Project APEX · Role Workspace

Sales Leadership Workspace

Grow revenue with attribution, pricing, and pipeline signal.

Role workspace — demonstration only. Sensitive modules are masked per role permissions.
Role Workspace · Demonstration

Sales Leadership Workspace

Grow revenue with attribution, pricing, and pipeline signal.

Health 82 · Growing
Signed in as Sales Leadership
Primary decision question
Where is revenue coming from and where can we grow?

What matters today

Signal metrics for this role.

Pipeline
$4.8M
+$620K
New MRR (30d)
$74K
+22%
Renewal Rate
94%
+2 pts
Expansion
$38K
Marketing ROI
4.2x
+0.6x
Revenue Leakage
$18K
Discount overrides

What needs attention

Review $340K stalled deals
high
5 opportunities aged 60+ days in negotiation stage.
Approve Q4 pricing pilot
medium
Approval
Bundle test shows +18% attach rate.
Attribution disputes
medium
2 deals with contested credit assignment.

What should I do — Recommendations

AI advisory only. Approval always required.

Raise floor price on Tier 2
Discount overrides drove $18K leak in 30d.
Impact: Recover ~$60K/qtr
Confidence 79%
Sales lead + Owner
Focus renewals on top 10 accounts
84% of renewal revenue concentrated there.
Impact: Protect $1.2M ARR
Confidence 90%
Sales lead

Top risks

Top-account renewal risk
Revenue
high
Client A signals procurement review.
Attribution conflicts
Compensation
medium
2 open disputes could shift $12K in commissions.

Top opportunities

Repackage service bundles
Pricing
$210K/yr
Higher-margin bundle tested successfully with 3 accounts.
Expand Client B footprint
Expansion
$88K ARR
Usage exceeds tier — upgrade motion warranted.

AI Advisor

LedgerOS Revenue Architect
Advisory only
"Where are we leaking revenue?"
Discount overrides on Tier 2 are the largest current leak. Top-account renewal risk is the biggest exposure.
Every response carries: answer · evidence · confidence · freshness · assumptions · missing data · impact · recommended action · required approval.

Quick actions

Permission preview

What this role sees and what is intentionally hidden.

Visible modules
  • • Pipeline
  • • Revenue
  • • Attribution
  • • Commissions
  • • Marketing ROI
  • • Pricing
Hidden modules
  • • Payroll
  • • Vendor Spend
  • • Close
  • • Reconciliation
Sensitive-data access: Masked