The overlay was only in the account list return block, not the account
detail return block, so clicking an activity set state but never rendered.
Duplicated the overlay into the selectedAccount detail view.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Make account names and activity items clickable across all views:
- Account Explorer activity timeline items open detail overlay
- Pipeline table and deal detail link to Account Explorer
- Implementation kanban cards link to Account Explorer
- Executive Overview NBA account names link to Account Explorer
- Playbooks account progress links to Account Explorer
- Activities overlay and Follow-Ups view link to Account Explorer
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Activities with future dates are automatically tagged as Planned. Once
the date passes they become Pending Follow-Ups requiring resolution.
- Added Status column to activities (Planned/Completed/Did Not Occur)
- Built Follow-Ups subview with expandable cards, outcome capture,
and Create Next Step workflow for scheduling follow-on activities
- Upcoming Planned table shows scheduled future activities
- Executive Overview gains Meetings Scheduled and Follow-Ups Pending KPIs
- Planned/Follow-Up badges appear in the activity detail table
- Admin page includes Status field for activities
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Subtitles added noise without value. Stripped subtitle props from all 8
PageHeader calls, removed subtitle display from TopBar, and simplified
the PageTitleContext and PageHeader interfaces to title-only.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- 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>
