- 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>
