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IronKernel Platform

CRM: Analytics & Commercial Health

Funnel visibility, response SLA, and lifecycle health tied to operational outcomes.

Problem

Funnel visibility, response SLA, and lifecycle health tied to operational outcomes.

Capability

Funnel visibility, response SLA, and lifecycle health tied to operational outcomes.

How it works

  1. 1 Opportunity lane coverage fit-scoring read model added with weighted scoring (strong_fit/moderate_fit/weak_fit/gap_risk) and per-lane rationale.
  2. 2 CRM opportunity board now surfaces coverage_fit summaries including matched lanes, weighted weekly-load coverage, and gap notes...
  3. 3 CRM computes coverage from TMS carrier network via on-demand LaneService/SearchCarriersByLane lookups, preserving TMS ownership of operational...
  4. 4 CRM account-health read model now ingests TMS/CMMS projection events (tms.crm.account_health.projected, cmms.crm.account_health.projected) from conversion/rename triggers plus periodic...

Operational outcomes

  • Opportunity lane coverage fit-scoring read model added with weighted scoring (strong_fit/moderate_fit/weak_fit/gap_risk) and per-lane rationale.
  • CRM opportunity board now surfaces coverage_fit summaries including matched lanes, weighted weekly-load coverage, and gap notes...
  • CRM computes coverage from TMS carrier network via on-demand LaneService/SearchCarriersByLane lookups, preserving TMS ownership of operational...

Integration boundaries

  • Intake & Qualification
  • Accounts & Contacts

Proof model

Feature-level proof

  • Analytics & Commercial Health scope is defined in product module catalog.

    verified

    docs/products/crm/product.md · Module Catalog > Analytics & Commercial Health

  • CRM modules support intake processing, route projection, and qualification lifecycle evidence.

    verified

    docs/products/crm/product.md · Module Catalog > Intake & Qualification

    Code: backend/services/crm/internal/modules/intake

    Contract: proto/crm/intake/v1

  • CRM intake and qualification flows are implemented in dedicated modules and contracts.

    verified

    docs/products/crm/product.md · Module Catalog > Intake & Qualification

    Code: backend/services/crm/internal/modules/intake

    Contract: proto/crm/intake/v1

Continuity routes for this capability

Route-level continuity checks where this feature appears in product-pair workflows.