Account plan at rep review
Rafael Costa
Sales · Account Planning · SL2A Strategic Account Plan
$17.8m
value
77%
confidence
32
people affected
15d 17h
age
15d 2h
sla
88%
progress
Currently held by
Account Research Agent
An agent owns the next move
Raised by
Ines Duarte
Requester of record
At station
Rep review
Policy layer · station 7 of 8
Where this train is on the line
Evidence trail
Every station this unit has passed, who acted, and what they left behind
This is the readable trail. more
Cleared map stakeholders
-22634mWhitespace & Cross-sell Agent
Inputs, rule version and output hash written to the evidence log
Cleared model growth paths
-18107mCompetitive Position Agent
Inputs, rule version and output hash written to the evidence log
Cleared draft plan
-13580mRelationship Health Agent
Inputs, rule version and output hash written to the evidence log
Cleared challenge
-9054mAccount Strategy Agent
Inputs, rule version and output hash written to the evidence log
Holding at rep review
-4527mVP Strategic Accounts
Inputs, rule version and output hash written to the evidence log
What happens next
The next station and its rule
Ratify
run by VP Strategic Accounts · Policy layer
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
Why the signal is what it is
Derived from time against commitment, not from the state
Red. This item is past the time it was committed to and it is either high or critical materiality or wide enough downstream to matter. Red says nothing about who holds it: an item can be red and still be moving through an agent that has not stopped.
Past SLA by 15h 13m · 32 people or records downstream of this decision
Open the escalation lane