Your daily working view — tasks to knock out and clients to reach. Check things off as you go; everything syncs to Airtable instantly.
My Tasks
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Client Follow-Ups
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Real-time cost and margin visibility — what every case actually costs to produce and what we keep. The cost engine activates once product cost recipes are loaded.
Margin Snapshot
Revenue This Month
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From Case Log fees
Est. Cost of Production
Pending
Activates when cost recipes are loaded
Real-Time Margin
Pending
Revenue − production cost, live per case
Expenses This Month
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From the Expenses log
Financial OS — Build Roadmap
1
Cost Engine — recipes per product
Materials + machine time + labor + overhead per product type. Cost Recipes, Price List, Doctor Pricing, Overhead Rates, and Implant Components tables are built in Airtable — data population is in progress across product lines.
Infrastructure Built
2
Receipt Automation
Expenses table + manual logging live and synced to the Master Log. Automated inbox scanning (Gmail) is next — needs a one-time Google OAuth consent to grant read access.
Manual Logging Live
3
QuickBooks Export
CSV export of logged expenses in QuickBooks' import format, ready to hand to an accountant. Subscribing to QuickBooks Online itself is still an open decision, not required for export.
Queued
4
iLab Email Bridge
New-case emails auto-create cases in Airtable — our data becomes ours, costed in real time.
Queued
What each product actually earns — its price minus what it costs to produce — and how that changes for clients on negotiated pricing. Only products with a completed cost recipe appear here; an uncosted product is unknown, not free.
Products Costed
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Products with a completed cost recipe
Avg Margin
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Weighted by case volume
Thinnest Margin
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The product to look at first
Client Pricing
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Clients with negotiated rates on file
Margin by Product
Standard pricing · sorted by case volume
Product
Cases
Price
Cost
Profit
Margin
Margin by Client
Negotiated rates vs. standard price
The path out of production and into sales, marketing, and business growth. Tap a milestone's status to advance it — Not Started → In Progress → Hit.
