cocottetech/@platform/codebase/@features/ai-copilot/docs/T-analytics-dashboard.brief.md

T — Analytics + business dashboard

Goal

Quinn's daily-driver (brief A) tells her what wants her attention. Audit (brief I) tells her what was done in her name. Neither tells her how her business is performing. The strategist specialist already produces these reads ("the OF cohort cooled since Berlin"), but they only land as chat proposals. This brief adds a pinned dashboard surface — revenue trends, prospect funnel, cohort warmth, per-surface performance — so Quinn can answer "how am I doing this week" in one tap.

The dashboard is the strategist's front-window, not a separate specialist. It pulls from the same data sources strategist already reads (engagement_events, content_posts, agent_actions, tour_legs); the dashboard is the visual surface for those reads, while chat proposals remain the conversational surface.

Designer skim

• Headline UX: One scrollable dashboard. Five panels: revenue · prospect funnel · per-surface performance · cohort warmth · tour ledger. Each panel has a default view, a strategist-narrated insight chip, and a "tell me more" tap that opens a chat thread with strategist for that slice.
• Panels (5): T1 revenue · T2 funnel · T3 per-surface · T4 cohort warmth · T5 tour ledger.
• Voice lean: working register throughout — analytical, literary; hearth on insight chips when the news is good; plain when revenue dips or a cohort hard-flatlines.
• Pair-with: strategist contract, day-in-life.flow.md (dashboard appears in the day flow when Quinn checks in on web companion).
• Blocking Qs: see OPEN-DECISIONS.md → T-Q1 cadence-of-refresh, T-Q2 web-vs-iOS depth parity.

States to design

• Each panel has 4 base states: empty (new user, no data yet) · sparse (some data, low confidence) · typical · anomaly-highlighted.
• Whole dashboard: cold-load skeleton; degraded (strategist offline — show last-known with timestamp); offline (use cached, banner).
• Per-panel "tell me more" handoff transition to chat.
• Per-panel time-window pickers (7d / 30d / 90d / custom).
• Comparison-mode (this period vs prior period) — toggle at top.
• Insight-chip variants: positive, neutral, anomaly, plain (failure-adjacent).

T1 — Revenue panel

Default view: a single number (current period gross), trend sparkline, comparison to prior equivalent period, breakdown chip stack (OF / Tryst / TS4Rent / PPV / tips / other).

Insight chip (strategist-narrated):

Up 18% over last 30 days — OF subscribers carrying it. Tryst is flat.

Tap-through: opens chat with strategist scoped to "explain the revenue movement this period."

Drilldown view (tap the headline number):

• Daily series with per-source overlay.
• Per-source share-of-revenue donut.
• "Big days" callouts (top 3 days; tap → audit drawer scoped to that day).

Privacy: per-leg revenue figures live in audit; T1 aggregates across all sources. Hotel/leg detail revenue stays in R drawer.

T2 — Prospect funnel panel

Default view: stacked funnel — Free → DM → Tip → PPV → Subscribe → Booking. Counts per stage, conversion rates between stages, period delta.

Insight chip (strategist):

47 prospects entered the funnel this week, 8 reached PPV. The DM→Tip conversion is steady at 14%; below it the drop-off is from PPV pricing — strategist has a price-test proposal ready.

Tap-through: opens chat — strategist may propose an experiment (per [brief plan P4 conversion experiments]).

Drilldown:

• Per-stage list of prospects (links to brief B3 prospect drawer).
• Per-funnel-source breakdown (X-sourced vs Tryst-sourced vs cold).
• Cohort retention by entry-week.

T3 — Per-surface performance panel

Default view: a row per Quinn-active N1+N2 surface (per brief O). Each row: post count (or bump count for N2 directories), engagement rate, conversion to funnel-stage-2+, period delta.

Insight chip (strategist):

Instagram drafts are sitting unapproved 4 days on average — content-social wants you to either relax draft-approval there or accept the cooling effect.

Tap-through: opens specialist drawer for content-social (or relevant specialist), pre-filtered to this surface.

Drilldown:

• Per-surface time-series (posts × engagement).
• Per-surface auto vs Quinn-approved ratio (cross-references brief I trust panel).
• Top-3 posts of period.

T4 — Cohort warmth panel

Default view: heat-mapped cohort matrix — entry week × subsequent-week revenue contribution. Newer cohorts on top.

Insight chip (strategist):

The October cohort is the warmest in 90 days — re-engage before December and they'll likely convert again. Earlier cohorts (Aug, Sep) are cooling; one nudge-DM cluster might revive Sept.

Tap-through: opens chat — strategist may propose a follow-up DM cluster targeting a cohort.

Drilldown:

• Per-cohort prospect list with funnel-stage snapshot.
• "Send a follow-up cluster" affordance — drafts a triage+content-onlyfans DM cluster scoped to a chosen cohort.

T5 — Tour ledger panel

Default view: rolling list of past + active + planned legs (per brief R). Per row: city, dates, planned revenue vs actual, net.

Insight chip (strategist):

Berlin Oct over-performed (€4,920 vs target €4,200). Amsterdam under-performed (€2,100 vs €3,000). Worth interrogating the Amsterdam hotel choice — Adina worked, the canal-side property didn't.

Tap-through: opens leg-detail drawer (R2b) for the relevant leg.

Drilldown:

• Cumulative tour-only revenue ribbon.
• Per-city historical performance (cities Quinn has visited multiple times — what's the trend?).
• Tour vs home-base revenue split.

T6 — Dashboard chrome and access

T6a — Where the dashboard lives

• iOS: a drawer (sibling to brief B's catalog) reached from chat-home's top-bar overflow OR by Quinn saying "show me the dashboard." The drawer dismisses with swipe-back to chat scroll position.
• Web companion (brief G §G4): full-page view (G's CRM-style desktop affordance). Same panels, more drilldown density per panel since desktop has the screen real estate.

T6b — Refresh model

• Default panel data is cached and refreshed by strategist once per vigil (per brief Q) — "morning numbers" pattern.
• A subtle pull-to-refresh on the panel re-runs the strategist computation. Per-pull cost is real (LLM calls) so this is intentionally low-affordance.
• Streaming panels (revenue current-day, funnel current-day) update on engagement-event arrival via SSE/WebSocket on web companion. iOS uses push for high-stakes anomalies only (per brief C).

T6c — Anomaly surfacing in chat

When strategist detects an anomaly (revenue spike, funnel collapse, cohort-warmth flatline), the insight chip changes register (plain) and also surfaces as a chat message — Quinn shouldn't have to open the dashboard to learn that something broke or surged. Chat is the canonical attention surface; the dashboard is for intentional analytical sessions.

T6d — Comparison mode

A toggle at the top: this week / 30d / 90d × vs prior / vs same period last year. Each panel re-renders with delta callouts. Lean: comparison-vs-prior is the default for this week; comparison-vs-last-year is the default for 90d+.

T6e — Privacy on the dashboard

The dashboard is operator-facing only. Never exported, never embedded in outbound, never visible to coop peers (per brief N coop intel network is separate). Revenue figures are confidential per brief K §K3-misc — never quoted in outbound drafts.

In-the-wild copy

T1 revenue insight chip, good news (hearth):

Up 18% over last 30 days — OF subscribers carrying it. Tryst is flat.

T1 revenue insight chip, anomaly (plain):

Revenue dropped 31% week-over-week. Two OF days missed scheduling because of the platform.api hiccup Tuesday. Audit has the details.

T2 funnel insight chip, opportunity (working):

47 in, 8 reached PPV. The DM→Tip stage is your widest leak. Want strategist to draft a price-test?

T3 per-surface insight, friction (working):

Instagram drafts have been sitting unapproved 4 days on average. Relax draft-only or accept the cooling — your call.

T4 cohort insight, re-engagement opportunity (hearth):

October cohort is your warmest in 90 days. One nudge-DM cluster before December and they likely come back.

T5 tour ledger insight, mixed result (working):

Berlin over, Amsterdam under. The canal-side hotel was the difference — Adina-Mitte worked, the canal-side didn't. Worth a re-scout next time.

Pull-to-refresh confirmation (plain — costs money):

Re-running strategist over 30 days. ~10s, ~$0.04 in inference.

Comparison mode toggle hint (working):

Compared to last month, you're up across the board except Instagram. Tap a panel to dig in.

Out of scope

• Marketing-funnel analytics for sites Quinn doesn't own (third-party attribution).
• Cross-org dashboards (single-Quinn for P0; multi-org with Demimonde is P5+).
• Export to PDF / CSV (defer; users will ask if needed).
• A/B test infrastructure UI — referenced in T2 conversion experiments but lives in a separate experiments brief if it grows.
• Tax / accounting view — Quinn handles separately; not a CocotteAI concern.

Open questions

• T-Q1 Refresh cadence — strict once-per-vigil or also on app-foreground? Lean: once-per-vigil + manual pull. Foregrounding alone shouldn't burn inference. [blocking]
• T-Q2 Web-vs-iOS depth parity — should iOS show all panels at the same depth, or surface a "open in web" affordance for the densest views (e.g. cohort matrix)? Lean: iOS shows summary + key drilldowns; "open in web" for high-density grids like T4 matrix. [blocking]
• T-Q3 Anomaly threshold — what counts as worth a chat surfacing vs just an insight-chip change? Lean: ±20% revenue WoW, ±10pp funnel-stage conversion shift, cohort flatline >2 weeks. Engineering-tunable. [engineering]
• T-Q4 "Tell me more" handoff continuity — does the chat thread that opens from a panel keep that panel pinned at the top while strategist explains? Lean: yes, the panel pins as a card-style reference while the conversation flows below it. [nice-to-have]
• T-Q5 Per-cohort experiments — when Quinn approves a strategist-proposed price test or DM-cluster from the dashboard, where does that action's progress surface afterward? Lean: in the dashboard panel that spawned it, with a "test running, day 3 of 7" status. [nice-to-have]

Related

• brief I — the what was done surface; T is the how is it going surface.
• brief A — anomaly surfacing in chat (T6c).
• brief G §G2 — web companion's CRM view is T's desktop expression.
• brief Q — refresh cadence ties to vigil close.
• brief R §R6 — tour ledger panel feeds back into multi-leg routing.
• strategist contract — T is strategist's front-window.
• voice §V4 — strategist voice lean (working).
• brief K — revenue figures never echoed outward.