CRM post-call update

Live Sales Correlation key: opportunity_id · 97.4%

Live Automated since Apr 2026 — 5 h/week reclaimed across everyone who runs it, 74 h to date. 0 h/week of hands-on work is left, and that is the figure quoted everywhere on this page.

Case footprint: median 1.6 h elapsed, 11m 36s of it hands-on, across 1 work session and 0.1 calendar days. 8 of the 9 happy-path waits exceed the 150 s idle-gap threshold, but a gap only ends a work session when it outlasts one (59 min, the fleet's mean). None here do: the case is put down and picked up inside the same sitting, while the person works other cases.

Cases: 188
Activities: 12
Variants: 33
Median throughput: 1.6 h
p95 throughput: 7.8 h
Working time / Waiting time: 11m 36s / 85m 50s
Rework: 12%
Fitness: 0.92
Precision: 0.79

No filters — showing every case

188 of 188 cases (100%)

Directly-follows map

Discovered from the event log. The editable automation design is the last tab.

showing 12 of 12 activities · 100% of activity instances covered

Geometry is computed at build time, so nothing reflows when you filter. 32 of 72 directly-follows relations sit below the 0.20 noise threshold and are hidden; together they carry 1.6% of transitions.

Node fill 0–20%20–40%40–60%60–80%80–100% Happy path Loop back Self-loop

Five discrete steps. Edge thickness is a square-root scale on frequency, so the busiest edge is 8 px and the quietest 1 px.

Where the hours go

Edges ranked by total recoverable waiting time, not mean.

9.4% working 90.6% waiting · mean 11m 47s · p95 40m 04s · 163 cases affected · 11.8% of total cycle time
7.8% working 92.2% waiting · mean 11m 48s · p95 40m 07s · 179 cases affected · 11.5% of total cycle time
7% working 93% waiting · mean 9m 04s · p95 30m 50s · 171 cases affected · 8.7% of total cycle time
6.6% working 93.4% waiting · mean 10m 45s · p95 36m 33s · 136 cases affected · 8.5% of total cycle time
11% working 89% waiting · mean 9m 20s · p95 31m 44s · 166 cases affected · 8.5% of total cycle time
9.2% working 90.8% waiting · mean 8m 06s · p95 27m 32s · 176 cases affected · 7.8% of total cycle time
5.9% working 94.1% waiting · mean 7m 07s · p95 24m 12s · 182 cases affected · 7.1% of total cycle time

Variant explorer

One row per distinct end-to-end activity sequence, ranked by case count. Row 1 is the happy path and every other row is column-aligned to it, so deviations read as vertical discontinuities.

Top 12 variants cover 87.3% of cases.

Select exactly two variants to compare.

#	Variant	Sequence	Cases	% of cases	Cumulative	Median	p95	Steps	Δ vs happy path	Conformance	Compare
1	V-01 Happy path	LCOOUSTNCFORDESE	65	34.6%	34.6%	79m	7.5 h	8	—	Conforming	Compare V-01
2	V-02	LCOOTNUS^×2TNCFORDESE	20	10.6%	45.2%	1.5 h	8.5 h	10	+2 · 13m 01s	Conforming	Compare V-02
3	V-03	LCSW^×5OOUSTNCFORDESE	16	8.5%	53.7%	2.1 h	14.4 h	13	+5 · 49m 47s	Deviating	Compare V-03
4	V-04	LCOOUSTNCFORDESE^×3	13	6.9%	60.6%	88m 16s	7.9 h	10	+2 · 9m 16s	Conforming	Compare V-04
5	V-05	LC^×6SWOOUSTNCFORDESE	11	5.9%	66.5%	2.6 h	16.3 h	14	+6 · 74m 14s	Deviating	Compare V-05
6	V-06	AN^×2OOLC^×2OOUSTNCFORDESE	9	4.8%	71.3%	1.8 h	8.3 h	11	+3 · 28m 48s	Deviating	Compare V-06
7	V-07	LCSWOOUSTNCFORDESE	8	4.3%	75.6%	75m 21s	8.4 h	9	+1 · -3m 39s	Deviating	Compare V-07
8	V-08	LCOOUSTNCFORDESE	6	3.2%	78.8%	78m 17s	5 h	7	-1 · -43s	Deviating	Compare V-08
9	V-09	LCANOO^×2ANUSTNCFORDESE	5	2.7%	81.5%	1.7 h	12.1 h	11	+3 · 24m 17s	Deviating	Compare V-09
10	V-10	LCOOUSTNCF^×3ORDESE	4	2.1%	83.6%	87m 52s	12 h	9	+1 · 8m 52s	Deviating	Compare V-10
11	V-11	LCSWOOUSTNQLCFORDESE	4	2.1%	85.7%	70m 51s	7.8 h	9	+1 · -8m 09s	Deviating	Compare V-11
12	V-12	LCUSOO^×2USTNCFORDESE	3	1.6%	87.3%	1.7 h	13.5 h	10	+2 · 23m 24s	Conforming	Compare V-12
—	Other variants (9) · 4.8% of cases	Activity sequence —	9	4.8%	100%	—	—	—	—	—

19 variants (57.6% of all variants) occur exactly once, together 10.1% of cases.

Variant distribution

Rank on a log scale against cases on a log scale, with cumulative coverage on the right axis.

Cases (log scale) Cumulative coverage (%) Variant rank (log scale) 9 variants cover 80% of cases

Variant comparison

Two variants on the same alignment columns. Colour says which side; hatching repeats it, so the diff survives greyscale.

Variant A

Variant B

A · V-01

Merged activity set

B · V-02

Merged activity set

Every alignment column, coloured by which side uses it.

In both Only in A Only in B In neither

List of changes

Side by side
Side by side	A	B	Δ

Attributes associated with each branch

These are associations measured on the log, not causes. Every rule prints the number of cases it was measured on.

Deal size band `deal_band`

184 of 188 cases · 1.9% missing

< €5k80 · 42.6%
€5k–25k51 · 27.1%
€25k–100k32 · 17%
> €100k21 · 11.2%

Rule statements

Ranked by lift × support. Each rule is a sentence you can read aloud.

When call_outcome = No answer → the case takes “Qualify the prospect” in 11.3% of cases (baseline 5.3%, lift 2.13×, n = 37).
11.3% confidence 5.3% baseline 2.13× lift n = 37
When region = DACH → the case takes “Assign the record owner” in 14.9% of cases (baseline 8.5%, lift 1.75×, n = 43).
14.9% confidence 8.5% baseline 1.75× lift n = 43
When product_line = Plus AND lead_source = Sales Navigator → the case takes “Review the drafted update” in 8.1% of cases (baseline 2.1%, lift 3.86×, n = 13).
8.1% confidence 2.1% baseline 3.86× lift n = 13
When deal_band = > €100k AND region = France → the case takes “Assign the record owner” in 20.6% of cases (baseline 8.5%, lift 2.42×, n = 8).
20.6% confidence 8.5% baseline 2.42× lift n = 8
When rep_tenure > 58 AND deal_band = > €100k → the case takes “Qualify the prospect” in 11.3% of cases (baseline 5.3%, lift 2.13×, n = 8).
11.3% confidence 5.3% baseline 2.13× lift n = 8

Decision point

Pick an exclusive choice in the map to see its branch shares and the attributes that discriminate between them.

Decision point

Branch

Open the opportunity136 · 72.3%
Switch application41 · 21.8%
Update the deal stage5 · 2.7%
Review the drafted update3 · 1.6%
Qualify the prospect2 · 1.1%

Pick an exclusive choice in the map to see its branch shares and the attributes that discriminate between them.

Conformance against the reference model

Reference model v3, 21 Jun 2026

Fitness0.92

Precision0.79

Fitness and precision trade off; we report both rather than a single model-quality score.

Conforming cases — 103 (54.8%) Non-conforming — 85 (45.2%)

Deviations by type

A deviation is not necessarily an error — it is behaviour the reference model does not allow.

					Breaks conformance
Activity retry	54	28.7%	9m 21s	8.4 h	—
Invalid activity	72	38.3%	4m 33s	5.5 h	Breaks conformance
Loop back	53	28.2%	6m 09s	5.4 h	—
Exclusive-choice violation	17	9%	5m 30s	1.6 h	Breaks conformance
Skip	34	18.1%	1m 35s	53m 50s	Breaks conformance
Invalid start/end	10	5.3%	0s	0s	Breaks conformance

Conforming cases over the window

Conforming cases (%) · 16 Jun – 13 Jul 2026

Conforming cases (%)16 Jun – 13 Jul 2026

Rework and loops

Self-loops and loop-backs, with loop inflow, outflow and net gain.

Activity	Kind	Self-loops	Cases affected	Mean repeats	Loop in	Loop out	Net gain	Total waiting
Open the opportunity	Loop back	0	41	2×	41	39	+2	6 h
Update the deal stage	Loop back	0	21	2×	21	22	-1	6.4 h
Send email	Self-loop	33	18	2.83×	33	28	+5	32m 27s
Switch application	Self-loop	64	16	5×	64	66	-2	1.9 h
Log the call outcome	Self-loop	55	11	6×	55	40	+15	52m 13s
Log the call outcome	Loop back	0	9	3×	18	19	-1	6.5 h
Copy the value to the forecast	Self-loop	13	6	3.17×	13	11	+2	41m 07s
Open the opportunity	Loop back	0	6	2×	6	5	+1	1.6 h

Rework cost €856–1,284 · 23 cases · 43 h Costed at the €25/h loaded rate used everywhere in this dashboard.

Cases

Showing 16 of a 40-case sample drawn from 188 cases, across the 24 variants listed on the Variants tab. The totals above are exact; this table is sampled.

Variant				Roles	Departments		Conformance
V-07	2026-07-10 14:40:54	2.4 h	9	Account Executive	sales	0	Deviating
V-01	2026-07-09 11:27:30	16m 19s	8	Sales Ops ManagerAccount Executive	sales	0	Conforming
V-03	2026-07-09 10:22:12	2.3 h	13	Sales Ops Manager	sales	4	Deviating
V-01	2026-07-09 09:15:50	2.4 h	8	Sales Ops Manager	sales	0	Conforming
V-09	2026-07-08 15:27:50	1.6 h	11	Sales Ops ManagerAccount Executive	sales	2	Deviating
V-13	2026-07-08 13:09:50	50m 09s	8	Account Executive	sales	0	Deviating
V-05	2026-07-07 15:17:44	1.8 h	14	Sales Ops Manager	sales	5	Deviating
V-01	2026-07-07 10:04:27	40m 58s	8	Account Executive	sales	0	Conforming
V-01	2026-07-06 16:47:50	1.7 h	8	Account ExecutiveSales Ops Manager	sales	0	Conforming
V-06	2026-07-06 16:44:52	1.6 h	11	Account Executive	sales	3	Deviating
V-05	2026-07-06 12:58:01	71m 36s	14	Sales Ops ManagerAccount Executive	sales	5	Deviating
V-07	2026-07-06 12:49:45	70m 23s	9	Account Executive	sales	0	Deviating
V-01	2026-07-05 11:48:53	30m 02s	8	Account Executive	sales	0	Conforming
V-01	2026-07-03 15:55:32	42m 55s	8	Sales Ops Manager	sales	0	Conforming
V-11	2026-07-02 08:07:43	2.1 h	9	Sales Ops ManagerAccount Executive	sales	0	Deviating
V-20	2026-07-01 13:18:08	4.4 h	12	Sales Ops Manager	sales	4	Conforming

16 of 40

Live 91% confidence

Automation design

The Map tab is what the event log shows. This is the automation you are designing from it.

CRM (web)OutlookLinkedIn

5h reclaimed / week across everyone who runs it

Case V-01 Conforming

—

· Process: CRM post-call update · Correlation key opportunity_id

Total duration

Working Waiting Steps · Rework

Field	Value
`opportunity_id`	OPP-2026-77839
`account`	Nordvant Components BV
`amount_eur`	€40,948.21
`region`	Nordics
`owner_role`	Sales Ops
`contact_phone`	+34 ••• ••• 817 · masked at capture (Phone number masked at capture)

Field	Value
`opportunity_id`	OPP-2026-37855
`account`	Orbita Serveis SCP
`amount_eur`	€45,766.64
`region`	Nordics
`owner_role`	Sales Ops
`contact_phone`	+34 ••• ••• 342 · masked at capture (Phone number masked at capture)

Field	Value
`opportunity_id`	OPP-2026-62165
`account`	Havensmark Trading NV
`amount_eur`	€23,220.78
`region`	Iberia
`owner_role`	Sales Ops
`contact_phone`	+34 ••• ••• 215 · masked at capture (Phone number masked at capture)