Today's Snapshot
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Intelligence Modules
Queue Builder
LiveHarvests tasks from 6 sources, scores with ICP + timing + outcome data, assigns 85+ per rep/day. Rollover + bonus round.
Coaching Pipeline
LiveBedarfsanalyse (10 dims) + Closing (4 dims) scoring. Pre-call prompts, weekly digests, 1:1 prep. From call-scoring skill.
Closing Roadmap
LiveStage-specific checklists. BA must be 7+/10 before Proposal. Auto-tracks from demo scoring. Generates gap tasks.
Deal Risk Scorer
Live8 risk signals: single-threaded, close date pushes, velocity, proposal unopened, champion quiet. Coaching-enriched.
Campaign Coordinator
LiveShared calendar preventing sequence/campaign overlap. Blackout periods, touch frequency limits, cross-team visibility.
Referral Engine
Live6 referral triggers (deal won, onboarding, QBR, renewal, champion change, NPS). €500 credit per intro. Full lifecycle tracking.
Win-Back Engine
Live8 loss-reason strategies with different cooldowns. Signal-based early re-entry. Coaching context from original deal.
Dead Lead Recycler
LiveAuto-parks failed sequences, resurfaces after cooldown. No-response 90d, partial 30d, signal instant. Max 3x over 18 months.
Safeguards
Queue Safeguards
German holidays, weekend skip, OOO redistribution, cross-source dedup, meeting-aware targets, 20% data spike cap, zombie deal detection.
Priority Engine
7 base weights × ICP multiplier × source bonus × recycle penalty + timing boost. Every task shows WHY it's ranked.
KPI Engine
Role-differentiated activity points. Stale deal penalties. Time-on-client tracking. Pipeline coverage. All auto-detected.
Team-Specific Config
7 teams with different ICP, channel mix, sequence strategy, coaching focus, and KPI targets. Runtime-editable via API.
Team Pace — Today
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Team Strategies & KPI Configuration
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Coaching Pipeline
Select a rep to view coaching data...
At-Risk Deals
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Zombie Deals (Close Date 30+ Days Past)
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Confidence-Banded Forecast (Commit / Best-Case / Upside)
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Per-Rep Quota Gap Math
Pre-1:1 Prep (pick a rep)
Use the rep filter above, then switch to this tab.
Source Performance (90d)
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Email vs Phone Head-to-Head
Kill Candidates (sequences < 3% response)
Open Deals ≥ 50K EUR (click to open deal room)
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Deal Room Detail
Pick a deal from the list above.
Leaderboard
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Recent Wins
Active SPIFFs
All API Endpoints
MEDDPICC Stage Gates
New Business Deals Only
Advisory qualification framework. Gaps are surfaced as coaching prompts, not hard blocks. Deals can always advance — but managers see who consistently skips qualification.
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Rep Compliance (Last 30 Days)
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Deal Gate Details
Manager Settings
Override daily targets, alert intensity and thresholds per rep. Changes take effect immediately. Click Reset to revert to role defaults.
| Rep | Role | Points/day | Client min/day | Calls/day | Meetings/day | Pipeline x | Alert Level |
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Weekly Report
Slack digest every Friday 17:00. Includes: revenue delta, top wins, deals slipping, coaching flags.