Simplified Dashboard
- Path:
/revenue-intelligence - Mobile‑first, faster to scan, progressive disclosure (detail drawers/bottom sheets)
- Header: Period, Role, Detail Level (desktop), Playbook, Export, Refresh
- Widgets: Forecast Command, Quota Progress, Revenue at Risk, Pipeline Health, Win Rate, Action Center
Classic (Legacy) Dashboard
- Path:
/revenue-intelligence/legacy - Expanded components (KPI Grid, charts, ML widgets, leader tabs)
- Use for deeper historical context or leader analytics
When to Use Which
- Simplified: Daily execution, mobile use, quick updates
- Classic: QBR prep, leader deep dives, and trend reviews