Client Engagement Dashboard
Anthony is a member of Brad's EO Forum. Brad spent 4 days with Anthony at a forum retreat in Feb 2026. Strong personal relationship. Henri's is one of OA's flagship single-VA success stories.
Anthony is an EO Forum member with Brad. Communication through GChat space and through personal EO relationship. Tammy Vaughn (Controller) is primary day-to-day contact for Cristine's work. High trust account.
Migrating from QuickBooks to Restaurant365. Cristine ranked 8th out of 93 on R365 certification. Prime candidate for Software-as-a-Managed-Service model.
7 locations, 7 bank accounts, multiple revenue streams (dine-in, ezCater, Uber Eats, DoorDash, Grubhub). Complex reconciliation executed flawlessly.
Anthony acquired wholesale bakery (Smyrna GA, July 2024) plus Galla's Pizza. Accounting scope expanding with acquisitions.
Anthony named president of Retail Bakers of America. Industry leadership position creates content and referral opportunities for OA.
Real-time productivity tracking and hours breakdown will appear here once the Time Doctor API integration is live.
| Metric | Description |
|---|---|
| Daily Hours Tracked | Hours logged per VA per day with idle vs. active breakdown |
| Weekly Productivity Score | Percentage of tracked time spent on productive tasks |
| Top Applications Used | Most-used apps and websites during work hours |
| Screen Activity | Screenshot frequency and activity levels |
| Attendance & Schedule | Clock-in/out times, breaks, overtime tracking |