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| Account | Type | Parent | Open Opps | Pipeline $ |
|---|---|---|---|---|
| NVIDIA Corp · NVDA-001 | Corporate | — | 12 | $148.2M |
| ↳ NVIDIA US · NVDA-001-US | Legal entity | NVDA-001 | 8 | $96.4M |
| ↳↳ NVIDIA San Jose | Ship-to | NVDA-001-US | 3 | $24.7M |
| ↳↳ NVIDIA Santa Clara | Ship-to | NVDA-001-US | 2 | $18.4M |
| ↳ NVIDIA Taiwan · NVDA-TW-003 | Legal entity | NVDA-001 | 4 | $51.8M |
| Opportunity | Stage | Product Family | Amount | Probability | Close Date |
|---|---|---|---|---|---|
| NVIDIA GB200 PSU · FY27 | Closed Won | GaN | $8.4M | 100% | 2025-12-15 |
| NVIDIA GB300 expansion | Proposal | GaN | $14.2M | 75% | 2026-Q3 |
| NVIDIA DGX H200 PSU | Discovery | GaN + SiC | $22.8M | 25% | 2026-Q4 |
| NVIDIA Edge AI ref design | Discovery | GaN | $4.1M | 15% | 2027-Q1 |
| NVIDIA HPC liquid cool | Negotiation | SiC | $11.6M | 60% | 2026-Q2 |
Design_Registration__c is configured on the Sales Cloud Platform with 30+ fields including caps, tier locking, FX rate source, EOL window, and multi-distributor allocation. Lookup relationships to Account / Product2 / Distributor__c, validation rules for cap dimensions, an approval process for BU sign-off, and a record-triggered Flow that auto-creates linked Forecast Schedule and Sales Agreement records. Combined with Apex for multi-dimensional cap math.
| 2026-04-22 · Call logged · A. Squeri | Q2 forecast review · committed 167K units / mo MP from Mar '27 |
| 2026-04-15 · Email · DC sales | Re: GB300 timeline · expects ramp Q3 |
| 2026-04-08 · Meeting · A. Squeri + B. Chen | QBR · attainment 37% YTD · forecast amend approved |
| 2026-03-22 · Email · Channel ops | SA-512 amend pending · −150K chassis re-spec |
| 2026-03-15 · Call logged · A. Squeri | GB200 BU price negotiation · MPP confirmed $1.49 |
| Opportunities | 12 |
| Contacts | 38 |
| Cases | 7 |
| Tasks & Events | 142 |
| Files | 24 |
| Notes | 11 |
| Custom · Design Regs | 14 |
| Custom · Sales Agreements | 3 |
| Custom · Forecast Schedules | 14 |
| Custom · Account Aliases | 8 |
| Product | FY26 Planned Qty | FY26 Planned Revenue | Implicit price | Actual YTD |
|---|---|---|---|---|
| GPE0H024W7 | 5,600,000 | $8,400,000 | $1.50 avg · derived | $3.12M |
| GP6128 | — | — | — | — |
| Period | Plan Qty | Plan Revenue | Actual Qty | Actual Revenue | Attainment | Status |
|---|---|---|---|---|---|---|
| FY26 Q1 | 1,400,000 | $2.10M | 1,470,000 | $2.21M | 105% | Closed |
| FY26 Q2 | 1,400,000 | $2.10M | 650,000 | $0.91M | 43% | In progress |
| FY26 Q3 | 1,400,000 | $2.10M | — | — | — | Future |
| FY26 Q4 | 1,400,000 | $2.10M | — | — | — | Future |
| FY26 Total | 5,600,000 | $8.40M | 2,120,000 | $3.12M | 37% | — |
| Product Family | Owner | Target | Attained YTD | % Attained | Forecast Gap |
|---|---|---|---|---|---|
| GaN Power IC · AI Data Center | A. Squeri | $28M | $11.4M | 41% | On track |
| GaN Power IC · Consumer | A. Squeri | $14M | $6.2M | 44% | On track |
| SiC · EV / BESS | A. Squeri | $18M | $4.1M | 23% | −$2.4M risk |
| SiC · Industrial | A. Squeri | $8M | $1.8M | 23% | −$1.1M risk |
| Total 2026 | $68M | $23.5M | 35% | — | |
| Agreement | OEM | Linked DR | Plan FY26 | Shipped | Attainment | Status |
|---|---|---|---|---|---|---|
| SA-512 | NVIDIA | DR-1209 | $8.40M | $3.12M | 37% | Ramp pending |
| SA-419 | Lenovo (Shenzhen) | DR-1142 | $2.40M | $1.87M | 78% | Active |
| SA-401 | Anker Innovations | DR-0987 | $1.20M | $1.04M | 87% | Active |
| SA-388 | Dell ISG | DR-1098 | $2.80M | $1.97M | 70% | Under |
| SA-604 | Tesla Megapack | DR-1188 | $1.18M | $0.41M | 35% | Ramp pending |
| SA-272 | ABB Robotics | DR-1119 | $1.46M | $0.34M | 23% | At risk |
| SA-555 | Schneider Electric | DR-1175 | $2.18M | $0.71M | 33% | Under |
| SA-298 | Belkin | DR-1077 | $0.84M | $0.81M | 96% | On track |
| Component | Salesforce product | Type |
|---|---|---|
| Sales Agreement object | Manufacturing Cloud | Standard |
| Monthly bucket framework (planned_qty) | Manufacturing Cloud | Standard |
| Forecast_Schedule__c object | Platform · Object Manager | Configured |
| Forecast_Schedule_Line__c (year_month, qty, unit_price, phase) | Platform · Object Manager | Configured |
| Forecast_Scenario__c (Base/Upside/Downside) | Platform · Object Manager | Configured |
| 3-tier price book (List/DBC/MPP) | Revenue Cloud Advanced | Standard |
| Off-tier detection | Flow Builder | Declarative Flow |
| Inline editable grid + per-cell off-tier flag | Lightning Web Component | LWC |
| Demand publish to ERP / MES | MuleSoft Anypoint | DataWeave flow |
| Forecast version snapshot | Flow Builder | Declarative Flow |
| Approval routing for amends | Approval Process | Declarative |
| Cross-cloud publish | MuleSoft Anypoint | Integration |
| Scenario rollup analytics | CRM Analytics | Dashboard |
| Partner portal grid variant | Experience Cloud + LWC | LWC |
| EOL auto-zero | Schedule-Triggered Flow / Apex batch | Declarative + Apex |
| Sales Cloud | Active |
| Manufacturing Cloud | Active |
| Revenue Cloud Advanced | Active |
| Channel Revenue Management | Active |
| Experience Cloud | Active |
| CRM Analytics | Active |
| MuleSoft Anypoint | Active |
| Product | Distributor | List | DBC | MPP Floor | Currency | Effective |
|---|---|---|---|---|---|---|
| GPE0H024W7 | Avnet Americas | $1.84 | $1.67 | $1.49 | USD | 2025-01-15 |
| GP6128 | Avnet Americas | $2.18 | $1.94 | $1.71 | USD | 2024-09-01 |
| GP6169 | Avnet Americas | $3.42 | $3.05 | $2.68 | USD | 2024-09-01 |
| SC25MPS06A | Avnet Americas | $48.20 | $42.40 | $36.80 | USD | 2025-04-01 |
| Product Code | Name | Family | BU__c | Std Cost | EOL Status | Successor |
|---|---|---|---|---|---|---|
| GPE0H024W7 | GaNSense Half-Bridge IC | GaN | GaN | $0.92 | Active | — |
| GP6128 | GaNFast 650V 80mΩ | GaN | GaN | $0.74 | Active | — |
| GP6128B | GaNFast 650V 80mΩ Gen2 | GaN | GaN | $0.74 | Planned | — |
| GP6169 | GaNFast 650V TOLL | GaN | GaN | $1.42 | Active | — |
| GP6172 | GaNFast 650V PQFN 4×6 | GaN | GaN | $1.18 | Last-time-buy | GP6172A |
| SC25MPS06A | SiC MOSFET 1200V 25mΩ | SiC | SiC | $24.40 | Active | — |
| SC45MPS12 | SiC MOSFET 1200V 45mΩ | SiC | SiC | $36.10 | Active | — |
| SC60MPS17 | SiC MOSFET 1700V 60mΩ | SiC | SiC | $48.20 | EOL announced | SC60MPS17B |
| Line | Product | Qty | List Price | Tier Price | Discount | Net Unit | Subtotal |
|---|---|---|---|---|---|---|---|
| 1 | GPE0H024W7 | 167,000 | $1.84 | $1.67 (DBC) | 0.0% | $1.67 | $278,890 |
| Total | $278,890 | ||||||
| Order | OEM | Distributor | BU / Legal Entity | Qty | Status | Ship Date | Sales Doc |
|---|---|---|---|---|---|---|---|
| ORD-NV-1011 | NVIDIA | Avnet | GaN · Acme GaN Inc. | 167,000 | Shipped & Invoiced | 2026-04-26 | SD-44099 |
| ORD-2294 | Anker | Avnet | GaN · Acme GaN Inc. | 38,400 | In Production | 2026-05-08 (est) | — |
| ORD-2301a | Vertiv | Avnet | GaN · Acme GaN Inc. | 360,000 | Confirmed | 2026-05-22 (est) | — |
| ORD-2301b | Vertiv | Avnet | SiC · Acme SiC Inc. | 10,500 | Confirmed | 2026-06-01 (est) | — |
| PO Ref | Distributor | Quote | Δ qty | Δ price | Status |
|---|---|---|---|---|---|
| AV-PO-89001 | Avnet | Q-NV-1011 | 0% | 0% | 855 sent · Order released |
| WT-778219 | WT Micro | Q-2278 | +2% | −6.2% | Sales Ops review |
| AV-PO-89441 | Avnet | Q-2289 | 0% | −3.1% | BU Mgr review |
| WT-778294 | WT Micro | Q-2294 | 0% | 0% | 855 sent |
| AV-PO-89544 | Avnet | — (no match) | — | — | No quote match |
| Step | Condition | Approver Role | SLA | Action on Reject |
|---|---|---|---|---|
| 1 | Deviation 0–5% | Auto-approve | Instant | — |
| 2 | Deviation 5–10% & <$250K | Sales Ops | 4 hrs | Return to rep |
| 3 | Deviation 5–10% & ≥$250K | BU Manager | 1 day | Escalate to CCO |
| 4 | Deviation 10–20% (any value) | CCO | 1 day | Reject + reason |
| 5 | Deviation >20% | CCO + CFO | 2 days | Hard reject |
A custom Price_Change_Request__c object orchestrates effective-dated tier changes with a downstream impact preview shown before publish — affected DRs, open quotes, EDI in flight, PUI accrual estimate, customer notifications. Approval Process routes by dollar threshold.
Price_Change_Request__c custom object with effective_date, direction (forward/retroactive), proposer/approver fields| Program | End Customer | Distributor | BU | Cap | Used | Accrual | Window | Status |
|---|---|---|---|---|---|---|---|---|
| PRG-2026-G-441 | Lenovo | WT Micro | GaN | 200,000 | 141,500 (71%) | $487K | → 2026-05-03 | Expiring |
| PRG-2026-G-389 | Anker Innovations | Avnet | GaN | 60,000 | 42,100 (70%) | $184K | → 2026-09-12 | Active |
| PRG-2026-G-512 | NVIDIA | Avnet | GaN | 1,800,000 | 365,000 (20%) | $612K | → 2026-12-31 | Active |
| PRG-2026-S-091 | Tesla Megapack | WT Micro | SiC | 24,000 | 8,400 (35%) | $294K | → 2027-03-15 | Active |
| PRG-2026-S-104 | ABB Robotics | Avnet | SiC | 18,000 | 4,100 (23%) | $198K | → 2027-01-08 | Active |
| PRG-2026-G-301 | Belkin | WT Micro | GaN | 45,000 | 38,900 (86%) | $108K | → 2026-05-29 | Expiring |
| Part | BU | PUI Qty | PUI Value | Avg Age | Top End-Customer | Tier Mix |
|---|---|---|---|---|---|---|
| GP6128 | GaN | 412,300 | $721K | 42d | Lenovo, Xiaomi, Samsung | MPP 64% DBC 36% |
| GP6169 | GaN | 218,700 | $601K | 38d | Anker, Belkin | MPP 81% |
| GPE0H024W7 | GaN | 94,200 | $157K | 28d | NVIDIA, Vertiv | DBC 100% |
| GP6172 | GaN | 142,800 | $298K | 61d | Dell ISG | MPP 100% |
| SC25MPS06A | SiC | 38,900 | $1.84M | 94d | Tesla, Schneider | DBC 100% |
| SC45MPS12 | SiC | 22,400 | $1.47M | 112d | Schneider, Eaton | MPP 78% |
| SC60MPS17 | SiC | 14,600 | $1.21M | 128d | ABB Robotics | DBC 100% |
| Claim# | Distributor | End Customer | Part | Qty | Amount | Flag | Status |
|---|---|---|---|---|---|---|---|
| NV-CL-4519 | Avnet | NVIDIA | GPE0H024W7 | 167,000 | $30,060 | Auto-validated | Approved |
| NV-CL-4471 | Avnet | Anker | GP6169 | 1,200 | $48,212 | Below MPP floor | Auto short-pay |
| NV-CL-4502 | WT Micro | Lenovo | GP6128 | 4,800 | ¥312,400 | FX 4.1% > tol | Hold for Finance |
| NV-CL-4528 | WT Micro | Tesla | SC25MPS06A | 2,400 | $8,402 | DR expiring <30d | In review |
| NV-CL-4533 | Avnet | Schneider | SC45MPS12 | 1,600 | $11,920 | Auto-validated | Approved |
| NV-CL-4540 | WT Micro | Xiaomi | GP6128 | 28,400 | $31,108 | Qty exceeds DR cap | In review |
| NV-CL-4544 | Avnet | Belkin | GP6169 | 1,800 | $4,712 | Duplicate POS | Rejected |
| Aggregate# | Period | Distributor | BU / Legal Entity | Claims | Net Payable | Mode | ERP Doc Ref |
|---|---|---|---|---|---|---|---|
| AGG-2026Q2-AV-013 | 2026-04 W17 | Avnet | GaN · Acme GaN Inc. | 38 | $211,608 | Auto-post | CM-9908 (ERP) ✓ |
| AGG-2026Q2-AV-014 | 2026-04 W17 | Avnet | GaN · Acme GaN Inc. | 42 | $248,712 | Auto-post | pending I-2 |
| AGG-2026Q2-AV-015 | 2026-04 W17 | Avnet | SiC · Acme SiC Inc. | 11 | $87,420 | Auto-post | pending I-2 |
| AGG-2026Q2-WT-009 | 2026-04 W17 | WT Micro | GaN · Acme GaN Inc. | 28 | $151,082 | Draft | Finance review |
| Rule | Object | Condition | Action | Hits 30d | Block Rate |
|---|---|---|---|---|---|
| CLM-001 | Claim | resale_price < mpp_floor | Short-pay to floor · FLOOR_VIOL | 487 | 12.4% |
| CLM-002 | Claim | fx_variance > tolerance | Hold for Finance · FX_OUT | 42 | 100% |
| CLM-003 | Claim | qty > quarterly_cap | Hold · QCAP | 14 | 100% |
| CLM-004 | Claim | pos_fingerprint duplicate | Reject · DUP | 21 | 100% |
| CLM-005 | Claim | resale_date OUTSIDE DR window | Reject · WINDOW | 8 | 100% |
| POS-001 | POS Line | end_customer NOT in alias | Route to unmatched queue | 142 | 5.4% |
| Capability | Implementation approach |
|---|---|
| 5-dimensional cap engine (quarterly / annual / customer / part / application) | Apex service layered on ChRM Programs · cross-dimensional validation |
| 3 debit methods (resale-based · DRP · NLP) | Pluggable Apex strategy pattern · selectable per program |
| GL JE templates (14 JEs covering sell-in / sell-through / PP / SR / VR / MDF / FX) | Apex services + Flow Builder · posts to ERP via MuleSoft I-2 |
| Margin pollution analytics | CRM Analytics datasets & recipes · realized ASP by channel |
| Sub-ledger ↔ GL daily reconciliation | Apex schedulable batch · variance reporting in CRM Analytics |
| SOX Segregation of Duties enforcement | Permission sets + sharing rules + Apex guard · creator ≠ approver |
| Permission Set | Object Access | System Permissions | Assigned Users |
|---|---|---|---|
| PS_Claims_Analyst | Claim__c (R/W), Aggregate (R) | Approve ≤$10K · No edit own approvals | 8 |
| PS_Channel_Admin | All ChRM (R/W), Distributor__c (R/W) | Approve ≤$50K (not own) · Bulk ops | 3 |
| PS_Director_Ops | All ChRM (R/W), Programs (R/W) | Approve ≤$250K (not own) | 1 |
| PS_Finance_Analyst | Journal_Entry__c (R/W), Accrual__c (R) | Post JE batch · No claim approval | 4 |
| PS_Controller | All financial objects (R/W) | Period close + lockdown · Cannot create claims | 1 |
| PS_CFO | All (R) + approval auth (R/W) | Approve all · CFO sign-off · Retroactive correction | 1 |
| PS_Sales_Rep | Account, Opp, DR, Forecast (R/W own) | Edit own forecasts · No approval auth | 24 |
| PS_BU_Approver | DR (R/W), Forecast (R) within BU | Approve DR · BU-scoped | 4 |
| PS_Product_Manager | Product2 (R/W), Price_Change (R/W draft) | Propose price change · Cannot approve | 3 |
| PS_Distributor_Portal_User | Own DR, PUI, Claims (R/W limited) | External user · License: Partner Community | 42 |
| PS_Demand_Planner | Forecast, Sales Agreement (R/W) | Publish demand signal | 2 |
| PS_Auditor_Read_Only | All (R) · audit pack export | Big-4 access · time-bound | 5 |
| Rule | Object | Access |
|---|---|---|
| Sales rep sees own Account hierarchy | Account | R/W |
| Channel Admin sees all GaN BU | DR, Program, Claim | R/W |
| Distributor sees own DRs | DR (criteria: Distributor__c) | R |
| Distributor sees own Claims | Claim__c (criteria: Distributor__c) | R/W on Submitted only |
| Distributor sees own PUI | PUI_Bucket__c (criteria) | R |
| Distributor does NOT see std_cost | Product2 (Field-level security) | Hidden |
| Distributor does NOT see other distis | Implicit · OWD Private | Hidden |
| Finance sees all JEs | Journal_Entry__c | R/W |
CEO
├── CFO
│ └── Controller
│ └── Finance Analyst (4)
├── CCO
│ ├── BU Manager (GaN)
│ │ ├── Channel Sales Manager
│ │ │ └── Sales Rep (12)
│ │ └── BU Approver (GaN)
│ └── BU Manager (SiC)
│ ├── Channel Sales Manager
│ │ └── Sales Rep (12)
│ └── BU Approver (SiC)
├── COO
│ └── Director of Ops
│ ├── Channel Admin (3)
│ └── Claims Analyst (8)
└── External · Distributor Portal Users
├── Avnet · 18 users
└── WT Micro · 24 users
| Page | Components | Status |
|---|---|---|
| Distributor home | OOB cards · my DRs, my PUI, my claims, my forecasts | Declarative |
| Forecast input | c-forecast-schedule-grid-portal | LWC |
| POS upload | c-pos-upload + LWC for file validation | LWC |
| Claim status | OOB · related records on Claim object | Declarative |
| PUI lookup | OOB Lightning Datatable on PUI_Bucket__c | Declarative |
| Stock rotation request | Screen Flow + custom approval | Flow Builder |
| User | Role | Region | Last Login | Permission Set |
|---|---|---|---|---|
| J. Martinez | Channel Sales Rep | Americas | 2026-04-26 14:22 | PS_Distributor_Portal_User |
| S. Patel | Channel Sales Mgr | Americas | 2026-04-26 09:14 | PS_Distributor_Portal_Mgr |
| K. Tanaka | Field App Engineer | Asia | 2026-04-25 22:48 | PS_Distributor_Portal_FAE |
| M. Schultz | Ops Analyst | EMEA | 2026-04-26 08:01 | PS_Distributor_Portal_Ops |
| L. Chen | Finance Analyst | Asia | 2026-04-24 19:30 | PS_Distributor_Portal_Finance |
| + 13 more Avnet users | — | — | — | — |
| Distributor | IdP | Protocol | Just-In-Time Provisioning | Status |
|---|---|---|---|---|
| Avnet | Okta · avnet.okta.com | SAML 2.0 | Auto-create + role mapping | Active |
| WT Microelectronics | Azure AD · wtmec.onmicrosoft.com | SAML 2.0 | Auto-create + role mapping | Active |
| Flow Name | Type | Status | Notes |
|---|---|---|---|
| Forecast Line · Off-Tier Detection | Record-Triggered | Active | Above |
| Forecast Schedule · Version Snapshot on Save | Record-Triggered | Active | Clones lines to Forecast_Version__c |
| Price Tier · Affected Forecast Alert | Record-Triggered + Apex helper | Active | Bulkified for scale |
| EOL · Zero Future Forecast Lines | Schedule-Triggered (nightly) | Active | Apex batch alternative built |
| Forecast Schedule · Approval Routing | Approval Process | Active | Manager → CCO based on $ threshold |
| Scenario Rollup Aggregator | Apex Trigger | Apex | Bulkified for scale |
<flow name="forecast-demand-publish"> <scheduler> <scheduling-strategy> <fixed-frequency frequency="86400000"/> </scheduling-strategy> </scheduler> <!-- Pull approved forecast lines from SF --> <salesforce:query config-ref="SF_Mfg_Cloud"> <salesforce:salesforce-query> SELECT Id, Year_Month__c, Qty__c, Unit_Price__c, Phase__c, Forecast_Scenario__r.Confidence__c, Part__r.SKU__c FROM Forecast_Schedule_Line__c WHERE Status__c = 'Approved' </salesforce:salesforce-query> </salesforce:query> <ee:transform> <!-- DataWeave below --> </ee:transform> <http:request config-ref="ERP_Demand_API" method="POST" path="/demand/import"/> </flow>
%dw 2.0 output application/json // Preserve month-level granularity // Do NOT smooth · do NOT average --- { source: "salesforce-forecast", publishedAt: now(), lines: payload map ((line, i) -> { sku: line.Part__r.SKU__c, yearMonth: line.Year_Month__c, qty: line.Qty__c as Number, unitPrice: line.Unit_Price__c as Number, revenue: (line.Qty__c as Number) * (line.Unit_Price__c as Number), phase: line.Phase__c, confidence: (line.Forecast_Scenario__r .Confidence__c as Number) / 100, weightedRevenue: (line.Qty__c as Number) * (line.Unit_Price__c as Number) * ((line.Forecast_Scenario__r .Confidence__c as Number) / 100), canonicalKey: line.Id }) }
| Code | Direction | Trigger | Payload | Status |
|---|---|---|---|---|
| I-1 | ERP → Salesforce | New acquisition invoice posted | Invoice header + lines (qty, acq_price, currency, BU) | Polled hourly |
| I-2 | Salesforce → ERP | Claim Aggregate · Ready_For_ERP | Aggregate $ + claim refs + currency + auto/draft | Event-driven |
| I-3 | Distributor EDI → SF | EDI 867 POS file | POS lines (cust, sku, qty, resale, date) | Per distri |
| I-4 | Distributor SFTP → SF | CSV drop (fallback) | Same as I-3 | Active |
| I-5 | SF → Demand Planning | Daily scheduled | Forecast Schedule Lines · SA actuals · month-level granularity preserved | DataWeave flow |
| I-7 | ERP → SF | SKU master change | Product2 (sku, family, voltage, package, BU, EOL) | Active |
| I-8 | SF → ERP | SF Order confirmed | Sales order (qty, contracted price, BU, ship-to) | Active |
| I-9 | ERP → SF | Order status change | Status (Confirmed → In Production → Shipped → Invoiced) | Real-time |
| EDI 850 | Distributor → SF | Inbound PO | PO header + lines | Active |
| EDI 855 | SF → Distributor | PO ack | SF Order# + qty + prices + ship date | Active |
| EDI 867 | Distributor → SF | POS sell-through | POS line records | Active |
| EDI 852 | Distributor → SF | POI inventory snapshot | SKU + on-hand qty per location | Active |
| SIEM | Salesforce → SIEM | Real-time event streaming | Login, API, Apex, Report Export events | Event stream |
| Dataset | Source | Refresh |
|---|---|---|
| Opportunity_Pipeline | Sales Cloud | Hourly |
| Sales_Agreement_Actuals | Manufacturing Cloud | Daily |
| Forecast_Schedule_Lines | Custom · Forecast_Schedule_Line__c | Hourly |
| Claim_Aggregates | ChRM | Daily |
| PUI_Snapshot | ChRM | Daily |
| External_GL | MuleSoft → ERP feed | Daily |
| Type | What it is | $ Leak | % of Total | Owner |
|---|---|---|---|---|
| Validation | Bad claim passed weak rule | $612K | 33% | Product · DPE |
| Math | Wrong tier or method applied | $487K | 26% | Catalog · Pricing |
| Window | Accepted outside protection period | $311K | 17% | Process |
| Duplicate | POS dedup miss | $248K | 13% | Integration |
| Process | Eligible never filed by disti | $184K | 10% | Disti relationship |
| Total YTD | $1.84M | 100% | — | |
| Dashboard | Audience | Datasets | Refresh | Status |
|---|---|---|---|---|
| Channel Revenue Cockpit | CRO · Director Ops | 6 | Hourly | Active |
| Claim Adjudication Aging | Claims Analyst | 3 | Hourly | Active |
| PUI & Channel Inventory | Supply Chain | 4 | Daily | Active |
| Margin Pollution by Channel | CRO · BU Mgr | 5 | Daily | Custom recipe required |
| Accrual Rollforward | Finance · Controller | 4 | Nightly | Active |
| Sub-ledger ↔ GL Reconciliation | Controller | 3 | Nightly | Active |
| Forecast Attainment by Rep | Sales Mgmt | 2 | Daily | Active |
| Distributor Scorecard | Channel Sales Mgr | 5 | Daily | Active |
| Price Change Impact Tracker | Pricing · Product Mgmt | 4 | On-demand | Custom recipe required |
| FX Variance & Currency Exposure | Finance · Treasury | 3 | Daily | Active |
| EOL Transition Pipeline | Product Mgmt | 3 | Weekly | Active |
| Audit Pack Generation Status | Controller · Big-4 | 2 | Quarterly | Apex required |
| Dataset | Recipe / Source | Size |
|---|---|---|
| Opportunity_Pipeline | Sales Cloud direct | 12K rows |
| Sales_Agreement_Actuals | Mfg Cloud join | 38 agreements × 24 mo |
| Forecast_Schedule_Lines | Custom recipe · joins 3 objects | 3.4K rows |
| Forecast_Scenarios | Custom recipe | 426 rows |
| Claim_Aggregates | ChRM direct | 196 aggregates |
| PUI_Snapshot | ChRM direct · daily | 8.4K buckets |
| External_GL | MuleSoft → ERP feed | 4.2K JE lines |
| DPE_Rule_Hits | Custom recipe · ChRM events | 3.1K events |
| Pricebook_History | Field history snapshot | 284 tier changes |
| FX_Rates | External · Bloomberg API | Daily snapshots |
| Model | Predicts | Accuracy |
|---|---|---|
| Claim Risk Score | P(claim will short-pay) | 84% |
| Distributor POS Quality | P(POS file needs alias mapping) | 79% |
| Forecast Attainment Risk | P(SA will under-deliver by >10%) | 71% |
| EOL Stranded Inventory | $ stranded if EOL announced today | $1.4M est |