RateRight Weekly Report
Week of Jan 13-19, 2026
Week Summary
194 calls made (+12% vs last week)
8 conversions ($24,500 value)
4.1% conversion rate
Top Performers
- Tony - 87 calls, 4 conversions
- Angelica - 62 calls, 3 conversions
What's Working
- Formworkers converting at 6.2% (vs 4.1% average)
- Calls between 2-4pm have highest connect rate
Needs Attention
- 12 hot leads haven't been contacted in 48+ hours
- 5 callbacks overdue
Focus for Next Week
Push on the 12 hot leads early Monday. Best time: 9-11am.
RateRight Growth Engine | Open Dashboard
```
---
## Database Schema
```sql
CREATE TABLE IF NOT EXISTS email_subscriptions (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
email VARCHAR(255) NOT NULL,
name VARCHAR(100),
report_type VARCHAR(50) NOT NULL, -- 'weekly', 'daily', 'monthly'
is_active BOOLEAN DEFAULT TRUE,
user_id UUID REFERENCES auth.users(id) ON DELETE SET NULL,
created_at TIMESTAMPTZ DEFAULT NOW(),
unsubscribed_at TIMESTAMPTZ,
UNIQUE(email, report_type)
);
CREATE TABLE IF NOT EXISTS email_logs (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
subscription_id UUID REFERENCES email_subscriptions(id),
report_type VARCHAR(50),
sent_at TIMESTAMPTZ DEFAULT NOW(),
status VARCHAR(20), -- 'sent', 'failed', 'bounced'
sendgrid_id VARCHAR(100),
error_message TEXT
);
```
---
## SendGrid Integration
```javascript
// src/services/emailReports.js
const sgMail = require('@sendgrid/mail');
sgMail.setApiKey(process.env.SENDGRID_API_KEY);
async function sendWeeklyReport() {
// Get report data (reuse from weeklyReport.js)
const reportData = await generateWeeklyReportData();
// Render HTML
const html = renderWeeklyReportEmail(reportData);
// Get subscribers
const subscribers = await supabase
.from('email_subscriptions')
.select('*')
.eq('report_type', 'weekly')
.eq('is_active', true);
// Send to each subscriber
for (const sub of subscribers.data) {
try {
await sgMail.send({
to: sub.email,
from: 'reports@rateright.com.au',
subject: `RateRight Weekly Report - ${formatDate(new Date())}`,
html: html,
trackingSettings: {
clickTracking: { enable: true },
openTracking: { enable: true }
}
});
await logEmailSent(sub.id, 'sent');
} catch (err) {
await logEmailSent(sub.id, 'failed', err.message);
}
}
}
```
---
## API Endpoints
```
GET /api/reports/email/subscriptions # List subscriptions
POST /api/reports/email/subscribe # Subscribe email
DELETE /api/reports/email/unsubscribe # Unsubscribe
POST /api/reports/email/test # Send test email
GET /api/reports/email/logs # Email send logs
```
---
## Scheduling
```javascript
// In src/jobs/index.js
// Run after Slack report (Monday 7:15am AEST)
cron.schedule('15 7 * * 1', async () => {
await sendWeeklyReport();
}, { timezone: 'Australia/Sydney' });
```
---
## UI Components
### EmailSubscriptionsSettings.jsx
- Manage email subscriptions
- Add external stakeholders
- Toggle active/inactive
- Send test email
Location: More → Settings → Email Reports
---
## Implementation Steps
### Phase 1: SendGrid Setup (0.5 hours)
1. [ ] Create SendGrid account (free tier: 100 emails/day)
2. [ ] Verify sender domain
3. [ ] Get API key, add to Railway
### Phase 2: Backend (1.5 hours)
1. [ ] Create migration
2. [ ] Create email service
3. [ ] Create HTML template
4. [ ] Create API endpoints
### Phase 3: Integration (0.5 hours)
1. [ ] Reuse weekly report data generation
2. [ ] Add to Monday cron schedule
3. [ ] Add error handling/retry
### Phase 4: Frontend (1 hour)
1. [ ] Create EmailSubscriptionsSettings
2. [ ] Add to Settings page
3. [ ] Test email button
---
## Environment Variables
```
SENDGRID_API_KEY=SG.xxxxx
EMAIL_FROM=reports@rateright.com.au
```
---
## Email Template Variants
### 1. Full Report (Default)
All sections, detailed stats
### 2. Executive Summary
Just the key numbers, 3 bullet points
### 3. Manager View
Includes individual rep breakdowns
---
## Unsubscribe Handling
Every email includes unsubscribe link:
```
https://app.rateright.com.au/unsubscribe?token=xxx&email=xxx
```
Token is signed JWT to prevent unauthorized unsubscribes.
---
## Success Metrics
- 90% email delivery rate
- Open rate >50%
- Click-through to dashboard >20%
- Zero spam complaints