Issues List
Everything worth identifying · discussing · solving · ranked by IDS priority
Short-term (this week)
6
L10-tagged · 3 hit today, 3 carrying over
Long-term (quarterly)
9
For Q3 planning Jul 5
Auto-detected (new)
4
From Sentinel · need triage
Solved last 30d
23
Avg time to solve: 11 days
Short-term · this week's L10 6
Long-term · Q3 9
Solved 23
Archived 48
Ranked by IDS priority · drag to reorder
1
L10
Raised by Kristin · 2 days ago
CSR booking rate slipped to 68% (target 75%)
Down 7 points over 3 weeks. Ana on PTO 3 days, Rita new. Staffing issue or script issue? Tied to scorecard row.
Links to
📊 Scorecard · CSR booking
🎯 Q2 Rock · not on track
🎯 Q2 Rock · not on track
Urgent
Est impact
$8K/mo revenue
$8K/mo revenue
2
⚡ AI-detected
Sentinel agent · 6 hours ago
Keith Steele · missing ST timesheet 2nd period in a row
Gusto shows 80 scheduled hours · ST clock empty. This is a pattern (last happened Mar 24–31). Is Keith actually working these shifts? Payroll-blocking.
AI recommends
Direct conversation w/ Keith + Albert before approving payroll
Blocker
Pay-run due
Fri 10 AM
Fri 10 AM
3
L10
Raised by Albert · today
Milly LeDay — 3 callbacks this month
Already on Scorecard red · family situation disclosed last week. Coaching plan vs. reassign to simpler installs?
Links to
👤 Milly LeDay · profile
📊 Milly callbacks · red
📊 Milly callbacks · red
Coaching
Time-sensitive
next 2 weeks
next 2 weeks
4
L10
Raised by Mason · today
Q2 commercial pipeline short ~$85K of goal
Need push on 3 pending proposals (Brookhaven HOA · Rainbow Plaza · TransGlobal tenant). Which do we put final-mile effort into?
Links to
🎯 Q2 Rock · commercial reps
📊 Close rate · commercial
📊 Close rate · commercial
Strategic
Est impact
$85K pipeline
$85K pipeline
5
⚡ AI-detected
Sentinel · 3 hours ago
Delta 8 pricing — 3 complaints this week (pattern)
Customers citing competitor quotes $120–$180 cheaper on 1/4" tempered. Pricebook last updated 2024-08. Scheduled Josh's To-Do for pricebook audit but worth L10 discussion first.
AI recommends
Cross-reference CRL + Trulite · set margin floor rule
Pattern
3 customers
this week
this week
6
L10
Raised by Kristin · today
Gusto → QBO sync error on last payroll
GL categories don't match across 3 departments. Happened once before in Feb. Probably won't IDS today unless we have time. Defer?
Likely solution
Defer to Kristin's 1-on-1 w/ Philip · not L10-worthy
Backlog
Low priority
⚡ AI-detected · needs triage (3)
Sentinel / Delta / Master Chief agents flagged these. Promote to IDS, defer, or dismiss.
⚡ AI
AR aging: 3 invoices > 90d in Houston (total $14.2K)
Pattern match to Pinebrook issue from 2023 · similar net terms
⚡ AI
Close rate trend · Grayden Marshall 22% → 14% over 4 weeks
New tech, may be expected ramp curve, but crossing watch threshold
⚡ AI
Vehicle maintenance overdue · 2 trucks past service interval
Fleetio signal · suggested action: schedule this week