Drag between columns or use the stage stepper. Stage gates enforce proposal lines, approvals, credit, and flight dates — blocked moves explain why. Every change is written to the deal history.
| Received | Source | Company | Contact | Market | Est. budget | Match |
|---|
Capture lead
In production this queue also fills from the sbs.com and LaMusica advertiser forms. Routing: round-robin within market.
| Advertiser | Parent | Agency | Market | Open deals | YTD billed | Credit | Status |
|---|
Brands roll up to their parent advertiser. Credit status gates the IO Signed stage; Do-Not-Book blocks it outright.
Tasks
Overdue tasks escalate to the Supervisor agent after 48h.
| Due | Task | Deal | Owner | Status |
|---|
Activity stream
| When | Type | Source | Deal / Account | Owner | Note |
|---|
Log activity
Mail & calendar sync
Entries tagged Auto were captured from Gmail / Calendar by the Sales compartment agent — reps don't retype what the system can read. Connect scope: thread subjects + participants matched to account contacts.
Insertion orders
| IO # | Advertiser | Station | Flight | Gross | Invoiced | Collected | Aging | Status |
|---|
Make-goods
Preempted units → reschedule offer → advertiser acceptance. Tied to the IO.
| IO # | Advertiser | Preempted unit | Reason | Offer | Status |
|---|
Forecast by category
Rep-declared judgment alongside the stage-weighted math
Stage velocity & conversion
Avg days in stage · % of created deals reaching stage · slipped closes
Pacing vs prior year
Booked gross by flight month · 2026 vs 2025
Quota attainment · Q3 2026
Closed-won gross vs individual quota
Loss reasons
Closed-lost archive · reason codes feed rate-card strategy
Forecast accuracy by rep
Committed vs landed, trailing 2 quarters