Sales Team Command / MPapp to NetSuite CRM
Executive control summary from the Sales Assignment Center
CRM-NetSuite Readiness & Company Policy Index
Executive progress report for MPapp, SOPHIA CRM, NetSuite CRM, AI Copilot and THEOS BI Sales rollout
Executive Sales Control / Tender Source Mix
Actual NetSuite sales from THEOS BI Sales, split by PO / contract reference before Tender classification
Executive AI Copilot / ผู้ช่วยวิเคราะห์สำหรับผู้บริหาร
Role-based insight for Director, CFO, COO, and CEO from NetSuite actual sales + MPapp field evidence
Pipeline vs Actual Gap
Actual sales from THEOS BI compared with MPapp pipeline, forecast, and CRM targets
Revenue Forecast
Weighted pipeline with MPapp activity confidence
Lead Signal Mix
Detected from check-in notes and sales actions
Activity Pulse
Daily field work from MPapp
Win Rate by Brand
Management view for strategy
Management Alerts
Generated from activity and pipeline rules
MPapp API Coverage
Completeness of newly synced planning fields
Product Type Strategy
Pipeline grouped by MPapp Product Type
| Product Type | Visits | Value |
|---|
Customer Strategy
Customer Type and Segmentation from MPapp
| Type / Segment | Visits | Signals |
|---|
MPapp Stage and Daily Status
How plan-stage fields translate into THEOS pipeline actions
| MPapp Stage | Daily Status | Activities | Signals | Value |
|---|
Top Sales / BD
Actual YTD ranking from THEOS BI Sales / NetSuite
| Rank | Sales / BD | Dept | Year Sales | Target | % Ach. |
|---|
Best Selling Products
Product group actual sales from THEOS BI Sales / NetSuite
| Product Group | Detail | Source | YTD Value |
|---|
NetSuite Daily Sales / Loan Snapshot
THEOS BI Sales API, NetSuite sales lines, and loan/borrow source status for Daily Report Agent
Highest-Selling Region
Grouped from same-day NetSuite sales line region/area fields
| Rank | Region / Area | Sales | Docs | Rows |
|---|
Loan / Borrow Control
Official loan document source readiness from NetSuite proxy
| Date | Document | Customer | Item / Memo | Value |
|---|
Data Gaps
Shown in Daily Report before email delivery
SOP Evidence
Responsible owner: Daily Report Agent
Sophia Agent OS / Chief of Staff
Evidence-based AI operating system for MPapp, SOPHIA CRM, NetSuite CRM, THEOS BI Sales and governance.
Agent Command Center
สั่งงาน Agent ด้วยภาษาง่าย ๆ แล้วให้ระบบแปลงเป็น action จากข้อมูล CRM จริง
Autonomous Agent Worker
Server-side background monitor for sales growth, inventory/expiry, contract lifecycle, daily report, governance and market signals.
Agent Team
Roles, KPI and next action for each CRM agent.
Skills / SOP Library
Reusable operating skills generated from repeated CRM work.
Backoffice Agent Workflow Mapping
Agent owner map: name, current work, evidence source, action load, and next command.
Sales Growth Brain
Old customer expansion, new customer conversion, risk accounts and priority relationship actions.
Inventory Control Agent
Stock shortage, overstock, expiry risk and demand-matched campaign queue.
Market & Epidemic Agent
WHO/DDCE outbreak signals matched with products, stock readiness, existing customers, new demand and NetSuite execution.
Field Operations Agent
MPapp employee work tracker for PM, repair/maintenance, installation, site visiting, demo/training and sales impact.
Contract Lifecycle Agent
New contract, renewal, expiring 30/90 days, high-value and missing end-date control.
Daily Report Coverage
Daily management report completeness across sales, customer, stock, contract, field work and governance.
Action Queue
What the Chief of Staff should drive today.
| Priority | Agent | Account / Topic | Action | Evidence |
|---|
Self-Improvement Loop
Daily log, weekly skill review and governance feedback loop.
Revenue Command Center / Revenue War Room
Prioritize the accounts that can create the highest sales, remove blockers, and assign Sales, PD/BD, Engineer and Manager actions.
Revenue Growth Intelligence / 5-Phase Control
Forecast Waterfall, Deal Velocity, Wallet Expansion, Tender Success, PD/Engineer Capacity and AI approval draft.
Blocker Removal Queue
Issues that stop revenue conversion from MPapp signal to NetSuite execution
| Priority | Account | Owner | Blocker | Action |
|---|
Product Growth Engine
Which product groups need PD/BD, Engineer demo, stock or tender strategy
| Product | Value | Hot | Accounts | Play |
|---|
Wallet Expansion
Customers with active signals higher than recent actual sales
| Account | Owner | Signal | Actual | Gap | Next |
|---|
Manager Coaching Queue
Daily coaching focus by owner to increase close rate
| Owner | Value | Hot | Blocked | Coaching |
|---|
MPapp Lead Mining
Activity notes converted into opportunity signals
| Account | Date | Owner | Signal | Stage | MPapp Fields | Score | Value / Source | Next Action |
|---|
THEOS SOPHIA Pipeline Plan
Monthly activity plan, opportunity funnel, calendar, and Sunday alert from MPapp evidence.
1
Remember / จดจำแผนเดิม
ดึง Tender Funnel, confirmed funnel และ signal เดือนก่อนมาสร้างแผนเดือนนี้
2
Forecast / พยากรณ์
THEOS SOPHIA เลือกโอกาส success rate 50-75% และโอกาสที่พร้อมปิดเข้ามาเป็น pipeline plan
3
Create / เพิ่มงานใหม่
เพิ่ม Activity หรือ Opportunity ใหม่ประจำเดือนได้ และ revise วันที่ใน calendar โดยเก็บ history ไว้
4
Alert / แจ้งเตือน
Queue email สำหรับ Excom ทุกเย็นวันอาทิตย์: YTD, weekly pipeline, highlight OP และ lost/risk OP
Target Ladder
Month target as % annual commitment, 1Q/1H/Y2026 view
Category Mix
Product category, brand, and customer category including Government-BKK
Activity Calendar
Work calendar for visit plan and allowance evidence
Create New Activity / Opportunity
Manual new Act/Opp for this month; revisions keep history.
Pipeline Plan Items
Tender funnel, confirmed funnel, Sophia high-success, and new Act/Opp
| Date | Source | Account | Owner | Category | Stage | Rate | Value | Action |
|---|
Tender Control / วิเคราะห์ Tender
NetSuite tender funnel from THEOS BI Sales, expiry risk, owner queue, and contract renewal strategy.
Source: THEOS BI Sales / NetSuite tender-detail + pipeline APIs. Tender value is quotation/contract funnel value, not realized sales.
Tender Action Queue
Urgent, high-value, pending, and data-quality actions for Sales/Director review.
| Priority | Tender / Customer | Owner | Value | Next Action |
|---|
AI Strategy Notes
Tender funnel interpretation for weekly management review.
Tender Evidence Table
Click a row to open an executive report and export tender evidence.
| CONTRACT DETAIL TRACKING | สัญญาที่ยังมีรายการติดตาม | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No. | รหัสสัญญา | ชื่อโรงพยาบาล / ลูกค้า | จังหวัด | เขต | ภาค / Owner | เลขที่เอกสาร | วันรับ | วันหมดอายุ | คงเหลือ เดือน |
Group | รายการเครื่องขาย | วงเงินสัญญา (บาท) |
ราคาทุน (บาท) |
ผลต่าง (บาท) |
% G.P. | สถานะ | เหลือ (วัน) |
Account 360 / Hospital Work Center
One hospital view for Sales, Engineer, PD/PE, Application, relationship map, next actions, and MPapp evidence.
Work Command / Assignment Center
Login-based work queue plus Director command view for blocked, overdue, and cross-function account work.
My Work Queue
| Account | Function | Status | Due | Next |
|---|
Director Command View
| Account | Risk | Owner | Action |
|---|
360 Coverage Control
Checks whether this hospital has complete visibility: activity, pipeline, actual sales, relationship, install, service, and knowledge.
Customer Journey / Installation Lifecycle
Lead to customer handover, pre-installation, go-live, preventive maintenance, and service visit.
Actual Sales / Financial View
NetSuite/THEOS BI actual sales matched to this hospital when account mapping exists.
Knowledge & Risk
Retained account knowledge, service issues, relationship gaps, and next risks.
NetSuite CRM Tasks
Imported follow-up tasks, owner, due date, status, and NetSuite link for this customer.
Add Cross-Function Work
Create real follow-up work for any team around the same hospital.
Relationship Map
Decision maker, influencer, user, finance, and knowledge retention.
| Contact | Role | Unit | Influence |
|---|
Next Actions
Sorted by priority and due date across all teams.
| Function | Owner | Status | Priority | Due | Title / next action |
|---|
Timeline / Evidence
MPapp check-in/out and CRM work history for this hospital.
| Date | Type | Owner | Detail |
|---|
Customer Intelligence / Factor Grade
NetSuite sales and AR + MPapp activity + PM/service/support signals + 360 action model.
AI Copilot Strategy
Cadence, growth, risk, and data gaps.
Inventory / Product Campaign Signals
W1 SKU stock/expiry + item-level sales allocation.
Customer Grade Table
Click customer to see Sales / PD-PE-App / Engineer action model.
| Grade | Customer | Sales | MPapp | AR | Support / PM | Next model |
|---|
Sales Allocation
Growth target, product focus, and customer focus by sales owner.
| Sales | YTD | Growth Target | SKU Focus | Customer Focus | Action |
|---|
Product Catalogue AI Search / ค้นหา Catalogue
Search controlled product catalogue, actual NetSuite sales history, reference price, and W1 stock/expiry in one place.
Reference Price / Sales History
Actual THEOS BI Sales / NetSuite sales line history only. No invented price.
| SKU / Item | Group | YTD Sales | Ref. Price | W1 Stock | Action |
|---|
Catalogue Documents
Controlled PDF evidence. OCR status is shown so users know what is searchable.
Inventory Allocation Evidence
Related W1 SKU stock, expiry, and campaign priority from real inventory connector.
| SKU | Item | Group | Available | Expiry | Earliest |
|---|
Management Report Center
Operator and supervisor report for analysis, plan adjustment, strategy and management review
AI Sales Assignment Center
MPapp Lead / Activity / Promotion / Project to NetSuite CRM control
SOPHIA Copilot
Load assignment evidence from MPapp and NetSuite CRM.
| Module | Active | Overdue | %Ach. |
|---|
| Work | Owner | Target | Actual | Due | Status | NetSuite |
|---|
WFH Sales Workflow Test
Controlled test: 10 MPapp check-ins, PD presentation, Engineer demo, NetSuite CRM tasks, and AI close analysis.
Workflow Evidence
AI Analysis
Run test to create WFH workflow evidence.
| Hospital | Owners | Status | Value | AI Recommendation | System Evidence |
|---|
Sales Progress: Daily / Monthly / Yearly
ยอดรวมบริษัทเทียบกับยอดรายบุคคลจาก Sales / BD
| Sales / BD | Today | Month | M Target | Year | Y Target |
|---|
Sales Target Setting
กำหนด target รายเดือนและรายปี รายบุคคล ยอดรวมบริษัทจะคำนวณจากทุกคนอัตโนมัติ
| Sales / BD | Department | Month Actual | Month Target (M) | Month Achievement | Year Actual | Year Target (M) | Year Achievement |
|---|
Sales / BD Performance
Activity count, conversion rate, and forecast contribution
Leaderboard
Individual measurement from field execution
| Sales / BD | Department | Activities | Conversion | Pipeline |
|---|
Daily Sales Report / รายงานฝ่ายขายประจำวัน
Check in/out during visits, then complete the report after work.
1
Daytime / ระหว่างวัน
Sales check in-out ใน MPapp ระหว่าง visit และใส่ note สั้น ๆ เฉพาะประเด็นสำคัญ
2
Evening report / หลังจบงาน
CRM ดึง activity, lead signal, account และ next action มาทำ draft ให้ตรวจแก้
3
CRM storage / เก็บเข้า CRM
Submit แล้วข้อมูลถูกเก็บใน DigitalOcean PostgreSQL เพื่อใช้วางแผนต่อ
4
Email summary / ส่งสรุป
ระบบ queue อีเมล bilingual summary ให้หัวหน้าทีม/Director เมื่อมี SMTP credential
Today Snapshot / ภาพรวมวันนี้
Generated from MPapp check-in/out and CRM signals
Sales Daily Command Center
Daily control board: check-in/out, pending reports, hot signals, and action priorities
Today User Work Queue / สถานะงานรายคนวันนี้
One row per logged-in MPapp identity: check-in/out, signals, report status, and email queue readiness.
| Sales / BD | Visits | Out | Hot | Value | Report |
|---|
Evening Report Editor / แบบฟอร์มสรุปหลังจบ visit
Review, add judgment, then submit to CRM and email queue.
Field Calendar & Allowance
Visit days from MPapp check-in/out with allowance estimate
| Date | Visits | Accounts | Signals | Allowance |
|---|
Email Queue Preview
Queued summaries before SMTP delivery
Visit Details / รายละเอียดกิจกรรม
MPapp activities used to build this report
| Account | Owner | Check-in | Signal | MPapp Fields | Note |
|---|
Director Weekly View / มุมมองรายสัปดาห์
Strategy input for weekly plan adjustment
Crescendo Coach / โค้ชการขายแบบต่อเนื่อง
Human + AI loop: listen, influence, escalate, coach, and plan weekly.
1
Listen / รับฟัง
ใช้ MPapp check-in/out และ notes เป็น signal จริงจากหน้างาน
2
Influence / ขยับโอกาส
แปลง interaction เป็นบทสนทนา next-best-action เพื่อเพิ่ม revenue หรือ win rate
3
Escalate / ส่งต่อพร้อม context
ถ้า score สูงหรือมี blocker ให้ manager เห็น account, signal, และ next step ทันที
4
Coach / ปรับทีมรายสัปดาห์
Director ใช้ evidence รายสัปดาห์เพื่อปรับแผนทีม/สินค้า/ลูกค้า
Crescendo Metrics
Prioritized action queue from CRM evidence
Action Board / กระดานคำแนะนำ
Bilingual next-best-actions stored in CRM for follow-up planning.
| Priority | Action | Account | Owner | TH Recommendation | EN Recommendation | Due |
|---|
Director Weekly Playbook
Strategy direction from weekly evidence
Queue Mix
Influence, escalation, coaching, and knowledge retention
MPapp
พนักงานขายบันทึกเยี่ยมลูกค้า Deal Tender และ check-in
API Receiver
ตรวจ token, normalize payload, กันข้อมูลซ้ำด้วย RouteID
DigitalOcean PostgreSQL
เก็บ account, activity, lead_signal, opportunity, audit log บน server 159.223.57.215
MPapp Intelligence
score activity notes, use entered opportunity amount, and create next-best-action queues
THEOS BI
ผู้บริหารเห็น pipeline, forecast, win rate แบบ near real-time
NetSuite CRM Operating Playbook
Applied from the MP Group x Precise NetSuite CRM demo: lead-to-cash, forecast, standard reports, and demand planning controls.
1
Lead Capture
NetSuite holds Lead, Campaign source, owner, priority and next action. MPapp field notes create the signal; SOPHIA recommends whether to create a NetSuite Task or Opportunity.
2
Activity / Task Discipline
Calls, meetings, follow-up and site visits must become NetSuite CRM Tasks or Events with assigned owner, due date and completion status. SOPHIA monitors overdue and completion.
3
Opportunity / Forecast
Qualified leads convert to Opportunity with stage, probability, expected close date and expected value. SOPHIA compares MPapp signals with NetSuite pipeline and THEOS BI actual sales.
4
Quote to Sales Order
Quotation should be created from Opportunity and converted to Sales Order without re-entry when approved. Customer, item, price and terms stay connected.
5
Demand Planning / After Sales
Sales Order drives MRP, PO, fulfillment, invoice, warranty and case handling. SOPHIA uses the same evidence for demand, renewal, service risk and Customer 360.
| NetSuite Report | Used By | SOPHIA Placement | Operating Rule |
|---|---|---|---|
| Forecast vs. Quota | C-Level / Manager | Executive + Sales / BD | Weekly review: target risk, coaching, and forecast adjustment. |
| Forecast by Sales Rep | Sales Manager | Management Report Center | Use owner performance to rebalance workload and follow-up priority. |
| Forecast by Customer | Key Account Manager | Account 360 + Customer AI | Use high-pipeline customers for account planning and next action. |
| Forecast by Status | Sales Manager | Pipeline + Tender Analysis | Find stalled stages and require update in NetSuite CRM. |
| Sales by Sales Rep / Customer / Item | Sales / Finance / Ops | Executive + THEOS BI Sales | Actual sales is evidence, not forecast. Compare to MPapp activity. |
| Demand Plan vs Actual | Supply Chain | Customer AI + Catalogue / Inventory | Use quote, sales order and actual consumption to improve demand plan. |
| Warranty / Case History | Service / Sales | Account 360 | Link after-sales signals to renewal, replacement, consumables and escalation. |
Sales Team Control Center
Manage Sales/BD follow-up between MPapp field activity and NetSuite CRM tasks.
Team Work
ดูงานขายที่ถูกส่งเข้า NetSuite CRM ว่าใครดูแล, deadline เมื่อไหร่, และค้างอยู่สถานะใด
Data Flow
คุมข้อมูลจาก MPapp ก่อนนำเข้า NetSuite: customer mapping, owner, import readiness, และ audit
Manager Action
โฟกัส overdue task, mapping gap, ลูกค้าที่ต้อง review, และรายการที่พร้อม import
Connected Activity Trend
MPapp check-in/out loaded into CRM staging.
Signal Mix
Lead signals created from MPapp notes and planning fields.
Writeback Queue
Preview status before NetSuite CRM creation.
Connected Data Lineage
What is connected, where it lands, and what it can become in NetSuite CRM.
Connector Health
Credential presence only. Secrets are never displayed.
Readiness Gaps
Items to resolve before enabling NetSuite writeback.
Staging Tables
Rows currently available for CRM integration.
| Table | Rows |
|---|
MPapp Departments
Activity coverage by operational department.
| Dept | Activities | Accounts | Latest |
|---|
Import Control / NetSuite CRM
Create CRM tasks only when customer mapping and audit trail are ready.
NetSuite Work Queue
Who owns each follow-up, due date, and latest CRM status.
NetSuite Lead Automation
Create or update CRM leads from high-score MPapp signals with audit guardrails.
Customer Mapping Review
Verify MPapp customer to NetSuite customer before writeback.
Sales Operating Alerts
What the manager should chase today.
MPapp to NetSuite Queue
Rows waiting for mapping, amount review, or import into NetSuite CRM.
| Account / Route | Owner | Signal | NetSuite Records | Status |
|---|
Sync History
Latest CRM sync runs from backend staging.
| Source | Status | Rows | Started | Error |
|---|
PostgreSQL Tables
Core schema on DigitalOcean database
accounts id, mp_cus_id, cus_code, name, province, region, lat, lon mpapp_activities id, route_id, account_id, employee, dept_code, dept_name act_detail, checkin_at, checkout_at, source_payload lead_signals id, activity_id, account_id, signal_type, score detected_text, recommended_stage, next_action opportunities id, account_id, owner, stage, amount, probability expected_close_date, brand, product_group, mpapp_route_id
API Mapping
MPapp check-in payload to CRM records
RouteID -> mpapp_activities.route_id CusID -> accounts.mp_cus_id CusCode -> accounts.cus_code CusName -> accounts.name Employee -> mpapp_activities.employee DeptCode -> mpapp_activities.dept_code ActDetail -> lead_signals.detected_text ChkIDate -> mpapp_activities.checkin_at SaleSegment -> accounts.region
Visibility
Dailyเห็น pipeline และกิจกรรมภาคสนามทุกวัน ไม่ต้องรอสิ้นเดือน
Revenue Forecast
±8%ใช้ stage, activity freshness และ MPapp lead confidence ปรับ forecast
Admin Time
<5 minลดรายงานมือจาก 45 นาทีต่อวันเป็น dashboard อัตโนมัติ
Knowledge
Retainedประวัติ account และ deal ไม่หายเมื่อพนักงานเปลี่ยนทีม
Governance Foundation Control
Post stress-test controls: mapping, owner rule, NetSuite discipline, AI audit, commercial blocker, and data freshness.
Admin User Management
Create CRM password users, assign role, and keep MPapp/NetSuite access scoped by governance rules.
| User | Role | Dept | Status | Updated |
|---|
Region Data Quality
ตรวจ account ที่ยังไม่มีเขตสุขภาพ และ distribution จาก MPapp/PostgreSQL
| Region | Accounts | Activities | Latest |
|---|
| Missing Region Account | Province | Activities | Map Region |
|---|
Login Audit Log / บันทึกการเข้าใช้งาน
ตรวจสอบผู้เข้าใช้ CRM, MPapp identity, IP และสถานะ login โดยไม่เก็บ password/token
| Time | Type | Status | User | Role | IP | Failure |
|---|
Access Control
Role-based visibility
| Executive | All dashboards |
| Sales Manager | Team pipeline |
| Sales / BD | Own accounts |
| Finance | AR and actual |
Data Quality Rules
Automation guardrails
| Deduplicate | RouteID + CusID |
| Freshness | check-in within 24h |
| Required | owner, account, stage |
| Review | score over 80 |
Token Policy
Production security baseline
| Storage | Backend env only |
| Rotation | 90 days |
| Expiry | Must verify JWT exp |
| Audit | Log every import |