Customer Intelligence — Actions & Playbooks · ANZ
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Action Pipeline KPIs

Open Plays
Backlog across signals
In‑flight
Active plays this period
Completed (30d)
Recently closed plays
Win Rate / TTL
/ d
Win % · median time‑to‑launch

Priority Queue (Risk & Expansion)

TypeSignal BasisSuggested PlayOwnerETAImpact

Next‑Best Action Builder

Selected Signal
Auto‑generated Outreach
Steps & Checks
Mark complete as you execute the play.
Success Metrics

Automation Recipes

If negative NSI + billing disputes ↑ then trigger CFO exec‑brief sequence
Scope: Finance personas · Cooldown: 14d
If usage depth < 2.5 + “Dashboards” low in NZ then targeted enablement + champion
Scope: NZ division · Cooldown: 21d

Playbooks Library

Outcomes Tracker

ActionLaunchedStatusLeading IndicatorsOutcomeConfidence
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