See What You Get
Six dashboard zones give you complete visibility into your incentive pipeline — from scorecard to calendar.
The scorecard shows claims found, claims active, submissions to Microsoft, total pipeline value, and estimated submitted value. Solution area rows break down capacity used, POE status, performance rate, estimated earnings, and deadlines per area. The readiness ring shows submitted (green) vs. identified (cyan).
PIE monitors POE submission windows, customer consent expirations, and quarterly close dates. At-risk claims appear with countdown timers and dollar amounts. The total at-risk value is shown at a glance — one number that tells you exactly how much revenue is in jeopardy.
Claims are organized by the SOW that generated them. Each SOW row shows deal value, customer name, matched programs as colored pills (green ✓ for submitted, cyan for identified, gold ⚠ for missing POE), and overall submission status. "Check for New Programs" appears when PIE detects additional programs you now qualify for after enhancements.
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Auto-Created Claims
Every matched program from SOW Analyzer becomes a trackable claim. Batch creation from qualifies[] array — zero manual entry.
6-Zone Dashboard
Scorecard, At-Risk, Intelligence (90-day trends), Claims Sources, Calendar (week view of deadlines), and Punch List (auto-generated tasks by role).
At-Risk Alerts
POE deadlines, consent expirations, and quarterly closes — countdown timers with dollar amounts. Total at-risk value always visible.
SOW-Organized Sources
Claims grouped by originating SOW with deal value, customer, matched program pills (color-coded by status), and submission progress.
Check for New Programs
After accepting SOW enhancements, PIE detects newly qualified programs and surfaces them with a "Check for New Programs" action.
POE Status Tracking
Track Proof of Execution per claim: submitted toggle, stage advancement, and POE documentation status. Backend PUT endpoint per claim.
Calendar View
Week-view calendar of claim deadlines. See which claims are due this week, next week, and beyond — with dollar amounts per day.
Auto-Generated Punch List
PIE generates role-specific task lists: what the Partner Admin, Alliance Manager, and Delivery Lead each need to do next per claim.
Branded XLSX Export
2-sheet Excel workbook: Claims Pipeline summary + Claims by Program detail. PIE branded formatting using shared export styles. One click.
90-Day Intelligence
Time-series trend data for claim creation, submission, and approval over the past 90 days. See momentum and milestone markers.
Archive & Retention
Archive individual claims or batch-archive all claims per SOW. Confirmation modal shows claim count + pipeline value. 409 guard prevents double-archive.
RBAC Enforced
Viewer role sees full dashboard but cannot create, update, or archive claims. All write operations gated at both frontend and backend (403).