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SCALE — Now Grow
S8

Real-Time Event Intelligence Dashboard

NOT STARTED Wave 3 · 4 weeks

Executive Summary

During RRI’s highest-revenue moments — the sales pitches at UPW, Business Mastery, Date with Destiny — leadership flies blind. There is no real-time view of orders per minute, revenue by SKU, conversion funnel health, auth success rates, or pipeline bottlenecks. Decisions about mid-event pricing, additional pitches, or operational interventions are made on gut feel and anecdotal reports.

The Real-Time Event Intelligence Dashboard changes this with a single screen that shows everything happening during an event: live orders per minute, revenue by SKU and geography and time, the full conversion funnel (page view → cart → checkout → success), authentication success rate, pipeline health, and magic link delivery rate.

Two AI agents enhance the dashboard: Selene delivers executive AI summaries (“Orders are 23% above UPW March average, but international checkout is failing at 2x the domestic rate — auth quota may need intervention”), and Primus shows real-time sales rep performance during breakout room sessions.

This builds directly on D6’s Grafana infrastructure (LGTM stack already deployed by Zach). The data connections exist — this initiative is about surfacing the right data at the right time in an iPad-optimized view that leadership will actually use during events.

What Needs to Happen

  1. Connect Grafana to order-ingestion metrics (builds on D6) — Extend D6’s existing prometheus-client instrumentation in rri-order-ingestion to export order-level metrics: orders/minute, revenue/minute, SKU breakdown, geography, payment method. Grafana already exists; this is about adding the right data sources.
  2. Build revenue-per-minute visualization by SKU and geography — Real-time Grafana panels showing: total revenue accumulator, revenue per minute trend line, breakdown by SKU (Bronze, Summit, Bundle), breakdown by geography (US, international, by country). Time-series with 1-minute granularity.
  3. Add conversion funnel tracking — Track the full funnel: page view → cart add → checkout start → payment attempt → payment success. Identify where customers drop off in real time. Alert if any funnel stage drops below threshold (e.g., checkout success rate <70%).
  4. Integrate auth success rate monitoring from D4 — Pull Cognito authentication metrics into the event dashboard. Show: auth attempts/minute, success rate, failure reasons (quota, invalid token, timeout). Critical during events when auth volume spikes 10-50x.
  5. Add magic link delivery rate from U9 — Track magic link email generation, delivery, open, and click rates in real time. Alert if delivery rate drops (indicates email service issues). Show time-from-purchase-to-event-access for monitoring attendee experience.
  6. Build Selene integration for executive AI summaries — Selene AI agent ingests dashboard data every 5 minutes and generates natural-language executive summaries. Push summaries to a dedicated Slack channel and display on the dashboard. Summaries include: performance vs. historical, anomalies detected, recommended actions.
  7. Build Primus integration for sales rep performance — Primus AI agent tracks individual rep performance during breakout room sessions: deals closed, revenue generated, conversion rate, average deal size. Real-time leaderboard. Identify top performers and struggling reps for coaching intervention.
  8. iPad-optimized view for leadership during events — Responsive Grafana dashboard optimized for iPad viewing. Large, readable metrics. Auto-refresh. Touch-friendly drill-down. Erik, Yogesh, and Tony can walk the event floor with a live view of every metric that matters.

Claude Code acceleration: Grafana dashboard JSON configurations, Prometheus metric exporters, Selene/Primus AI agent code, and the data connection plumbing are all highly automatable. The iPad-responsive CSS is straightforward. Estimated savings: 1-2 weeks (from 4 weeks to 2-3 weeks).

Completion Criteria

  • Dashboard shows live orders/minute and revenue by SKU, geography, and time
  • Conversion funnel tracking operational with real-time alerting
  • Auth success rate monitoring integrated from D4/Cognito
  • Magic link delivery rate tracking from U9 displayed
  • Selene AI summaries generating every 5 minutes during events
  • Primus rep performance leaderboard live during breakout sessions
  • iPad-optimized view tested and approved by leadership
  • Dashboard used during at least one live event with positive leadership feedback

Initiative Attributes

S8 — Real-Time Event Intelligence Dashboard
Cost
Grafana (existing LGTM stack) + data connections (2-4 weeks engineering)
Timeline (Original)
4 weeks (Wave 3)
Timeline (With Claude Code)
2-3 weeks
Grafana + data connections — dashboard configs, metric exporters, AI agent code
Owner
Zach Hardesty + Caitlin Noble
Prerequisites
D6 load testing infrastructure (Grafana/LGTM stack deployed)
Unblocks
Data-driven mid-event decisions; leadership visibility into real-time operations
Revenue Impact
Data-driven mid-event decisions — leadership currently flies blind during highest-revenue moments
Success Metrics
Dashboard used during live events; Selene summaries actionable; leadership adoption >80%

Tools Required

ToolPurposeCost
GrafanaDashboard visualization, alerting, iPad-optimized viewsExisting LGTM stack
prometheus-clientMetric export from order-ingestion and auth systemsFree (OSS)
Selene AIExecutive summary generation from dashboard dataAPI inference costs
Primus AISales rep performance tracking and leaderboardAPI inference costs
Loki / TempoLog aggregation and distributed tracing for pipeline healthExisting LGTM stack

Related Risks

No direct risk factors mapped to this initiative. S8 builds on existing infrastructure (D6 Grafana/LGTM stack). The primary risk is adoption: the data lake and Grafana already exist, but leadership hasn’t used them (behavioral change problem identified in the March 2 meeting). The iPad-optimized view and Selene AI summaries are specifically designed to solve the adoption barrier — push insights to leadership instead of requiring them to pull.