- New CPM field on AccountRecord type, DB schema, and migration
- Seed "David Stefan" as CPM for 20 specified accounts
- CPM filter dropdown on Account Explorer (alongside AD and IMS BA)
- CPM shown on account cards, account detail view, and activity overlay
- CPM column added to admin data table
- upsertAccount includes CPM in insert/update
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
PageHeader now sets title via context instead of rendering inline.
TopBar displays the current page title and subtitle in the left area
that was previously an empty spacer. Content area gains ~40px of
vertical space on every page.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Slider now filters $0-$500K in $50K increments (10 steps)
- Timeline data points and account labels are clickable to open account detail
- Add "Create Opp" button in Pipeline section with inline form (stage, amount,
forecast, probability, close date, product, next step)
- Add "Add Activity" button in Activity Timeline with inline form (type, date,
contact, outcome, notes)
- Both forms save via admin API and refresh dashboard data
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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>
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>
