The Opportunity Feed
How ChartVault scans every active client's chart against the real sky and ranks who to contact by value and urgency.
The opportunity feed is the dashboard's centrepiece and the engine of your daily workflow. It answers one question every morning: who should I reach today, and why?
What it does
ChartVault scans every active client's chart against the real ephemeris, finds the moments worth a message, and merges them into one list — ranked by value × urgency, so your most valuable, most time-sensitive outreach rises to the top.
- Value comes from each client's lifetime value (the fees they've paid).
- Urgency comes from how soon the astrological event becomes exact.
A coloured tier dot (high / medium / low) and an approximate value sit on each row, so you can triage at a glance.
Grouped by client
The feed groups events under each client: the name appears once, with that client's events nested beneath it, and each event has its own action buttons. When a slow planet drifts back and forth over the same point, ChartVault collapses the duplicate exact-dates into one row, so the list stays clean. Past crossings tuck into a collapsible Past section per client.
Acting on a row
Every row carries the actions that turn an alert into a booking:
- Reach Out → opens the email composer with the right template pre-picked.
- WhatsApp → a prefilled message.
- Chart → opens the in-app transit chart for that exact date.
- ✓ / ⏰ / ✕ → the follow-up pipeline.
Why only active clients?
The feed watches clients marked active, so your attention isn't split across people you're no longer working with. (Clients silent for a long time surface separately as dormant — one of the five signals.)
The astrology is the lead-gen
No spreadsheet can do this. ChartVault reads each client's real chart against the live sky and hands you a prioritised, dated reason to reach out — turning your craft into your booking pipeline.