| Contract # | Customer | System | Salesperson | Total | Status | Onboarded | Date |
|---|
🏛️ Executive Board — Executive Decision Dashboard
| Name | Role | MFA | Status | |
|---|---|---|---|---|
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| Presentation | Customer | Opportunity | Type | Created by | Created | Last generated | Status | Actions |
|---|---|---|---|---|---|---|---|---|
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| Company | Type | Primary contact | Phone | People | |
|---|---|---|---|---|---|
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| Contact | Company | Title | Phone | Roles | Owner | Deals | Last activity |
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👥 Sales Team
📝 Meeting Reports
| Partner | Type | Contact | Country | Status | Commission | Deals | Est. MSV | Avg health | Crit/High | |
|---|---|---|---|---|---|---|---|---|---|---|
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Guided Tour
A quick walkthrough of every section — Dashboard, Pipeline, Offers, Partners, the Sales Advisor and more.
💡 Quick tips
- New Deal — start a pipeline opportunity from the sidebar.
- New Offer — build a quote / contract for a prospect.
- Sales Advisor — ask the AI for help drafting, pricing or planning the next step.
- Knowledge Base — meeting reports and team contacts, shared across the team.
- Executive Board — the leadership roll-up across regions and salespeople.
Editable estimation assumptions — not scheme-published interchange tables. Defaults live in
public/icpp-calc.js and can be overridden per calculation below.