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Welcome back

Good morning 👋

Here's what I think you should focus on today.

✦ Quote of the day
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▶ Popular with entrepreneurs

Curated talks worth your time — they play right here
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Today's AI Priorities

Based on your business activity

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✦ Ask your AI Assistant

Business Memory

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Recent Activity

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A simple, logged list — visible to the MD only

🎯 CEO ADVISOR

Your Personal Business Advisor

Strategic · Direct · Results-oriented

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Avg CEO Score /10
Daily CEO Score — click a segment to set it
💡 LEADERSHIP PHILOSOPHY

"My job is not to do everyone's work. My job is to build people who can do the work."

Are you doing → managing → leading → developing leaders → building systems?

🌅 Today's CEO Briefing

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Priority Board

🎯 CRM — Sales Pipeline

Real leads synced from Odoo CRM — the same connection as WhatsApp Marketing.

Weighted pipeline
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Total pipeline
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No fabricated stages or values: a lead with $0 expected revenue is shown as $0, not hidden.

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Customers

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Real customers synced from Accounting Odoo, including real lifetime invoiced revenue and outstanding balance. Address/industry/salesperson aren't tracked in this Odoo instance, so they aren't shown.

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Products & Services

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Sellable catalog synced from Accounting Odoo — pricing, cost, and margin aren't tracked at the catalog level in this Odoo instance, so they aren't shown here rather than guessed.

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Quotations

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Real proposal documents from Google Drive, found by searching your whole Drive for "proposal". Customer name and amount are read from each document's own text where found — otherwise the document name stands in for the customer and the amount is left blank rather than guessed. Drive files carry no real status, so every document starts "Sent"; set the real status yourself below.

Document
Amount
Status
Action
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Sales

Real invoiced revenue (posted invoices) — this Odoo instance has no Sales app, so there are no sales orders to sync.

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Revenue this month
🧾this month
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Invoices this month
📈this month
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Average invoice
👥this month
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New customers

Monthly Revenue

Trailing 6 months in USD -- invoiced (posted invoices, net of credit notes) vs payments received

InvoicedPayments received
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Top Customers by Revenue

Ranked by total invoiced revenue — "Top products" isn't shown since this Odoo instance's invoice lines aren't linked to catalog products.

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Invoices

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📡Real
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Total audience (followers)
❤️Real
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Total engagement
🔗Real
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Connected accounts
🎯Soon
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Leads
👥Soon
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Customers
💰Soon
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Revenue from marketing

Channels

One-line status per connected channel — audience/engagement, opens/clicks, and templates aren't comparable numbers, so this is status, not a scoreboard. Full detail is in the Channels tab.

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Marketing Funnel

Reach → Engagement → Inquiry → Lead → Qualified Lead → Customer → Sale → Revenue

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Not available yet, for any channel. Seeing the full funnel means linking social posts, email campaigns, and WhatsApp conversations to your Odoo Sales pipeline (or a connected CRM) so a customer/revenue can be traced back to what generated it. Today EmprendeAI can only see connection-level numbers per channel (audience/engagement, campaign stats, templates) — genuinely real, but not yet linked to sales outcomes.

Marketing ROI

Revenue attributed to marketing, per channel and blended, weighed against cost.

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Not available yet. ROI needs two things this tenant doesn't have connected yet: attributed revenue (see Marketing Funnel, above) and a cost source per channel (ad spend, campaign cost). Shown here honestly as unavailable rather than estimated.

Channel Comparison

Each channel reports different real metrics — audience isn't a fair comparison to opens or template counts, so this shows each channel's own numbers side by side rather than forcing a single score. A channel shows "Not connected" only when its Odoo app genuinely isn't reachable or installed, never a zero standing in for missing data.

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📡 Social Media

Real audience and engagement per connected account, synced from Odoo Social Marketing. Leads, revenue and ROI per channel aren't available yet — see Overview.

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📧 Email Marketing

Real campaign stats synced from Odoo's Email Marketing app.

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💬 WhatsApp Marketing

Real message templates synced from Odoo's WhatsApp app.

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🚀 Compose & Publish

Publishes for real, immediately, to the accounts you select below — through your connected Odoo Social Marketing app. There is no draft/undo once you click Publish.

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Recent Posts

Your actual published post history, synced from Odoo. Per-post reach/clicks/leads aren't available from this connection yet.

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✦ AI Marketing Insights

Analyzes your real synced marketing data across Social, Email, and WhatsApp. Every insight must cite a real number to be shown — if there isn't enough real data for a channel, it's left out rather than guessed.

Click "Generate Insights" to ask the AI about your real marketing data.

Account Identity

Connect your accounts so EmprendeAI knows who you are on each platform. Direct posting from here isn't available yet — both platforms require their own app-review approval first (see Settings → Integrations for details and setup links). Use Compose & Publish (Content tab) to actually post, via your connected Odoo Social Marketing app.

💼 LinkedIn
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📸 Instagram
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Odoo Social Marketing

The real connection that syncs account stats and post history shown in Channels and Content. Configure credentials in Settings → Integrations.

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Odoo Email Marketing

Syncs real campaign stats from Odoo's Email Marketing app. Configure credentials in Settings → Integrations.

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Odoo WhatsApp Marketing

Syncs real message templates from Odoo's WhatsApp app. Configure credentials in Settings → Integrations.

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💬 Marketing AI Chat

Ask about your real marketing data — grounded in your synced Social, Email, and WhatsApp numbers. This is a separate conversation from the main AI Assistant and isn't saved between visits.

Try: "How many followers do I have across all platforms?", "Which platform has the most engagement?", "Summarize my recent posts."

Revenue trend

Trailing 6 months in USD -- invoiced (posted invoices, net of credit notes) vs payments received

InvoicedPayments received
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Best customers

Ranked by total invoiced revenue

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ℹ️
"Best products" isn't shown here — this Odoo instance's invoice line items aren't linked to catalog products, so a reliable per-product revenue ranking isn't available.
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Business Brain

Your business knowledge base — everything below is real, entered or uploaded by you.

Business Brain Readiness

A real completeness score — not a claim that the AI is "trained," just how much you've told it so far.

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Business Profile

What EmprendeAI knows about your company — set under Business Memory.

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AI Preferences

How your AI Advisor should behave — set under Business Memory.

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