SoloMGR Documentation

Obsidian Export

Export your SoloMGR data as Obsidian markdown files. Features include Bases query relational views, graph view link visualization, and Dataviewjs sales forecasting.

Export Steps

1. Open SoloMGR Settings
2. Click "Export as Obsidian format" in the "Data Backup" section
3. Extract the downloaded ZIP file
4. Copy the solomgr folder to your Obsidian Vault

Folder Structure

solomgr/
├── README.md           # This document
├── dashboard.md        # Bases Dashboard
├── billing/            # Sales Forecast
├── organizations/      # Organizations
├── persons/            # Persons
├── projects/           # Projects
├── works/              # Works
├── tasks/              # Tasks
└── logs/               # Logs

Recommended Settings

To use the sales forecast feature (Dataviewjs):

• Settings → Community plugins → Dataview → Enable JavaScript Queries: ON
• Settings → Community plugins → Dataview → Date Format: yyyy-MM-dd

Excel Export

Export your SoloMGR data as an Excel file (.xlsx). With VLOOKUP and SUMIFS formulas, simply enter your rate table to auto-calculate sales.

Sheet Structure

• README - Usage instructions
• organizations - Organization master
• persons - Person master
• projects - Project master
• works - Work list
• tasks - Task master
• logs - Log list (all references resolved)
• rates - Rate table (user input)
• sales_data - Sales data (auto-calculated)
• sales_summary - Sales summary (org × month)
• task_summary - Task summary

How to Enter Rates

1. Open the rates sheet
2. Enter unit price in the rate column for each row (e.g., 50000)
3. Sales are auto-calculated in sales_data, sales_summary, and task_summary sheets

Sales Forecast Feature

SoloMGR does not store pricing information in the app. Instead, you combine exported data with local rate tables to calculate sales. This ensures your pricing data stays secure and never leaves your device.

How Sales Calculation Works

• Sales only reflect completed logs (submissionDate/responseDate filled)
• Only initial submissions (revisionNo=0) are counted
• Resubmissions after rejection (revisionNo=1+) are not counted as sales

Setting Up Rate Tables in Obsidian

1. Copy solomgr/billing/ folder to the same level as solomgr/
2. Open each organization file (e.g., billing/Sample Corp.md)
3. Enter unit prices after task names in the frontmatter

Before:

---
type: rate-table
orgName: "Sample Corp"
Quote Submission:
Spec Review:
Delivery:
---

After:

---
type: rate-table
orgName: "Sample Corp"
Quote Submission: 50000
Spec Review: 30000
Delivery: 100000
---