Prototype Workspace
Review server for workflow clarity, role boundaries, and operational UI decisions before production buildout.
Sasha Sales
Senior Account Executive
Sales
Review Role
Design Review
KPI-heavy landing page for reviewing visibility, prioritization, and what each role should notice first when they open the system.
Visible quotes
9
Role-aware count of the sample pipeline visible in this prototype.
Pending procurement
1
Quotes that still need supplier, cost, freight, or lead-time work.
Pending approval
1
Commercial reviews that require management attention.
Sent quotes
2
Quotes already released through the client-safe delivery layer.
Recent Work
| Quote | Client | Status | Expires | Delivery | Gross Margin | Action |
|---|---|---|---|---|---|---|
DE-2101 EventConnectX Leadership Summit | EventConnectX Leadership Summit 2026 | Draft | May 18, 2026, 12:00 AM | Austin Convention Center 18 crates / 720 cu ft | 26.05% $908.00 | Open review |
DE-2102 EventConnectX Expo Expansion | EventConnectX Expo Expansion 2026 | In Procurement Review | May 12, 2026, 12:00 AM | McCormick Place 22 crates / 1040 cu ft | 20.73% $750.50 | Open review |
DE-2103 SummitForge Product Reveal | SummitForge Product Reveal Roadshow | Returned To Sales | May 8, 2026, 12:00 AM | Music City Center 16 crates / 640 cu ft | 22.69% $821.50 | Open review |
DE-2104 EventConnectX Annual Conference | EventConnectX Annual Conference 2026 | Pending Approval | May 15, 2026, 12:00 AM | Dallas Omni 26 crates / 1180 cu ft | 27.16% $1,092.00 | Open review |
Workflow Lanes
Procurement queue
Check sourcing load, inline cost editing, and no commercial leakage.
Sales pricing view
Review sell price, margin, and client-facing copy entry in one place.
Approval queue
Validate decision density, summary clarity, and rejection patterns.
Client portal
Review the outbound experience with no internal sourcing data visible.
Review Focus
Switch between Sales, Procurement, Management, and Client to confirm the UI changes are structural, not cosmetic. Procurement never receives sell price or margin in the line-item presentation. Client never sees supplier, factory cost, MOQ, lead time, or internal notes.