AUDIT TIMELINE · 14-DAY WINDOW

Audit + sales-story timeline

Activity Timeline 187 events · last 14 days · all owners

Every touchpoint, stage move, document, and test drive across the team — chronological, audit-safe, and filterable. Read-only · CRM operations · timeline can never be edited after save.

14-day window All branches

Total events

187+34

vs prior 14d · +22%

Overdue events

8flagged

Cadence breach · review

Stage changes

42moves

14 to Won · 4 to Lost

Documents

68events

Quotes · invoices · signed

Test drives

19completed

Activity overlay · not a stage

All187 Call47 WhatsApp38 Email22 Note29 Stage change42 Document68 Test drive19 1-to-1 share12 Owner · all 7 Lead · all More

Event streamshowing 14 of 187 · click any to open lead

Today · Fri 16 May3 events

Cadence overdue · L-26194 Hassan Rahman

Lead in Negotiation 5 days · cadence SLA breached by 1 day · escalation flag raised.

by Systemauto · L-26194

09:002h ago

Lead created · L-26234 Sara Al Falasi

Walk-in at SZR HQ · interested in BMW iX 2024 · approx 450K budget · auto-assigned to N. Al Falasi (SX-004).

by N. Al Falasiwalk-in

10:141h ago

Quotation Q-2024-0512 sent · L-26224 Maryam Al Mehairi

Range Rover Velar 2024 · 510K · sent via WhatsApp one-to-one · viewed 1x.

by M. Hassanone-to-oneL-26224

11:42just now

Yesterday · Thu 15 May2 events

Stage change · L-26212 → Won

BMW X3 M40i · 415K · won by R. Al Mazrouei · customer Mohamed Al Ghaith C-04230 · cycle 9.4d.

by R. Al MazroueiS-2024-0331

16:24yesterday

Call · 18 min · L-26201 Huda Al Kaabi

GLE 450 · 465K · discussed financing partner options · scheduled follow-up Sun 16:00.

by K. Ahmedoutcome follow-up

14:05yesterday

Wed 14 May3 events

WhatsApp · L-26210 Fatima Al Suwaidi

Shared bank document checklist · one-to-one · LX600 560K · stage 8 Payment Pending.

by A. Khanone-to-one

15:423d ago

Stage change · L-26088 → Lost

Toyota Land Cruiser ZX 2024 · 410K · lost reason price competition · A. Khan owner.

by A. Khanreason saved

12:303d ago

Invoice INV-2024-0212 issued · L-26195

Mercedes GLE 450 2024 · 478K · A. Al Mansouri C-03021 · pushed to Accounts Accounts.

by SystemAccounts verified

10:153d ago

Tue 13 May2 events

Test drive · L-26198 Noora Bin Hamoodah · 42 min

Bentley Bentayga 2024 · 895K · VIP customer · positive intent · moved to Proforma.

by S. Al HashimiTD overlay · not a stage

11:004d ago

Note · L-26145 Layla Jaber · escalation request

Volvo XC90 stuck 8d at Negotiation · K. Ahmed escalating to manager S. Al Hashimi.

by K. Ahmedinternal

09:224d ago

Mon 12 May3 events

Handover complete · S-2024-0327 Khadija Al Mansouri

Mercedes E300 AMG · 235K · delivered at Yas Mall handover bay 02 · keys, manual, warranty issued.

by Y. Al HammadiWon · post-sale day 0

14:305d ago

Vehicle registration completed · S-2024-0327

Mulkiya transferred to Khadija Al Mansouri · 198KB attached · audit-safe.

by SystemRead-only · CRM operations

11:055d ago

1-to-1 share · spec sheet to L-26217 Salma Hashem

BMW X5 xDrive 2024 spec PDF · one-to-one channel · 425K budget aligned.

by K. Ahmedone-to-one

10:455d ago

Sun 11 May1 event · 173 earlier

Payment settled · S-2024-0327 · 235K

Bank transfer cleared · TRX-A4N-2024-0427 · matched to Accounts Accounts · Khadija Al Mansouri.

by SystemSales summary · Accounts owns

09:156d ago

Data ownership & safeguardsOne owner per data area · CRM coordinates only

Sales coordination view Read-only · CRM operations Test Drive · activity overlay · not a stage one-to-one communication model only Sales summary · Accounts owns settlement truth