Dashboard
An overview of SGOS status, framework progress, and what's next.
Reports is live. Every module now rolls up into one client-ready report — built, previewed, and exported to PDF in a few clicks.
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Reports shipped
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Growth Intelligence Dashboard shipped
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Execution Hub shipped
- DiscoverComplete
- DiagnoseComplete
- DesignComplete
- DeployIn Progress
- DevelopIn Progress
- Framework Complete
- Business Audit Complete
- Diagnostic Engine Complete
- Strategic Decision Engine Complete
- Meeting OS Complete
- Proposal Engine Complete
- Execution Hub Complete
- Growth Intelligence Complete
- Reports Complete
- Finalize the Discovery intake questionnaire before the v0.11 freeze.
- Confirm client-safe language for public case studies.
- Wire real KPI data into North Star Metrics once reporting is connected.
- v0.10AI Strategy Copilot
- v0.11Discovery, Templates, Prompt Library, and Resources
- v0.12Case Studies archive with client-facing share links
- v0.9.0Shipped Reports — report builder, cross-module summaries, an audit score chart, and print/save-as-PDF export.
- v0.8.0Shipped the Growth Intelligence Dashboard — executive overview, growth timeline, business intelligence insights, KPI explorer, opportunities, alerts, recommendations, flywheel monitor, forecast, decision center, and executive presentation.
- v0.7.1Fixed a bug where Meeting OS and Execution Hub silently shared the same task list in memory, causing Meeting OS's Add Task to corrupt Execution Hub's tasks.
- v0.7.0Shipped the Execution Hub — growth phases, workstreams, sprint planner, task center, dependency graph, and executive dashboard.
- v0.6.0Shipped the Proposal Engine — executive summary, business diagnosis, recommendations, roadmap, investment plan, and presentation mode.
- v0.5.0Shipped Meeting OS — conversation guide, discovery canvas, live business map, decision log, action plan, and meeting summary.
- v0.3.0Shipped the Diagnostic Engine — root cause analysis, bottleneck ranking, readiness scoring, and strategic recommendations.
- v0.2.0Shipped the Business Audit System — scoring, bottleneck detection, priority matrix, and recommendations.
- v0.1.2Fixed sidebar collapse state persisting incorrectly on smaller screens.
- v0.1.1Adjusted card spacing, border tokens, and hover states across the dashboard.
- v0.1.0Initial release of SGOS — navigation, dashboard, and framework overview.
Framework
The five-stage methodology every SWIPI engagement moves through, from first audit to full deployment.
Discover
Understand the client's business, market position, and growth goals through structured intake.
Diagnose
Audit existing systems, funnels, and metrics to find what's working and what's holding growth back.
Design
Translate findings into a prioritized strategy with clear goals, owners, and timelines.
Deploy
Roll out the strategy across channels and teams, with clear ownership at every step.
Develop
Measure results, refine the approach, and compound what's working into the next cycle.
Every SWIPI engagement moves through these five stages, in order. Modules in the sidebar map back to them — Business Audit and Discovery live under Discover and Diagnose, Strategy under Design, and Execution and Reports under Deploy and Develop.
Business Audit
A structured audit of a client's growth systems — run it live during discovery meetings.
The three weakest categories, detected automatically from the scores above.
Sample improvements plotted by impact and effort — a starting point for the strategy conversation.
Services are highlighted automatically when a related category scores below 5.
Refresh identity, messaging, and visual consistency across touchpoints.
Rebuild or refine the core website experience and structure.
Design a focused landing page to convert existing traffic.
Produce content that builds authority and drives visibility.
Launch or optimize paid acquisition on Meta platforms.
Implement a CRM to track leads and automate follow-up.
Automate repetitive operational and marketing workflows.
Document a repeatable sales process and follow-up cadence.
Diagnostic Engine
The intelligence layer of SGOS — turns audit data into root causes, ranked bottlenecks, and a prioritized growth plan.
Pulled live from the Business Audit — update scores there and this snapshot updates with it.
Trace a symptom down to its root cause before recommending a fix. Hover a card to trace the chain.
"Low Sales" also branches into a second root cause:
The five weakest categories from the audit, ranked and scored across severity, impact, and effort to fix.
How ready this business is for each growth lever, based on the audit categories that feed it.
Click a card to see impact, timeline, difficulty, and dependencies. Priority updates with the audit scores.
Everything is connected — a weakness upstream shows up as lost revenue downstream. Hover a stage to trace it.
Move recommendations across phases with the arrows below. Session only — not saved.
- Fastest path to visible revenue movement
- Builds momentum and buy-in early
- Skips some foundational fixes
- Requires more budget up front
- Gains may not hold without a stronger base
- Fixes core gaps while still shipping visible wins
- Spreads investment out over time
- Slower to show results than Scenario A
- Requires consistent follow-through across workstreams
- Fixes root causes, not just symptoms
- Sets up every future initiative to perform better
- Slowest to show revenue movement
- Client patience may run out before results show
Run the Business Audit to generate a live diagnostic summary here.
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Critical bottleneck will appear here once scores are in.
Discovery
Structured intake for understanding a new client's business, market, and goals.
Discovery Module
Coming in v0.11. Documentation will be added here.
Strategic Decision Engine
Turns the diagnosis into a decision — what this business should do next, and why.
Run the Business Audit to generate a live executive summary here.
One of these four directions fits this business right now. The engine highlights the one the scores support.
Fix the fundamentals — trust, offer, positioning — before spending on growth.
The foundation holds. Focus on demand generation and conversion.
Growth is working. Sharpen conversion, retention, and margin before adding volume.
Everything is performing. Systemize, delegate, and multiply what's working.
Why: run the Business Audit to see the recommended direction.
Ten pillars roll up the 15 audit categories into the areas a client actually thinks in.
Click a card for cost, timeline, ROI, and dependencies. Priority score updates with the audit.
The same recommendations, side by side, for a quick client-facing comparison.
| Action | Impact | Cost | Difficulty | Risk | ROI | Priority | Decision |
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Move tasks across phases with the arrows below. Session only — not saved.
Where budget is likely needed, and the return level it should produce.
Strategic risks worth naming out loud before work starts, ranked by current likelihood.
Brand builds Trust, Trust earns Traffic, Traffic becomes Leads, Leads become Sales, Sales produce Testimonials, Testimonials drive Referral, and Referral reinforces Brand — the loop compounds the longer it spins.
Editable — type directly into Current and Target, and progress recalculates automatically.
Turns everything above into an 8-slide executive readout — no separate deck to build.
Meeting OS
Run the entire client meeting from one screen — guide, capture, decide, and summarize as you go.
Click a stage as you reach it — everything before turns complete, and the view scrolls to keep it in frame.
Questions built to surface strategy, not just facts. Check one off as you use it.
Click a block while you talk through it — it stays highlighted so everyone can see where the conversation is.
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A gut-check on how the meeting is landing. Drag each slider as the conversation develops.
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Proposal Engine
Turns the audit, diagnosis, strategy, and meeting notes into one consulting-grade proposal — why before what.
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Expected outcome will appear here once scores are in.
Every recommendation states its business reason before its execution details.
Click a milestone's status to track progress toward each horizon.
Illustrative targets — wire these to real numbers once reporting is connected.
Every deliverable from Section 4, grouped by the phase it belongs to.
The four phases in sequence — click one to mark where execution actually stands.
Presents this proposal as an 8-slide executive readout, boardroom-ready.
Execution Hub
Turns strategy into structured execution — every workstream and task links back to the diagnosis it came from.
Click a workstream to see owner, dependencies, and risk. Priority updates with the audit.
The same tasks from the Task Center below, grouped by sprint stage. Move them here or there.
Click a stage to trace what it depends on and what depends on it.
Landing Page, Automation, Brand Guideline, Campaign, and Creative track their linked workstream automatically. Proposal tracks the Proposal Engine. Everything else is yours to edit.
Updates automatically as you work through this hub.
Growth Intelligence Dashboard
What happened, why it happened, what matters most, and what should happen next — synthesized across every module.
Where this engagement stands across the whole pipeline, end to end.
Patterns the raw scores don't say out loud — only the ones the current data actually supports show up here.
Click a KPI for target, gap, owner, and priority.
Ranked by estimated revenue impact.
Only alerts the current data actually triggers are shown — this list can be empty, and that's a good sign.
Red stages are the weakest link in the loop right now — fixing them unlocks everything downstream.
Conceptual projections based on current trajectory, not a predictive model.
| Metric | 30 Days | 90 Days | 180 Days | 365 Days |
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Seeded from the Meeting OS decision log — add more here as new calls get made.
An 8-slide executive readout of this dashboard, boardroom-ready.
Reports
Pull data from every module into one client-ready report — build it, preview it, save it as a PDF.
Click "Generate Report" above to build a preview from current data.
Templates
Reusable documents, decks, and worksheets for every stage of the framework.
Templates Module
Coming in v0.11. Documentation will be added here.
Case Studies
A living archive of engagement outcomes, ready to share with prospects.
Case Studies Module
Coming in v0.12. Documentation will be added here.
Prompt Library
Curated prompts for research, writing, and analysis across every module.
Prompt Library Module
Coming in v0.11. Documentation will be added here.
Resources
Reference material, playbooks, and external tools consultants rely on.
Resources Module
Coming in v0.11. Documentation will be added here.
Settings
Preferences for how SGOS looks and behaves. Changes apply to this session.
SGOS — SWIPI Growth Operating System