Softphone dock placeholder
Twilio calling stays stubbed in Sprint 0, but the workspace keeps its future footprint.
Sales Home
Live submissions, your open opportunities, real tasks, and pipeline movement for the hero-it tenant.
Open pipeline
0
View pipeline →
Proposals to follow up
0
Open report →
Bookings this week
0
Open report →
Overdue follow-ups
0
Open queue →
Closed won this month
0
View overview →
My pipeline (max)
$0
Sum of estimated monthly highs across active stages.
My open opportunities
0
Open across all active stages.
Tasks today
0
0 overdue, 0 upcoming.
New submissions
0
Live intake records from the assessment wizard.
Recently closed deals waiting on Client Activation. Service-delivery work itself lives in PSA.
Awaiting activation
0
Failed activations
0
Nothing waiting on activation right now. Pipeline is clean.
Fresh intake records with recommendation outputs and generated next steps.
Complete the public assessment flow and new records will appear here.
Live count and estimated monthly maximum by stage.
Once an assessment is submitted and converted, generated opportunities will populate this view.
Latest signals across the workspace.
Activity will populate as submissions land and records are updated.
Overdue and upcoming open tasks across the workspace.
No tasks yet.
Live opportunities created from assessment conversions.
Submitted assessments will generate new opportunities automatically.
Prospects who completed business lookup but haven't confirmed a time yet.
Nobody mid-flow right now.
Booked from the public assessment, proposal, or sales workspace.
No upcoming consultations yet.
Reviewed quote drafts that have not yet been promoted to a proposal.
No quote drafts waiting on a proposal.
Marked ready by sales — awaiting public link or send.
Nothing waiting to send.
Public proposal pages opened by prospects.
No views yet.
Hand off to onboarding.
No recent acceptances.
Sent but not viewed for 5 days, or viewed but no decision after 3 days.
All proposals are within follow-up windows.
Drafts still in `draft` status.
All drafts are reviewed.
Closed-won opportunities without a draft activation yet.
All closed-won opportunities have an activation drafted.
Drafted activations awaiting review.
No drafts in progress.
Reviewed by sales — waiting for SuperOps push.
Nothing waiting to sync.
Activations whose last SuperOps sync attempt failed.
No failed syncs.
Lightweight goal placeholders.
Monthly new MRR
$24,000
Consultations booked
11 / 16
Wizard follow-up SLA
94%
Reference material and talk tracks for quick reuse.
Placeholder panel for ticket, alert, and requester awareness without claiming ownership.
Future assistant surface for summaries, next actions, and quote support.
HeroNet Copilot placeholder
Summaries, follow-up drafting, and opportunity prep will live here later.
Sprint 2: real CRM core wired.