Control Tower
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1. Pick the customer data
Selected: (none)
2. Pick where to put the results
Output: (none)
3. Customer name (appears in report)
Running…
Results
Ballpark Assessment
| Units | At cost | At sales | |
|---|---|---|---|
| Stock on hand | — | — | — |
| 12-month demand | — | — | — |
Cross-tab concerns
Slim4 interface files written
| File | Rows | Cols filled | Cols blank |
|---|
Per-dataset detail
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Map source columns → Slim4 templates.
Selected:
Reference tables — code → name pairs that consumers like Warehouse Master name auto-fill and the Triage data-quality passes can use. Confirm the ones you want to keep; dismiss the rest.
Fingerprinting every loaded file and asking the LLM to classify each one. Edit any wrong guesses below before hitting Apply.
| File | Template | Conf. | Key columns | Why |
|---|
Interface Template
Prospect Data
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Triage & data quality review.
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🚫 Blocking
(no blocking findings)
⚠ High leverage
(no high-leverage findings)
✨ Cosmetic (auto-applied)
(none)
ℹ Info
(none)
Network
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No locations detected yet — load a stock or transaction file in Mapping first.
Suggested relationships
Progress
Movement between two snapshots — readable in front of a client.
Audit trail
Pick two snapshots to see what changed.
Appearance
Switch between light + dark themes. System follows your Mac's appearance setting.
Features
Hide entire sections of the app when they're not relevant to how you run your engagements. Toggles take effect immediately and propagate to the prospect's portal on their next refresh.
When on, both the cockpit's Data Pull nav button and the prospect portal's Data Pull Guide tab are available. Turn off if your engagements never include this step.
Learned checks
Rules you've taught the agent — every flagged-row gesture in Triage saves here. Snooze any that have become noise, revive them later, or promote a per-prospect rule globally so it fires on every prospect. The "Hunt for anomalies" button proactively profiles the data for things the audit didn't flag.
Export — date format
Slim4's native ingest expects YYYYMMDD. Pick a different one only if you need ISO / UK / US display for downstream tooling. Whatever you choose is applied to every Date column in every exported file, overriding the per-interface defaults baked into the template definitions.
Client snapshot date
Used to fill Year / Month / Week columns on every export when those columns aren't manually mapped. Leave empty to use the source file's creation date (default).
LM Studio (agentic phrasing)
When on, the Triage view phrases business questions and rule summaries via your local LM Studio server. Off by default — everything falls back to deterministic templates so the app still works without LM Studio running.
For remote LM Studio on a Mac Studio over Tailscale, use the Tailscale URL e.g. http://mac-studio.tail-xxx.ts.net:1234/v1. Enable "Serve on local network" in LM Studio's settings first.
Portal (prospect-facing rooms)
When on, the app runs a small web server in the background so prospects can open per-room URLs from their browser and drop data files in directly. Off by default — turn on when you're ready to share links.
Tailscale Funnel (public access)
Tailscale Funnel exposes the portal over HTTPS at your tailnet hostname so prospects can open their room URL from anywhere — no VPN, no port forwarding.
HubSpot deals
Pulls deal metadata (stage, owner, close date, next action) from HubSpot via your Chrome session — no admin token needed. Cached locally; refresh on demand. Visible to consultants only — never exposed to the prospect portal.
Setup help
- Sign into HubSpot at
app.hubspot.comin Chrome. - Paste your portal ID above and click Save.
- Click Refresh from HubSpot — first refresh of ~5k deals takes ~1-2 min.
- Cookies are read from Chrome's local store; nothing leaves your Mac.
Decision patterns
Decisions you've accepted across prospects. Future prospects with the same finding code get a "Used in N of M past prospects" hint on the Triage card. Drop a pattern here when a past decision is poisoning new suggestions.
No patterns recorded yet — they accumulate as you make decisions.
Settings file
Stored at ~/Slim4DataLite/settings.json.