The Right Role

Proposal Signed

—

MSA Signed

—

Intake / Build

—

Invoice / Payment

—

Active

—

Revenue in Pipeline

—

Total ACV, all active deals

Commission This Month

—

Payment received, not yet approved

Overdue Items

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Deals stuck past expected window

Active Deals

—

Across all contractors

Critical Alerts

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Rep Leaderboard

Leaderboard loads with the dashboard.

Team Capacity

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Team Activity

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Full-Funnel Conversion

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Lost Deal Analysis

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Average Sales Cycle

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Territory Summary

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Pending Approval

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Approved Records

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Add Contractor

Full Name *

Email * (@therightrole.com only)

Phone

Start Date

Capacity %

Dedication

Status

Territory States (optional — Ctrl/Cmd+click to multi-select; none selected = all states)

Admin Notes (internal only — not shared with contractor)

All Contractors

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Role Management

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Notification Configuration

Teams Channel	#crm-alerts
Email From	cindy@therightrole.com

Sends one Teams message to #crm-alerts and one email to kenny@therightrole.com.

Recent Notification Log

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Pilot Approval Requests

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Quote ID

—

Deal Type

—

ACV

—

Contact

—

Contractor

—

Created

—

Pipeline Status

Relationship Health

At Risk and Critical require a reason.

Reason for health change *

Check-in Log

Date

Method

Summary

Notes

Note

Activity Log

Immutable — newest first

Commission Records

Quote Reference

Quote ID

Quote Loaded

Company—

Contact—

ACV—

Engagement—

Deal Details

Company

Contact

Contact Email

Annual Contract Value

Deal Type

—

Your Information

Pre-filled from your Microsoft account. This deal will be attributed to you.

Your Name

Your Email

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This Month — Pending

—

Awaiting approval

This Month — Approved

—

Approved, pending payment

YTD Gross Revenue

—

Year-to-date closed ACV

Commission Records

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Phase 2 + 3

Work order queue coming in Phase 3

Auto-generated work orders from submitted intake forms. Each order contains all provisioning data needed to build the customer suite.

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Company

—

Industry

—

State

—

Employees

—

Lead Source

—

Referral source

—

Assigned Rep

—

Internal Contact

—

Created

—

Last Updated

—

Contact Name

—

Contact Title

—

Contact Email

—

Contact Phone

—

Products of Interest

—

Assignment

Notes

Note

Prospect Details

Company Name *

Employee Count

Contact Name

Contact Title

Contact Email

Contact Phone

Industry

State

Lead Source *

Products of Interest

External Hiring Internal Hiring Succession Planning Team Assessments

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Team Access

Notifications

Executive Dashboard

Critical Alerts

Rep Leaderboard

Team Capacity

Team Activity

Full-Funnel Conversion

Lost Deal Analysis

Average Sales Cycle

Territory Summary

All Deals

Commission Dashboard

Pending Approval

Approved Records

Admin Settings

Add Contractor

All Contractors

Role Management

Notification Configuration

Recent Notification Log

Help Article Feedback

Pilot Approval Requests

My Deals

Pipeline Status

Relationship Health

Check-in Log

Notes

Activity Log

Commission Records

New Deal

Quote Reference

Deal Details

Your Information

My Commission

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Commission Records

Work Orders

Work order queue coming in Phase 3

My Tasks

Prospects

Confirm Auto-Match

My Prospects

Assignment

Notes

New Prospect

Prospect Details

My Earnings

Resources

Help Center