Mission Control
Three tabs that answer three different questions: what do I do now, how did the week go, and how is the agency doing.
Mission Control is where the day starts. It isn't the board — the board lives in Opportunities. It's three separate readings of the same operation, and each one is for a different moment.
| Tab | What it answers | When you open it |
|---|---|---|
| My day | What do I have to do right now | Every morning |
| Summary | How is the week going, in plain language | Once or twice a week |
| Metrics | What do the hard numbers say | When you want to decide something |
My day — the operational view
Your to-do list for today: reminders you've been sent, opportunities from previous days that are still open, and what you've already ticked off. It's per-person — you see your work, not the team's.
Ticking an item here has a side effect worth knowing: it moves the opportunity to In contact on its own, if you left automatic advance on.
Summary — the commercial read
Summary is the week's commercial intelligence — the agency's pulse, written out. Trama reads what happened and tells you in prose: where the bottleneck is, which quotes are running late, whether the problem is generating demand or closing it.
It takes a few seconds to appear, because it's written fresh each time. Below it you get the week's headline numbers — won, value in play, time to first contact — and a flow diagram showing how the inquiries that came in split across channels and board states.
Metrics — the hard dashboard
Metrics is a conventional dashboard, but it's organized by question rather than by metric, and each block writes out its own reading — "The peak was around Saturday the 8th. Entry is trending down, worth looking at your ad spend." You don't have to interpret the chart; you have to decide what to do about it.
Four questions, in the order a commercial problem actually gets diagnosed:
- Is enough coming in? — opportunities created over time, by channel, and by temperature.
- Are we handling it well? — opportunities taken, follow-up rate, time to first contact.
- Are we closing? — time to close, average ticket, close rate, and where opportunities are sitting today.
- What is the market asking for? — most requested destinations, party composition, and why deals are lost.
"Where they are today" and the conversion funnel are not the same chart, and mixing them up is easy. The first is a snapshot of the board right now, so it adds up to your current total. The funnel counts every opportunity that passed through each stage at some point, so its numbers are larger and its percentages are drop-off between stages.
Metrics is only visible to the Owner.