CRM: Analytics & Commercial Health
Funnel visibility, response SLA, and lifecycle health tied to operational outcomes.
Capability
How it works
- 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 CRM opportunity board now surfaces coverage_fit summaries including matched lanes, weighted weekly-load coverage, and gap notes...
- 3 CRM computes coverage from TMS carrier network via on-demand LaneService/SearchCarriersByLane lookups, preserving TMS ownership of operational...
- 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
Solution routes that reuse this feature
Open these solution and feature-map routes to test this behavior in end-to-end buyer workflows (1).
Commercial to execution
Outcome: Converted commercial records move into execution with less re-entry and clearer ownership.
Commercial handoff friction drops when conversion and execution planning are connected by shared identifiers.
Continuity routes for this capability
Route-level continuity checks where this feature appears in product-pair workflows.
Revenue-to-Execution
Formula: Execution-Aware Sales -> Load Lifecycle
Open continuity routeZero-to-Onboarded
Formula: CRM -> TMS
Open continuity routeOperational validation path
Use adjacent feature and solution routes to inspect how this capability participates in cross-product execution.