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115 accounts · P1/P2/P3
BoB Opportunity Dashboard v5.2
Every account as a card with real SF renewal vs expansion split, GTME next steps, engagement notes, and opportunity risks.
P1: 16P2: 40P3: 5229 Lighthouse 🏮
Open Opp Dashboard →
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Team A360 style · 7 tabs
Mid-Market BoB A360
Chart analytics — Portfolio Overview, Revenue, Renewal Pipeline, Whitespace, Adoption, Sales Activity, Account Explorer.
ARR by GTMEAdoptionWhitespace
Open BoB A360 →
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A360 export · top 10 plays
Expansion Focus
Ranks the most expandable accounts by renewal timing, adoption, product usage, whitespace, GTME coverage, and ARR. Includes account-level next actions.
Redis #1$593K top ARR4,266 whitespace roles
Open Expansion Focus →
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One link · all AM resources
AM Resource Center
Single starting page for dashboards, the top expandable accounts workbook, Notion import CSV, expansion plays, source systems, and the local workflow hub.
Resource hubDashboardsFiles
Open Resource Center →