KAM
Jordan Lee
Key Account Manager
Demo dataJL

Action & Compliance Cockpit

Drag a planned action onto a rep to allocate. Drag it back to the pool to unassign.

10 planned0 assigned10 unassigned

Unassigned actions

10 cards ready to allocate. Drag & drop onto a rep →

Product·PA-01

Delist SKU11094 across atacarejo

Low velocity, −12% YoY. Replace with SKU11095 facings.

+$740K NSV recovery 18
Product·PA-02

Enlist Brand 4 Refill 1L

White space in Category 1, atacarejo channel.

+$620K incremental 12
Pricing·PA-03

−3% shelf price on SKU 2

Carrefour + Atacadão only. Hold for 4 weeks.

+$260K NSV 24
Pricing·PA-04

Audit price compliance — SKU 5

Recent +2% list move not reflected at 8 stores.

Margin protection 8
Promotions·PA-05

Shift $150K Carnaval → Páscoa

Reallocate display + tabloid spend to Páscoa wave.

+$160K net, ROI 2.5× 32
Promotions·PA-06

Activate 2-week display push

Top-3 SKUs, +15% facings, end-cap displays.

+$520K NSV 20
Distribution·PA-07

Close 6 SKU gaps at Assaí

MSL compliance recovery, 5-week plan.

+$520K, gap closes 14
Distribution·PA-08

Tighten replenishment 7d → 5d (GPA)

OOS dropping from 8% to 4% target.

+$310K NSV 11
Trade Terms·PA-09

Convert 70% lump-sum → growth rebate

Negotiation brief drafted. 85% acceptance probability.

+$4.5M annual GTN
Trade Terms·PA-10

Renegotiate listing fee at Atacadão

Cap at $3/100. Phased rollout Q1.

+$220K GTN savings

Daily execution

Who is doing which action at which store — and what was actually delivered.

Target impact
$67.0K
6 visits planned
Achieved
$44.4K
4 executed
Outstanding
$22.6K
0 pending · 2 missed
Compliance
67%
visits completed
RepStoreActionStatusTargetAchievedNotes
CD
Camila Duarte
Sales Rep
Carrefour Pinheiros
−3% shelf price on SKU 2
PA-03
Done$11.0K
$12.4K
113% of target
Registered via mobile app
CD
Camila Duarte
Sales Rep
Carrefour Vila Olímpia
−3% shelf price on SKU 2
PA-03
Done$11.0K
$9.8K
89% of target
Registered via mobile app
MC
Marina Costa
Merchandiser
Assaí Lapa
Close 6 SKU gaps at Assaí
PA-07
Missed$14.0K
$0.0K
Store closed for inventory
MC
Marina Costa
Merchandiser
Assaí Tatuapé
Close 6 SKU gaps at Assaí
PA-07
Done$14.0K
$13.2K
94% of target
Registered via mobile app
RS
Rafael Souza
Sales Rep
Atacadão Santo Amaro
Delist SKU11094 across atacarejo
PA-01
Done$9.0K
$9.0K
100% of target
Registered via mobile app
DP
Diego Pereira
Merchandiser
Carrefour Barra
Activate 2-week display push
PA-06
Missed$8.0K
$0.0K
Materials delayed