Four lines, one interchange: how the sources reach this board
Drawn as a Boston transit map. Every line is one of your systems; every station a table the model reads; the interchange is the shared semantic model this board (and every future board) sits on. Station counts recalculate with the filters.
Mandate funnel
Every mandate in flight during the period and how far it has travelled. Stages are cumulative — a closed mandate counts at every stage.
Mandates won per month, Sep 2024 – Aug 2026
Bars are mandates closed; the line is the trailing 3-month average. Months outside the selected period are dimmed.
Therapeutic area × deal type
Mandates closed in the period, split by deal type, with the aggregate deal size and median months to close.
Where mandates came from
First-touch source of every mandate in flight during the period, joined from the marketing platform to the CRM deal record — with the share that closed in the period.
Three questions a BD lead asks every Monday
Each answer below is read straight off the board for the current filter.
A question typed in plain English
What a natural-language layer over the same semantic model would return. The answer is computed from the board's figures for the current filter.













