Briefing hub
Reports
Automatically generated report hub for weekly briefs, health reports, sales activity, implementation, missed opportunities, and agent performance.
Report Queue
Internal and client-ready report placeholders with status and schedule.
| Record | Status | Audience | Owner | Last generated | Next scheduled | Next step |
|---|---|---|---|---|---|---|
| StoneGate weekly command briefWeekly brief | In progress | Internal | Gio | Not generated | Friday | Generate from sales, delivery, finance, and agent queues. |
| Client health reportClient health | On track | Internal | Sampson | Demo seed | Weekly | Replace sample health with live client data. |
| Missed opportunity reportRevenue leakage | Waiting | Internal | Codex | Not generated | After CRM input | Connect estimate follow-up and lead response data. |
| Agent performance reportAgent operations | Agent working | Internal | Sampson | Demo seed | Weekly | Add actual agent outputs and approvals. |
| Implementation reportDelivery | Attention needed | Client-ready | Codex | Not generated | After build verification | Keep internal until Raul approves release. |