Throwaway UI prototype · Task 0246 Illustrative customer data — nothing saves or changes production
☰Standard Restaurant Supply
Customers
?▦●
DU
Derek U.
Customer profile

Victor's Restaurant

Account 108321 · Boise accounting group

LocationBOI⌄

Overview

Existing customer profile content remains in place. The cadence experience begins directly below this card.

Last orderAug 18, 2026
Last sales callAug 19, 2026
Account statusActive
Proposed Customer Cadence placement

A · XD Faithful: preserves the compact score-and-attention hierarchy from the supplied design.

Closest to current design

Customer Cadence

◆ Platinum cadence
50/100
Needs attention
3 of 6 scorable goals on track
2 MAS goals unavailable
Last meaningful interactionAug 19 · Meeting/Location

What needs attention

Prioritized by relative overdue time
Reorder / order-guide reviewQuarterly · last qualifying review Jan 15
Due Apr 15, 2026Review customer's order guide
127 days overdue
Invoice / order reviewWeekly · last qualifying review Aug 5
Due Aug 12, 2026Review purchasing activity
8 days overdue
Business / account reviewQuarterly · last qualifying review May 1
Due Jul 30, 2026Time for an account review
21 days overdue
Next recommended action: Review Victor's order guide; it is furthest overdue relative to its cadence.
Cadence rules can be edited with modifyCustomerInteractionCadence.

B · Action First: makes the salesperson’s next move the dominant information, with score as context.

Best for daily account care

Customer Care Plan

◆ PlatinumAs of Aug 20
Customer health

3 actions need attention

The system recommends the most urgent meaningful touch based on cadence—not simply the oldest date.

Recommended next
Review Victor's order guide
127 days overdue · Quarterly Platinum goal · Last qualifying review Jan 15
Priority 1

Reorder / order-guide review

Quarterly · 127 days overdue

Priority 2

Invoice / order review

Weekly · 8 days overdue

Priority 3

Business / account review

Quarterly · 21 days overdue

MAS goals remain visible but do not reduce the score.

C · Goal Board: exposes all eight goal states in Profile for managers who prefer full visibility.

Most information in context

Customer Cadence Goals

◆ Platinum cadence
50/100

3 on track · 3 overdue · 2 unavailable and excluded from scoring

3 goals need attention
On track

All interactions

Weekly · Any qualifying CRM sales call

Last: Aug 19 · Due Aug 26
On track

Meeting / Location

Monthly · CRM

Last: Aug 19 · Due Sep 18
21 days overdue

Business / account review

Quarterly · CRM

Last: May 1 · Due Jul 30
8 days overdue

Invoice / order review

Weekly · CRM

Last: Aug 5 · Due Aug 12
Unavailable

Promotional marketing

2–4× per month · MAS evidence not connected

Excluded from score
Unavailable

Personalized marketing

Monthly · MAS evidence not connected

Excluded from score
127 days overdue

Reorder / order-guide review

Quarterly · CRM

Last: Jan 15 · Due Apr 15
On track

Customer appreciation

Quarterly · CRM

Last: Jul 10 · Due Oct 8
Recommended: Review Victor's order guide next.
Prototype state and confirmed scoring assumptions