| 1 | Marketing site & login | Show the public site, then log in live | "This is not a mock-up. You are about to use the same system we deploy for merchants." | Branding, product credibility, real authentication |
| 2 | Dashboard | Read the counters, switch the period, point out the insight feed | "Sixty seconds: where the business is, and what changed." | Speed to answer, and AI already summarised |
| 3 | Sales | Revenue trend, channel mix, order pipeline, drill into an order | "Every figure is computed from your own orders, not a spreadsheet." | Data integrity and drill-down |
| 4 | Customers | Open the at-risk segment, show value at stake | "Here is the revenue you have already earned and are about to lose." | Retention is measurable and targeted |
| 5 | Inventory | Sort by days of cover, open the low-stock queue | "This is the screen that prevents a stockout." | Operations value, variant-level detail |
| 6 | Marketing | Compare campaign ROAS, find the weakest channel | "Now we can tell you which spend to move." | Attribution joined to real revenue |
| 7 | Insights | Generate insights on demand, read one finding with its evidence | "Every insight shows its evidence. That is what makes it trustworthy." | Explainable AI, not a black box |
| 8 | AI copilot | Ask a question the customer chooses; try a second | "Ask it anything about sales, stock, customers or campaigns. The answer is built from your metrics." | Grounded AI with usage metering |
| 9 | Role switch | Sign in as Viewer, revisit Customers and Settings | "Same product, less access — enforced on the server, not just hidden in the menu." | Enterprise readiness |
| 10 | Reports | Generate a sales report, download the CSV | "This is what your finance team will actually use." | Deliverable artefacts, not dashboards |
| 11 | Alerts | Show rules, open a triggered alert and the notification feed | "The system watches the thresholds so your team does not have to." | Automation and proactive operation |
| 12 | Settings → BigCommerce | Show connection state, run a sync, show entity progress | "This is the live integration. OAuth or API token, resumable, with checkpoints." | Real integration, not an import script |
| 13 | Settings → Team & audit | Show roles, permissions and the audit trail | "Governance is not an add-on; it is in the data model." | Procurement and compliance confidence |
| 14 | Close | Agree the pilot scope and the success criteria | "Here is what we would build for you, and when." | A decision, not a follow-up email |