Overview
Cross-business priorities and time allocation
⏱️ Time Allocation This Week
Solva
60%
Steady
30%
Other
10%
Total this week: 0 hrs logged
Solva MRR
$0
recurring revenue
Solva Clients
0
active
Steady Validation
0%
progress
Steady Interviews
0
completed
🎯 Top Priorities Across All Businesses
Solva
No priorities set
🔷 The Solva Group
SDR Agency
Stage:
Launching
Email Warmup:
~April 19
Tasks Open:
0
🟢 Steady
AI CFO
Stage:
Validation
Hypotheses Tested:
0 / 10
Tasks Open:
0
Dashboard
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Founder Cockpit
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—
UI v4.0
Safe to send—
Data wired—
Goals on pace—
Burn MTD—
Updated—
Are we making money?
MRRKEEP
—
—
Active SDR clientsSELL
—
—
Orders · MTDGET
—
—
Meetings · MTDGET
—
—
Are we generating signal?
Sends · 7dGET
—
—
Reply rate · 7dGET
—
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+Reply rate · 7dGET
—
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Bounce rate · 7dGET
—
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Decide
What changed today—
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Do this now—
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Launch Gate—
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Learn
🧠 Learning loopGET
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Pulse · Scorecard · Compliance · Operator Loop · Alerts · Goals · Funnel Velocity · Activity · Reply Inbox · Pipeline coverage
📊 Pipeline coverage
—
—
× quota · target 3–4×
📨 Replies · last 7d
0
⚡ Capacity Utilization—
—sends / inbox capacity
🚀 Today's outbound velocity
—
—
/ — daily target
📬 Reply needs response
0
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🧭 Command
—
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🏆 Top 1% SDR Scorecard
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🛡️ Compliance · deliverability
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Phase 2 Operator Loop
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⚡ Today's Pulse · last 7 days
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Source: kpi-events · effective-track · smoke-excluded
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TRACK A
Lead List Product
$247–$797
Orders Paid
—
7d
Revenue
$0
7d gross
Margin
—
— blended
Avg Delivery
—
order → file
TRACK B
SDR Outbound · Vertical SaaS
0 clients
Sends
—
7d outbound
Bounce
—
<1.5% target
+Reply
—
0 meetings
MRR
$0
— Apollo cr.
⚡ Today's actions · what to do right now
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🚨 Alerts · automated anomaly detection
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🚦 Launch Gate · campaign decision
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🎯 Action Queue · needs attention
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🏁 Goals · this period vs target
scaled per goal
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📈 Funnel Velocity · this week vs last week
deltas across the top-of-funnel chain
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📡 Live Activity · last 50 KPI events
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Tasks
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Where attention is going
In Progress
Review
Backlog
Target
Projects
Click a project to filter the Kanban board
🏢 The Office
AI team HQ — live view
🟢 Working
🔵 Idle
MEETING
Activity Feed
Real-time agent action log
Documents
Combined view of Solva, Steady, and shared strategy docs
Select a document to view
Documents
Select a document from the sidebar to view it here
Jobs
Outbound jobs — sent counts and delivery rates sourced from Instantly.
Outbound Lead-Gen Jobs
Audit ledger for every outbound campaign. Sent counts are Instantly lifetime totals (synced every 15 min). Click a row for per-touch and deliverability detail.
All
External
Internal
Loading outbound jobs...
Active
—
Updated this week
—
Completed this month
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Billed (30d)
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Total customers
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| Job # | Customer | Status | Amount | Updated |
|---|---|---|---|---|
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Customers
Unified registry. Filter by status; click any row for the full profile.
Analytics
Attribution + diagnostics across Get · Sell · Keep. Use this to sharpen the process; the KPI tab tracks broad targets.
LEADS
Lead Lists — buyers & revenue
Live
0
30d—$0
30d—0
unique—$0
per buyer0.0%
conversion——
verifiedGET
SDR & Lead Generation
Live
—
SELL
Revenue Operations
Q3 2026
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KEEP
Customer Success
Q4 2026
—
Product
Web attribution — top sources
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Top entry pages
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Top referrers (external sites driving traffic)
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KPIs
Are we hitting our targets? Funnel + attribution drilldowns live in the Analytics tab.
$0
Monthly Recurring Revenue
—
0
Active Clients
—
$0
Pipeline Value
—
0%
Lead → Client Rate
—
📈 Conversion Funnel Lead Gen · Track A
All Time
Emails Sent
—
Opens
—
Replies
—
/leads Visits
—
Orders Paid
—
⚡ Key Rate Metrics
vs Industry Benchmarks
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📧 Outbound Activity
This Week vs Benchmarks
Metric
Yours
Industry Standard
Status
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📞 Pipeline Progression
| Stage | Count | Value |
|---|---|---|
| Discovery Booked | — | — |
| Discovery Completed | — | — |
| Proposal Sent | — | — |
| Negotiation | — | — |
| Verbal Yes | — | — |
| Contract Sent | — | — |
🏆 Conversion Rates
Lead → Response
—
Response → Discovery
—
Discovery → Proposal
—
Proposal → Close
—
Lead → Close (Overall)
—
Avg Sales Cycle (days)
—
Circuit Breaker Zone · last 7 days
—
Waiting for data…
Sends
—
Bounce
—
+Reply
—
📮 Per-Inbox Deliverability · 7 days
Track B · SDR outbound
| Inbox | Sends | Bounce | Reply | +Reply | Unsubs | Mail-Tester | Warmup | Zone |
|---|---|---|---|---|---|---|---|---|
| No sends yet — pre-launch | ||||||||
📣 Per-Campaign · 30 days
Track B · SDR outbound
| Campaign | Sends | Open | Reply | +Reply | Bounce | Meetings |
|---|---|---|---|---|---|---|
| No campaigns yet | ||||||
👥 Per-Client Performance
Current Month
| Client | Emails Sent | Open Rate | Reply Rate | Meetings Booked | Health |
|---|---|---|---|---|---|
| No clients yet — pre-launch | |||||
📊 Delivery Targets
Emails/Client/Week
Target: 150-300
Open Rate
Target: >50%
Reply Rate
Target: >3%
Meetings/Client/Month
Target: 8-15
Show Rate
Target: >80%
⚠️ At-Risk Clients
No at-risk clients
💰 Total Spent — Solva Group since launch
rate-history aware · period-scoped
—
— → —
Avg / day ⓘ
—
Avg / week ⓘ
—
Avg / month ⓘ
—
Avg / quarter ⓘ
—
Annualised ⓘ
—
Going-forward run rate:
—
· sum of TODAY's registry rates (post-Workspace downgrade). The "Avg / month" above is BACKWARD-looking (period mix); this is FORWARD-looking (today's rates × 12).
⏱ Runway — the single most important number for an early-stage business always monthly
—
days of runway
—
Cash on hand ⓘ
—
Monthly OpEx ⓘ
—
Revenue (mo equiv) ⓘ
—
Net burn / mo ⓘ
—
Methodology: Runway = cash ÷ monthly net burn. Thresholds follow investor convention (Bessemer / Mosaic): green ≥9mo, amber 6–9mo, red <6mo, critical <3mo (raise or cut).
📊 P&L Breakdown — every dollar mapped to a SaaS finance bucket
ⓘ Bessemer / OpenView
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Gross Margin ⓘ
—
target ≥75% (Bessemer)
Total OpEx
—
— /yr
Top-3 Vendor Concentration ⓘ
—
—
Allocation share
Vendor breakdown by bucket
Methodology.
Bucket conventions follow Bessemer Cloud Index + OpenView SaaS Benchmarks.
Multi-purpose tools (e.g. Workspace) split via
cost_split; price changes captured via rate_history in subscriptions.json.
📐 SaaS Finance Snapshot — what an FP&A lead would expect to see
Bessemer · OpenView · Mosaic
Standard SaaS metrics (industry benchmarks per Bessemer Cloud Index 2024 + OpenView)
Solva-specific unit economics (cost per outreach action)
Metrics with "needs data" status are pending the relevant input. Hover any value for its formula and methodology citation.
📆 Renewals Timeline — next 90 days always 90d
—
How this works: Monthly subs project the next billing on their
started day-of-month. Annual plans use renewal_date. Notice-by date = renewal − 30 days for annual, 0 for monthly. Click any row for details.
📈 13-Week Cash Flow Forecast forward-looking
—
Methodology: Weekly buckets starting Monday. Base burn = current monthly registry rate ÷ 30.4375 × 7. Annual renewals add a lump-sum on the renewal week (monthly renewals are already amortised in base burn). 13-week rolling forecast = AU/NZ small-business cash management standard.
⏸️ Connector Status — Phase 2 deferred (pre-revenue)
deferred-pre-revenue
—
🔥 Solva Burn — Operating Expenses mostly fixed windows
FY 2025-26
This Period ⓘ
—
since launch
FY to date ⓘ
—
Lifetime ⓘ
—
Run rate / yr ⓘ
—
Last 7d ⓘ
—
By vendor (this month)
By category (FY to date)
📋 Cost Breakdown — every line, every figure explained always monthly
Recurring / month
—
Recurring / year
—
One-time total
—
Reconciliation (this month) ⓘ
—
Recurring subscriptions — click row to see how the figure is computed
One-time purchases
How figures are computed.
AUD subscriptions accrue at
amount ÷ 30.4375 days/month. USD subscriptions multiply by today's USD→AUD rate (ECB via frankfurter.app, refreshed daily at 03:00).
One-time entries are logged with the FX rate at time of import. Estimates flagged with ⚠️ — verify in subscriptions.json and run node /root/.openclaw/workspace/solva/spend/roll-spend.js to roll forward.
📅 Monthly Burn (last 12 months)
🗓️ Financial Year Comparison
📊 Revenue & Sends by Segment
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📉 Track A Funnel
Last 30d
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💬 Reply Intent Mix
Last 14d
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🎯 Per-Pull Performance — which Apollo pulls land best
Last 90d
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📨 Sequence Step + Variant Performance
Last 30d
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🎯 Open Rate Truth — separating real engagement from MPP noise
Last 30d
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🛡️ Domain Authentication — DMARC pass rate
Last 30d · auto-parsed from RUA reports
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📊 Cohort Comparison — W18 vs W19 vs ...
Lifetime per cohort
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🧪 Subject Variant A/B — winners + statistical significance
Last 30d
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🧭 Hypothesis Log — what we changed and why
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🛂 Pre-flight Content Scan
Active campaigns
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📮 Inbox Health Scoreboard
Last 7d
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🅰️ Track A — Lead List Product
30 days
Orders Paid—
Revenue—
Leads Delivered—
Avg Delivery Hours—
Refunds—
🅱️ Track B — SDR Outbound
30 days
Emails Sent—
Bounces—
Replies—
Positive Replies—
Meetings Booked—
Proposals Sent—
Clients Signed—
💼 LinkedIn — Quick Log
today
—
Apollo Credits Left
— used in 30d
—
NeverBounce Credits
—
Hunter Credits
—
Instantly Inboxes
🤖 Agent Activity · 30 days
OpenClaw Tasks Run—
Errors—
Token Usage—
📖 How burn works
Apollo: 1 credit per /people/match enrich. Budget 5,000/mo. Alert <1,000.
Hunter: 1 credit per email find. Free tier 50/mo.
NeverBounce: 1 credit per verify. Pay-as-you-go.
Instantly: inbox count capped by plan (Growth = 5).
Hunter: 1 credit per email find. Free tier 50/mo.
NeverBounce: 1 credit per verify. Pay-as-you-go.
Instantly: inbox count capped by plan (Growth = 5).
Steady Dashboard
Autonomous AI CFO for SMBs — Validation Phase
🧪 Validation Progress
Pre-Build
0% to MVP green-light
Customer Interviews
0
of 10 target
Hypotheses Tested
0
validated / invalidated
Waitlist
0
interest signups
LOIs / Pilots
0
committed
📋 Key Hypotheses
⏳
SMBs will trust AI to execute (not just suggest) financial decisions
⏳
$299-499/month price point is acceptable
⏳
Partner CPAs will refer clients
⏳
Autonomous execution works reliably (technical)
⏳
Regulatory path is navigable
💡 Recent Learnings
No learnings logged yet
Add insights from customer interviews here
Steady Validation Tracker
Tracking progress toward MVP green-light
✅ Build Readiness Checklist
🎙️ Interview Log
| Date | Name / Company | Type | Key Insight |
|---|---|---|---|
| No interviews logged yet | |||
Steady Documents
All Steady research, strategy, and planning docs
Select a file from the tree
Select a memory file to read it
Usage & Costs
Honest billing — API pre-paid + Max Plan subscription