EGP SPP&A Contact Dashboard

Folder: 00107-EGP-SPPA-Contact-Dashboard
Version: 1.0
Date: 2026-04-05
Status: SAMPLE DATA -- For demonstration purposes. Connect to live data sources for production use.

Overview

The EGP SPP&A (Sales Pipeline, Prospecting & Automation) Contact Dashboard is a self-contained HTML dashboard providing a unified view of all prospect data across the EGP ecosystem. It consolidates data location visibility, lead source tracking, pipeline stage management, synchronization status, enrichment progress, prospect scoring, and daily pipeline flow into a single interactive interface.

Dashboard Sections

7a. Total Prospects by Data Location

Cards displaying prospect counts across four data repositories:
- EGP MDM Gold (Master Data Management)
- EGP ORCA (Automation Platform)
- Google Drive(s)
- EGP HQ CRM

7b. Prospects by Lead Source

Horizontal bar chart showing distribution across:
- POTM (People on the Move)
- BOL (Book of Lists)
- Referral
- LinkedIn
- Website
- Other

7c. Pipeline Stage Funnel

Visual funnel showing prospect counts at each stage:
Lead > MQL > SQL > Discovery > Proposal > Negotiation > Closed Won > Closed Lost

7d. Synchronization View

Table showing sync status between systems:
- EGP HQ Pipeline Stages and Activities
- EGP Email Verification status
- EGP Personalization Engine status
- EGP Sending Sub-accounts (1 through n)

7e. Data Enrichment Status

Progress bars for:
- Firmographic complete %
- Contact data complete %
- EGP Email Verification verified %
- EGP Personalization personalized %
- LinkedIn matched %

7f. Prospect Scoring Distribution

Tier cards showing count and percentage:
- Tier 1 DREAM (80-100)
- Tier 2 PRIME (60-79)
- Tier 3 SOLID (40-59)
- Tier 4 WATCH (0-39)

7g. POTM & BOL Status

Daily/weekly tracker cards for:
- Last POTM and BOL run dates
- Daily and weekly capture counts
- Processing status (ON TIME / OVERDUE)
- Average prospect scores

7h. Existing Dashboard Links

Quick links to all other EGP dashboards per CDAIO Hub Order.

7i. Daily Pipeline Flow (Critical View)

Daily row-by-row tracking of:
- POTM/BOL/Other lead source counts captured
- Data path to production (DB)
- Count of emails found vs. verified
- Loaded to EGP MDM Gold vs. EGP HQ CRM
- Emails queued in EGP HQ and/or DMs queued in LinkedHelper

Interactive Filters

The dashboard includes four interactive filter dropdowns:
1. Date Range - Last 7 Days, Last 30 Days, Last 90 Days, Year to Date, All Time
2. Lead Source - All Sources, POTM, BOL, Referral, LinkedIn, Website, Other
3. Pipeline Stage - All Stages through Closed Won/Lost
4. Prospect Tier - All Tiers, DREAM, PRIME, SOLID, WATCH

All sections update dynamically when filters are applied.

Design Specifications

Theme: EGP dark theme
Background: #0a0f1e
Card Background: #141929
Border: #1e2d4a
Primary: #da5527
Secondary: #662e92
Text: #f1f5f9
Navigation: Left-side sidebar with section links
Responsive: Adapts to tablet and mobile viewports
Self-contained: No external dependencies (CSS/JS inline)

Sample Data

This dashboard uses 91 programmatically generated sample prospects with realistic distributions across all tiers, stages, and sources. A prominent yellow banner at the top of the dashboard indicates sample data status.

Production Integration Notes

To connect to live data, replace the SAMPLE_PROSPECTS array with API calls to:
- EGP MDM Gold (Supabase)
- EGP ORCA (Boost.space)
- EGP HQ CRM (GHL API)
- EGP Email Verification (Snov.io)
- EGP Personalization Engine (Sendr)

EGP SPP&A Contact Dashboard v1.0
Folder: 00107-EGP-SPPA-Contact-Dashboard

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