Add full leads pipeline: Lead/LeadRun types, 3 new DB tables (leads,
leads_runs, leads_config), 12 CRUD functions including syncBriefsFromDisk
and exportAccountsForLoop, 12 API actions for leads lifecycle management.
New pages: /leads (filterable lead cards with expand/action), /leads/admin
(run controls, config, run history). AccountLeads component in account
detail view. New Leads scorecard on Executive Overview. Sidebar nav entry.
Also fixes account detail activity list using raw.activities to show all
activities regardless of date filter.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Pipeline Movement Tracker with waterfall chart and snapshot capture
- Forecast Call Workspace with inline deal overrides and lock history
- Forecast Accuracy tracking against locked snapshots
- Win/Loss Analysis with rate breakdowns by stage, competitor, deal size, play
- Playbook Effectiveness dashboard with conversion funnel and step drop-off
- Account engagement trends with 12-week sparklines and direction badges
- Analytics sidebar navigation with collapsible submenu
- Data layer: forecast_locks, forecast_overrides tables, pipeline movement API
- Fix Turbopack function hoisting issues in Sidebar and db.ts
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds 14 new features across the dashboard:
- Deal Risk Scoring (0-100) with risk factors on pipeline deals
- Account Health Score with multi-factor analysis on account cards
- Next Best Action Engine on Executive Overview
- Account Notes with pin/edit/delete in activity overlay and account detail
- Stakeholder Contact Map with role, sentiment, email, LinkedIn
- Competitive Intelligence Tracker with multi-select competitors and filtering
- CSV/Excel Export on accounts, activities, and pipeline pages
- Data Quality Dashboard in admin with completeness scoring
- Campaign Playbook Templates with 5 default plays and account progress tracking
- Goals & District Targets with quarterly tracking and progress bars
- Weekly Status Report (printable) and Executive Summary (printable)
- Activity Effectiveness Scoring showing pipeline conversion by activity type
- Mobile Activity FAB for quick activity logging on mobile
- Multi-User Auth (NextAuth + Google OAuth, @broadcom.com domain, role-based)
Also adds Phase 2 API route, scoring utilities, sidebar navigation updates,
and database schema extensions for notes, contacts, snapshots, playbooks,
and district targets.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
