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Key Performance Indicators
Composite scores for the whole instance
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Business Intelligence
COA
Course of Action — what belongs to you specifically: your own schedule, your own tasks, what's happened that involves you, what you've worked on recently, and your own history. Nothing here is shared with or visible to anyone else.
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Sales
Contact Resource Management — Accounts are multi-tenant (each can have several Locations); Contacts, Applicants, Leads, and Deals roll up to an Account. HubSpot/Salesforce sync is planned via Connectors, not built yet — everything here is edited directly.
Accounts
Add Contact
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Add Applicant
| Company | Contact | Status | Account | ||
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Pipeline
Identifying a prospect creates the Account and Contact. Qualifying records whether they came to us (Warm) or we found them (Cold). Converting requires a Discovery meeting on the calendar and creates the Deal. Any stage can book a meeting.
All Leads
| Name | Company | Source | Status | Account | ||
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Add Deal
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Quotes
Build a quote against a price book, then send, revise or repurpose it. Totals are calculated server-side from the line items. Marking a quote Sent records the action and locks it for editing — this prototype has no mail transport, so download the PDF to send it yourself. Aimi Admin can do all of this from chat. Import from PDF extracts a real signed order form/proposal and opens it in the Style & Preview pane below as an editable draft — change anything in the document itself, then press Create Quote.
Style & Preview
Pick a quote (or click Style on one above), then adjust its branding against a live preview of the real document. Save writes the same style the exported PDF uses. Aimi Admin can set this too, from chat.
Choose a quote above to style it, or use Import from PDF to open a real document here as an editable draft.
Pricing
| SKU | Name | Category | UoM | Unit Price | |
|---|---|---|---|---|---|
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Presentations
Ask Aimi Admin to generate a solution-summary presentation for an account — pick a real deal/quote/contract to ground it in real data, a presentation template, and optionally a co-brand partner organization. Aimi runs the full pipeline (branding, data assembly, build, and an automated quality review) and files the result here, versioned, with a real drill-down in History.
| Title | Account | Version | Status | Updated | |
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Templates
Quote Templates quote
A real order form with every trace of the previous customer stripped out — products, pricing, clauses and branding kept. Import a Word (.docx) or PDF file, review the draft, then Save as Template; Aimi Admin can do all three too.
| Name | Contents | Customer info | Created | |
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Contracts contracts
One template per organization, merged with a real accepted quote's data every time a contract is generated. Upload a Word (.docx) or PDF file — Word with {{ merge tags }} is required for auto-merge; a PDF is stored but can't be auto-filled.
| Filename | Type | Updated | |
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MSA msa
One Master Services Agreement per organization -- static boilerplate, stored and downloaded as-is. This is separate from the Contracts template above: the MSA never changes per customer and is never merged with quote data.
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Presentation Templates presentation
Many per organization, unlike the single contract template — useful for different co-brand/distribution scenarios. Upload a PowerPoint (.pptx), Word (.docx), or PDF file — reference material tagged to the presentations the Proposal agent generates for this account.
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History
Every quote, its status and Quote Studio branding, and its full paper trail. Price books can also be saved here — import their items from Pricing.
Quotes
| Quote # | Account | Status | Style | Total | Updated | |
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Contracts
| Contract | Quote | Account | Status | Updated | |
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Presentations
| Title | Account | Status | Updated | |
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Price Books
| Name | Currency | Status | Items | |
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CRM Sync
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Imagine
Describe an asset below and Generate it, optionally against an example you have uploaded so it comes back in that style. Then edit it by hand — text, shapes and images on a real canvas — or ask Aimi Admin in the chat panel for changes in words ("make the headline bigger", "use the story format"). Same engine either way. Translate the copy into any partner's language, then export as a PDF or save into Marketing Assets, where it becomes reusable content for News on Demand, Orchestration Studio, Through-Channel Marketing, HyperscalerGTM offers and the rest of the Assets tab. Saved compositions stay editable — reopen one below. Examples and brand guidelines are managed under Marketing › Reference Material.
Click a layer on the canvas to edit it.
Every saved design and its version history. Edit reopens a version on the canvas; Open views its PDF in a new tab; Save As downloads it; Send emails it to real contacts — recorded either way, but only actually delivered if Amazon SES mail is configured for this instance. Aimi Admin can do all four too.
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Marketing
Real partner-facing content — News on Demand, Through Channel Marketing, HyperscalerGTM, Asset Library, CMS, and Push Notifications all still real, still tracked — grouped by Campaign (Nurture cadences included, since a Nurture cadence is a type of campaign), Hyperscaler, MDF and Reference Material. Created via each feature's drill-in, the Imagine canvas, or Aimi Admin, and shown here as it actually exists. Not a separate creation path: this is a live view over the same records. Drafts can be approved from their tile.
Calendar
Real dated events aggregated across every Feature Registry domain — certification expirations, access expirations, and anything else a feature records with a real event date. Set a date when adding or editing a record (Feature Registry, under the Admin gear) to have it show up here.
Agenda
Connectors
Every external system PRM 3.0 connects to, with an honest status per entry.
| Connector | Status | Detail |
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Automations
Build a workflow once, save it, and point assets at it — one real canvas now (News on Demand and Journey Builder folded in 2026-08-08; a journey-assignment step, a newsletter send, and a general orchestration are all buildable here, told apart by a tag rather than by mini-tab). Runs the connector that genuinely serves it, when the graph calls for one. Enable Orchestration Studio under the before building.
Saved
Select an automation, or create one.
Accounting
Token consumption and database storage are the two current billing models: one invoice per organization per month for each. Token consumption is metered — priced off real measured AI token usage; database storage is flat — priced on the organization's provisioned GB allocation, the same way a cloud provider bills a provisioned volume regardless of how full it is. Enabling a feature no longer creates a contract or an invoice on its own — the Contracts/Invoices tables below the fold are the retired per-feature model's history.
Simulated billing only. Rates are illustrative placeholders for this prototype, not official Impartner pricing, and nothing here is wired to a real payment processor. No one is being charged.
Token Consumption — this organization
Database Storage — this organization
Invoices
| Invoice | Description | Amount | Period | Status |
|---|
Contracts (retired per-feature model — history only)
| Contract | Feature | Rate / mo | Status | Started |
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Reports
Deterministic reports over live data. Export to CSV or PDF, or schedule delivery to multiple recipients.
Knowledge
Aimi Admin Guides — real, tool-by-tool instructions for getting a specific result out of Aimi Admin, organized by domain. Select one and choose Use to hand Aimi the request; it looks up the guide itself and asks first if anything needed is missing. Automations holds common playbooks — select one there to hand it to Aimi Admin and build it. Everything else is Impartner product and service documentation. Search the full text, or browse by category — Aimi Admin answers product questions from these same documents.
Partners
Organizations beneath yours, with their activity rolled up. Every number here is that organization's own data — nothing is estimated or apportioned.
Portal
A real, publicly reachable page for your own branding, a banner, and a curated push of Marketing/Imagine content — for your partners and contacts to see without a PRM 3.0 account. Nothing here is visible to anyone else until you publish it.
Branding
Content
Pushed from your Marketing Asset Library, shown as a real card grid on the portal. Removing one here does not delete the asset itself.
Sections
Your Partner Portal is one page, not separate pages to navigate between — Home's gallery plus every section below you turn on, all in one scroll. Ticking a section's Show box applies immediately. Learn More, Get Quote and Schedule Demo each write into your real Leads and Deal Registration data the moment a visitor submits them — not a preview.
Bug
Report a real bug: screenshot it wherever it's happening, describe it, and submit — this files a real Jira ticket with the screenshot attached, then QAQC investigates this application's own source for the actual root cause and a concrete fix.
Opens a small floating window you can drag out of the way. Navigate to wherever the problem is on any tab, take the screenshot from there, then come back and submit.
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