iSustain Executive Dashboard

Worksheets in System

Total scraped from cieTrade

AI Findings

Margin recovery insights

Estimated Impact

Potential margin recovery

Pipeline Runs

Last 30 days

Current Phase: Agentic Margin Recovery Engine

Build data pipeline — automated data extraction & document processing
Implement automated validation rules (weight, UOM, pricing)
Launch Margin Recovery Dashboard with live data sync
Launch Validation Engine analytics dashboard
Deploy Executive Dashboard with engagement timeline
Phase 1 complete review with Mark — validate findings, calibrate agent
Expand agent to deep-reason over unstructured notes & OCR
Chrome Extension overlay for real-time cieTrade intelligence

Next milestone: Walk through the Margin Recovery findings with Mark. Confirm which AI-identified issues are genuine money left on the table vs. noise. Use his feedback to tune confidence thresholds and expand coverage to all active worksheets.

Engagement Overview

Project Timeline

What's Next

Current Phase: Agentic Margin Recovery Engine