Revenue cockpit
A single operating view for customer activation, recurring revenue, signal delivery, and the outreach queues that turn data into conversations.
PAID INVOICES + RETENTION
CUSTOMER ACTIVATION
Activation means the customer has received a first pack and has a live segment configured.
CUSTOMER HEALTH
SYSTEM ACTIVITY
Production sign-off
Records stay out of customer feeds until an owner or admin has reviewed their quality and target mapping. Every decision is recorded.
QUALITY GATE
Approve only when the record is licensed for the customer’s region and contains enough context to support a defensible next action. Rejects and withdrawals stay out of customer APIs and are retained in the audit trail.
Global signal archive
This operator view is not limited by customer plan windows or tenant filters. Search every retained pulse, including approved, pending, rejected, and withdrawn records.
RETAINED PULSE RECORDS
| Pulse / company | Observed | Market | Fit | Review | Delivery | Open |
|---|
Customer feeds remain plan- and workspace-scoped. This archive is operator-only and includes rows withdrawn from delivery; records already purged by the retention policy cannot be reconstructed.
Customer operations
Track activation, delivery, usage, commercial value, and renewal risk without turning customer management into a spreadsheet archaeology exercise.
PORTFOLIO
| Customer | Plan | Health | Activation | Leads delivered | Last seen |
|---|
Origin Pulse campaigns
Identify relevant businesses, prepare a specific message, send approved batches from Origin Pulse, and learn which conversations become qualified opportunities.
CAMPAIGN CONTROL
DELIVERABILITY GUARDRAILS
The sender, message, contact basis, suppression state, approval, and daily cap are visible before a batch can run.
REPLY INBOX
Customer intelligence
Use activation, usage, response, and revenue together. A lead pack is only valuable when customers come back for the next one.
SEGMENT PERFORMANCE
RETENTION SIGNALS
ACTIVATION COHORTS
OPERATOR READOUT
BILLING + ACTIVITY
SOURCE OPERATIONS
Workflow engine
Onboarding should create a workspace, configure the first segment, prepare a sample, and queue the next conversation without you copying a checklist by hand.
RULES
RUNTIME
NEW CUSTOMER WORKFLOW
Owner validation
Review the retained Starter, Growth, and Scale accounts in a safe, read-only sample. Nothing on this page changes production data or sends email.
RETAINED PLAN ACCOUNTS
| Plan | Retained test account | Access | History | Result |
|---|
BOUNDARIES
Connections + controls
The production version needs a small set of trusted integrations. This screen keeps the handoff explicit instead of hiding missing credentials behind a fake “connected” state.
PRODUCTION CHECKLIST
DATA BOUNDARIES
AUTOMATED ONBOARDING
Four inputs are enough to provision the first useful experience.
Welcome email prepared, first sample pack queued, and outreach sequence held for approval.
INTERNAL ACCESS
Real data is the default. Use an approved operator account to open the production dashboard.
CAMPAIGN BUILDER
Import the people you have identified, write the message you would be happy to send, then approve a small batch.