System Control Panel & Model Assumptions
Master operational parameters, database linkages, and Excel synchronization status.
Database & Interface Linkage Specifications
| Parameter | Configured System Component | Execution Status |
|---|---|---|
| Relational Database Engine | sales_management.sqlite |
READ_ONLY (`mode=ro`) |
| Excel Front-End UI | Sales_Management.xlsx |
SYNCED |
| Sync Engine Utility | sync_sales_sqlite.py |
AUTOMATED |
| Hierarchical Security | security_config.json |
RBAC ENFORCED |
| Deterministic Contract | Echo-Verbatim Serving Views (`v_board_dashboard`) | ZERO HALLUCINATION |
Board of Directors Dashboard
Executive summary of enterprise sales pipeline, weighted valuation, and fee projections.
Pipeline Valuation by Sales Stage
Regional Pipeline Distribution
Executive Board Summary Matrix
| Total Advisors | Total Opportunities | Nominal Pipeline ($M) | Weighted Pipeline ($M) | Estimated Annual Fees ($M) | Avg Win Probability % |
|---|
Regional Performance Dashboard
Pipeline breakdown and advisor activity across geographic regions.
Regional Pipeline Ledger
| Geographic Region | Total Deals | Nominal Pipeline ($M) | Weighted Pipeline ($M) | Estimated Annual Fees ($M) |
|---|
Advisor Performance & Practice Rankings
Advisor productivity, deal volume, weighted conversion rates, and practice focus. Click any advisor's name to view their full opportunity portfolio.
Advisor Performance Directory
| Advisor ID | Advisor Name | Region | Practice Focus | Total Deals | Nominal Value ($) | Weighted Value ($) |
|---|
Weekly Pipeline Review & Robert's Rules Governance
Weekly Manager-Advisor pipeline review. Opportunity stage advances and next steps are governed by formal Robert's Rules Motions & Decision Pivots.
Weekly Review Assembly Selectors
Manager & Advisor SessionPortfolio Opportunities Under Parliamentary Review
Click Opportunity Name to Drill Down to Detail Page| Opp ID | Opportunity Name | Client Name | Product Subcategory | Sales Stage | Win Prob % | Current Next Action | Target Date |
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Adopted Opportunity Decisions (Binding Pivots)
| Decision Code | Opportunity | Adopted Next Action | Target Date |
|---|
SHA-256 Hash-Chained Audit Minutes
| Timestamp | Event | Current SHA-256 Hash |
|---|
Advisor Detail
Individual opportunity portfolio sorted in descending order by adjusted opportunity amount.
Associated Opportunities (Sorted by Adjusted Amount Descending)
0 Opportunities| Opp ID | Opportunity Name | Client Name | Product Subcategory | Sales Stage | Nominal Value ($) | Win Prob % | Adjusted Amount ($) | Estimated Fee ($) |
|---|
Opportunity Detail
Full contract terms, client attribution, pipeline velocity, and editable system of record fields.
Parliamentary Governance & Next Steps Charter
Propose a formal Robert's Rules Motion for this specific opportunity to advance sales stage, select controlled next steps, and charter binding Decision Pivots.
Client & Advisor Attribution
| Client Name | - |
| Client Code / Type | - |
| Existing Client? | - |
| Primary Advisor ID | - |
| Secondary Advisor / Team | - |
| Geographic Region | - |
Pipeline Velocity & Referral Telemetry
| Referral Channel | - |
| Referral / Marketing Source | - |
| Next Action | - |
| Next Action Date | - |
| Days In Current Stage | - |
| Total Days Open | - |
Editable System of Record (Status, Stage & Internal Notes)
Status: SyncedTop 10 Opportunities Pipeline Directory (from 2,511 Records)
Top 10 highest value opportunities sorted in descending order of dollar weighted value.
Top 10 Dollar-Weighted Opportunities
| Opp ID | Opportunity Name | Client Name | Product Category | Stage | Nominal Value ($) | Win Prob % | Weighted Value ($) |
|---|
Client Accounts Directory (500 Clients)
Master client list, account types, risk profiles, and AUM allocation.
Client Directory
| Client ID | Client Name | Client Type | Status | City / State | Primary Advisor | Total AUM ($) | Risk Tolerance |
|---|
Product Categories Taxonomy (45 Records)
Complete directory of product categories, subcategories, and contract specifications.
Product Subcategory Catalog
Total Items: 45| # | Primary Product Category | Product Subcategory | Contract & System Description |
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Referral Sources Taxonomy (51 Records)
Complete directory of referral source categories, lead types, and channel descriptions.
Referral Channel Catalog
Total Items: 51| # | Referral Source Category | Referral Source Type | Lead & Channel Description |
|---|
Client Lifecycle Process Map (8 Core Stages, 32 Workflows)
Master business process flow from strategic governance to ongoing client service and growth.
Lifecycle Stage Workflows & Step Execution
Source: Business_Process_Map| Step Code | Lifecycle Stage & Workflow Step | Executive & Leadership Role | Operations & Compliance Role | Primary Advisor Role | Client & Prospect Action | Referral & COI Source |
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Cross-Functional Swimlane Architecture (5 Organizational Roles)
Role-by-role accountability matrix, handoffs, and approval boundaries across all 32 lifecycle steps.
Swimlane Accountability Matrix
5 Key Roles| Step & Title | Role 1: Executive Leadership | Role 2: Operations & Compliance | Role 3: Primary Advisor | Role 4: Client & Prospect | Role 5: Referral / COI Source |
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System Triggers & Database Audit Mapping
Mapping of lifecycle steps to automated updates in tblOpportunities, tblClients, and tblAdvisors.
Automated Database State Triggers & Field Updates
System Audit| Step Code | Lifecycle Step Name | Database Table / View | Target Fields Updated | Automated System Action / Trigger |
|---|
Product Matrix & Governance Integration
Product selection criteria, fee rate rules, compliance checks, and cross-sell triggers.
Product Touchpoints & Compliance Rules
Product Governance| Step Code | Lifecycle Step Name | Product Touchpoint & Category | Governance & Compliance Rules |
|---|
Hierarchical Security & RBAC Configuration
Layer 4 security configuration, workspace sandboxing, and token permissions.
User Role Access Matrix
| Role ID | Role Name | Permission Level | Accessible Views & Datasets |
|---|