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Builder dashboard #42

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orishim opened this issue Sep 14, 2020 · 1 comment
Open

Builder dashboard #42

orishim opened this issue Sep 14, 2020 · 1 comment
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@orishim
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orishim commented Sep 14, 2020

Utilize AIrtable (API, embedded views and blocks) to create a comprehensive builder dashboard with sections for:

  • Stats

    • Revenue (over time, by client, total)
    • Compensation (over time, by builder, total)
    • Specializations (by builder, by project)
  • Finding Projects

  • Sourcing Projects

    • Instructions with links to outreach message, meeting agenda, and proposal template
    • Sales Pipeline Kanban
    • Form for adding a new opportunity
    • Form for closing a project
      • generates Services Agreement (SoW, T&Cs, link to proposal) and all client invoices in a .zip
      • generates DAO proposal in Alchemy
      • updates entry in Airtable
  • Working & Getting Paid

    • Builders can enter, edit and view payment claims and work logs
    • Project lead can make payments:
      • calculates payment, rep and token amounts based on current claim distribution
      • generates multiple DAO proposals in Alchemy
      • adds multiple entries to Airtable
@orishim
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orishim commented Sep 14, 2020

@orishim orishim transferred this issue from another repository Oct 25, 2020
@orishim orishim changed the title Add builder dashboard Builder dashboard Nov 11, 2020
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