<% function riskChip(r){ return ''+r+''; } %> <% var money = locals.money || { billing: true, internal: true }; var _rows = rows || []; var _high = _rows.filter(function (r) { return r.risk === 'High'; }); var _owing = _rows.filter(function (r) { return r.unpaid; }); var _util = utilization || []; var num = function (v) { return (v == null || v === '') ? '—' : String(v); }; var _svgGrid = ''; var _svgPlus = ''; var _svgUp = ''; var _svgClk = ''; var _svgUsr = ''; var _acts = []; _acts.push({ href: '/staff/clients/new', lb: 'Add client', ic: _svgPlus, lead: true }); _acts.push({ href: '/staff/clients', lb: 'All clients', ic: _svgGrid, n: _rows.length }); _acts.push({ href: '/staff/upload', lb: 'Upload centre', ic: _svgUp }); _acts.push({ href: '/staff/time', lb: 'Log time', ic: _svgClk }); _acts.push({ href: '/staff/team', lb: 'Team', ic: _svgUsr }); %>
Agency
<%- include('../partials/demo-toggle') %>

<%= title %>

<% if (money.billing && agg.mrr) { %>

The agency runs on <%= h.money(agg.mrr) %> a month.

<% } else if (agg.clients) { %>

<%= agg.clients %> client<%= agg.clients === 1 ? '' : 's' %> on the books.

<% } else { %>

No client is set up yet.

<% } %>

<% if (agg.clients) { %><%= h.dateLong(new Date()) %>. <%= _high.length %> client<%= _high.length === 1 ? '' : 's' %> flagged at high risk, <%= locals.dueTodayCount || 0 %> task<%= locals.dueTodayCount === 1 ? '' : 's' %> due or overdue.<% } else { %>Add the first client to fill in this page.<% } %>

<% _acts.forEach(function (a) { %> <%- a.ic %><%= a.lb %><% if (a.n) { %> <%= a.n %><% } %> <% }) %>
Mission Control
<%= money.billing ? 'Recurring revenue' : 'Active clients' %>
<% if (money.billing) { %><%- agg.mrr ? h.money(agg.mrr) : '—' %><% } else { %><%- num(agg.clients) %><% } %>
<%= agg.clients %> active client<%= agg.clients === 1 ? '' : 's' %><%= agg.atRisk ? ', ' + agg.atRisk + ' at risk' : '' %><%= (money.billing && agg.mrrUnset) ? ', ' + agg.mrrUnset + ' with no retainer set' : '' %><%= (money.billing && agg.mrrOff) ? '. ' + agg.mrrOff + ' paused or ended, not counted' : '' %>.
Active clients
<%- num(agg.clients) %>
Avg AI Visibility
<%- num(agg.avgVis) %>
Hours this month
<%- num(agg.hours) %>
At risk
<%- num(agg.atRisk) %>
<% if (money.billing) { %>
Unpaid
<%- agg.unpaid ? h.money(agg.unpaid) : '—' %>
<% } %>

Revenue

recurring
MRR, active clients<%- agg.mrr ? h.money(agg.mrr) : '—' %>
Active clients<%- num(agg.clients) %>
<% if (money.billing) { %>
Unpaid<%- agg.unpaid ? h.money(agg.unpaid) : '—' %>
<% } %>
Contracted retainers only<%= (money.billing && agg.mrrUnset) ? '. ' + agg.mrrUnset + ' client' + (agg.mrrUnset===1?' has':'s have') + ' no retainer set yet' : '' %><%= (money.billing && agg.mrrOff) ? '. ' + agg.mrrOff + ' paused or ended client' + (agg.mrrOff===1?' is':'s are') + ' left out' : '' %>.
Clients at high risk
<%= _high.length %>
Tasks due or overdue
<%= locals.dueTodayCount || 0 %>
People logging time
<%= _util.length %>
<%= money.billing ? 'Clients owing money' : 'Clients measured' %>
<%= money.billing ? _owing.length : _rows.filter(function(r){ return r.aiVis != null; }).length %>

Clients needing attention

sorted by riskAll clients<%- h.ihelp('What risk means here', 'Risk is set by the delivery team and is never shown to the client.

A dash in AI Vis. or SEO means that client has not been measured yet.') %>
<% if (_rows.length) { %> <% if (money.billing) { %><% } %> <% _rows.slice().sort(function(a,b){ var o={High:0,Medium:1,Low:2}; return o[a.risk]-o[b.risk]; }).forEach(function(r){ %> <% if (money.billing) { %><% } %> <% }) %>
ClientAI Vis.SEORiskOpenUnpaid
<%= r.ws.name %><%- num(r.aiVis) %><%- num(r.seo) %><%- riskChip(r.risk) %><%= r.openTasks %><%- r.unpaid ? h.money(r.unpaid) : '—' %>Open
<% } else { %> <%- include('../partials/empty', { title: 'No clients yet', line: 'Clients appear here once they are added.', cta: { href: '/staff/clients/new', label: 'Add client' } }) %> <% } %>
<% if (money.hours) { %>

Team utilization

this monthLog time
<% if (!_util.length) { %>
No time logged this month yet.
<% } else { %>
<% var top = _util[0].minutes || 1; %> <% _util.forEach(function(u){ %>
<%= u.user.name %><%= u.hours %>h
<%= u.billablePct %>% billable
<% }) %>
<% } %>
<% } %>

Due or overdue

<%= (locals.dueTodayCount || 0) > (dueToday || []).length ? (dueToday || []).length + ' of ' + dueTodayCount + ' shown' : '' %>
<% if (!(dueToday || []).length) { %>
Nothing is due today.
<% } %> <% (dueToday || []).forEach(function(t){ %>
<%- include('../partials/avatar', { url: t.owner && t.owner.avatarUrl, initials: (t.owner && t.owner.initials) || '—', color: t.owner && t.owner.avatarColor, name: t.owner && t.owner.name, cls: 'fav' }) %>
<%= t.title %>, <%= t.workspace?t.workspace.name:'' %>
<% var _od = t.due && new Date(t.due) < new Date(new Date().setHours(0,0,0,0)); %><%= _od ? 'Overdue since ' + h.date(t.due) : 'Due today' %><%= t.priority==='high' ? ', high priority' : '' %>
<% }) %>