# graph8 for Founder / CEO > graph8 field guide for Founder / CEO. Live URLs, real surfaces, screenshots from a public-data showcase tenant. Source: https://docs.graph8.com/roles/founder/ *A field guide for Founder / CEO. Live URLs, real surfaces. Screenshots captured from a showcase tenant with public-company data only.* ## The five things to use today ### 01. Daily pulse — Analytics Overview + Pipeline + Customers *Three URLs every morning. Site traffic + sessions, deal pipeline + $weighted, customer book + MRR. Done in 90 seconds.* **Open these** - `app.graph8.com/analytics` — single-screen marketing pulse - `/deals/pipeline` — kanban with $weighted per stage - `/deals/l/customers` — paying customers + MRR ![Analytics Overview showing 79,897 unique visitors, 79,752 new, 82,934 sessions, 99,598 page views, 8s avg engagement, 97.1% bounce, top sources Direct 75.9% Organic 16.2% Referral 3.9%](../../../../assets/roles/founder/1-analytics-overview.webp) ***Fig 1.1** — `/analytics`. **79.9K unique visitors · 99.6K page views · 1.6% engagement.** Top sources: Direct 75.9% · Organic 16.2% · Referral 3.9%. Watch the daily trend more than the absolute number.* ![Pipeline kanban with 6 stages New Meeting/Discovery Held/Solution Fit/Proposal Sent/Verbal Commit/Closed Won showing 4 deals with $40K/$9K/$400K weighted totals](../../../../assets/roles/founder/2-pipeline-kanban.webp) ***Fig 1.2** — `/deals/pipeline` kanban. 6 stages with **$total / $weighted per column** = your weighted pipeline number today.* ![Customers list with a paying customer, a paying customer, a paying customer, your account, a paying customer showing MRR and Active status](../../../../assets/roles/founder/3-customers.webp) ***Fig 1.3** — `/deals/l/customers`. The book. your paying customers including *a paying customer $8.6K · your account · a paying customer · a paying customer · a paying customer*.* > **Tip: Try this now** > **Morning routine.** 3 tabs, in this order: Analytics → Pipeline → Customers. Eyeball for anomalies. Anything red? Drill in. Done in 90 seconds, total business pulse. ### 02. Conversion in flight — Trials + Marketing Bridge Funnel *Where revenue comes from next. 9 trials with countdown timers (convert before they expire). Plus the Outbound Bridge Funnel showing 80K visitors → 481 identified → next steps.* **Open these** - `app.graph8.com/deals/l/trials` — Active + Expired sub-tabs, with countdown timers - `/analytics/marketing` — Marketing Intelligence + Outbound Bridge Funnel ![Trials list showing 9 trials with countdown timers (67d/63d/68d left) and Active/Expired sub-tabs](../../../../assets/roles/founder/4-trials-funnel.webp) ***Fig 2.1** — `/deals/l/trials`. 9 trials with **countdown timers** (68d / 67d / 63d left). Active + Expired sub-tabs.* ![Marketing Intelligence Outbound Bridge Funnel showing 80098 web visitors, 481 identified, qualified traffic 481, engagement quality 2%, campaign influence 481, pipeline impact 0](../../../../assets/roles/founder/5-reports-landing.webp) ***Fig 2.2** — `/analytics/marketing`. **Outbound Bridge Funnel: 80,098 visitors → 481 identified → 0 added → 0 replied → 0 meetings.** The big gap = your Marketing-to-Sales plumbing isn't piping identified visitors into sequences. Easy founder-level fix: assign someone to wire that up.* > **Tip: Try this now** > **Founder move.** Open both. Anyone in the Trials list with a countdown < 14 days = call this week. Then ask: *"why are 481 identified visitors not getting outbound?"* The answer to that is probably worth $50-200K ARR. ### 03. Team activity — Performance Reports dashboard *One screen tells you if the SDR/AE team is doing the work. 40K emails / 9K dials / 235 replies / 0.6% reply rate / 72 meetings — last 7 days. If those numbers tank, you have a team or tooling problem.* **Open it at** - `app.graph8.com/reports` — Performance Reports with 13 sub-reports ![Performance Reports landing showing 40434 emails, 9220 dials, 235 replies, 0.6% reply rate, 72 meetings last 7 days with activity-over-time chart and left sidebar of 13 sub-reports](../../../../assets/roles/founder/6-agents.webp) ***Fig 3.1** — `/reports`. **40.4K emails · 9.2K dials · 235 replies · 0.6% reply rate · 72 meetings (7d).** Activity-over-time chart shows daily volume. Left sidebar: 13 sub-reports (Reply Health · Bounce Health · SDR Leaderboard · Talk Time Quality · Meeting Pipeline · etc.) for deeper drill.* > **Tip: Try this now** > **Founder move.** Bookmark `/reports` as the second tab in your morning routine (after `/analytics`). Look at the activity chart's trend line, not the absolute number. Three down-days in a row = ask your Sales Manager what's going on. ### 04. Your AI team + brand DNA — Agents + Studio Global *8 AI agents live (Receptionist, SDR variants, CSM Support, Twin clones of your reps). Plus 46 brand DNA docs auto-generated from your website — Brand Brief, Personas, ICPs, Messaging House, all on tap.* **Open these** - `app.graph8.com/agents` — 8 AI agents - `/studio?mode=global` — 46 brand DNA docs (4 buckets) ![Agents page showing 8 active agents: AI Receptionist, 10k free signup (David SDR), Hyperpersonalized (Michael SDR), Graph8 Chat Agent, Graph8 Support Agent (Olivia CSM), Twin SDR Ari, Twin SDR Din, Twin AE Nick](../../../../assets/roles/founder/7-studio-global.webp) ***Fig 4.1** — `/agents`. **8 agents shipped:** AI Receptionist · 10k free signup (David, SDR) · Hyperpersonalized (Michael, SDR) · Graph8 Chat Agent · Graph8 Support Agent (Olivia, CSM) · Twin SDR Ari · Twin SDR Din · Twin AE Nick. All Active. Voice + phone numbers assigned per agent.* ![Studio Global docs workbench showing 43/46 Generation Incomplete with docs Team Command Center, Audience Questions, Brand News, Brand Sentiment, Company Enrichment, Company Keywords, Competitor Discovery, Organic Keywords, Paid Keywords, Products & Services with workflow type and status](../../../../assets/roles/founder/8-marketing-funnel.webp) ***Fig 4.2** — `/studio?mode=global`. **43 of 46 brand DNA docs generated** across 4 buckets (Intelligence · Context · Research · Targeting). Audience Questions · Brand News · Brand Sentiment · Company Enrichment · Competitor Discovery · Organic Keywords · Paid Keywords · Products & Services. Source of truth for every email/LP/agent script downstream.* > **Tip: Try this now** > **Founder move.** Open `/studio?mode=global`. Read the Brand Brief + Value Props + Personas. If they're wrong, fix them — every downstream artifact (email copy, ads, LP heroes, agent prompts) pulls from these docs. Spend 30 minutes here once a quarter, save 30 hours of "no, that's not how we should describe ourselves" downstream. ### 05. Copilot — your business summarized in a paragraph, on command *Natural-language exec queries. Reads from pipeline, customers, sequences, replies, deals — and writes you a paragraph. Use it as your weekly investor-update first draft.* **Open it at** - Sparkle icon · top-right · any page → Copilot side panel - Also reachable via WhatsApp / Slack / iMessage / Roam Bridge (see `/profile?tab=apps`) > **Note: Live copilot exchange** > *Live exchange · 2026-05-20* > > > "Give me a 1-paragraph summary of my business this week." > > ~9,000+ emails > > 32 replies total > > 0.56% reply rate > > 4 Closed Won deals totaling ~$1,997 > > "This week the outbound engine is running but underperforming: your active campaigns sent across roles like VP/Head of Sales, Account Executives, and RevOps, generating — with AccountExecutives_SaaS leading at a … (BigTapp Analytics, SterlingRisk, MayaKnows, sasa-holdings)…" ![Studio Global with Copilot panel open showing business summary response with email counts, reply rates, Closed Won deals (BigTapp Analytics, SterlingRisk, MayaKnows, sasa-holdings totaling ~$1997)](../../../../assets/roles/founder/9-ads.webp) ***Fig 5.1** — Live copilot answer. Reads from sequences, replies, deals, customer data — synthesizes into a paragraph. **Names specific Closed Won accounts** and the rep + sequence that drove the result. Better than 80% of weekly status emails.* ![Ad Campaign Manager showing 0 active campaigns, $0 spend, 0 impressions, 0 clicks, 0% CTR — empty state with your data/X platform support](../../../../assets/roles/founder/10-copilot-founder.webp) ***Fig 5.2** — `/ads`. Shipped, unused. 0 active campaigns · $0 spend. **Big founder-leverage opportunity** — start with $50/day LinkedIn against your top ICP list. Wire it up once.* > **Tip: Try this now** > **Founder move.** Every Sunday night, paste this into copilot: *"Write me a 5-paragraph weekly investor update covering pipeline, customers, marketing, team activity, and ask."* Edit the output for 10 minutes. Send. Saves 90 minutes of staring at a blank doc. ## The founder URL stack (bookmark this row) | To do this | Go here | | --- | --- | | **Morning pulse** — analytics + pipeline + customers | `/analytics` · `/deals/pipeline` · `/deals/l/customers` | | Trials in flight (with countdown timers) | `/deals/l/trials` | | Churned (post-mortem + win-back) | `/deals/l/churned` | | Marketing Bridge Funnel (where leads die) | `/analytics/marketing` | | Team activity (7-day pulse) | `/reports` | | AI agents (8 shipped) | `/agents` | | 46 brand DNA docs | `/studio?mode=global` | | Ad campaigns (still unused) | `/ads` | | Quotes / bookings ledger | `/deals/quotes` | | Admin — Stripe IDs, LLM COGS, custom JS | `/admin` | | Open Copilot anywhere | Sparkle · top-right | | Copilot via WhatsApp / Slack / iMessage | `/profile?tab=apps` | ## Heads-up — what to know > **Caution:** > **1. Big leverage opportunity: Ads + Bridge Funnel.** `/ads` shows $0 spend, and the Marketing Bridge Funnel shows 481 identified visitors → 0 added to outbound. These two surfaces together are an easy six-figure ARR fix. > > **2. Studio Global is 43/46.** Three docs still pending generation. Fire them so all 46 are ready when you ramp. > > **3. Customer Owner column is empty for graph8 today.** Assign owners on `/deals/l/customers` so renewal accountability is clear. > > **4. Bridge Copilot lets you DM the bot from WhatsApp / Slack / iMessage / Roam.** Set it up once at `/profile?tab=apps` — then ask "what's my MRR" from your phone instead of opening a laptop. > > **5. Bookmark — don't browse.** Every founder doc-of-this-genre fails because nobody can find the 5 URLs that matter. Open this doc once, bookmark all 5, then close the rest of the app and just live in those 5 tabs. --- Generated 2026-05-20 against `app.graph8.com` (org `your org`). Surface state verified live before publication