Sales Dashboard
Rep Performance
Pipeline by Stage
Recent Activity
Government & Policy
Elected officials, agencies, legislative issues
Marketing
Social media, website traffic, content tracking
| Account | Type | Stage | Vitals | Owner | Last Contact | Last QBR | Actions |
|---|
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No accounts found
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Archived Accounts
Deals
Pipeline by Stage
Scout AI BUSINESS DEVELOPMENT
Your automated BD research arm — finds and vets prospects, then hands warm ones to Sales.
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No prospects yet
Connect the enrichment key, then run Find prospects — or wait for the weekly refill.
Contacts
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No contacts found
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Discovery
Customer discovery records · Pre-meeting intelligence
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No discovery records yet
Start a new discovery or send the prospect form link to a lead.
Launch Plan
Contract launch timeline, scenario planner & role views
Contract Launch Timeline
Deal Velocity by Facility Type
Tasks
Connections
Tom's government, policy & health-plan relationships — and who he can connect you to
🤝 What Tom's working on — and how it can help you close
These are the government, policy, and health-plan relationships and initiatives Tom is active in at a macro level. If a deal you're on touches any of it — a stalled approval, a payer relationship, a community agency, a legislator — hit Request an intro and Tom gets a task to loop you in. Pulled live from Compass.
Scorecard
Account health by target market — critical accounts first
CRM Settings
Rates, fleet, forecasting — update anytime
Admin Access Required
Enter the admin password to edit CRM settings.
Incorrect password.
Revenue & Profit Goals
Quarterly and annual targets shown on the Sales Dashboard. Admin-only.
Marketing KPI Targets
Monthly goals that drive the status colors on Marketing → Performance.
Account Vitals — Margin Thresholds
True Margin % cutoffs that set the Margin EKG on Accounts. Green at or above the first number, yellow down to the second, red below. Start at your 7.5% company goal (green) and 0% break-even (red trigger); raise the green line toward 20% as you renegotiate. (Volume-trend cutoffs are −5% / −15% and can be tuned in code.)
anything below yellow shows red
EOS Scorecard KPIs
Weekly KPI entry. Moved here from the dashboard so the team can view but not change them.
Deal Stage Probabilities
Used to calculate weighted revenue forecast per deal.
Rate Matrix ($/trip)
Set your estimated revenue per trip by contract type and service line. Used in the Deal Intelligence Calculator.
Fleet Inventory
Update as you add vehicles. Used to calculate capacity impact of new contracts.
Driver Metrics
Used to estimate staffing needs for new contracts.