Board Architecture

Explore all 10 interconnected boards that power the CRM system. Click any board to reveal detailed field information, user assignments, and data flow.

10
Total Boards
3
Sales Funnel
4
Data Boards
3
Operations
📥

Leads

Raw prospects before qualification

~200 active Real-time
▼

Key Fields

  • Lead Name & Source
  • Contact Information
  • Traffic Estimates
  • Qualification Score
  • Interest Level Rating

Stages

  • New Leads
  • Contacted
  • Qualified
  • Unqualified
  • Converted

Primary Users

AM TL
🎯

Opportunities

Qualified leads in negotiation to approval

~100 active Real-time
▼

Key Fields

  • Opportunity Name
  • Contact & Company Info
  • Deal Terms
  • CMO/Setup Approval
  • Created From Lead

Connections

  • → Leads (source)
  • → Contacts (auto-create)
  • → Groups (auto-create)
  • → Deals (on approval)

Primary Users

AM CMO
🤝

Deals

Active/historical contracts with affiliates

~100 active Daily
▼

Key Fields

  • Deal Name & Status
  • Primary Contact
  • Related Group
  • Tracking Codes
  • Performance Metrics

Requirements

  • Primary Contact (required)
  • Related Group (required)
  • 100% via Opportunity
  • No manual creation

Primary Users

AM TL CMO
📊

Affiliate Accounts

CellXpert account performance summary

~118 accounts Daily import
▼

Key Fields

  • Affiliate ID
  • Account Name
  • Performance Metrics
  • Commission Data
  • Account Status

Data Source

  • CellXpert API
  • Daily automated import
  • Links to Deals

Primary Users

AM TL
👥

Registration Data

Player-level data for attribution

~10K+ players Daily import
▼

Key Fields

  • Player ID
  • Registration Date
  • Affiliate Attribution
  • Tracking Code Used
  • Player Activity

Purpose

  • Attribution tracking
  • Performance calculation
  • Hidden from users
  • System-only access

Primary Users

System
📈

Deal Performance Snapshots

Historical performance timeline

Growing daily Daily
▼

Key Fields

  • Snapshot Date
  • Deal Reference
  • Performance Metrics
  • Revenue Data
  • Comparison Period

Purpose

  • Historical tracking
  • Trend analysis
  • Performance reviews
  • Aggregated from Reg Data

Primary Users

TL CMO
🚨

Tracking Code Alerts

Track and manage tracking issues

~20 active Real-time
▼

Key Fields

  • Alert Type
  • Related Deal
  • Issue Description
  • Priority Level
  • Resolution Status

Alert Types

  • Broken tracking
  • Missing attributions
  • Code conflicts
  • Performance anomalies

Primary Users

AM TL
✅

Tasks

Action items and follow-ups

~50 active Real-time
▼

Key Fields

  • Task Name
  • Assigned To
  • Due Date
  • Priority
  • Related Items

Auto-Created For

  • CMO tracking code tasks
  • Follow-up reminders
  • Approval workflows
  • Issue resolution

Primary Users

AM TL CMO
🏢

Groups

Affiliate company/group entities

~100 records As needed
▼

Key Fields

  • Group Name
  • Group Type
  • Website
  • Primary Industry
  • Account Manager

Connections

  • → Multiple Contacts
  • → Multiple Deals
  • Auto-created on approval
  • Checked for duplicates

Primary Users

AM
👤

Contacts

Affiliate contact persons

~200 records As needed
▼

Key Fields

  • Name & Email
  • Phone & Telegram
  • Title/Role
  • Related Group
  • Contact Status

Validation

  • Email uniqueness
  • One email = One contact
  • Auto-created on approval
  • Primary Affiliation flag

Primary Users

AM