Phase 175 ยท Authority, benchmarks, and playbooks layer

Owner Dashboard Playbook

Owner Dashboard Playbook for service businesses implementing AI operations safely.

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Problem

owner visibility gaps

Manual process

Staff remembers, checks inboxes, calls back manually, and updates spreadsheets later.

AI-assisted process

daily command center and summary

Implementation checklist

Define trigger, owner, data needed, escalation, dashboard field, and monthly metric.

Metrics to track

open risks, hot leads, overdue follow-ups

Common mistakes

building dashboards nobody checks

Recommended first version

Start simple: capture, route, alert, follow up, and report before adding complex AI behavior.

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