Account plan at log actions

Rosa Voss

Sales · Account Planning · SL2B Quarterly Account Review

$2.1m

value

96%

confidence

people affected

22h 25m

age

22h 16m

sla

100%

progress

Currently held by

Relationship Health Agent

An agent owns the next move

Raised by

Tomas Nakamura

Requester of record

At station

Log actions

Workflow layer · station 5 of 5

Where this train is on the line

SL2BQuarterly Account ReviewAnalytical · 5 stations

Refresh signals

39 q

Score health

36 q

Draft readout

37 q

Leader review

4 q

Log actions

1 live

Evidence trail

Every station this unit has passed, who acted, and what they left behind

Auditor pack

This is the readable trail. more

Cleared refresh signals
-1345m
Account Research Agent
Inputs, rule version and output hash written to the evidence log
Cleared score health
-1076m
Stakeholder Map Agent
Inputs, rule version and output hash written to the evidence log
Cleared draft readout
-807m
Whitespace & Cross-sell Agent
Inputs, rule version and output hash written to the evidence log
Cleared leader review
-538m
VP Strategic Accounts
Approval recorded with rationale and policy clause cited
Holding at log actions
-269m
Relationship Health Agent
Inputs, rule version and output hash written to the evidence log

What happens next

The next station and its rule

This is the last station. more

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.

clock 22h 25m against a commitment of 22h 16m · 101% of the time used

materiality high · blast radius 12 records or people downstream

state auto-cleared — held separately, and deliberately not part of this reading

Past SLA by 9m · 12 people or records downstream of this decision

Open the escalation lane