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Admin portal - CRM Oversight

Purpose

The tenant detail page has a CRM & Sales tab. Operators see that tenant's quota progress, pipeline value, won revenue, and key accounts, and can export an audit snapshot.

Users and permissions

All operator roles can open the CRM & Sales tab. Operators and Owners can export the audit snapshot.

Action Owner Operator Support
View Tenant Detail CRM Tab Yes Yes Yes
Export CRM Audit Snapshot Yes Yes No

Requirements

ID Priority Requirement
OVR-01 Won't Removed: the cross-tenant CRM screen was taken off Tenancy.
OVR-02 Won't Removed: the cross-tenant CRM screen was taken off Tenancy.
OVR-03 Won't Removed: the cross-tenant CRM screen was taken off Tenancy.
OVR-04 Won't Removed: the cross-tenant CRM screen was taken off Tenancy.
OVR-05 Must Tenant Detail screen (/tenants/:tenantId) includes a dedicated "CRM & Sales" tab showing quota progress, active sales pipeline value, won revenue, and key accounts.
OVR-06 Must Export CRM audit snapshot capability for operator compliance and customer support reviews.
OVR-07 Won't Removed: the cross-tenant CRM screen was taken off Tenancy.
OVR-08 Won't Removed: the cross-tenant CRM screen was taken off Tenancy.

Screens

  1. Tenant Detail - CRM & Sales Tab (/tenants/:tenantId):
  2. Quota usage progress bar, active pipeline value, closed revenue won.
  3. Top commercial accounts managed on the tenant workspace.
  4. Export CRM audit snapshot action.

Business rules

  • Quota Saturation States:
  • healthy: Tenant customer count is below 70% of plan allowance.
  • near_quota: Tenant customer count is at or above 70% (yellow) or 90% (red) of plan allowance.
  • inactive: Tenant is suspended or has 0 recorded CRM interactions in over 30 days.
  • Tenant Privacy & Boundary:
  • Operators inspect aggregate statistics and business health metadata; they do not edit or manipulate customer contacts inside tenant databases without tenant authorization.
  • Plan CRM Limits:
  • Starter: Up to 100 customers, 10 active deals.
  • Standard: Up to 1,000 customers, unlimited deals.
  • Advanced: Up to 2,000 customers, custom stages.
  • Comprehensive: Up to 5,000+ customers, dedicated data plane.

Acceptance criteria

  • OVR-05: Navigating to /tenants/:tenantId and clicking "CRM & Sales" renders the tenant's CRM performance card, key accounts, and export audit action.
  • OVR-06: Clicking "Export CRM Audit" generates and downloads an audit summary file.

Out of scope

  • Direct operator modification of tenant commercial customer records (operator view remains read-only oversight).