A real operator view: filters, evidence-backed insights, and actions that create tasks/automation drafts.
Simulated demo — production analyzes live signals across CRM, inbox, and support
Last run: —
Date Range
Segment
Channel
Owner
Sort
Data window: Last 30 days
Command Snapshot
Executive metrics for the selected window
Evidence-backed insights
Revenue (month)
$810,000
Bookings + retained
Pipeline Value
$900,000
Open opportunities
Avg Response Time
192m
Support + inbox
Conversion Rate
4.7%
Lead → closed
Insights
0 items
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No insights generated yet
Run analysis to generate evidence-backed recommendations
Evidence & Trends
Drill-down
Keep charts minimal. Use them as proof for insights.
3 core views
Conversion Funnel
Leads → SQL → Closed
Leads1,248
Sales Qualified214
Deals Closed18
Channel Performance
Conversion proof
web6.2% conversion
680 leads
email5.8% conversion
423 leads
instagram2.1% conversion
145 leads
Response Time Trend
Bottleneck indicator
W1
W2
W3
W4
Current average: 192m
Insight
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Summary
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Impact
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Confidence
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What happened
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Why it matters
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Recommended action
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Estimated revenue lift
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Evidence
The point of this tab is trust: show the concrete metric shifts that triggered the insight.
Raw evidence
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Actions
For MVP, these POST to your backend and create real objects (Task / Automation Draft / Notification Log).
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Insights console • MVPClick outside to close
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