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Governance

CRM

Workspace CRM for accounts, leads, contacts, deals, and lists. Soft Wall gates paying stages and enroll.

CRM analytics

Decision-grade charts from the semantic layer. Drill into pipeline or leads.

Executive overview

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Funnel

discovered to paying with conversion and denominator tooltips in the table.

StepCountConversion from prevPrev denominatorDrill-down
Guard metrics
GuardRateNumeratorDenominator
Must-thin: KPI cards + accessible tables ship first. Sankey/heatmap polish can deepen later without changing semantic definitions. Opens/clicks are not core truth.
Agent context