UNLIKELY PROFESSIONALS

GOA — Branch Dashboard

Branch manager operational overview

01 Your Shell

Login at entirely.it.com. Your sidebar is organized into two groups:

Group Pages
Daily Work Branch Dashboard, Calendar, Projects
Communication Schedule Changes

Branch Dashboard is your default landing page. All data on every page is automatically scoped to your branch.

02 Branch Dashboard

The dashboard header displays your branch name with a 3px color stripe identifying it visually. A date range selector in the top right lets you choose the reporting window: 30d, 90d, YTD, or All.

Key Metric Cards

Five cards across the top, each showing a current value and a sparkline trend line:

Metric Display Trend
Active Projects Count of non-closed, non-cancelled projects
Inspections This Month Site visits completed in current month
Open RFIs Unresolved requests for information
Avg Days to Close Mean project lifecycle duration (trailing period)
Aging > 30 days Projects without status change for 30+ days
All data is automatically scoped to your branch. You see only what is relevant to your operation.
03 Pipeline

Interactive dot chart showing project distribution across five pipeline stages: Intake, Scheduled, Field Complete, Processing, and Closed. Each dot represents one project, colored by its stage.

Below the dot chart, a proportional distribution bar visualizes the same data as continuous segments. The relative width of each segment shows where your projects are concentrated.

Click any stage to filter the projects table below, showing only projects at that stage. Click again to clear the filter.

04 Needs Attention

Five alert sections, each with a count badge. Items within each section are expandable—click to reveal the project address, customer number, and days since last activity.

Alert Condition
Stale Intake Intake requests waiting more than 3 days for scheduling
Field Complete Awaiting Validation Inspection done, auto-validation not yet run or awaiting review
Cert Drafting Aging Projects in certification for more than 3 business days
Unpaid Invoices Invoices outstanding beyond 30 days
RFIs Aging Open RFIs without response for more than 3 days
Needs Attention items are surfaced by the Pipeline Shepherd, which runs at 2:15 AM ET daily. These are the same alerts that appear in the owner's morning WhatsApp summary.
05 Recent Inspections

Sortable table of completed inspections within the selected date range. Default sort: most recent first.

Column Content
Date Inspection date
Address Site location
Division UND, ANC, BRC, SUP, FND, WTR, ENC, RTW
Tech Assigned field inspector
Pipeline Compact pipeline indicator showing current stage

Click any column header to sort. Click any row to navigate to the project detail view.

06 Calendar

Full month view, identical in functionality to the scheduler's calendar but scoped to your branch. Events show pipeline status background colors and branch stripe on the left edge. Projects with open RFIs display a red dot indicator.

Click any event to open the inspection detail panel. The panel shows full project information, pipeline indicator, and historical context.

07 Schedule Changes

View and manage schedule change requests for your branch. Each request shows the original date, requested date, reason, and project reference. As a branch manager, you can approve or decline requests. Approved changes update the visit record. Declined requests return to the requestor with your note.

This page shows only requests for projects within your branch. Cross-branch requests are handled by the scheduling coordinator.