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Your Sales Engineering Command Center
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0Today's Upcoming Meetings
Refresh to sync Google Calendar and load today's count.
Next Day's Agenda
Status Distribution
Recent Activity
POC-Opportunity Links
Meeting Activity
POC Status Over Time
POCs by User
| User | POCs | In Progress | Completed | On Hold | Failed | Notes | Last Updated |
|---|
| POC | Owner | Status | RAG | Start | End | Linked Opp | Actions |
|---|
No POCs yet
Click "New POC" to add your first proof of concept.
| FE Owner | Account Owner | Account | Opportunity | Stage | Close Date | New Business ACV | Linked POC | Actions |
|---|
No opportunities yet. Sync from Snowflake or import a Salesforce report to get started.
Import Opportunities from Salesforce
Drop your Salesforce .xlsx report here or browse
| Opportunity | Account | Owner | Stage | Type | Close Date | Status |
|---|
Admin Tools
Import data and manage system-wide settings
API Configuration
Configure system-wide API keys for integrations. These keys will be used by all users.
Data Management
Manage notes, imports, and data cleanup operations.
Imports
Import POCs (Spreadsheet)
Bulk import POCs from a Salesforce POV report (.xlsx)
Import Opportunities
Import opportunities from a Salesforce report (.xlsx)
Sync Opportunities from Snowflake
Fetch opportunities from Snowflake `HQ.MODEL_CRM.SF_OPPS`
Import Granola Local Cache
Import local Granola summaries into shared workspace notes
Import ICS Calendar
Import meetings from calendar ICS file or URL feed
Data Operations
Refresh Data Structures
Match orphaned notes to existing POCs and rebuild account-based note organization in the Notes tab.
Refresh Gong Notes
Bulk import notes from Gong calls with filtering by date, keywords, and scope.
Remove Duplicate Gong Notes
Find and remove duplicate Gong call notes across all POCs. Keeps the most recent version of each call.
Remove Duplicate POCs
Find and remove POCs with duplicate names. Keeps the oldest version of each POC.
⚠️ Danger Zone
Delete All Notes
Remove all notes from all POCs. This will not delete POCs or opportunities.
Delete All POCs
⚠️ Danger Zone: Permanently delete all POCs, including their notes, criteria, and attachments.
Delete All Opportunities
⚠️ Danger Zone: Permanently delete all opportunities and their associated data.
SSO Configuration
Manage Okta SAML settings centrally. Runtime uses these values first, with .env as fallback.
User Management
Add, remove, and manage user accounts
Manage Users
Add new users, reset passwords, and manage roles
Permissions & Teams
Manage user roles and team membership used by note access controls (private/team/shared).
User Roles
| User | Role | Action | |
|---|---|---|---|
| Open Admin to load users. | |||