Commercial operations

Dashboard

Prospect outreach, the content pipeline, and what still needs a human decision.

01

Prospect reach-out

Prospects targeted1

175

Requests sent2

170

Accepted3

90

Details captured4

72

Synced to Mailchimp5

63

Accepted → captured → synced80% capture · 88% sync

Captured contacts land in the contact database, then sync to Mailchimp for approved email sends.

02–05

Content pipeline

06

Featured campaign — Northeast

Neurosurgery — Northeast

Northeast Cadaver Lab Invitation

You're invited: Boston cadaver lab, September 18

Delivered

153

Open

36%

Click

7.2%

Reply

1.3%

Delivery funnel153 of 155 recipients
Sent Jul 15, 20261.3% bounced
07

Result summary

Delivered

792

Open / click

45% / 12.4%

Published / captured

2 / 72

Audience engagement · 12 weeks2.8% reply rate
W1W2W3W4W5W6W7W8W9W10W11W12
08

Approval queue

09

Sales activity and action items

Last 30 days

Commercial activity rollup

68

activities logged

$8.7M

pipeline value

10

at-risk activities

Action items

Prioritized follow-up by contact

NameActivityAction needed
Dr. ManciniEmail · Jul 30, 2026
At RiskExec: prep committee response
Dr. ThibaultCall · Jul 23, 2026
At RiskManager: confirm need and buying team
Dr. NovakQuote · Jul 31, 2026
AdvancedManager: verify the close before handoff
Dr. BrennanField Visit · Jul 28, 2026
HeldRep: reschedule the field visit
Dr. WhitfieldCall · Aug 3, 2026
WonManager: schedule the account kickoff
Dr. NievesCase Support · Jul 29, 2026
LostManager: document the loss reason
10

Integration status

  • Ignite

    connected

    File Storage · 1 day ago

  • Dripify

    connected

    LinkedIn Prospecting · 1 day ago

  • n8n

    connected

    Orchestration · 1 day ago

  • Mailchimp

    connected

    Email Delivery · 2 days ago

  • LinkedIn Pages

    error

    Social · 5 days ago

  • Salesforce

    disconnected

    CRM · never