Executive Dashboard
Management overview of qualified calibration prospects.
Lead Priority
Current qualified pipeline
Industry Coverage
Top represented sectors
Lead Ownership
Records by assigned owner
Watchlist
Future opportunities to monitor
Automation Health
Rule-based qualification and data-quality controls
Avg. Completeness—
Low Confidence—
Duplicates Flagged—
Reviews Due—
Top Priority Leads
High-value active prospects for management review
| Company | Industry | Location | Score | Status | Owner |
|---|
| Company | Industry | Location | Contact | Score | Status | Owner |
|---|
Automation Rules
Transparent, human-in-the-loop qualification
Priority recommendation0-10 from calibration relevance, industry fit, contact quality, evidence and timing.
CompletenessAutomatically checks 12 core research fields.
ConfidenceHigh / Medium / Low based on source, contact and calibration evidence.
Duplicate detectionFlags exact normalized company matches without deleting data.
Watchlist reviewNew Watchlist records receive a 90-day review date.
Human Review Principle
Automation recommends; the team decides
Human Score remains the final approved High / Medium / Low classification.
The system's Recommended Score is an automated recommendation, so research quality can be checked before accepting it.
Lead Intelligence QA
Automatically calculated quality and priority indicators
| Company | Human | Recommended | Priority | Confidence | Complete | Duplicate | Review |
|---|
Candidate Lead Research Queue
Staging area for newly discovered prospects before they enter the live pipeline
This queue is the ingestion point for future prospect-discovery automation. New discoveries should enter here first,
where duplicates and quality are checked before a human approves them into the live lead database.
Approved / rejected / archived candidates are kept as history. Admins can permanently delete a candidate record if needed.
| Company | Industry | Score | Confidence | Complete | Status | Duplicate | Actions |
|---|
Continuous Discovery Connector
Next integration point for scheduled external prospect discovery
The database and review queue are ready to receive automatically discovered companies. A web/search data source or approved API still needs to be connected before the system can discover new companies from the internet on its own. No prospect is contacted automatically.
Team Access
Admin-only role management
Invite users from Supabase → Authentication → Users. New users are created as Viewer by default.
| Name | Role | Created | Last Updated |
|---|