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Welcome to TSI Intel
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Usage Analytics
How the team is using TSI Intel · Stored locally · Resets when cleared
Top Users — Sessions
Most Active Tabs
Most Viewed Opportunities
Recent Activity Feed
Close Opportunity
✓ Won
✕ Lost
⊘ Cancelled
❄ Iced
🔒
MGMT Mode
Only authorized users can access this area.
⚙
Management Mode
Other users will see a notice that admin is active
🤖 AgentJohn
AgentJohn
Hey — I'm AgentJohn, your AI pipeline intake assistant. Tell me about a deal you're working on — don't worry about format, just talk naturally. What's the account and what are we selling them?
Extracted opportunities
Deals will appear here as AgentJohn identifies them from your conversation.
Filter:
▾Deal Timeline — Duration to Close
▾Pipeline Map — Deal Timeline
Bubble size = contract value · Opacity = probability · Color = category
Account Groups
🏭
Select a site to view account details
All Account Locations
Add Contact
Add Installed Equipment
Add Outage / Shutdown
Add Event
Delete opportunity?
This will remove the opportunity from the dashboard. You can export and re-import to make it permanent.
Opportunity Detail
Overview
📅 Schedule
📝 Notes
👥 Resources
Account
Key Contact
Location
Climate Summary
Expected PO Date:
Templates:
Phase Name
Start (wk from PO)
Duration (wks)
Color
Gantt Chart
ID
Milestone Name
Trigger
Timing
Detail
Wk
%
Amount
Total
⚠ Percentages must add to 100%
Milestone Cash Flow
Notes
Update History
Headcount per 4-week period by role. Columns derived from project schedule.
Templates:
▾ Chart✓ Saved
▾Phase Schedule
📦
Products & Equipment Scope
Coming soon — define individual equipment items, specs, and pricing.