Team Dashboard
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Rocklit OS
Team Dashboard
Overview
Daruma Visionaries
Client Work
BD Pipeline
Ops
+ Log touchpoint + Add contact + New project
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Team
Dashboard period
BD Leaderboard
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People contacted
in selected period
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Follow-ups overdue or due
past due + this week
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Active client projects
confirmed + ongoing
Recent activity
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Warm prospects
?
NewJust met. First touchpoint, no direction yet
WarmShowing interest, worth pursuing
Conversation ActiveOngoing follow-up in motion
InvitedProposal sent or invited to event
OrbitIn your world — check in when moment is right
DormantWas active, went cold. Not dropped, just paused
ClientCurrent or past paying client
Not a fitClosed. Not worth pursuing at this time
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Active projects
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Quick links
All
Client Work
DVR
Past
Delivery calendar — FY2026 + Q1 FY2027
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All projects
Sorted by delivery start date · click Airtable ↗ to edit
+ New project
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Daruma Visionaries
Alumni registry · click a cohort to see attendees
All cohorts
Sorted #7 → #1
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All alumni
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BD Pipeline
Search contacts, follow-up queue, and prospects tracker
+ Log touchpoint
All contacts
Search across all – contacts
+ Add contact
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Follow-up queue
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Prospects tracker
+ Add person
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Orbit & Dormant
Re-engage when the moment is right
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Ops
Internal projects and studio work
Internal projects coming soon
Once the internal projects table is set up, your Ops work will appear here — trademark, content OS, website, BD infrastructure and more.
Rocklit OS
BD Leaderboard
Team total
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People contacted this period
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Follow-ups overdue or due
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Active client projects
Recent activity
Search by name, company, or status
+ Add new contact
Recent activity
Follow-up queue
Daruma Visionaries
This month
FY2026 calendar