Dashboard
Welcome back. Here's your business at a glance.
Revenue Trend
Expense Breakdown
Active Projects
Recent Activity
Clients
All client accounts
CRM
Customer relationship management — track leads through your 12-stage pipeline
Pipeline
Sales pipeline and lead tracking
Projects
All engagements and milestones
Financials
Revenue, invoices & expenses — Stripe + QuickBooks
Invoices
Billing and payment tracking
Expenses
Business costs and subscriptions
Time Tracking
Billable hours log
Training Tracker
Claude Certified Architect — Foundations Certification Progress
Tickets
Task management — track client and internal work items
Security Baseline Parameters
CIS Benchmark & DISA STIG product coverage, drift detection, and automation analysis
Automation Ceiling
Drift Detection
Active Rules by Category
Services
Service catalog and pricing
Prism Shared Drive
Browse and open your Prism AI files directly
Daily Review
Prism AI Analytics — Daily business review log & document library
Tools Inventory
All custom skills, plugins, and MCP connectors powering Prism AI.
| Name | Category | Suite | Description | Relevance | Utilization |
|---|
Business Health
Operational maturity, SWOT analysis, and prioritized action plan.
AI Maturity Scores
Action Items 0
Development Insights 0
Recent Friction & Failures
SWOT Analysis
- 133 AI tools already mapped and operational
- Full CRM pipeline with 12-stage workflow
- Deep data analytics expertise (10+ years)
- Custom skills built for specific business needs
- Solo founder bottleneck on delivery
- No dedicated sales team or outbound motion
- Financial operations at lowest maturity (15%)
- Limited brand visibility in target market
- SMBs underserved in AI consulting space
- Growing demand for AI readiness assessments
- Retainer model for recurring revenue
- Charlotte/regional market expansion
- Large consultancies moving downmarket
- Rapid AI tool commoditization
- Client budget uncertainty in economic shifts
- Regulatory changes affecting AI adoption