Saturday 16 May

Module 1

Commercial engine

Pipeline, ICP scoring, won/lost analysis with competitor attribution, and the daily action view.

Calibrating

Live data wiring up in week 1 of the engagement. Sections below preview the shape this module will take. Numbers and copy you see across the portal today are illustrative.

  • Pipeline board

    Kanban view across Lead, Qualified, Discovery, Proposal, Negotiation, Won and Lost. Filterable by sector — supplements, cosmetics, eco-FMCG.

  • ICP scoring

    Every deal scored 1–100 against the Walker ICP framework. Stoplight read with contributing factors on hover.

  • Won / lost analysis

    Last twelve months by sector, with competitor attribution — TSP plus the named northern players. Reason codes alongside each line.

  • Today’s actions

    Rep-specific action list. The view-as switcher reshapes this section to surface Charlie or William’s deals only.