07 · Output Surfaces
Reporting & Buyer Portal
Two surfaces, both fed by the same tracked data — no separate data entry.
Internal · Report & KPI Dashboard
Powered by StatusHistory + ActivityLog + SLA timers.
Lead → Won
Funnel conversion by stage & rep
TAT
Time in each stage, per rep/team; SLA breach rate
Aging
Deals stuck too long; at-risk alerts
Est. vs Actual
Per team: estimated vs. actual time & expense; cost per deal
Workload
Open items per owner / team
Post-Sales
On-time shipment % · payment status · completion
Filters
Team · rep · date · stage · status · value
Why it's reliable: every metric derives from the immutable logs the engine already
writes — the dashboard reflects reality rather than manually maintained figures.
External · Buyer Portal (for clients)
A restricted, client-facing view (role = Client), scoped to that client's own deals only.
Live order tracking
Current stage — in production, dispatched, in transit, delivered.
All documents in one place
Invoices, certificates, bill of lading — anything flagged visible_in_portal.
One order number
A single reference with full history & communication thread.
Access & privacy: clients authenticate separately and see only records tied to
their
deal_id; only portal-visible documents are exposed; no internal owner names, pricing internals,
or cross-client data are shown.