Strategic account workspace · A-104

Horizon Group / FY2027

Account owner: Customer team · Plan edition P-01
Existing annual scope
120kContract C-04 · separate base
Expansion candidates
130kThree unique unit/service pairs
Approved to pursue
0kEvidence-backed next actions
Held for evidence
130kIncludes unreviewed candidates

Turn account knowledge into owned work

Separate installed scope, expansion hypotheses and approved pursuits.

Quarterly account review

Customer outcomes and action ownership

GoalCustomer targetNext owned actionEvidence
G-01 · ReportingWeekly pack by MondayValidate North reporting briefE-17 · Current
G-02 · HandoffsOne owner per service requestConfirm decision sponsorMissing sponsor
G-03 · VisibilityAgreed depot exception listRefresh customer discoveryE-09 · Stale
An empty service cell is a discovery question. Approval authorizes the next account action; it does not create a deal, forecast or signed revenue.

Plan controls

Business units in scope3
Current contract120k
Candidate identityUnit + service + period
Evidence freshness30-day demo rule

Illustrative annual values in thousands of value units. Candidate values are assumptions for evaluation, not sales results.

White space with a reason to act

Select a candidate; connect its value to a customer goal and evidence.

3 units × 3 services

Account coverage matrix

Business unitService deskReportingWorkflow
Head officeInstalled · 120k

C-04

No discovery
North serviceNo discoveryNo discovery
South depotNo discoveryNo discovery

Unexplored cells carry no value. Installed scope is excluded from the candidate total.

W-02 · North service / Reporting

Saving a changed candidate clears its previous approval. Reviewer authority is separate from plan editing.

Approve the next action against evidence

Current goal, sponsor, freshness and action ownership must all agree.

Awaiting plan reviewer

W-02 · North service / Reporting

Select Plan reviewer to authorize this pursuit.

This decision affects this candidate only. The plan keeps other hypotheses on hold.

Decision trail

  • P-01 · Opened with three candidates and no approvals.

Reconcile the value

Candidate total130k
Approved pursuit0k
Held / unreviewed130k

Approved + held = candidate total. Existing contract scope stays outside this reconciliation.