same thing wherever it appears.

Before and after

Today

3 systems · 18 Sentinel destinations across 8 groups · 149 Salesforce components across 8 dashboards · ~25 ops-dashboard pages behind a second login
CommandSales scoreboard · 90-day plan · Cash conversion cycle · Title scoreboard · Pipeline revival · Commissions
Follow-upAcquisition reps · Lead managers · Text cadences
Lead mgmtManagement · Floor board
HomeAll dashboards
Lead dashOverview · Volume & trend · Sources & status · Pipeline · Data quality
ConnectionsStatus · Google Analytics · Google Ads
Coming nextLocal SEO · Dispositions
SalesforceExec · HH Morning Huddle · L10 · HBS · SDR · ISD Scorecard · STS: FL · STS: Mobile
Ops dashWeekly · Direct Mail · PPL · PPC · TV scorecards · Lead Sources · Financials · Automations · Transactions · Form Health · Call Audit · 8 monthly reports
→

Proposed

17 destinations · 5 groups · one system · one definition per metric
StartToday — the briefing and the four queues
The floorLead desk ← SDR + huddle + floor board
Acquisitions ← HBS + huddle + follow-up audit
Dispositions ← ISD Scorecard + the new property board
Title & closing ← title scoreboard
The businessExec ← Exec dashboard, gauges become pace
Same-store sales ← STS: FL + STS: Mobile, finally comparable
L10 scorecard ← L10, market filtered
Pipeline & revival ← revival + both follow-up audits
Cash & margin ← CCC + commissions + ops-dash Financials
90-day plan ← unchanged
MarketingDemand overview new — all channels, spend to profit
Channel scorecards ← ops dash Mail / PPL / PPC / TV, absorbed
PPC command centre ← Sentinel, unchanged
Attribution health ← lead sources + gclid gap + data quality
The machineMetric dictionary new
Automation health ← ops dash, unchanged
Connections ← unchanged, demoted

What I took from the ops dashboard

dashboard.heartlandbuys.com is better than the Salesforce dashboards at nearly everything it attempts, and several of its ideas are better than what I had drawn. These are carried into the design as-is.
1 · Point-in-time snapshots with visible provenance
The single most valuable thing in your stack, and the one thing Salesforce structurally cannot do. Salesforce always shows current state, so a stage that moves in September silently rewrites August's number. The ops dashboard freezes Sunday night and marks every cell live-captured or backfilled. This becomes site-wide.
2 · Four conditional-format modes, not one
Higher-is-better gets 100 / 80 bands. Lower-is-better gets them inverted. Cancelled appointments are exact-match — on target is yellow. Cost per lead and CAC are binary: at or under is green, over is red, no yellow band. Salesforce gives you one crude rule; this distinction is the difference between a colour that informs and one that decorates.
3 · Ratio-correct quarter-to-date
Rates are recomputed from summed numerator and denominator rather than averaging the weekly percentages. A Salesforce summary row averages percentages, which is simply wrong, and it is wrong in the direction that flatters a bad week.
4 · Targets are editable data, not code
Every target is an inline input persisted per quarter, with traffic-light feedback on the input border — amber saving, green saved, fades out. No save button, no modal. Your Salesforce goals are currently prose inside component titles, which means changing one is an admin task.
5 · Drill-through to the source report
Every metric label carries a ↗ that opens the exact Salesforce report behind it. The dashboard curates without forking the source of truth.
6 · Operator-editable report sources with a Test button
Paste a report ID per metric, hit Test, see Total 143 · AL 91 · FL 52 for last week, then commit. Change the filter in Salesforce and the scorecard follows. This is the mechanism that keeps a curated dashboard from rotting, and I would not have designed it.
7 · Definition captions on every page
Each board states its metric definition, attribution rule, and lag inline — the mail one says the 60–90 day lag should be "read as rolling, not this-week attribution." Pairs with the metric dictionary rather than replacing it: caption on the page, full definition one click away.
8 · The persistent "This Week" bar
Now at the top of every page here. Its best trait is the failure behaviour: live week-to-date → if stale, the same numbers labelled "last good refresh" → if dead, last completed week → if that fails, hide silently. The bar is chrome and never blocks the page.
9 · Stable per-source colours and auto-rollup
A lead source keeps the same colour in every chart, legend and table, assigned by overall volume rank; past eight series the rest collapse into "Other (N sources)" so the stack never turns to confetti.
10 · Per-person section permissions
Empty nav groups hide entirely, landing page is the first board you can see. Necessary the moment this stops being only your site.
11 · Write-back, not just read
Automation on/off toggles, manual metric entry, cost-per-piece rates — you change the business from the screen where you see it. Salesforce dashboards are read-only by nature.
12 · The semantic colour + dim pairing
Every status colour exists as a solid and a 15%-alpha version; badges and banners are always background: dim, color: solid. Clean system — worth adopting into the gold-and-steel palette.
Two things to fix while absorbing it. First, the ops dashboard has a live bug: renderThisWeekBar() references twTimer and TW_REFRESH_MS, and neither is declared anywhere in the bundle — under strict mode that throws on every call, inside the shell render. Worth checking whether that bar is actually painting for anyone. Second, it carries three separate colour palettes: its own design tokens, a Tailwind slate set on the scorecards, and Google's on Automations — and the scorecard grid is a light table dropped into a dark app, with pastel fills inherited from the spreadsheet it replaced. Take the token system, drop the strays.

Six rules the redesign runs on

1 · Every board ends in a queue
If a board can name a problem, it must produce the named list of records, with an owner and a link into the Salesforce list view. A chart that cannot become a list does not earn its space.
2 · Every number carries its goal
Your Salesforce components already carry goals — but as prose in the title ("Goal: 400k", "Goal Per Week: 108"). Here the goal is structured data, and colour reflects pace against goal for the elapsed period, not the raw value.
3 · Market is a filter, never a copy
One global AL / FL / All control on every board. Removes the FL and Mobile satellite dashboards and roughly half of L10.
4 · One definition, referenced everywhere
The dictionary is the source. Any figure can be traced to a field, a filter, and an exclusion list in one click.
5 · Effort never appears without output
Dials sit next to appointments per hundred dials. Coverage sits next to conversion. A rep cannot look good on activity alone.
6 · Partial periods are greyed, not plotted
The current week is never counted in a trend or an average, anywhere.

Suggested build order

#WhatWhy firstEffort
1Metric dictionary + snapshot store with provenanceEverything references the dictionary; the snapshot store must start capturing now, because history cannot be backfilled later2 days
2Demand overview · all channels, spend to profitThe genuinely missing marketing board, and the one that stops you cutting Florida for a dispositions problem2 days
3Dispositions property boardThe other genuinely missing board, and it sits on the constraint — contract to close2 days
4Today briefing + queue engineTurns the site from a place you visit into a place that tells you something2 days
5Global market filter + nav restructure + Same-store salesMechanical; unlocks the L10 and STS collapse and retires two Salesforce dashboards2 days
6Absorb the four channel scorecards from the ops dashboardPort, don't rebuild — they are already right. Brings spend and CAC onto the same login as sales2 days
7Lead desk / Acquisitions rebuild from SDR + HBSReplaces the two boards the floor opens daily2 days
8Exec + L10 rebuild, then retire the duplicated SF boardsLast, because you can keep reading these in Salesforce meanwhile3 days
One thing worth deciding now. The Exec dashboard's "Deals Buy This Month" gauge, the L10 weekly goals, and the ISD monthly goals do not reconcile with each other: 32 contracts a month against 6 A/B contracts a week (26/month) against 18 soft contracts a month. They are measuring different objects at different stages, which is fine — but they are all labelled "contracts". The dictionary forces that to get resolved, and it is better resolved before the boards are built than after.