What shipped

A new firm operations dashboard at dashboard.demandsam.com (DNS unverified — go-live gated on Sam's approval). Built on the proven litify-visualization-app pattern but rebuilt clean against the Marketing Center IA: overview first, library second, plain-language section names, plain data companion under every chart.

• Repo: https://github.com/samaguiar1982-cpu/sail-dashboard (private)
• Render service: sail-dashboard (id srv-d82a3tfavr4c739k53pg), live at https://sail-dashboard.onrender.com
• Local path: Repos/sail-dashboard/
• Stack: FastAPI + Jinja, Postgres-ready Phase 2, simple-salesforce + sf CLI auth

Data scope decision

2025-01-01 onward, applied at the export layer (SOQL WHERE clause) using event-date fields, not CreatedDate. A resolution paid in 2025 from a 2023 matter still belongs in the 2025 financial view.

CMO TV — live with real data

9 Joe-standard sections (in order): Leads, Signed Cases, Spend, Attribution, Metrics, Demographics, Lexington, Spanish, Trucking. Each section renders the plain data companion (timeframe, source, fields used, caveat) underneath every chart. Empty sections auto-hide rather than showing empty charts.

Real numbers from the export:

• Leads (2025+): 7,651
• Signed (2025+): 1,890
• Marketing spend: $3,280,942
• Cost / signed case: $1,736
• Lead → Signed: 24.7%

Top sources by signed cases: Word of Mouth, Returning Client, SEO, Television Ad, Employee (Attorney).

Attribution insights worth Joe's review:

• Google LSA (Louisville): $190K spend / 79 signed = $2,407 per signed (best ROI)
• Television Ad: $1.28M / 160 signed = $7,981 per signed