Launch Margin Recovery Dashboard with live data sync
Launch Validation Engine analytics dashboard
Deploy Executive Dashboard with engagement timeline
Phase 1 complete review with Mark โ validate findings, calibrate agent
Expand agent to deep-reason over unstructured notes & OCR
Chrome Extension overlay for real-time cieTrade intelligence
Next milestone: Walk through the Margin Recovery findings with Mark. Confirm which
AI-identified issues are genuine money left on the table vs. noise. Use his feedback to tune confidence
thresholds and expand coverage to all active worksheets.