Opportunity Insights
Deployment Toolkit
Deploy all 8 EDB tables and a navigation board to any Backstory customer instance in minutes. Run each script from the browser console on app.people.ai — no API keys, no backend access required.
Three options per artifact — pick whichever works best for you.
Core platform metrics only — safe to deploy at any customer regardless of SalesAI enablement or custom configuration.
Requires custom FormulaMetrics to be deployed in the org. Adds pre-computed engagement momentum, email responsiveness, exec coverage, and stakeholder breadth.
Enter the table IDs from Steps 1 and 2 to generate the board script with correct links. The board creates a two-section note tile linking all 8 tables.
| Table | Type | Table ID | Status |
|---|
A full 9-section analytics board — 4 OOTB KPIs, 4 custom metric KPIs, 8 charts, and a reference note. Includes a board-level Team filter to slice by rep or territory. Run once on app.people.ai — no IDs required.
| # | Section Title | Widgets | Type |
|---|---|---|---|
| 1 | Pipeline Health Overview | Pipeline Value · Open Opps · Avg Engagement · Avg People Engaged | 4 KPIs |
| 2 | Custom Signal Health — Computed Scores | Dir+ Coverage · Stakeholder Breadth · Engagement Momentum · Email Responsiveness | 4 Custom KPIs |
| 3 | Stalled Deal Detection & Pipeline Shape | Pipeline by Stage · Pipeline by Forecast Category | 2 Charts |
| 4 | Risk Signals — Engagement & Stagnation | Days in Stage by Opp · Avg Engagement by Owner | 2 Charts |
| 5 | Custom Risk Signals — Momentum & Email | Engagement Momentum by Owner · Email Responsiveness by Owner | 2 Custom Charts |
| 6 | Acceleration & Hidden Opportunity | Weekly Activity Trend · Exec Meetings by Rep | 2 Charts |
| 7 | Custom Acceleration — Dir+ & Stakeholder | Dir+ Coverage % by Owner · Stakeholder Breadth % by Owner | 2 Custom Charts |
| 8 | Rep-Level Intelligence | Rep Activity Engagement · Pipeline by Owner | 2 Charts |
| 9 | About this Dashboard | Signal mapping + threshold reference note | 1 Note |
The full Opportunity Insights analytics board plus a dedicated Deal Status Intelligence section powered by the Unified Opportunity Intelligence LLM signal. Requires SalesAI with the deal_status signal configured. 24 widgets across 10 sections.
deal_status_1771225298) to be active on the customer's instance. Without it, the Deal Status Intelligence section (Section 2) will show empty charts. All other sections work with OOTB + custom metrics only.
| # | Section Title | Widgets | Type |
|---|---|---|---|
| 1 | Pipeline Health Overview | Pipeline Value · Open Opps · Avg Engagement · Avg People Engaged | 4 KPIs |
| 2 | Deal Status Intelligence — AI Signal | Pipeline by Deal Status · Opp Count by Deal Status · Pipeline by Owner (colored by status) · Avg Engagement by Deal Status | 4 AI Charts |
| 3 | Custom Signal Health — Computed Scores | Dir+ Coverage · Stakeholder Breadth · Engagement Momentum · Email Responsiveness | 4 Custom KPIs |
| 4 | Stalled Deal Detection & Pipeline Shape | Pipeline by Stage · Pipeline by Forecast Category | 2 Charts |
| 5 | Risk Signals — Engagement & Stagnation | Days in Stage by Opp · Avg Engagement by Owner | 2 Charts |
| 6 | Custom Risk Signals — Momentum & Email | Engagement Momentum by Owner · Email Responsiveness by Owner | 2 Custom Charts |
| 7 | Acceleration & Hidden Opportunity | Weekly Activity Trend · Exec Meetings by Rep | 2 Charts |
| 8 | Custom Acceleration — Dir+ & Stakeholder | Dir+ Coverage % by Owner · Stakeholder Breadth % by Owner | 2 Custom Charts |
| 9 | Rep-Level Intelligence | Rep Activity Engagement · Pipeline by Owner | 2 Charts |
| 10 | About this Dashboard | Deal status category definitions + color alias reference | 1 Note |