Demo · Manager
Accountability & Alerts
Action board, at-risk deals, and missed follow-ups using live-feeling demo data.
Derived from: Store attention counts aggregated from stale leads, overdue follow-ups, unconfirmed appointments, and inactive deals in the demo dataset.
Used for: Giving the manager an immediate operational risk summary before reviewing individual deals.
Derived from: Rep-level activity threshold checks plus aging and speed-to-lead rules applied to the demo opportunity set.
Used for: Showing which process breakdowns need same-day correction from management.
Accountability Log
At-risk deals sorted by risk score.
| Risk | Rep | Customer | Status | Source | Last Activity | Flags |
|---|---|---|---|---|---|---|
| 88 | Darius Frost | Robert Nguyen | negotiation | internet | 3 days ago | • No activity 48h+ • Negotiation > 3 days |
| 74 | Camille Okafor | Sandra Kovacs | lead | internet | Today 9:02 AM | • Internet lead not contacted in 30m |
| 68 | Darius Frost | James Tillman | negotiation | walkin | 2 days ago | • No activity 48h+ • Overdue follow-up |
| 57 | Tyler Weston | Elena Marchetti | appointment | internet | Yesterday 4:45 PM | • Appt unconfirmed (<24h) |
| 52 | Camille Okafor | Keith Farrow | lead | phone | 2 days ago | • No activity 48h+ |
| 49 | Darius Frost | Monica Reyes | proposal | internet | 5 days ago | • Proposal stale > 5 days |
| 44 | Tyler Weston | Philip Grant | negotiation | walkin | 2 days ago | • No activity 48h+ |
| 40 | Camille Okafor | Aisha Okonkwo | appointment | internet | Yesterday 11:30 AM | • Appt unconfirmed |
Derived from: At-risk demo deals scored by recency, stalled status, missed touchpoints, and follow-up flags.
Used for: Helping the manager decide exactly which deals to review, rescue, or escalate next.