Zoom 3 of 3 — line
Quarterly Account Review
Analytical line · Sales · Account Planning
Runs when: Runs analytical. Starts when a leader asks the question.
7
units a week
46%
touchless
5
stations
5.2d
timetable
5.1d
actual
-2%
vs timetable
Station walk
Every stage, who owns it, and what is sitting there
Each station names the agent that runs it and the layer it belongs to. more
- 01
Refresh signals
Workflowrun by Account Research Agent
dwell 734msla 1237mqueued 39 - 02
Score health
Workflowrun by Stakeholder Map Agent
dwell 108msla 203mqueued 36 - 03
Draft readout
Workflowrun by Whitespace & Cross-sell Agent
dwell 103msla 238mqueued 37 - 04
Leader review
Policyrun by VP Strategic Accounts
Gate: Held for a named human when the unit exceeds the account plan decision envelope, when confidence falls below the floor, or when a policy clause is engaged.
approver VP Strategic Accounts
dwell 267msla 601mqueued 4 - 05
Log actions
Workflowrun by Relationship Health Agent
dwell 604msla 1336mqueued 34
Live trains on this line
4 units in motion right now
| Ref | Work | Held by | Value | Status | Age / SLA |
|---|---|---|---|---|---|
| SL2B-1000 | Account plan at refresh signals Kofi Adeyemi | Account Strategy Agent agent | $1.2m | Evidence posted | 16h 27m / 20h 37m |
| SL2B-1008 | Account plan at refresh signals Sofia Kaplan | Account Planning Orchestrator agent | $107k | In flight | 1d 4h / 20h 37m |
| SL2B-1017 | Account plan at log actions Rosa Voss | Relationship Health Agent agent | $2.1m | Auto-cleared | 22h 25m / 22h 16m |
| SL2B-1025 | Account plan at log actions Sofia Baptiste | Relationship Health Agent agent | $2.4m | Auto-cleared | 7h 5m / 22h 16m |