SAMPLE DISCOVERY DASHBOARD

What the dashboard can show before you buy a build.

This sample dashboard shows the kind of customer-facing summary Vigil produces after read-only automation discovery: available automations, estimated time and money recovered, risk, build size, monitoring size, and the safest first paid move.

// 40-SECOND WALKTHROUGH

See how the sample dashboard guides a first build

The walkthrough moves from the impact summary to scope guidance, candidate details, and the customer approval boundary.

Sample numbers only. Captions are available from the video controls.

// OPPORTUNITY MAP

Automation work ranked by impact and risk

The dashboard separates low-risk automation candidates from paths that need review, cleanup, or credentials before they should be trusted.

Recommended first workflow

  • Invoice PDFs from stable spreadsheet: low-risk and ready for a narrow build.
  • Expected output: reviewed PDF invoices saved locally before any send step.
  • Customer responsibility: confirm source file, reviewer, and manual fallback.
  • Monitoring size: basic if it stays one workflow; managed if email send/error review is included.

Scope guidance

  • Build-size labels: small, medium, large, or custom.
  • Monitoring-size labels: basic, managed, or critical.
  • Simple workflow, stable input, clear output: a good first scoped build.
  • Final pricing stays flexible and scope-based after review.

Invoice generation

READY>>>SMALL BUILD

Stable invoice spreadsheet can become reviewed PDF invoices with a local dry-run gate.

  • 8 runs/mo - 18 min/run including rework
  • 2.4 hr/mo estimated time recovered
  • $84/mo estimated admin value
  • Monitoring: basic

Payment reconciliation

READY>>>MEDIUM BUILD

Deposits can be matched against invoices, with exceptions separated for review.

  • 4 runs/mo - 43 min/run including rework
  • 2.9 hr/mo estimated time recovered
  • $129/mo estimated bookkeeper value
  • Monitoring: managed

File monitoring

READY>>>SMALL BUILD

A watched folder can route files, write receipts, and isolate failed jobs.

  • 20 runs/mo - 12 min/run including rework
  • 4.0 hr/mo estimated time recovered
  • $140/mo estimated admin value
  • Monitoring: basic

Past-due follow-up

NEEDS REVIEW>>>MEDIUM BUILD

Reminder drafts are possible, but send rules and approval owner need customer review first.

  • 8 runs/mo - 20 min/run including rework
  • 2.7 hr/mo estimated time recovered
  • $93/mo estimated admin value
  • Monitoring: managed

Monthly reporting

NEEDS REVIEW>>>MEDIUM BUILD

Owner summaries are possible after the first workflow produces stable accepted outputs.

  • 1 run/mo - 65 min/run including rework
  • 1.1 hr/mo estimated owner time recovered
  • $92/mo estimated owner value
  • Monitoring: managed

Use discovery to choose the first paid move.

The dashboard is meant to make the first sales conversation concrete: what is ready, what is blocked, what matters, and what Vigil would be responsible for monitoring.