Your day, your book and your numbers. One client at a time lives on the dashboard.
You logged on 12 Aug: “Wants 8 more slabs of the same lot if we can hold thickness at 3cm. Asked me to call once the container clears.”
Linked to Quote EST-2261 · $18,400
Owner / Purchasing · primary contact. Last interaction 12 days ago — showroom walkthrough, outcome positive.
Company founding · recurs annually. Entered by you on 4 Mar 2025.
Bought 3 similar warm beige quartzites, last in Sept 2025. Typically orders in Q4. Never bought a dark stone from us.
Last comparable: 6 slabs of Perla Venata, Sept 2025 · list $84/sqft · paid $76/sqft −9.5%
Orders every 94 days on average. Past 1.5× that window since 30 Mar 2026.
Based on 14 orders, Jan 2023 – Mar 2026 · avg 94 days between orders
Typical basket: porcelain tile, light neutrals, 60×60, mid price tier.
Based on 5 orders, Sept 2023 – Feb 2026 · 3 of 5 fell in Sept–Oct tentative
Last interaction: email, outcome neutral. Last order: 2 Feb 2026, $9,120.
$31,600 · sent 30 Jul · no interaction logged against it since.
Closed by your call on 19 Aug, outcome positive — “Sending 3 samples, wants to see honed finishes.”
Signals expire after 14 days (tenant setting) and are archived, not deleted. A dismissed mandatory signal keeps its reason and feeds the manager digest.
| Signal | Account | Generated | State |
|---|---|---|---|
| birthday | Coastal Surfaces | 28 Jul 2026 | Expired |
| new_match_available | Urban Stoneworks | 26 Jul 2026 | Dismissed |
| reorder_window | Stone Gallery LLC | 21 Jul 2026 | Actioned |
| Account ▲ | Type | Owner | Last Interaction ▲ | Last Order | Trailing 12M | Confidence | Status |
|---|---|---|---|---|---|---|---|
| Marta Ruiz · Owner | Fabricator | You | 12 days agoShowroom walkthrough | 30 Jun 2026 | $214,800 | Established | Active |
| Dev Patel · Purchasing | Retail | You | 5 days agoCall | 11 Feb 2026 | $46,300 | Emerging | Active |
| Ana Beltran · Principal | Designer | You | YesterdayCall · samples promised | 14 May 2026 | $7,450 | Insufficient | Active |
| Ray Okonkwo · GM | Fabricator | You | 38 days agoEmail | 30 Mar 2026 | $328,100 | Established | Active |
| Sofia Marek · Designer | Designer | You | 67 days agoEmail · neutral | 2 Feb 2026 | $21,900 | Emerging | Dormant |
| No contact recorded | Architect | You | NeverAssigned 4 Jun 2026 | — | — | Insufficient | Prospect |
| Tom Rieger · Buyer | Contractor | You | 91 days agoTrade show | 18 Nov 2025 | $12,700 | Emerging | Churned |
Bought 3 similar warm beige quartzites, last in Sept 2025. Polished is 71% of their basket. Typically orders in Q4, and it is August.
Last comparable: 6 slabs of Perla Venata Quartzite, 18 Sept 2025 · list $84.00 · paid $79.80 −5.0%
Quartzite is 58% of their basket and they take full lots. 143 days since their last order against a 94-day average — they are due.
Last comparable: 11 slabs of Taj Mahal Quartzite, 30 Mar 2026 · list $92.00 · discount above your authority
Warm neutrals fit, price tier fits. Quartzite only twice in three years, so the stone-type match is weak. Has an open quote sitting 21 days.
Last comparable: 3 slabs of Fantasy Brown Quartzite, 4 Dec 2024 · list $78.00 · paid $74.10 −5.0%
No order history at all. Scored purely on what you entered: likes warm beige at strength 5, likes polished at strength 3. Absence of history limits the inputs, it does not exclude the account.
No comparable purchase — nothing to compare against yet
Excluded. Dislikes finish: Polished at strength 5. A disliked attribute is never surfaced, whatever the rest of the score would have been.
Excluded. Dislikes origin: Brazil. This lot is Brazilian.
The exact stone they reordered twice. Warm beige, polished, premium tier — three of their four strongest attributes.
They bought 6 slabs on 18 Sept 2025 · list $84.00 · paid $79.80 −5.0%
Different stone, same attributes: warm beige, quartzite, polished, premium. Never bought by them, which is the point of matching on attributes rather than product identity.
No comparable purchase of this material
Marble is 23% of their basket and the price tier fits, but honed is only 29% of what they take and this is not a warm beige.
They bought 9 slabs of Calacatta Gold on 11 Nov 2025 · list $148.00 · discount above your authority
Excluded. Dislikes color_family: Dark / Black at strength 5.
| Input | What It Reads | Weight |
|---|---|---|
| Attribute overlap with typical basket | Color family, stone type, finish, format | High |
| Explicit likes preference | Rep-asserted, weighted by strength 1–5 | High |
| Explicit dislikes preference | A disliked attribute is never surfaced, at any score | Hard exclude |
| Price tier fit | Against the account historical price band | Medium |
| Seasonality fit | Only when confidence is emerging or better | Medium |
| Recency of comparable purchase | How long ago they last bought something like it | Medium |
| Days since last interaction | Tiebreaker toward the neglected account | Low |
Every result carries its reasons in plain language. A bare number is never shown.
| Metric | Target | Actual | Progress | Attainment |
|---|---|---|---|---|
| Visits | 6 | 4 | 67% | |
| Calls | 25 | 19 | 76% | |
| Follow-Ups Completed | 10 | 9 | 90% | |
| New Accounts Contacted | 3 | 1 | 33% | |
| Showroom Walkthroughs | 4 | 2 | 50% | |
| Samples Sent | 5 | 2 | 40% |
| Period | Visits | Calls | Follow-Ups | New Accts | Walkthroughs | Samples | Result |
|---|---|---|---|---|---|---|---|
| 10 – 16 Aug | 7 / 6 | 26 / 25 | 11 / 10 | 3 / 3 | 4 / 4 | 6 / 5 | Met |
| 3 – 9 Aug | 5 / 6 | 22 / 25 | 10 / 10 | 2 / 3 | 3 / 4 | 5 / 5 | Below |
| 27 Jul – 2 Aug | 6 / 6 | 25 / 25 | 12 / 10 | 4 / 3 | 5 / 4 | 5 / 5 | Met |
Set per tenant, shown here so you know when a signal will land.
None this week. Every rep logged something.
| Rep | Visits | Calls | Follow-Ups | New Accts | Walkthroughs | Samples | Attainment |
|---|---|---|---|---|---|---|---|
| You | 4 / 6 | 19 / 25 | 9 / 10 | 1 / 3 | 2 / 4 | 2 / 5 | 62% |
| J. Alvarez | 3 / 6 | 14 / 25 | 7 / 12 | 2 / 3 | 2 / 4 | 1 / 5 | 54% |
| P. Nkemdi | 7 / 5 | 28 / 20 | 9 / 8 | 3 / 2 | 3 / 3 | 4 / 4 | 118% |
| Team | 14 / 17 | 61 / 70 | 25 / 30 | 6 / 8 | 7 / 11 | 7 / 14 | 78% |
| Rep | Accounts | Touched This Period | Never Contacted Since Assignment | Coverage | Covered |
|---|---|---|---|---|---|
| You | 38 | 16 | 1 | 42% | |
| J. Alvarez | 31 | 9 | 4 | 29% | |
| P. Nkemdi | 25 | 18 | 0 | 72% | |
| Team | 94 | 43 | 5 | 46% |
You set each rep target. Reps see them read-only.
Each rep sets their own targets. You see the numbers and the attainment, but you cannot override them.
Pick which activity metrics this tenant tracks. Targets are always set per rep, never as one team number.
| Rep | Visits | Calls | Follow-Ups | New Accts | Walkthroughs | Samples | Attainment |
|---|---|---|---|---|---|---|---|
| You | 62% | ||||||
| J. Alvarez | 54% | ||||||
| P. Nkemdi | 118% |
| Account | Type | Owner | Owned Since | Last Touch | Trailing 12M | Status | |
|---|---|---|---|---|---|---|---|
| No contact recorded | Fabricator | Unowned | — | Never | $44,700 | Dormant | |
| Imported 11 Aug 2026 | Contractor | Unowned | — | Never | — | Prospect | |
| Ray Okonkwo · GM | Fabricator | You | 12 Jan 2024 | 38 days ago | $328,100 | Active | |
| Iris Behar · Buyer | Designer | J. Alvarez | 3 Mar 2025 | 78 days ago | $88,400 | Dormant | |
| Luca Ferri · Owner | Retail | P. Nkemdi | 18 Jun 2025 | 12 days ago | $61,200 | Active | |
| Marta Ruiz · Owner | Fabricator | You | 12 Jan 2024 | 12 days ago | $214,800 | Active |
| Signal | Mandatory | Scope | Reps Subscribed | Dismissed This Period | State |
|---|---|---|---|---|---|
| Follow-Up Duefollow_up_due | 3 / 3 | 1 | Mandatory | ||
| Birthdaybirthday | 3 / 3 | 1 | Mandatory | ||
| Important Dateimportant_date | 2 / 3 | 0 | Optional | ||
| Account Quietaccount_quiet | 3 / 3 | 0 | Mandatory | ||
| Reorder Windowreorder_window | 3 / 3 | 0 | Optional | ||
| Overdue Reorderoverdue_reorder | 3 / 3 | 0 | Optional | ||
| New Match Availablenew_match_available | 3 / 3 | 1 | Optional | ||
| Quote Stalledquote_stalled | 1 / 3 | 0 | Optional |
| Account | Why It Matches | Last Comparable | List | Paid | Discount | Owner | Score |
|---|---|---|---|---|---|---|---|
| Fabricator · 12 days since contact | 3 similar warm beige quartzites; polished is 71% of the basket; Q4 buyer | 6 slabs · Perla Venata18 Sept 2025 | $84.00 | $79.80 | −5.0% | You | 94 |
| Fabricator · 38 days since contact | Quartzite 58% of basket; takes full lots; 143 days out on a 94-day cadence | 11 slabs · Taj Mahal30 Mar 2026 | $92.00 | $78.20 | −15.0% | You | 88 |
| Designer · 78 days since contact | Warm neutrals and premium tier fit; quiet account, so the tiebreaker lifts it | 4 slabs · Cristallo Beige2 Jun 2026 | $96.00 | $81.60 | −15.0% | J. Alvarez | 79 |
| Retail · 12 days since contact | Buys quartzite for resale; price tier fits; no seasonality claim at this confidence | 8 slabs · Taj Mahal14 Jan 2026 | $92.00 | $87.40 | −5.0% | P. Nkemdi | 72 |
| Verde StudiosDesigner · excluded | Excluded — dislikes finish: Polished at strength 5 | — | — | — | — | You |
| Material | Why It Matches | Comparable Purchase | List | Paid | Discount | Availability | Score |
|---|---|---|---|---|---|---|---|
| Cristallo Beige Quartzite · 3cm Polished | Bought this exact stone twice; warm neutral, premium tier | 4 slabs2 Jun 2026 | $96.00 | $81.60 | −15.0% | 5 · Dallas C-11 | 89 |
| Taj Mahal Quartzite · 3cm Polished | Same attribute family as their two largest orders | — | $92.00 | — | — | 12 · Miami B-14 | 79 |
| Calacatta Gold Marble · 3cm Honed | Marble is 31% of their basket, but honed is unusual for them | 6 slabs19 Nov 2025 | $148.00 | $125.80 | −15.0% | 2 · Miami D-07 | 64 |
| Type | Key | Accounts | State |
|---|---|---|---|
| Fabricator | fabricator | 41 | In Use |
| Designer | designer | 22 | In Use |
| Architect | architect | 11 | In Use |
| Retail | retail | 14 | In Use |
| Contractor | contractor | 8 | In Use |
Set once per tenant. Every manager receives the same digest at the same time.
| Capability | Rep | Mgr | Admin |
|---|---|---|---|
| View own accounts | Yes | Yes | Yes |
| View all accounts in location | Config | Yes | Yes |
| View accounts across locations | No | Config | Yes |
| Log interaction | Yes | Yes | Yes |
| Edit interaction after 24h | No | Yes | Yes |
| Set own goals | If self-set | Yes | Yes |
| Set rep goals | No | If assigned | Yes |
| Configure signal subscriptions | Own | Own | Own |
| Mandate signal types | No | Yes | Yes |
| Reassign accounts | No | Yes | Yes |
| View discount history | Banded | Full | Full |
| Match engine, own accounts | Yes | Yes | Yes |
| Match engine, full book | No | Yes | Yes |
| Configure CRM settings | No | Partial | Yes |