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Unified Communications Upgrade

USD 1.55M · Won 1 Jun 2026 · Owner: Sarah Lim
Account Health
41
RED
⚠
This deal requires immediate attention. One or more lifecycle stages are overdue. See the timeline below for details.

Deal Lifecycle Timeline

Current stage: Invoice Not Sent
✓
Opportunity Won Completed
1 Jun 2026, 10:00 am
By Sarah Lim
Deal closed. SGD 2.1M.
✓
Sales → Sales Ops Handover Completed
1 Jun 2026, 03:00 pm
By Sarah Lim
Handover completed same day.
✓
SAP Order Created Completed
2 Jun 2026, 02:00 pm
By Kevin Goh
Order #SAP-2026-00821 created.
✓
Goods Delivered Completed
7 Jun 2026, 10:00 am
By Logistics
All hardware delivered to customer site.
✓
Project Kickoff Completed
9 Jun 2026, 09:00 am
By Sarah Lim
Project kickoff meeting held with Mitsubishi team.
✓
Project Completed Completed
18 Jun 2026, 05:00 pm
By Sarah Lim
Implementation signed off by customer on 18 Jun 2026.
!
Invoice Not Sent Overdue — Action Required
⚠ Overdue — escalation required
Invoice was due within 2 days of project completion. Now 8 days overdue.
○
Payment Received Pending
Awaiting invoice.

🚨 Automatic Escalation Cascade

Running since 1 Jun, 12:00 am
⚡
Stage became overdue
System monitoring started
Fired: 1 Jun, 12:00 am
SENT
⚠️
AMBER alert fired
Sales Operations team notified automatically
Fired: 2 Jun, 12:00 am
SENT
🔴
RED alert escalated
Sales Operations Manager escalated
Fired: 3 Jun, 12:00 am
SENT
📣
VP Sales notified
VP Sales — immediate action requested
Fired: 4 Jun, 12:00 am
SENT
🚨
CXO Dashboard entry
CEO briefing panel + Japan HQ flag raised
Fired: 5 Jun, 12:00 am
SENT
System-generated · No human action required · Full audit trail retained

Handover Checklists

Sales → Sales Operations
Completed
Due: 1 Jun 2026, 05:00 pm
All items completed.
Sales Operations → Logistics
Completed
Due: 2 Jun 2026, 05:00 pm
SAP order created, logistics confirmed.
Delivery Team → Finance
Overdue
Due: 20 Jun 2026, 05:00 pm
Project completed 18 Jun. Finance handover not completed. Invoice blocked.
✓
Project completion sign-off received
○
Invoice raised in Finance system
○
PO number confirmed from customer

Deal Summary

Deal Value USD 1.55M
Account Mitsubishi Electric Asia
Won Date 1 Jun 2026
Owner Sarah Lim
Lifecycle Stage INVOICE
Health Status RED
Health Score 41 / 100

Extracted References

7 found
📋
Quote Ref
QT-2026-0389
94%
📄
SOW
SOW-2026-0389-v1
99%
📦
Customer PO
PO-2026-0712
98%
🏭
SAP Order
SAP-2026-1847
Created within SLA — 1 day after win
99%
🚚
Delivery Order
DO-SIN-2026-0923
97%
✅
Goods Receipt
GRN-2026-0923
96%
💰
Invoice
NOT FOUND
CRITICAL: Invoice SLA breached by 6 days. SGD 2.1M not invoiced.
95%

Agent Discoveries

#360 wakeups · 97% confidence
REVENUE IMPACT 95% confidence
Payment delay: SGD 2.1M pushed 8+ days into next cycle
Invoice not in Finance system as of Jun 26. 45-day payment terms start from invoice date. Original target receipt: Aug 2. Current projected receipt (if invoiced today): Aug 10. Additional delay per day: 1 day. Revenue gap growing daily.
Impact: Cash flow impact: SGD 2.1M delayed minimum 8 days
Source: Finance System Scan
COMPLETION SIGNAL 97% confidence
Project completion detected from comment — Jun 18 17:04
Case comment by Sarah Lim on 2026-06-18 17:04: "Customer signed all acceptance documents. All 7 milestones complete. Handover to service desk initiated." Agent classification: PROJECT_COMPLETE with 97% confidence. Finance trigger: INVOICE_REQUIRED.
Impact: Invoice should have been raised by Jun 20 — now 6 days overdue
Source: Case Comment #CC-002-031

Industry Benchmarks

Learned from 47+ deals
Time from Opportunity Won to SAP Order Created 1.2d avg
Time from SAP Order to Goods Delivered 5.8d avg
Time for Sales → Sales Ops handover completion 0.3d avg
Time from Project Completion to Invoice Sent 1.4d avg