AR Acme Revenue Scale workspace
Dashboard Live Companies 1.2k Contacts 8.7k Deals $252k Activities 19 Signals 48 Segments 12 Workflows 6 Reports Q3

Revenue command center

Accounts, deals, signals, and follow-ups in one operating view.

API/MCP
ML

Maya Laurent

Revenue ops lead

Admin

API boundary

crm-api + crm-mcp

Worker

Pipeline value

+18%

$252k

Open weighted pipeline

New contacts

+42

312

Added this month

Tasks due

6 today

19

Owner follow-ups

Fresh signals

+12

48

Buying cues in 7 days

Stalled deals

-3

11

No movement in 14 days

Deals

Pipeline records with value, probability, expected close date, owner metadata, stage moves, and close outcomes.

0 rows $0 weighted Auth needed

Deals not loaded

Add a workspace id and bearer token, then load crm-api deal records.

Route: None

RID: None

No pipeline deals loaded from crm-api yet.

Pipeline default; total $0; cursor start.

Companies

API-backed records with score, lifecycle, owner metadata, enrichment, and archive action.

0 rows Auth needed

Companies not loaded

Add a workspace id and bearer token, then load crm-api records.

Route: None

RID: None

CompanyScoreLifecycleStatusOwnerEnrichmentRevenueUpdatedAction
No company records loaded from crm-api yet.

Sort updatedAt desc; cursor start.

Contacts

API-backed people with company context, role metadata, email, socials, relationship strength, freshness, tags, and archive action.

0 rows Auth needed

Contacts not loaded

Add a workspace id and bearer token, then load crm-api contact records.

Route: None

RID: None

ContactCompanyRelationshipFreshnessLifecycleStatusSocialTagsUpdatedAction
No contact records loaded from crm-api yet.

Sort updatedAt desc; company all; cursor start.

Signals and workflows

Buying signals routed into workflow triggers and owner actions.

Fresh signals

3 live

Hiring

Noah

Atlas Bio hired VP Sales

High intent

Funding

Theo

Numa Studio seed extension

Watchlist

Product

Maya

Northstar requested SSO docs

Expansion

Workflow runs

3 rules

New high-intent signal

Live

Signal created -> Create task

Deal stalled 14 days

Live

Stage unchanged -> Notify owner

Score crosses 80

Draft

Score changed -> Add to segment