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FIRST CONTACT … · …
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CAUSE
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v2
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Transact likelihood
next 12 months
CALIBRATING
…/100
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v2
Momentum
24-month weekly contact
CALIBRATING
needs 5+ touch records
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v2
Market pulse
latency · market events
CALIBRATING
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v2
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Difficulty
lower is smoother
CALIBRATING
…/100
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Personality
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tap bars for quadrant
Quadrant · inspect depth
HideHealth since first contact
Hatched = degradation · dots open the epoch
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EPOCH · … …
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AI THINKING
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tap a run to see how the read changed
BEFORE · …
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THIS RUN · …
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Touchpoint heat
365 DAYS · SEP 25 — AUG 26
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MONWEDFRI
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message
property view
showing
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empty tabs collapsed
Communications
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Properties
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pulse · owned_properties
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nothing sends without your tap
✓
Today is clear
Every relationship that needed judgment today has it. Tomorrow re-ranks.
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PIPELINE FORECAST · WEIGHTED GCI · v2
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NEXT 90 DAYS
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closed GCI
forecast · weighted by stage probability
SAMPLE · MODELED FROM pulse ANALYTICS-MILESTONES
CLOSING NEXT
The Okafors
$82k WEIGHTED
OFFER · 75% · est. close SEP 26
NEXT 90 DAYS
3 weighted deals
$139k
Okafors SEP · Rachel + Grace OCT
SLIPPING
James Cole
$37k WEIGHTED
VALUATION · 24d silent · slips NOV → DEC without a touch this week
NAME
BAND
12-WEEK HEALTH
STAGE
FIRST CONTACT
NEXT ACTION
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Band distribution
1,224 PEOPLE · v2
84
Optimal
129
Watch
59
At risk
952
Calibrating
952 people lack the touch history to score honestly. Every Update client note moves one out of grey.
Touch volume · 14 weeks
MAY 41AUG 96
Population instruments
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SEGMENT BANDS · v2
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NAME
BAND
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No people match “…” in this Perspective
… SELECTED
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✓ … — queued for ratification on Today. Nothing sends automatically.
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Response time
you → them, 30d
…h
▼ 0.4h VS MAY
Approve vs edit
last 100 decisions
…% approve
RUBBER STAMPING?
Queue clear rate
last 30 days
…/30 CLEARED
Drift accountability
recovered this quarter
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moved from Watch / At Risk to Optimal
Model performance
MONDAY SUMMARY · WK 33
… APPROVED
… EDITED
… EDIT RATE VS WK 32
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Meg’s decisions never train the model directly — they enter a ratify state and appear on your next queue pass with a MEG DRAFTED chip.
← Back to You
Perspectives
saved Database views · sync per user
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Save the current Database filter as a new Perspective from the chip strip.
Field aliases
renders in UI only, never in the database · Meg has her own set
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Band thresholds
changes preview against 30 days of history before applying — no silent changes
Optimal at≥ …
Watch at≥ …
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Apply
Reset