Admin

Sync, users, role mapping & data quality

LIVE· Close API
Close → Local Sync
Last synced never
ADMIN

This view is scaffolded and next in the build queue. It will render from the same live Close semantic layer already powering the Main Dashboard & Funnel. Planned contents:

  • Role mapping (CLOSER / SETTER groups → closer/setter; SDR via lead field)
  • Scheduled sync (nightly) once deployed
  • Revenue reconciliation rules (opportunity value vs 004 New Sale)
  • Data-quality reports: booked-without-logged-activity exceptions