Product
Where the team’s work becomes teamwork.
The team reads the same numbers, and answers each question once.
Shared view
Northern accounts
Shared widgets
- Sell-through, week−8.4%
- Orders running late3
- Stores out of stock24
Shared alerts
- Halloway Foods — an order is 11 days latePriya has this
- Northgate Market — sales down 14.2%Waiting
Shared reporting
All six · 07:00
The morning brief, on the same definitions, to everyone on this view.
01 · The queue
Each alert goes to the person who owns it.
The team’s queue · this morning
Eleven people on one view
- Raised
- 5
- Since 06:00
- Picked up
- 3
- By their owners
- Waiting
- 2
- Nobody has them yet
- Teams
- 3
- One shared view
- 06:04Northgate Market has gone quietRouted because Northgate is on Priya's accountsPriya RamanAccount directorPicked up 07:12
- 06:11An order to Halloway Foods is eleven days lateRouted because Late orders route to the supply leadMarcus IwuSupply leadPicked up 07:20
- 06:18Brightwater Grocers sales down 9.4% on the weekRouted because Brightwater has no owner on the viewThe account teamUnclaimed
- 06:22Two stores out of stock on the lead lineRouted because Store issues route to the field managerAna OkaforField managerClosed 08:05
- 06:40A promotion ended Sunday and orders have not caught upRouted because No rule covers promotions yetThe account teamUnclaimed
The same morning brief goes toAccountsSupplyField
One set of definitions
02 · What the team knows
Every answer is saved with the reason behind it.
A question put to the team this morning
07:40Marcus Iwu asks
Are Halloway Foods Ltd and Halloway Foods (Northern) one account?
Already settled — nothing worked out twice
Priya Raman · 15 Aug
One company on a regional contract.
Checked against the contract on file. Northern buys under the same agreement, so the two names bill as one account.
Everything else this team has settled
Open to everyone on the view
Is the trade promotion part of net revenue?
No. It is a rebate, and the board pack excludes rebates.
Devon Lin12 Aug
Which depot serves Northgate's eastern stores?
Ashford, since the March reroute. The old records still name Selby.
Marcus Iwu9 Aug
Is the second Cedar & Vine order a duplicate?
No. Two delivery points on one purchase order, raised separately.
Ana Okafor4 Aug
When is an account treated as gone quiet?
Three weeks below the account's own average, not a fixed number.
Sam Bright1 Aug