ANC CRM · custom pages

Ask for a page, get a page

The CRM already carries twenty five pages built specifically for ANC. The new part is that you can now describe one in plain English and have it made for you.

First, what a page is

A page is a screen built around one question

A view is a list with filters on it. A page is a purpose-built screen — it can total things, group them, colour them, rank them, and put the number that matters at the top. You already use several every day without thinking of them as anything special.

Account Cockpit page on a company record

Account Cockpit

Open pipeline, lifetime value, contacts and business mix for one account, on one screen.

Exports page with starred reports

Exports

Every branded report as a tile, with the ones you star pinned above the rest.

Command Deck operations page

Command Deck

The operations read across venues, tickets and field work in a single place.

ANC Home landing page

ANC Home

A landing screen you arrange yourself, remembered per person.

25
pages built for ANC so far
69
record types they can draw on
2,479
fields available to them
34
dashboards alongside them
Account CockpitAccount Pipeline & LTV Deal SummaryWon Gate ExportsAI Exports ANC HomeANC Mobile Command DeckField Ops Service OpsProposal Desk M&S Account WorkspaceM&S Verification Grid New Opportunity (Draft)Opportunity Duplicator Vendor Type HelperWon by Owner Client PortalData Hygiene Closing Soon

What is new

The assistant builds them now

Every page above was made to order. The assistant can now do that step itself — you describe the screen you want, and it creates it, installs it, and puts it in your sidebar.

A page request typed into the assistant
Step one — you type this

Describe the screen in one sentence

No settings to open, no fields to pick, no builder to learn. You say what you want to look at, and how you want it arranged.

ANC Closing Soon, a page built by the assistant
Step two — this came back

ANC Closing Soon, built and installed on request

Asked for opportunities closing in the next thirty days grouped by account. It made the screen, added it to the sidebar and put it live. It reads 37 opportunities across 30 accounts, $75,978,931 in play, grouped by account with today, tomorrow and in-four-days flagged on each deal — and it recalculates every time you open it.

How to ask

Three things make a request work

You are not writing instructions for a computer. You are telling a colleague what you want on your screen.

  1. Say what you want to look at. Deals, accounts, tickets, proposals, suites. Narrow it if you can — NFL only, technology only, this year only.
  2. Say how it should be arranged. Grouped by account, biggest first, soonest first, split by business unit.
  3. Say what number belongs at the top. Total revenue, total margin, a count of deals, the value at risk. That is the line you will actually read.

Copy any of these straight in.

Build me a page showing every open NFL opportunity closing this year, grouped by account, with total revenue at the top.
Deals · grouped by account · revenue headline.
Make a page of accounts we have not touched in sixty days, biggest first, with the open value on each.
Accounts · ranked by value · surfaces what is going cold.
Build a page of every proposal due in the next two weeks, soonest first, showing who it is assigned to.
Proposals · ranked by due date · the week ahead in one screen.
Make me a page of this year's won deals split by business unit, with revenue and margin for each.
Won deals · split three ways · the year to date.
Build a page listing every account with more than one open deal, and what they are worth together.
Accounts · filtered by deal count · where the depth is.
Make a page of LG deals by tier, showing the sponsorship for each year and the purchase order value.
Deals · grouped by tier · phased across years.

If the first answer is not quite right, say so in the same conversation. "Group it by league instead", "drop the lost ones", "put margin next to revenue" — it changes the page and keeps the rest. You are not starting over.

Where it stands

Working, and being hardened before it goes to everyone

The capability is real and running — ANC Closing Soon above was built this way and is live in the sidebar today. It is not yet steady enough for the whole team to lean on, so it is being tightened first. When it opens up, this page becomes the guide.

What it will not do. It builds screens that read your data. It does not change deals, delete records, or alter anyone's permissions — a request that would take something away is refused rather than guessed at.