Account Mapping Heatmap
The Account Mapping Heatmap is a view within the Clients tool — accessed via /clients?view=heatmap. It is an interactive grid showing every active client against every service DotCollective offers. Each cell represents the relationship between one client and one service — whether it is active, a past engagement, an opportunity, a proposal in flight, or unassessed.
Features
Section titled “Features”- Heatmap grid — colour-coded cells showing client-service status at a glance
- Squad view — clients on rows, services on columns, scoped to the user’s assigned clients
- Service view — services on rows, clients on columns, with per-service stats (active, opportunity, unassessed counts)
- Cell detail panel — click any cell (including blank) to set status, add notes, estimated value, and log actions
- Bulk assess mode — rapidly set statuses on blank cells without opening the panel
- Show gaps mode — highlight unassessed cells with amber background
- Auto-population — cells auto-created from project status changes and proposal pricing items
- Dashboard widget — opportunity count and unassessed gap count on the main dashboard
- Client detail tab — “Services” tab showing all services for a single client
Access
Section titled “Access”The heatmap is accessed from the Clients page via a view toggle: /clients?view=heatmap
Cell Statuses
Section titled “Cell Statuses”| Status | Colour | Meaning |
|---|---|---|
| Active | Green | Currently delivering this service |
| Past | Teal | Previously delivered, not currently active |
| Opportunity | Amber | Identified opening, not yet proposed |
| Proposed | Purple | Formal proposal sent, awaiting decision |
| Not Relevant | Grey | Assessed and ruled out |
| Unassessed | White/empty | Nobody has evaluated this combination |
Auto-population
Section titled “Auto-population”Cells can be auto-populated from two sources:
- Projects — when a project is created or its status changes, a fuzzy keyword match maps the project type to a service. Active projects set cells to “active”, completed projects to “past”.
- Proposals — when a proposal is sent, pricing items with a
service_type_idautomatically create “proposed” cells.
Auto-populated cells show an “Auto” badge and are never overwritten by subsequent auto-population if manually set.
Permissions
Section titled “Permissions”| Level | View | Update | Manage |
|---|---|---|---|
| Executive | All clients | All cells | Service config |
| Head | All clients | All cells | — |
| Manager | Assigned clients | Assigned cells | — |
| Lead | Assigned clients | — | — |
| Employee | Assigned clients | — | — |