Built with Endgame MCP
Strategic Account Intelligence
Handle's CEO wanted real-time visibility into whale accounts—but data was scattered across Salesforce, call transcripts, and docs. Using Endgame MCP, Ryan built this dashboard to synthesize it all into a single view. The result: deal cycles cut in half and 8x pipeline growth.
Whale Account Intelligence
Real-time account intelligence for AEs, CSMs, and sales leadership
Total TAM
48 accounts
Recent Meetings
HQ visits <60 days
Competitive Threats
8 tech / 14 portals / 9 services
Prospects
$24.3M opportunity
Active Pipeline
$8.6M in deals
Customers
$6.2M TAM
Account portfolio
Customer
Current Customers
7
Total TAM
$6.2MApex Industrial, Summit Materials
6 of 7 dashboards
Active Pipeline
Deals in Progress
11
Total TAM
$12.3MHighland Equipment, Pacific Corp
8 of 11 dashboards
Prospect
Untapped Opportunity
28
Total TAM
$24.3MBeacon Distribution, Granite Corp
15 of 28 dashboards
Former Customer
Win-Back Targets
2
Total TAM
$1.8MMetro Contractors
1 of 2 dashboards
TAM distribution
Total addressable market by account status
In-person meeting intelligence
Face-to-face engagement organized by meeting recency
Recent (≤90 days)
Pacific Corp
Highland Equipment
Pinnacle Supply
Moderate (≤180 days)
Summit Materials
Cornerstone Brands
Older (>180 days)
Atlas Building Co
Iron Ridge Rentals
Never (Unknown)
Granite Corp
Western Electric Co
Geographic distribution
Regional performance
Top states by account count
$8.4M TAM
$6.1M TAM
$4.8M TAM
$3.9M TAM
$3.2M TAM
Account intelligence
Accounts ranked by priority with health assessment and risk indicators
| Account | Status | Owner | TAM penetration | Last on-site | Competition |
|---|---|---|---|---|---|
Highland Equipment Rentals | Pipeline | Priya Sharma | Pipe$1.9M TAM$3.1M 61% penetration$1.2M remaining | Dec 30, 2025 | PayPortalLienPro |
Pacific Corp | Pipeline | Darius Okonkwo | Pipe$1.5M TAM$2.8M 54% penetration$1.3M remaining | Jan 15, 2026 | ComplianceIQ |
Apex Industrial Supply | Customer | Kenji Nakamura | ARR$1.5M TAM$2.1M 71% penetration$610K remaining | Sep 15, 2025 | DocuTrackAutoPay |
Beacon Distribution Corp | Prospect | Ingrid Bergström | Pipe— TAM$2.0M 0% penetration$2.0M remaining | No data | LienProCreditSync |
Summit Materials Group | Customer | Priya Sharma | ARR$907K TAM$1.2M 77% penetration$266K remaining | Oct 24, 2025 | DocuTrack |
Pinnacle Supply Co | Pipeline | Darius Okonkwo | Pipe$1.0M TAM$1.1M 89% penetration$125K remaining | Dec 13, 2025 | PayPortal |
Granite Corp | Prospect | Kenji Nakamura | Pipe— TAM$1.6M 0% penetration$1.6M remaining | No data | ComplianceIQAutoPay |