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. Gates name the rule and the human approver. Trains parked at a station are live units of work — click one to read its full evidence trail.
- 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 |