Demo mode · switch persona in the top bar. Pick a roleDemo mode — in-memory mock data. Use the persona switcher in the sidebar (or top bar on mobile) to explore as AE, SC, FDE, Manager, or Admin. Pick a role

Today

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Fri, Sep 18

Good morning, Sam.

Focus on the cycle that needs you — qualification, evaluation proof, or alignment with FDE.

Coordination gap · GlobalBank

Roles are misaligned on who owns the work — Align roles assigns tasks to AE, SC, and FDE for this account.

Align roles

Discovery

need qualification work

Coordination

gaps with FDE / AE

Cycles you support

GlobalBank is expanded — others stay collapsed

Qualification

MEDDIC 6/6 — cleared to advance

Evaluation proof plan

Gate: Technical validation → POC sign-off

Done
Executive platform demo
Apr 8 · CFO + platform lead attended
In progress
CDC pipeline POC
2 of 3 success criteria met · sandbox access blocker
Done
Architecture workshop
Reference architecture signed · SOW v2 baseline
Planned
Security & network review
Schedule with customer infosec — week of Jun 2

POC health at 72%. Close CDC criterion + align FDE handoff to unlock proposal gate.

Align roles to unblock gate

Open opportunity

Granola · "If SC and FDE align on the VPC plan this week, we can unblock the POC."