Commit Graph

4 Commits

Author SHA1 Message Date
938e642d68 Add Renewal Timeline visualization to Account Explorer
Collapsible SVG timeline showing Next Renewal and Anchor Contract dates
for all filtered accounts. Color-coded account names by opportunity status
(green=won/late stage, yellow=early stage, black=lost, gray=none). Includes
dollar amount slider filter, Today marker, and year/quarter gridlines.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-09-01 08:37:40 -04:00
d2d5632086 Implement Phase 2 features for Campaign Command Center
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>
2026-08-31 18:07:46 -04:00
3c8c8ee594 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>
2026-08-31 13:55:01 -04:00
fce80c3d45 Initial commit from Create Next App 2026-08-27 09:37:24 -04:00