dOrgTech / dOrgTech/docs

Builder dashboard

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描述

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

- [Stats](https://airtable.com/tblufTXr6zuUl1Aml/viwQrOGh6SblWz1KJ?blocks=bipXRwOkiEo1W0yW1&bip=full)
- Revenue (over time, by client, total)
- Compensation (over time, by builder, total)
- Specializations (by builder, by project)

- Finding Projects
- Enter and visualize [work commitments](https://airtable.com/tblufTXr6zuUl1Aml/viwQrOGh6SblWz1KJ?blocks=bliGogT6ER5baA2QG&bip=full)
- View [active](https://airtable.com/tblufTXr6zuUl1Aml/viwC2pIYVNGSJP54h?blocks=hide) and [upcoming](https://airtable.com/tblufTXr6zuUl1Aml/viwQrOGh6SblWz1KJ?blocks=bipXRwOkiEo1W0yW1) opportunities
- View [confirmed project timelines](https://airtable.com/tblufTXr6zuUl1Aml/viwQrOGh6SblWz1KJ?blocks=bliOSTehVyGi6yx8t&bip=full)

- Sourcing Projects
- Instructions with links to outreach message, meeting agenda, and proposal template
- [Sales Pipeline Kanban](https://airtable.com/tblufTXr6zuUl1Aml/viwPvwZBVjj4M0Mq5?blocks=bipXRwOkiEo1W0yW1)
- 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

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