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>
This commit is contained in:
2026-08-31 13:55:01 -04:00
parent fce80c3d45
commit 3c8c8ee594
33 changed files with 6289 additions and 123 deletions

135
src/types/data.ts Normal file
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export interface PipelineRecord {
Opportunity_ID: string;
Account_Name: string;
District_Name: string;
Stage: string;
Forecast_Category: string;
Amount_USD: number;
Closed_Amount_USD: number | null;
Probability_Pct: number;
Created_Date: string;
Expected_Close_Date: string;
Closed_Date: string | null;
Champion_Name: string | null;
Economic_Buyer: string | null;
Next_Step: string | null;
Next_Step_Date: string | null;
Primary_Objection: string | null;
Competitor: string | null;
Source_Play: string | null;
Product: string;
Deal_Type: string | null;
Status: string | null;
Stage_Entered_Date: string | null;
Tier: string | null;
MAP_In_Place_YN: string | null;
}
export interface AccountRecord {
Account_Name: string;
District_Name: string;
Tier: string;
Priority: string;
AgentMinder_Status: string;
Current_ARR_USD: number | null;
Touch_Count: number | null;
Date_First_Touched: string | null;
Date_Last_Touched: string | null;
MAP_In_Place_YN: 'Y' | 'N' | null;
Company_URL: string | null;
Area_Sales_Leader: string | null;
DM: string | null;
AD: string | null;
IMS_BA: string | null;
Logo_URL: string | null;
Next_Renewal_Date: string | null;
Next_Renewal_EAR: number | null;
Anchor_Contract_Date: string | null;
Anchor_Contract_EAR: number | null;
Google_Drive_URL: string | null;
Campaign_Artifacts_URL: string | null;
}
export interface ActivityRecord {
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;
}
export interface TargetRecord {
Account_Name: string;
Implementation_Stage: string;
Go_Live_Date: string | null;
Health_Status: string | null;
Notes: string | null;
}
export interface ImplementationRecord {
Implementation_ID: string;
Opportunity_ID: string | null;
Account_Name: string;
District_Name: string | null;
Tier: string | null;
Closed_Date: string | null;
Closed_Amount_USD: number | null;
Kickoff_Date: string | null;
Go_Live_Target: string | null;
Go_Live_Actual: string | null;
Deployment_Status: string;
Health_RYG: string | null;
Milestones_Complete: number;
Milestones_Total: number;
Onboarding_Owner: string | null;
Risk_Notes: string | null;
}
export interface MetricTarget {
Target_ID: string;
Period_Type: string;
Period_Label: string;
District_Name: string;
Metric: string;
Target_Value: number;
Notes: string | null;
}
export interface DashboardData {
pipeline: PipelineRecord[];
accounts: AccountRecord[];
activities: ActivityRecord[];
targets: TargetRecord[];
implementations: ImplementationRecord[];
metricTargets: MetricTarget[];
lastRefreshed: string;
}
export interface DashboardConfig {
quotaTarget: number;
weeklyActivityTarget: number;
}
export type District = 'SE-SUNSHINE' | 'SE-PEACHTREE' | 'SE-MISS-VALLEY' | 'SE-MID-ATL';
export const DISTRICTS: District[] = ['SE-SUNSHINE', 'SE-PEACHTREE', 'SE-MISS-VALLEY', 'SE-MID-ATL'];
export const STAGES = [
'01-Qualified', '02-Discovery', '03-Evaluation', '04-Business Case',
'05-Negotiation', '06-Closed Won', '07-Closed Lost'
] as const;
export const FORECAST_CATEGORIES = ['Commit', 'Best Case', 'Pipeline', 'Closed', 'Omit'] as const;
export const IMPLEMENTATION_STAGES = ['Not Started', 'In Progress', 'Complete', 'Stalled'] as const;
export const ACTIVITY_TYPES = [
'Launch Briefing', 'Discovery', 'QBR Attach', 'Exec Meeting',
'Demo', 'Workshop', 'Email', 'Call'
] as const;