Onboarding Pipeline
0 Accounts
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Real-time insights into onboarding flow and bottlenecks.
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Manage access permissions for Ops Onboarding and Sales CRM independently.
| User | Sales CRM Access | Ops Onboarding Access | MCP Access | Campaigns Access | Global Admin | Position | Slack Member ID |
|---|
Tiers are calculated dynamically on the 1st of every month (or via manual trigger) based on 30-day Google Ad Manager statistics.
| Metric | High | Medium | Low |
|---|---|---|---|
| Daily Revenue | > $500 | $151 - $500 | < $151 |
| Daily Requests | > 20M | 5M - 20M | < 5M |
| Request Volume | Daily Revenue | Assigned Tier |
|---|---|---|
| High (> 20M) | High or Medium | 💎 Tier 1: Elite |
| High (> 20M) | Low | 🚀 Tier 2: Rising Star |
| Medium (5M - 20M) | High | 💎 Tier 1: Elite |
| Medium (5M - 20M) | Medium | 🟢 Tier 3: Core |
| Medium (5M - 20M) | Low | ⚪ Tier 4: Longtail |
| Low (< 5M) | High | 🟢 Tier 3: Core |
| Low (< 5M) | Medium or Low | ⚪ Tier 4: Longtail |