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Records in other currencies are converted with fixed demo rates: 1 EUR = 1.08 USD, 1 GBP = 1.27 USD. A production system would use dated rates from the finance provider.
Edits (actions, comments, signal reviews, opportunity estimates, applied scenarios, mapping decisions, imports and currency) are saved to a shared sandbox for this public preview, so anyone using the preview link sees them. They are kept apart from the signed-in members' data. Resetting restores the original synthetic data for all three profiles.
Each role loads only the data it is allowed to see. The full capability matrix is in Administration. Demo personas: Executive Dana Whitfield, Finance Marcus Lee, Account owner Sofia Alvarez, Department head Rosa Delgado, Administrator Ryan Walsh.
Switch profiles in the header. Each has its own organization, data, terminology and modules.
| Setting | Agency | SaaS startup | Larger organization |
|---|---|---|---|
| Accounts are | Clients | Customers | Business units |
| Work is | Projects | Product initiatives | Initiatives |
| Finance mode | delivery | subscription | budget |
| billable utilization | ✓ | — | — |
| invoices | ✓ | ✓ | — |
| project margins | ✓ | — | — |
| subscriptions | — | ✓ | — |
| expansion | ✓ | ✓ | — |
| Health components | Relationship signals 35%, Delivery 30%, Financial 25%, Engagement recency 10% | Product usage 35%, Relationship signals 35%, Payments 15%, Engagement recency 15% | Initiative delivery 45%, Budget 35%, Stakeholder signals 20% |
No edits yet for this organization.