Build AgentMinder Campaign Command Center - Phase 1 complete

Full-featured sales campaign dashboard replacing Looker Studio with
responsive Next.js app. Includes Executive Overview, Account Explorer
with priority algorithm, Activities with detail overlay, Pipeline/Opps
with deal panels, Implementation tracking, and Data Admin with CSV
import and CRUD operations.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

src/lib/data-context.tsx

@@ -0,0 +1,173 @@
+'use client';
+
+import React, { createContext, useContext, useState, useMemo, useCallback, ReactNode } from 'react';
+import { DashboardData, DashboardConfig, PipelineRecord, AccountRecord, ActivityRecord, TargetRecord } from '@/types/data';
+import { startOfWeek, endOfWeek, startOfMonth, endOfMonth, startOfQuarter, endOfQuarter, subDays, parseISO, isWithinInterval } from 'date-fns';
+
+export type DatePreset = 'this_week' | 'last_7' | 'this_month' | 'this_quarter' | 'last_quarter' | 'custom';
+
+interface FilterState {
+  districts: string[];
+  datePreset: DatePreset;
+  dateRange: { start: string; end: string };
+  crossFilter: { key: string; value: string } | null;
+}
+
+interface DataContextValue {
+  raw: DashboardData;
+  config: DashboardConfig;
+  filters: FilterState;
+  setDistricts: (d: string[]) => void;
+  setDatePreset: (p: DatePreset) => void;
+  setDateRange: (start: string, end: string) => void;
+  setCrossFilter: (key: string, value: string) => void;
+  clearCrossFilter: () => void;
+  clearAllFilters: () => void;
+  filtered: {
+    pipeline: PipelineRecord[];
+    accounts: AccountRecord[];
+    activities: ActivityRecord[];
+    targets: TargetRecord[];
+  };
+  isLoading: boolean;
+  lastRefreshed: string;
+  refresh: () => Promise<void>;
+}
+
+const DataContext = createContext<DataContextValue | null>(null);
+
+function getDateRange(preset: DatePreset, custom?: { start: string; end: string }): { start: Date; end: Date } {
+  const now = new Date();
+  switch (preset) {
+    case 'this_week':
+      return { start: startOfWeek(now, { weekStartsOn: 1 }), end: endOfWeek(now, { weekStartsOn: 1 }) };
+    case 'last_7':
+      return { start: subDays(now, 7), end: now };
+    case 'this_month':
+      return { start: startOfMonth(now), end: endOfMonth(now) };
+    case 'this_quarter':
+      return { start: startOfQuarter(now), end: endOfQuarter(now) };
+    case 'last_quarter': {
+      const lastQ = new Date(now);
+      lastQ.setMonth(lastQ.getMonth() - 3);
+      return { start: startOfQuarter(lastQ), end: endOfQuarter(lastQ) };
+    }
+    case 'custom':
+      if (custom) return { start: parseISO(custom.start), end: parseISO(custom.end) };
+      return { start: subDays(now, 30), end: now };
+  }
+}
+
+export function DataProvider({ children, initialData, config }: { children: ReactNode; initialData: DashboardData; config: DashboardConfig }) {
+  const [data, setData] = useState<DashboardData>(initialData);
+  const [isLoading, setIsLoading] = useState(false);
+  const [filters, setFilters] = useState<FilterState>({
+    districts: [],
+    datePreset: 'this_quarter',
+    dateRange: { start: '', end: '' },
+    crossFilter: null,
+  });
+
+  const setDistricts = useCallback((d: string[]) => {
+    setFilters(f => ({ ...f, districts: d }));
+  }, []);
+
+  const setDatePreset = useCallback((p: DatePreset) => {
+    setFilters(f => ({ ...f, datePreset: p }));
+  }, []);
+
+  const setDateRange = useCallback((start: string, end: string) => {
+    setFilters(f => ({ ...f, datePreset: 'custom', dateRange: { start, end } }));
+  }, []);
+
+  const setCrossFilter = useCallback((key: string, value: string) => {
+    setFilters(f => ({ ...f, crossFilter: { key, value } }));
+  }, []);
+
+  const clearCrossFilter = useCallback(() => {
+    setFilters(f => ({ ...f, crossFilter: null }));
+  }, []);
+
+  const clearAllFilters = useCallback(() => {
+    setFilters({ districts: [], datePreset: 'this_quarter', dateRange: { start: '', end: '' }, crossFilter: null });
+  }, []);
+
+  const refresh = useCallback(async () => {
+    setIsLoading(true);
+    try {
+      const res = await fetch('/api/sheets?bust=' + Date.now());
+      if (res.ok) {
+        const newData = await res.json();
+        setData(newData);
+      }
+    } finally {
+      setIsLoading(false);
+    }
+  }, []);
+
+  const filtered = useMemo(() => {
+    const { districts: distFilter, datePreset, dateRange, crossFilter } = filters;
+    const range = getDateRange(datePreset, dateRange);
+
+    let pipeline = data.pipeline;
+    let accounts = data.accounts;
+    let activities = data.activities;
+    let targets = data.targets;
+
+    if (distFilter.length > 0) {
+      pipeline = pipeline.filter(p => distFilter.includes(p.District_Name));
+      accounts = accounts.filter(a => distFilter.includes(a.District_Name));
+      activities = activities.filter(a => distFilter.includes(a.District_Name));
+    }
+
+    activities = activities.filter(a => {
+      try {
+        return isWithinInterval(parseISO(a.Activity_Date), range);
+      } catch {
+        return true;
+      }
+    });
+
+    if (crossFilter) {
+      const { key, value } = crossFilter;
+      const match = (obj: object) => String((obj as never)[key as never]) === value;
+      pipeline = pipeline.filter(match);
+      accounts = accounts.filter(match);
+      activities = activities.filter(match);
+      targets = targets.filter(match);
+    }
+
+    if (distFilter.length > 0) {
+      const accountNames = new Set(accounts.map(a => a.Account_Name));
+      targets = targets.filter(t => accountNames.has(t.Account_Name));
+    }
+
+    return { pipeline, accounts, activities, targets };
+  }, [data, filters]);
+
+  return (
+    <DataContext.Provider value={{
+      raw: data,
+      config,
+      filters,
+      setDistricts,
+      setDatePreset,
+      setDateRange,
+      setCrossFilter,
+      clearCrossFilter,
+      clearAllFilters,
+      filtered,
+      isLoading,
+      lastRefreshed: data.lastRefreshed,
+      refresh,
+    }}>
+      {children}
+    </DataContext.Provider>
+  );
+}
+
+export function useData() {
+  const ctx = useContext(DataContext);
+  if (!ctx) throw new Error('useData must be used within DataProvider');
+  return ctx;
+}

src/lib/db.ts

@@ -0,0 +1,484 @@
+import Database from 'better-sqlite3';
+import path from 'path';
+import {
+  PipelineRecord,
+  AccountRecord,
+  ActivityRecord,
+  TargetRecord,
+  ImplementationRecord,
+  MetricTarget,
+  DashboardData,
+} from '@/types/data';
+
+const DB_PATH = path.join(process.cwd(), 'data', 'campaign.db');
+
+let _db: Database.Database | null = null;
+
+function getDb(): Database.Database {
+  if (!_db) {
+    const fs = require('fs');
+    const dir = path.dirname(DB_PATH);
+    if (!fs.existsSync(dir)) fs.mkdirSync(dir, { recursive: true });
+
+    _db = new Database(DB_PATH);
+    _db.pragma('journal_mode = WAL');
+    initSchema(_db);
+  }
+  return _db;
+}
+
+function initSchema(db: Database.Database) {
+  db.exec(`
+    CREATE TABLE IF NOT EXISTS accounts (
+      Account_Name TEXT PRIMARY KEY,
+      District_Name TEXT NOT NULL DEFAULT '',
+      Tier TEXT NOT NULL DEFAULT '',
+      Priority TEXT NOT NULL DEFAULT '',
+      AgentMinder_Status TEXT NOT NULL DEFAULT 'Not Touched',
+      Current_ARR_USD REAL,
+      Touch_Count INTEGER DEFAULT 0,
+      Date_First_Touched TEXT,
+      Date_Last_Touched TEXT,
+      MAP_In_Place_YN TEXT,
+      Company_URL TEXT,
+      Area_Sales_Leader TEXT,
+      DM TEXT,
+      AD TEXT,
+      Logo_URL TEXT,
+      Next_Renewal_Date TEXT,
+      Next_Renewal_EAR REAL,
+      Anchor_Contract_Date TEXT,
+      Anchor_Contract_EAR REAL
+    );
+
+    CREATE TABLE IF NOT EXISTS pipeline (
+      Opportunity_ID TEXT PRIMARY KEY,
+      Account_Name TEXT NOT NULL,
+      District_Name TEXT NOT NULL DEFAULT '',
+      Stage TEXT NOT NULL DEFAULT '01-Qualified',
+      Forecast_Category TEXT NOT NULL DEFAULT 'Pipeline',
+      Amount_USD REAL NOT NULL DEFAULT 0,
+      Closed_Amount_USD REAL,
+      Probability_Pct INTEGER NOT NULL DEFAULT 0,
+      Created_Date TEXT NOT NULL,
+      Expected_Close_Date TEXT NOT NULL DEFAULT '',
+      Closed_Date TEXT,
+      Champion_Name TEXT,
+      Economic_Buyer TEXT,
+      Next_Step TEXT,
+      Next_Step_Date TEXT,
+      Primary_Objection TEXT,
+      Competitor TEXT,
+      Source_Play TEXT,
+      Product TEXT NOT NULL DEFAULT 'AgentMinder',
+      Deal_Type TEXT,
+      Status TEXT DEFAULT 'Open',
+      Stage_Entered_Date TEXT,
+      Tier TEXT,
+      MAP_In_Place_YN TEXT
+    );
+
+    CREATE TABLE IF NOT EXISTS activities (
+      id INTEGER PRIMARY KEY AUTOINCREMENT,
+      Activity_ID TEXT,
+      Activity_Date TEXT NOT NULL,
+      Activity_Type TEXT NOT NULL,
+      Account_Name TEXT NOT NULL,
+      District_Name TEXT NOT NULL DEFAULT '',
+      Contact_Name TEXT,
+      Notes TEXT,
+      Play TEXT,
+      Channel TEXT,
+      Persona TEXT,
+      Outcome TEXT,
+      Logged_By TEXT
+    );
+
+    CREATE TABLE IF NOT EXISTS implementations (
+      Implementation_ID TEXT PRIMARY KEY,
+      Opportunity_ID TEXT,
+      Account_Name TEXT NOT NULL,
+      District_Name TEXT,
+      Tier TEXT,
+      Closed_Date TEXT,
+      Closed_Amount_USD REAL,
+      Kickoff_Date TEXT,
+      Go_Live_Target TEXT,
+      Go_Live_Actual TEXT,
+      Deployment_Status TEXT NOT NULL DEFAULT 'Not Started',
+      Health_RYG TEXT,
+      Milestones_Complete INTEGER DEFAULT 0,
+      Milestones_Total INTEGER DEFAULT 5,
+      Onboarding_Owner TEXT,
+      Risk_Notes TEXT
+    );
+
+    CREATE TABLE IF NOT EXISTS metric_targets (
+      Target_ID TEXT PRIMARY KEY,
+      Period_Type TEXT NOT NULL,
+      Period_Label TEXT NOT NULL DEFAULT '',
+      District_Name TEXT NOT NULL DEFAULT '',
+      Metric TEXT NOT NULL,
+      Target_Value REAL NOT NULL DEFAULT 0,
+      Notes TEXT
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_pipeline_account ON pipeline(Account_Name);
+    CREATE INDEX IF NOT EXISTS idx_pipeline_district ON pipeline(District_Name);
+    CREATE INDEX IF NOT EXISTS idx_activities_account ON activities(Account_Name);
+    CREATE INDEX IF NOT EXISTS idx_activities_date ON activities(Activity_Date);
+    CREATE INDEX IF NOT EXISTS idx_impl_account ON implementations(Account_Name);
+  `);
+}
+
+export function getDashboardData(): DashboardData {
+  const db = getDb();
+  return {
+    pipeline: db.prepare('SELECT * FROM pipeline').all() as PipelineRecord[],
+    accounts: db.prepare('SELECT * FROM accounts').all() as AccountRecord[],
+    activities: db.prepare('SELECT id, Activity_Date, Activity_Type, Account_Name, District_Name, Contact_Name, Notes, Play, Channel, Persona, Outcome, Logged_By FROM activities ORDER BY Activity_Date DESC').all() as (ActivityRecord & { id: number })[],
+    targets: buildTargetsFromImplementations(db),
+    implementations: db.prepare('SELECT * FROM implementations WHERE Account_Name IS NOT NULL').all() as ImplementationRecord[],
+    metricTargets: db.prepare('SELECT * FROM metric_targets').all() as MetricTarget[],
+    lastRefreshed: new Date().toISOString(),
+  };
+}
+
+function buildTargetsFromImplementations(db: Database.Database): TargetRecord[] {
+  const impls = db.prepare('SELECT * FROM implementations WHERE Account_Name IS NOT NULL').all() as ImplementationRecord[];
+  return impls.map(impl => ({
+    Account_Name: impl.Account_Name,
+    Implementation_Stage: impl.Deployment_Status || 'Not Started',
+    Go_Live_Date: impl.Go_Live_Target || impl.Go_Live_Actual || null,
+    Health_Status: impl.Health_RYG || null,
+    Notes: impl.Risk_Notes || null,
+  }));
+}
+
+export function getDbStats() {
+  const db = getDb();
+  return {
+    accounts: (db.prepare('SELECT COUNT(*) as c FROM accounts').get() as { c: number }).c,
+    pipeline: (db.prepare('SELECT COUNT(*) as c FROM pipeline').get() as { c: number }).c,
+    activities: (db.prepare('SELECT COUNT(*) as c FROM activities').get() as { c: number }).c,
+    targets: (db.prepare('SELECT COUNT(*) as c FROM implementations').get() as { c: number }).c,
+    metricTargets: (db.prepare('SELECT COUNT(*) as c FROM metric_targets').get() as { c: number }).c,
+  };
+}
+
+export function updateLastTouched(accountName: string, date: string) {
+  const db = getDb();
+  const acct = db.prepare('SELECT Date_First_Touched, Touch_Count FROM accounts WHERE Account_Name = ?').get(accountName) as { Date_First_Touched: string | null; Touch_Count: number | null } | undefined;
+  if (!acct) return;
+
+  const updates: Record<string, unknown> = {
+    Account_Name: accountName,
+    Date_Last_Touched: date,
+    Touch_Count: (acct.Touch_Count || 0) + 1,
+  };
+
+  if (!acct.Date_First_Touched) {
+    updates.Date_First_Touched = date;
+  }
+
+  db.prepare(`
+    UPDATE accounts SET
+      Date_Last_Touched = @Date_Last_Touched,
+      Touch_Count = @Touch_Count
+      ${!acct.Date_First_Touched ? ', Date_First_Touched = @Date_First_Touched' : ''}
+    WHERE Account_Name = @Account_Name
+  `).run(updates);
+}
+
+export function recalcAccountTouchData() {
+  const db = getDb();
+  const activities = db.prepare(`
+    SELECT Account_Name, MIN(Activity_Date) as first_touch, MAX(Activity_Date) as last_touch, COUNT(*) as touch_count
+    FROM activities
+    GROUP BY Account_Name
+  `).all() as { Account_Name: string; first_touch: string; last_touch: string; touch_count: number }[];
+
+  const update = db.prepare(`
+    UPDATE accounts SET
+      Date_First_Touched = @first_touch,
+      Date_Last_Touched = @last_touch,
+      Touch_Count = @touch_count
+    WHERE Account_Name = @Account_Name
+  `);
+
+  const tx = db.transaction(() => {
+    for (const a of activities) {
+      update.run(a);
+    }
+  });
+  tx();
+}
+
+export function recalcAccountStatus() {
+  const db = getDb();
+  db.exec(`
+    UPDATE accounts SET AgentMinder_Status = CASE
+      WHEN Account_Name IN (SELECT DISTINCT Account_Name FROM pipeline WHERE Status = 'Open') THEN '20% - Research'
+      WHEN Account_Name IN (SELECT DISTINCT Account_Name FROM activities) THEN '10% - Prospect'
+      ELSE 'Not Touched'
+    END
+    WHERE AgentMinder_Status = 'Not Touched'
+      OR AgentMinder_Status IS NULL
+  `);
+}
+
+export function addActivity(record: {
+  Activity_Date: string;
+  Activity_Type: string;
+  Account_Name: string;
+  District_Name: string;
+  Contact_Name?: string | null;
+  Notes?: string | null;
+  Play?: string | null;
+  Channel?: string | null;
+  Persona?: string | null;
+  Outcome?: string | null;
+  Logged_By?: string | null;
+}) {
+  const db = getDb();
+  db.prepare(`
+    INSERT INTO activities (Activity_Date, Activity_Type, Account_Name, District_Name, Contact_Name, Notes, Play, Channel, Persona, Outcome, Logged_By)
+    VALUES (@Activity_Date, @Activity_Type, @Account_Name, @District_Name, @Contact_Name, @Notes, @Play, @Channel, @Persona, @Outcome, @Logged_By)
+  `).run({
+    Activity_Date: record.Activity_Date,
+    Activity_Type: record.Activity_Type,
+    Account_Name: record.Account_Name,
+    District_Name: record.District_Name,
+    Contact_Name: record.Contact_Name || null,
+    Notes: record.Notes || null,
+    Play: record.Play || null,
+    Channel: record.Channel || null,
+    Persona: record.Persona || null,
+    Outcome: record.Outcome || null,
+    Logged_By: record.Logged_By || null,
+  });
+
+  updateLastTouched(record.Account_Name, record.Activity_Date);
+}
+
+export function importData(data: {
+  accounts?: Record<string, string | null>[];
+  pipeline?: Record<string, string | null>[];
+  activities?: Record<string, string | null>[];
+  implementations?: Record<string, string | null>[];
+  metricTargets?: Record<string, string | null>[];
+}): Record<string, number> {
+  const db = getDb();
+  const counts: Record<string, number> = {};
+
+  const tx = db.transaction(() => {
+    if (data.accounts?.length) {
+      const stmt = db.prepare(`
+        INSERT INTO accounts (Account_Name, District_Name, Tier, Priority, AgentMinder_Status, Current_ARR_USD, Touch_Count, Date_First_Touched, Date_Last_Touched, MAP_In_Place_YN, Company_URL, Area_Sales_Leader, DM, AD, Logo_URL, Next_Renewal_Date, Next_Renewal_EAR, Anchor_Contract_Date, Anchor_Contract_EAR)
+        VALUES (@Account_Name, @District_Name, @Tier, @Priority, @AgentMinder_Status, @Current_ARR_USD, @Touch_Count, @Date_First_Touched, @Date_Last_Touched, @MAP_In_Place_YN, @Company_URL, @Area_Sales_Leader, @DM, @AD, @Logo_URL, @Next_Renewal_Date, @Next_Renewal_EAR, @Anchor_Contract_Date, @Anchor_Contract_EAR)
+        ON CONFLICT(Account_Name) DO UPDATE SET
+          District_Name=excluded.District_Name, Tier=excluded.Tier, Priority=excluded.Priority,
+          AgentMinder_Status=excluded.AgentMinder_Status, Current_ARR_USD=excluded.Current_ARR_USD,
+          Touch_Count=excluded.Touch_Count, Date_First_Touched=excluded.Date_First_Touched,
+          Date_Last_Touched=excluded.Date_Last_Touched, MAP_In_Place_YN=excluded.MAP_In_Place_YN,
+          Company_URL=excluded.Company_URL, Area_Sales_Leader=excluded.Area_Sales_Leader,
+          DM=excluded.DM, AD=excluded.AD, Logo_URL=excluded.Logo_URL,
+          Next_Renewal_Date=excluded.Next_Renewal_Date, Next_Renewal_EAR=excluded.Next_Renewal_EAR,
+          Anchor_Contract_Date=excluded.Anchor_Contract_Date, Anchor_Contract_EAR=excluded.Anchor_Contract_EAR
+      `);
+      let c = 0;
+      for (const r of data.accounts) {
+        if (!r.Account_Name) continue;
+        stmt.run(r);
+        c++;
+      }
+      counts.accounts = c;
+    }
+
+    if (data.pipeline?.length) {
+      const stmt = db.prepare(`
+        INSERT INTO pipeline (Opportunity_ID, Account_Name, District_Name, Stage, Forecast_Category, Amount_USD, Closed_Amount_USD, Probability_Pct, Created_Date, Expected_Close_Date, Closed_Date, Champion_Name, Economic_Buyer, Next_Step, Next_Step_Date, Primary_Objection, Competitor, Source_Play, Product, Deal_Type, Status, Stage_Entered_Date, Tier, MAP_In_Place_YN)
+        VALUES (@Opportunity_ID, @Account_Name, @District_Name, @Stage, @Forecast_Category, @Amount_USD, @Closed_Amount_USD, @Probability_Pct, @Created_Date, @Expected_Close_Date, @Closed_Date, @Champion_Name, @Economic_Buyer, @Next_Step, @Next_Step_Date, @Primary_Objection, @Competitor, @Source_Play, @Product, @Deal_Type, @Status, @Stage_Entered_Date, @Tier, @MAP_In_Place_YN)
+        ON CONFLICT(Opportunity_ID) DO UPDATE SET
+          Account_Name=excluded.Account_Name, District_Name=excluded.District_Name, Stage=excluded.Stage,
+          Forecast_Category=excluded.Forecast_Category, Amount_USD=excluded.Amount_USD,
+          Closed_Amount_USD=excluded.Closed_Amount_USD, Probability_Pct=excluded.Probability_Pct,
+          Created_Date=excluded.Created_Date, Expected_Close_Date=excluded.Expected_Close_Date,
+          Closed_Date=excluded.Closed_Date, Champion_Name=excluded.Champion_Name,
+          Economic_Buyer=excluded.Economic_Buyer, Next_Step=excluded.Next_Step,
+          Next_Step_Date=excluded.Next_Step_Date, Primary_Objection=excluded.Primary_Objection,
+          Competitor=excluded.Competitor, Source_Play=excluded.Source_Play, Product=excluded.Product,
+          Deal_Type=excluded.Deal_Type, Status=excluded.Status, Stage_Entered_Date=excluded.Stage_Entered_Date,
+          Tier=excluded.Tier, MAP_In_Place_YN=excluded.MAP_In_Place_YN
+      `);
+      let c = 0;
+      for (const r of data.pipeline) {
+        if (!r.Opportunity_ID) continue;
+        stmt.run(r);
+        c++;
+      }
+      counts.pipeline = c;
+    }
+
+    if (data.activities?.length) {
+      db.prepare('DELETE FROM activities').run();
+      const stmt = db.prepare(`
+        INSERT INTO activities (Activity_ID, Activity_Date, Activity_Type, Account_Name, District_Name, Contact_Name, Notes, Play, Channel, Persona, Outcome, Logged_By)
+        VALUES (@Activity_ID, @Activity_Date, @Activity_Type, @Account_Name, @District_Name, @Contact_Name, @Notes, @Play, @Channel, @Persona, @Outcome, @Logged_By)
+      `);
+      let c = 0;
+      for (const r of data.activities) {
+        if (!r.Account_Name || !r.Activity_Date) continue;
+        stmt.run(r);
+        c++;
+      }
+      counts.activities = c;
+    }
+
+    if (data.implementations?.length) {
+      const stmt = db.prepare(`
+        INSERT INTO implementations (Implementation_ID, Opportunity_ID, Account_Name, District_Name, Tier, Closed_Date, Closed_Amount_USD, Kickoff_Date, Go_Live_Target, Go_Live_Actual, Deployment_Status, Health_RYG, Milestones_Complete, Milestones_Total, Onboarding_Owner, Risk_Notes)
+        VALUES (@Implementation_ID, @Opportunity_ID, @Account_Name, @District_Name, @Tier, @Closed_Date, @Closed_Amount_USD, @Kickoff_Date, @Go_Live_Target, @Go_Live_Actual, @Deployment_Status, @Health_RYG, @Milestones_Complete, @Milestones_Total, @Onboarding_Owner, @Risk_Notes)
+        ON CONFLICT(Implementation_ID) DO UPDATE SET
+          Opportunity_ID=excluded.Opportunity_ID, Account_Name=excluded.Account_Name,
+          District_Name=excluded.District_Name, Tier=excluded.Tier,
+          Closed_Date=excluded.Closed_Date, Closed_Amount_USD=excluded.Closed_Amount_USD,
+          Kickoff_Date=excluded.Kickoff_Date, Go_Live_Target=excluded.Go_Live_Target,
+          Go_Live_Actual=excluded.Go_Live_Actual, Deployment_Status=excluded.Deployment_Status,
+          Health_RYG=excluded.Health_RYG, Milestones_Complete=excluded.Milestones_Complete,
+          Milestones_Total=excluded.Milestones_Total, Onboarding_Owner=excluded.Onboarding_Owner,
+          Risk_Notes=excluded.Risk_Notes
+      `);
+      let c = 0;
+      for (const r of data.implementations) {
+        if (!r.Implementation_ID || !r.Account_Name) continue;
+        stmt.run(r);
+        c++;
+      }
+      counts.implementations = c;
+    }
+
+    if (data.metricTargets?.length) {
+      const stmt = db.prepare(`
+        INSERT INTO metric_targets (Target_ID, Period_Type, Period_Label, District_Name, Metric, Target_Value, Notes)
+        VALUES (@Target_ID, @Period_Type, @Period_Label, @District_Name, @Metric, @Target_Value, @Notes)
+        ON CONFLICT(Target_ID) DO UPDATE SET
+          Period_Type=excluded.Period_Type, Period_Label=excluded.Period_Label,
+          District_Name=excluded.District_Name, Metric=excluded.Metric,
+          Target_Value=excluded.Target_Value, Notes=excluded.Notes
+      `);
+      let c = 0;
+      for (const r of data.metricTargets) {
+        if (!r.Target_ID) continue;
+        stmt.run(r);
+        c++;
+      }
+      counts.metricTargets = c;
+    }
+  });
+
+  tx();
+  return counts;
+}
+
+export function deleteAccount(name: string) {
+  const db = getDb();
+  db.prepare('DELETE FROM accounts WHERE Account_Name = ?').run(name);
+}
+
+export function deletePipeline(id: string) {
+  const db = getDb();
+  db.prepare('DELETE FROM pipeline WHERE Opportunity_ID = ?').run(id);
+}
+
+export function deleteActivity(id: number) {
+  const db = getDb();
+  db.prepare('DELETE FROM activities WHERE id = ?').run(id);
+}
+
+export function deleteTarget(accountName: string) {
+  const db = getDb();
+  db.prepare('DELETE FROM implementations WHERE Account_Name = ?').run(accountName);
+}
+
+export function upsertAccount(record: Record<string, unknown>) {
+  const db = getDb();
+  db.prepare(`INSERT INTO accounts (Account_Name, District_Name, Tier, Priority, AgentMinder_Status, Current_ARR_USD, MAP_In_Place_YN, Company_URL, Area_Sales_Leader, DM, AD)
+    VALUES (@Account_Name, @District_Name, @Tier, @Priority, @AgentMinder_Status, @Current_ARR_USD, @MAP_In_Place_YN, @Company_URL, @Area_Sales_Leader, @DM, @AD)
+    ON CONFLICT(Account_Name) DO UPDATE SET
+      District_Name=excluded.District_Name, Tier=excluded.Tier, Priority=excluded.Priority,
+      AgentMinder_Status=excluded.AgentMinder_Status, Current_ARR_USD=excluded.Current_ARR_USD,
+      MAP_In_Place_YN=excluded.MAP_In_Place_YN, Company_URL=excluded.Company_URL,
+      Area_Sales_Leader=excluded.Area_Sales_Leader, DM=excluded.DM, AD=excluded.AD
+  `).run({
+    Account_Name: record.Account_Name || '',
+    District_Name: record.District_Name || '',
+    Tier: record.Tier || '',
+    Priority: record.Priority || '',
+    AgentMinder_Status: record.AgentMinder_Status || 'Not Touched',
+    Current_ARR_USD: record.Current_ARR_USD ?? null,
+    MAP_In_Place_YN: record.MAP_In_Place_YN ?? null,
+    Company_URL: record.Company_URL ?? null,
+    Area_Sales_Leader: record.Area_Sales_Leader ?? null,
+    DM: record.DM ?? null,
+    AD: record.AD ?? null,
+  });
+}
+
+export function upsertPipeline(record: Record<string, unknown>) {
+  const db = getDb();
+  db.prepare(`INSERT INTO pipeline (Opportunity_ID, Account_Name, District_Name, Stage, Forecast_Category, Amount_USD, Closed_Amount_USD, Probability_Pct, Created_Date, Expected_Close_Date, Closed_Date, Champion_Name, Economic_Buyer, Next_Step, Next_Step_Date, Primary_Objection, Competitor, Source_Play, Product)
+    VALUES (@Opportunity_ID, @Account_Name, @District_Name, @Stage, @Forecast_Category, @Amount_USD, @Closed_Amount_USD, @Probability_Pct, @Created_Date, @Expected_Close_Date, @Closed_Date, @Champion_Name, @Economic_Buyer, @Next_Step, @Next_Step_Date, @Primary_Objection, @Competitor, @Source_Play, @Product)
+    ON CONFLICT(Opportunity_ID) DO UPDATE SET
+      Account_Name=excluded.Account_Name, District_Name=excluded.District_Name, Stage=excluded.Stage,
+      Forecast_Category=excluded.Forecast_Category, Amount_USD=excluded.Amount_USD,
+      Closed_Amount_USD=excluded.Closed_Amount_USD, Probability_Pct=excluded.Probability_Pct,
+      Expected_Close_Date=excluded.Expected_Close_Date, Closed_Date=excluded.Closed_Date,
+      Champion_Name=excluded.Champion_Name, Economic_Buyer=excluded.Economic_Buyer,
+      Next_Step=excluded.Next_Step, Next_Step_Date=excluded.Next_Step_Date,
+      Primary_Objection=excluded.Primary_Objection, Competitor=excluded.Competitor,
+      Source_Play=excluded.Source_Play
+  `).run({
+    Opportunity_ID: record.Opportunity_ID || '',
+    Account_Name: record.Account_Name || '',
+    District_Name: record.District_Name || '',
+    Stage: record.Stage || '01-Qualified',
+    Forecast_Category: record.Forecast_Category || 'Pipeline',
+    Amount_USD: record.Amount_USD ?? 0,
+    Closed_Amount_USD: record.Closed_Amount_USD ?? null,
+    Probability_Pct: record.Probability_Pct ?? 0,
+    Created_Date: record.Created_Date || new Date().toISOString().split('T')[0],
+    Expected_Close_Date: record.Expected_Close_Date || '',
+    Closed_Date: record.Closed_Date ?? null,
+    Champion_Name: record.Champion_Name ?? null,
+    Economic_Buyer: record.Economic_Buyer ?? null,
+    Next_Step: record.Next_Step ?? null,
+    Next_Step_Date: record.Next_Step_Date ?? null,
+    Primary_Objection: record.Primary_Objection ?? null,
+    Competitor: record.Competitor ?? null,
+    Source_Play: record.Source_Play ?? null,
+    Product: record.Product || 'AgentMinder',
+  });
+}
+
+export function upsertTarget(record: Record<string, unknown>) {
+  const db = getDb();
+  const id = (record.Implementation_ID as string) || `IMPL-${Date.now()}`;
+  db.prepare(`INSERT INTO implementations (Implementation_ID, Account_Name, District_Name, Deployment_Status, Health_RYG, Go_Live_Target, Go_Live_Actual, Risk_Notes)
+    VALUES (@Implementation_ID, @Account_Name, @District_Name, @Deployment_Status, @Health_RYG, @Go_Live_Target, @Go_Live_Actual, @Risk_Notes)
+    ON CONFLICT(Implementation_ID) DO UPDATE SET
+      Account_Name=excluded.Account_Name, District_Name=excluded.District_Name,
+      Deployment_Status=excluded.Deployment_Status, Health_RYG=excluded.Health_RYG,
+      Go_Live_Target=excluded.Go_Live_Target, Go_Live_Actual=excluded.Go_Live_Actual,
+      Risk_Notes=excluded.Risk_Notes
+  `).run({
+    Implementation_ID: id,
+    Account_Name: record.Account_Name || '',
+    District_Name: record.District_Name ?? null,
+    Deployment_Status: record.Deployment_Status || record.Implementation_Stage || 'Not Started',
+    Health_RYG: record.Health_RYG || record.Health_Status || null,
+    Go_Live_Target: record.Go_Live_Target || record.Go_Live_Date || null,
+    Go_Live_Actual: record.Go_Live_Actual ?? null,
+    Risk_Notes: record.Risk_Notes || record.Notes || null,
+  });
+}

src/lib/formatters.ts

@@ -0,0 +1,92 @@
+export function formatCurrency(value: number, compact = false): string {
+  if (compact && Math.abs(value) >= 1_000_000) {
+    return '$' + (value / 1_000_000).toFixed(1) + 'M';
+  }
+  if (compact && Math.abs(value) >= 1_000) {
+    return '$' + (value / 1_000).toFixed(0) + 'K';
+  }
+  return new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 }).format(value);
+}
+
+export function formatNumber(value: number): string {
+  return new Intl.NumberFormat('en-US').format(value);
+}
+
+export function formatPercent(value: number, decimals = 0): string {
+  return value.toFixed(decimals) + '%';
+}
+
+export function formatRatio(value: number): string {
+  return value.toFixed(1) + 'x';
+}
+
+export const CHART_COLORS = {
+  navy: '#005C8A',
+  azure: '#0098C7',
+  aqua: '#007B8C',
+  green: '#61A60E',
+  purple: '#6C4B94',
+  lightBlue: '#007DA3',
+  darkGreen: '#23800A',
+  brightBlue: '#0088EF',
+};
+
+export const CHART_PALETTE = [
+  CHART_COLORS.navy,
+  CHART_COLORS.azure,
+  CHART_COLORS.aqua,
+  CHART_COLORS.green,
+  CHART_COLORS.purple,
+  CHART_COLORS.lightBlue,
+  CHART_COLORS.darkGreen,
+  CHART_COLORS.brightBlue,
+];
+
+export const STATUS_COLORS: Record<string, string> = {
+  'Not Touched': '#94A3B8',
+  '10% - Prospect': CHART_COLORS.azure,
+  '20% - Research': CHART_COLORS.aqua,
+  '30% - Engaged': CHART_COLORS.green,
+  '40% - Active Opp': CHART_COLORS.navy,
+  '50% - Implement': CHART_COLORS.purple,
+  Aware: CHART_COLORS.azure,
+  Engaged: CHART_COLORS.green,
+};
+
+export const FORECAST_COLORS: Record<string, string> = {
+  Commit: CHART_COLORS.navy,
+  'Best Case': CHART_COLORS.azure,
+  Pipeline: CHART_COLORS.aqua,
+  Closed: CHART_COLORS.green,
+  Omit: '#94A3B8',
+};
+
+export const STAGE_COLORS: Record<string, string> = {
+  '01-Qualified': CHART_COLORS.lightBlue,
+  '02-Discovery': CHART_COLORS.azure,
+  '03-Evaluation': CHART_COLORS.aqua,
+  '04-Business Case': CHART_COLORS.navy,
+  '05-Negotiation': CHART_COLORS.purple,
+  '06-Closed Won': CHART_COLORS.green,
+  '07-Closed Lost': '#94A3B8',
+};
+
+export const TIER_COLORS: Record<string, string> = {
+  'Tier 1': CHART_COLORS.navy,
+  'Tier 2': CHART_COLORS.azure,
+  'Tier 3': CHART_COLORS.aqua,
+  'Tier 4': '#94A3B8',
+};
+
+export const HEALTH_COLORS: Record<string, string> = {
+  Green: '#61A60E',
+  Yellow: '#F59E0B',
+  Red: '#EF4444',
+};
+
+export const DISTRICT_SHORT: Record<string, string> = {
+  'SE-SUNSHINE': 'Sunshine',
+  'SE-PEACHTREE': 'Peachtree',
+  'SE-MISS-VALLEY': 'Miss Valley',
+  'SE-MID-ATL': 'Mid-Atl',
+};

src/lib/google-sheets.ts

@@ -0,0 +1,134 @@
+import { google } from 'googleapis';
+import {
+  PipelineRecord,
+  AccountRecord,
+  ActivityRecord,
+  TargetRecord,
+  DashboardData,
+} from '@/types/data';
+
+const SPREADSHEET_ID = process.env.GOOGLE_SHEETS_SPREADSHEET_ID;
+
+function getAuth() {
+  return new google.auth.JWT({
+    email: process.env.GOOGLE_SERVICE_ACCOUNT_EMAIL,
+    key: process.env.GOOGLE_PRIVATE_KEY?.replace(/\\n/g, '\n'),
+    scopes: ['https://www.googleapis.com/auth/spreadsheets.readonly'],
+  });
+}
+
+async function fetchTab(sheets: ReturnType<typeof google.sheets>, tab: string): Promise<string[][]> {
+  const res = await sheets.spreadsheets.values.get({
+    spreadsheetId: SPREADSHEET_ID,
+    range: `${tab}!A:Z`,
+  });
+  return (res.data.values as string[][]) || [];
+}
+
+function rowsToObjects<T>(rows: string[][]): T[] {
+  if (rows.length < 2) return [];
+  const headers = rows[0];
+  return rows.slice(1).map(row => {
+    const obj: Record<string, string | null> = {};
+    headers.forEach((h, i) => {
+      obj[h] = row[i] ?? null;
+    });
+    return obj as unknown as T;
+  });
+}
+
+function parsePipeline(raw: Record<string, string | null>[]): PipelineRecord[] {
+  return raw.map(r => ({
+    Opportunity_ID: r.Opportunity_ID || '',
+    Account_Name: r.Account_Name || '',
+    District_Name: r.District_Name || '',
+    Stage: (r.Stage || 'Discovery') as PipelineRecord['Stage'],
+    Forecast_Category: (r.Forecast_Category || 'Pipeline') as PipelineRecord['Forecast_Category'],
+    Amount_USD: parseFloat(r.Amount_USD || '0') || 0,
+    Closed_Amount_USD: r.Closed_Amount_USD ? parseFloat(r.Closed_Amount_USD) : null,
+    Probability_Pct: parseInt(r.Probability_Pct || '0') || 0,
+    Created_Date: r.Created_Date || '',
+    Expected_Close_Date: r.Expected_Close_Date || '',
+    Closed_Date: r.Closed_Date || null,
+    Champion_Name: r.Champion_Name || null,
+    Economic_Buyer: r.Economic_Buyer || null,
+    Next_Step: r.Next_Step || null,
+    Next_Step_Date: r.Next_Step_Date || null,
+    Primary_Objection: r.Primary_Objection || null,
+    Competitor: r.Competitor || null,
+    Source_Play: r.Source_Play || null,
+    Product: r.Product || 'AgentMinder',
+  }));
+}
+
+function parseAccounts(raw: Record<string, string | null>[]): AccountRecord[] {
+  return raw.map(r => ({
+    Account_Name: r.Account_Name || '',
+    District_Name: r.District_Name || '',
+    Tier: (r.Tier || '3') as AccountRecord['Tier'],
+    Priority: (r.Priority || 'Low') as AccountRecord['Priority'],
+    AgentMinder_Status: (r.AgentMinder_Status || 'Not Touched') as AccountRecord['AgentMinder_Status'],
+    Current_ARR_USD: r.Current_ARR_USD ? parseFloat(r.Current_ARR_USD) : null,
+    Touch_Count: r.Touch_Count ? parseInt(r.Touch_Count) : null,
+    Date_First_Touched: r.Date_First_Touched || null,
+    Date_Last_Touched: r.Date_Last_Touched || null,
+    MAP_In_Place_YN: (r.MAP_In_Place_YN as AccountRecord['MAP_In_Place_YN']) || null,
+  }));
+}
+
+function parseActivities(raw: Record<string, string | null>[]): ActivityRecord[] {
+  return raw.map(r => ({
+    Activity_Date: r.Activity_Date || '',
+    Activity_Type: r.Activity_Type || '',
+    Account_Name: r.Account_Name || '',
+    District_Name: r.District_Name || '',
+    Contact_Name: r.Contact_Name || null,
+    Notes: r.Notes || null,
+  }));
+}
+
+function parseTargets(raw: Record<string, string | null>[]): TargetRecord[] {
+  return raw.map(r => ({
+    Account_Name: r.Account_Name || '',
+    Implementation_Stage: (r.Implementation_Stage || 'Contract Signed') as TargetRecord['Implementation_Stage'],
+    Go_Live_Date: r.Go_Live_Date || null,
+    Health_Status: (r.Health_Status as TargetRecord['Health_Status']) || null,
+    Notes: r.Notes || null,
+  }));
+}
+
+export async function fetchSheetData(): Promise<DashboardData> {
+  const auth = getAuth();
+  const sheets = google.sheets({ version: 'v4', auth });
+
+  const [pipelineRows, accountRows, activityRows, targetRows] = await Promise.all([
+    fetchTab(sheets, 'Pipeline'),
+    fetchTab(sheets, 'Accounts'),
+    fetchTab(sheets, 'Activity_Log'),
+    fetchTab(sheets, 'Targets'),
+  ]);
+
+  const requiredHeaders: Record<string, string[]> = {
+    Pipeline: ['Opportunity_ID', 'Account_Name', 'District_Name', 'Stage', 'Amount_USD'],
+    Accounts: ['Account_Name', 'District_Name', 'Tier', 'Priority', 'AgentMinder_Status'],
+    Activity_Log: ['Activity_Date', 'Activity_Type', 'Account_Name', 'District_Name'],
+    Targets: ['Account_Name', 'Implementation_Stage'],
+  };
+
+  for (const [tab, required] of Object.entries(requiredHeaders)) {
+    const rows = { Pipeline: pipelineRows, Accounts: accountRows, Activity_Log: activityRows, Targets: targetRows }[tab]!;
+    const headers = rows[0] || [];
+    const missing = required.filter(h => !headers.includes(h));
+    if (missing.length > 0) {
+      console.warn(`[Sheets] Tab "${tab}" missing columns: ${missing.join(', ')}`);
+    }
+  }
+
+  return {
+    pipeline: parsePipeline(rowsToObjects(pipelineRows)),
+    accounts: parseAccounts(rowsToObjects(accountRows)),
+    activities: parseActivities(rowsToObjects(activityRows)),
+    targets: parseTargets(rowsToObjects(targetRows)),
+    lastRefreshed: new Date().toISOString(),
+  };
+}

src/lib/mock-data.ts

@@ -0,0 +1,251 @@
+import {
+  PipelineRecord,
+  AccountRecord,
+  ActivityRecord,
+  TargetRecord,
+  ImplementationRecord,
+  MetricTarget,
+  DashboardData,
+  DashboardConfig,
+} from '@/types/data';
+
+const districts = ['SE-SUNSHINE', 'SE-PEACHTREE', 'SE-MISS-VALLEY', 'SE-MID-ATL'] as const;
+const tiers = ['Tier 1', 'Tier 2', 'Tier 3', 'Tier 4'] as const;
+const priorities = ['High', 'Medium', 'Low'] as const;
+const statuses = ['10% - Prospect', '20% - Research', 'Not Touched'] as const;
+const stages = ['02-Discovery', '03-Evaluation', '04-Business Case', '05-Negotiation', '06-Closed Won', '07-Closed Lost'] as const;
+const forecastCats = ['Commit', 'Best Case', 'Pipeline', 'Closed', 'Omit'] as const;
+const activityTypes = ['Launch Briefing', 'Discovery', 'QBR Attach', 'Exec Meeting', 'Demo', 'Workshop', 'Email', 'Call'] as const;
+const competitors = ['Competitor A', 'Competitor B', 'Competitor C', 'Incumbent', null];
+const sourcePlays = ['Attach', 'Renewal-Trigger', 'Champion Referral', 'Cold Outbound', 'Event Follow-Up'];
+const implStages = ['Not Started', 'In Progress', 'Complete', 'Stalled'] as const;
+
+function randomDate(start: Date, end: Date): string {
+  const d = new Date(start.getTime() + Math.random() * (end.getTime() - start.getTime()));
+  return d.toISOString().split('T')[0];
+}
+
+function pick<T>(arr: readonly T[]): T {
+  return arr[Math.floor(Math.random() * arr.length)];
+}
+
+function weightedPick<T>(arr: readonly T[], weights: number[]): T {
+  const total = weights.reduce((a, b) => a + b, 0);
+  let r = Math.random() * total;
+  for (let i = 0; i < arr.length; i++) {
+    r -= weights[i];
+    if (r <= 0) return arr[i];
+  }
+  return arr[arr.length - 1];
+}
+
+const accountNames = [
+  'Baptist Health System', 'Emory Healthcare', 'Piedmont Healthcare', 'Grady Health', 'WellStar Health',
+  'Southeast Regional Medical', 'Atrium Health', 'Prisma Health', 'HCA Florida', 'AdventHealth Orlando',
+  'UF Health Jacksonville', 'Tampa General Hospital', 'Moffitt Cancer Center', 'Mayo Clinic Jacksonville',
+  'Nemours Children\'s', 'Duke Energy', 'Southern Company', 'Florida Power & Light', 'Coca-Cola Enterprises',
+  'Home Depot Regional', 'Delta Air Lines', 'UPS Southeast Hub', 'Norfolk Southern', 'AutoNation Southeast',
+  'Publix Super Markets', 'SunTrust / Truist', 'Regions Financial', 'Synovus Bank', 'Raymond James',
+  'Jacksonville Jaguars', 'Georgia Tech Research', 'University of Florida', 'Vanderbilt University',
+  'Clemson University', 'Georgia-Pacific', 'Mohawk Industries', 'Interface Inc', 'Aflac',
+  'TSYS / Global Payments', 'NCR Corporation', 'Gartner SE Office', 'Genuine Parts Co', 'Rollins Inc',
+  'Flowers Foods', 'Americold Realty', 'BlueLinx Holdings', 'Chart Industries', 'EzFill Holdings',
+  'MiMedx Group', 'Cardlytics Inc', 'GreenSky', 'Kabbage / Amex', 'Calendly HQ', 'Mailchimp / Intuit',
+  'SalesLoft', 'Greenlight Financial', 'OneTrust', 'Ionic Security', 'Pindrop Security', 'CallRail',
+  'FullStory', 'Rubicon Global', 'InComm Payments', 'EasySend SE', 'Datacert Legal', 'Aptean SE',
+  'Manhattan Associates', 'ControlScan', 'Oversight Systems', 'BitPay', 'Bakkt Holdings',
+  'Intercontinental Exchange', 'Invesco SE', 'Jackson Hewitt SE', 'Aaron\'s Holdings', 'FleetCor Technologies',
+  'Worldpay SE', 'Fiserv SE', 'Equifax', 'TransUnion SE', 'LexisNexis Risk', 'Verint SE',
+  'Encompass Health', 'Community Health Systems', 'Tenet Healthcare SE', 'LifePoint Health',
+  'Kindred Healthcare SE', 'Amedisys', 'Brookdale Senior Living', 'Surgery Partners',
+];
+
+function generateAccounts(): AccountRecord[] {
+  return accountNames.slice(0, 90).map((name, i) => {
+    const tier = i < 10 ? 'Tier 1' : i < 25 ? 'Tier 2' : i < 50 ? 'Tier 3' : 'Tier 4';
+    const district = districts[i % 4];
+    const status = weightedPick(statuses, [10, 5, 85]);
+    const priority = tier === 'Tier 1' ? 'High' : tier === 'Tier 2' ? weightedPick(priorities, [40, 50, 10]) : weightedPick(priorities, [10, 40, 50]);
+    const touchCount = status === 'Not Touched' ? 0 : Math.floor(Math.random() * 15) + 1;
+    const hasTouch = touchCount > 0;
+
+    return {
+      Account_Name: name,
+      District_Name: district,
+      Tier: tier,
+      Priority: priority,
+      AgentMinder_Status: status,
+      Current_ARR_USD: Math.random() > 0.3 ? Math.floor(Math.random() * 500000) + 10000 : null,
+      Touch_Count: touchCount,
+      Date_First_Touched: hasTouch ? randomDate(new Date('2026-01-15'), new Date('2026-06-01')) : null,
+      Date_Last_Touched: hasTouch ? randomDate(new Date('2026-06-01'), new Date('2026-08-25')) : null,
+      MAP_In_Place_YN: hasTouch && Math.random() > 0.5 ? 'Y' : 'N',
+      Company_URL: null,
+      Area_Sales_Leader: null,
+      DM: null,
+      AD: null,
+      IMS_BA: null,
+      Logo_URL: null,
+      Next_Renewal_Date: null,
+      Next_Renewal_EAR: null,
+      Anchor_Contract_Date: null,
+      Anchor_Contract_EAR: null,
+    };
+  });
+}
+
+function generatePipeline(accounts: AccountRecord[]): PipelineRecord[] {
+  const touchedAccounts = accounts.filter(a => a.AgentMinder_Status !== 'Not Touched');
+  const opps: PipelineRecord[] = [];
+  let oppId = 1;
+
+  for (const account of touchedAccounts) {
+    const numOpps = account.Tier === 'Tier 1' ? Math.ceil(Math.random() * 2) : Math.random() > 0.5 ? 1 : 0;
+    for (let j = 0; j < numOpps; j++) {
+      const stage = weightedPick(stages, [25, 15, 15, 10, 25, 10]);
+      const isClosed = stage === '06-Closed Won' || stage === '07-Closed Lost';
+      const amount = account.Tier === 'Tier 1'
+        ? Math.floor(Math.random() * 400000) + 100000
+        : account.Tier === 'Tier 2'
+          ? Math.floor(Math.random() * 150000) + 25000
+          : Math.floor(Math.random() * 50000) + 5000;
+
+      const createdDate = randomDate(new Date('2026-02-01'), new Date('2026-07-15'));
+      const expectedClose = randomDate(new Date('2026-08-01'), new Date('2026-12-31'));
+      const prob = stage === '06-Closed Won' ? 100 : stage === '07-Closed Lost' ? 0
+        : stage === '05-Negotiation' ? 60 + Math.floor(Math.random() * 20)
+        : stage === '04-Business Case' ? 40 + Math.floor(Math.random() * 15)
+        : stage === '03-Evaluation' ? 20 + Math.floor(Math.random() * 15)
+        : 10 + Math.floor(Math.random() * 10);
+
+      const forecast =
+        stage === '06-Closed Won' ? 'Closed'
+        : stage === '07-Closed Lost' ? 'Omit'
+        : stage === '05-Negotiation' ? weightedPick(['Commit', 'Best Case', 'Pipeline'] as const, [50, 35, 15])
+        : stage === '04-Business Case' ? weightedPick(['Best Case', 'Pipeline'] as const, [40, 60])
+        : 'Pipeline';
+
+      opps.push({
+        Opportunity_ID: `OPP-${String(oppId++).padStart(4, '0')}`,
+        Account_Name: account.Account_Name,
+        District_Name: account.District_Name,
+        Stage: stage,
+        Forecast_Category: forecast,
+        Amount_USD: amount,
+        Closed_Amount_USD: stage === '06-Closed Won' ? amount : null,
+        Probability_Pct: prob,
+        Created_Date: createdDate,
+        Expected_Close_Date: isClosed ? createdDate : expectedClose,
+        Closed_Date: isClosed ? randomDate(new Date(createdDate), new Date('2026-08-25')) : null,
+        Champion_Name: Math.random() > 0.3 ? `Contact ${oppId}` : null,
+        Economic_Buyer: Math.random() > 0.4 ? `VP ${pick(['Operations', 'IT', 'Finance', 'Clinical'])}` : null,
+        Next_Step: isClosed ? null : pick(['Schedule executive briefing', 'Send proposal', 'Negotiate terms', 'Technical validation', 'Reference call', 'POC planning']),
+        Next_Step_Date: isClosed ? null : randomDate(new Date('2026-08-25'), new Date('2026-10-01')),
+        Primary_Objection: Math.random() > 0.5 ? pick(['Budget timing', 'Competing priority', 'Need more references', 'Integration concerns', 'Contract terms']) : null,
+        Competitor: pick(competitors),
+        Source_Play: pick(sourcePlays),
+        Product: 'AgentMinder',
+        Deal_Type: null,
+        Status: null,
+        Stage_Entered_Date: null,
+        Tier: account.Tier,
+        MAP_In_Place_YN: account.MAP_In_Place_YN,
+      });
+    }
+  }
+  return opps;
+}
+
+function generateActivities(accounts: AccountRecord[]): ActivityRecord[] {
+  const activities: ActivityRecord[] = [];
+  const touchedAccounts = accounts.filter(a => a.AgentMinder_Status !== 'Not Touched');
+
+  for (const account of touchedAccounts) {
+    const numActivities = Math.floor(Math.random() * 8) + 1;
+    for (let j = 0; j < numActivities; j++) {
+      activities.push({
+        Activity_Date: randomDate(new Date('2026-03-01'), new Date('2026-08-27')),
+        Activity_Type: pick(activityTypes),
+        Account_Name: account.Account_Name,
+        District_Name: account.District_Name,
+        Contact_Name: Math.random() > 0.3 ? `${pick(['Dr.', 'Mr.', 'Ms.'])} ${pick(['Smith', 'Johnson', 'Williams', 'Brown', 'Davis', 'Garcia', 'Miller', 'Wilson', 'Anderson', 'Thomas'])}` : null,
+        Notes: Math.random() > 0.4 ? pick([
+          'Positive meeting - moving forward with evaluation',
+          'Discussed ROI framework and implementation timeline',
+          'Champion is engaged, need exec sponsor alignment',
+          'Competitor mentioned - need to differentiate on security',
+          'Budget approved for Q3 - accelerating timeline',
+          'Technical team needs integration documentation',
+          'Follow-up scheduled for next week',
+          'QBR went well - expansion opportunity identified',
+          'Need to address compliance requirements before proceeding',
+          'Demo completed - strong interest from clinical team',
+        ]) : null,
+        Play: null,
+        Channel: null,
+        Persona: null,
+        Outcome: null,
+        Logged_By: null,
+      });
+    }
+  }
+
+  return activities.sort((a, b) => b.Activity_Date.localeCompare(a.Activity_Date));
+}
+
+function generateTargets(pipeline: PipelineRecord[]): TargetRecord[] {
+  const closedWon = pipeline.filter(p => p.Stage === '06-Closed Won');
+  return closedWon.map(opp => {
+    const implStage = weightedPick(implStages, [15, 30, 35, 20]);
+    return {
+      Account_Name: opp.Account_Name,
+      Implementation_Stage: implStage,
+      Go_Live_Date: implStage === 'Complete'
+        ? randomDate(new Date('2026-05-01'), new Date('2026-08-20'))
+        : implStage === 'Stalled' ? null
+        : randomDate(new Date('2026-09-01'), new Date('2026-11-30')),
+      Health_Status: implStage === 'Stalled' ? 'Red'
+        : implStage === 'Complete' ? 'Green'
+        : weightedPick(['Green', 'Yellow', 'Red'] as const, [50, 35, 15]),
+      Notes: pick([
+        'On track for target go-live',
+        'Awaiting IT resource allocation',
+        'Configuration in progress - 60% complete',
+        'Successfully live - collecting reference feedback',
+        'Blocked on SSO integration',
+        'Training sessions scheduled',
+        null,
+      ]),
+    };
+  });
+}
+
+let cachedData: DashboardData | null = null;
+
+export function getMockData(): DashboardData {
+  if (cachedData) return cachedData;
+
+  const accounts = generateAccounts();
+  const pipeline = generatePipeline(accounts);
+  const activities = generateActivities(accounts);
+  const targets = generateTargets(pipeline);
+
+  cachedData = {
+    pipeline,
+    accounts,
+    activities,
+    targets,
+    implementations: [],
+    metricTargets: [],
+    lastRefreshed: new Date().toISOString(),
+  };
+
+  return cachedData;
+}
+
+export function getMockConfig(): DashboardConfig {
+  return {
+    quotaTarget: 5000000,
+    weeklyActivityTarget: 25,
+  };
+}