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Explorer

Data ExplorerMain data browser: filters, facets, drill-downs, exports.
- HierarchyTree from accounts down through venues to leads.
- CategorizedBrowse by engagement format (category) and topics.
- VenuesVenue-level listing with filters and metrics.
- LeadsGovernment-contact rows with demographics and attribution.
- AccountsAccount grid with CRM and BI rollups.
- AbstractsSession and content abstracts tied to events.
AI ChatNatural-language queries with tool-backed answers.
VisualizationEmbedded Power BI and chart exploration.
Lead ScoringConfigure and run ML lead-quality scoring.
- ConfigModel inputs, weights, and thresholds.
- ResultsScored lead lists and exports.
- ProfilesPer-lead score breakdowns and drivers.
- GuideHow scoring maps to your data.

Dashboards

Revenue AnalysisBillable revenue, portfolio analytics, and ML-driven intelligence.
- BillablesSchedule revenue by team, rep, and product category.
- Revenue BreakdownConcentration analysis, X-ray, and revenue vs target.
- Scenario PlannerGrowth lever modeling, waterfall, and health impact.
- ?tab=…Deep-link to a dashboard tab via query string.
Pipeline ManagerCRM pipeline analytics: stages, velocity, and forecasts.
- ContractsRollups by owner and team.
- Stage & VelocityFunnel conversion and cycle time.
- Product MixRevenue and opps by product line.
- Health MonitorStale deals and data-quality flags.
- Insights & GapsNarrative gaps and recommended actions.
Event OperationsEvent-team dashboard: delivery, pipeline, and gaps.
- Command CenterAt-a-glance status and priorities.
- SessionsSession inventory and coverage.
- PipelineOpportunity and sponsor pipeline view.
- Post-MortemAfter-event performance and lessons.
- Churn AnalysisSponsor and series churn signals.
- READMEField definitions and usage notes.

Tools

Sales AgentPer-rep AI workflows for research and proposals.
- AgentsConfigure and launch agent profiles.
- ProposalsDraft and iterate customer-facing docs.
- Run HistoryPast runs, inputs, and outputs.
Tearsheet BuilderOne-page event intelligence from venue and market data.
- ReportGenerated tearsheet content and layout.
- MethodologyHow metrics and sections are computed.
Account BriefLLM strategic brief: pipeline, awards, and plays.
Resolution HubPrivate sector: vendors to Salesforce accounts. Public sector: agencies to Navigator orgs.
- MatchesReview saved resolution maps per sector.
- Ad hocTry arbitrary inputs and scored candidates.

Intelligence Internal · analytics

IT Category TrendsProcurement momentum and sponsor fit by jurisdiction.
- Market MomentumCategory spend and velocity over time.
- Sponsor AlignmentWho sponsors what topics where.
- Event ExpansionGreenfield event and series opportunity.
- Event RetentionRepeat sponsorship and series loyalty.
Competitor NetworkSimilarity graph, clusters, and graduation paths.
Sales LibraryCollateral hub: tearsheets, briefs, email, research.
- TearsheetsSaved and published tearsheets.
- Account BriefsStored account brief outputs.
- EmailsDraft and sent email assets.
- JurisdictionsJurisdiction-level research entry points.
- Deep ResearchLong-form web research cache.
- JurisdictionsNested views for geo research.
- ProfilesJurisdiction profile pages.
- IngestImport and refresh jurisdiction data.
- IntelligenceSynthesis and alerts for a jurisdiction.
- Deep ResearchNested flows for research jobs.
- StatesState-level research scope.
- CompanyCompany-centric deep research.
- CustomAd-hoc prompts and one-offs.
Insights Library admin Curated internal insights and digests.

Operations

Master PipelineETL control: runs, jobs, deploy, and history.
- DashboardRun status and phase overview.
- OperatorTrigger and monitor pipeline steps.
- Cloud JobsCloud Run / scheduled job status.
- DeployRelease and config for data builds.
- HistoryPast runs, logs, and artifacts.
Machine LearningML ops: training, features, drift, and docs.
- TrainingJobs, schedules, and experiment history.
- Feature DictionaryFeature lineage and definitions.
- Performance TrackerModel accuracy and business metrics.
- Data FreshnessSource recency and SLA.
- DocumentationModel cards and runbooks.
Award CollectionGovernment contract awards and vendor matching.
Tag ManagerTopic taxonomy, coverage, and governance.
- BrowseSearch and filter tags.
- CoverageWhere tags apply across venues.
- NetworkTag co-occurrence and relationships.
- AdminBulk edits and imports.

System Administrator sidebar

API KeysCreate, rotate, and scope API credentials.
PowerBI ConfigEmbedded reports, assignments, and schedules.
- By reportCatalog of reports and embeds.
- By userWho sees which report.
Memory ProfilerHeap, routes, and capacity diagnostics.
- ProfilerObject counts and large allocations.
- Route TimingPer-route latency breakdown.
- Capacity PlanningTrends for sizing instances.
- Reference GuideHow to read profiler output.
Prompt ManagerView and override LLM system prompts.
Cost TrackingLLM spend by user, service, and session.

Resources

Other routes

First-Time Setup