Workflows Center
Cross-workflow rollup — pending work, open exceptions, cases, and recent audit activity.
Pending Approvals
4
Active Exceptions
4
Open Cases
4
Overdue Attestations
2
Pending Approvals
4SCP-007
Q2 Windfall Review — West Region Enterprise Deal
Marissa Chen (West RVP) · Due 2026-04-16
SCP-008
Q2 SPIF Request — New Dental Equipment Vertical
David Park (VP Vertical Sales) · Due 2026-04-12
SCP-009
Clawback Waiver — Chargeback on Cancelled Lab Order
Finance Controller · Due 2026-04-20
Active Exceptions
4EXC-2026-012
Territory Protection Waiver — Pacific NW Healthcare Account
AE-4471 (Pacific NW) · Approver: VP Sales
EXC-2026-011
Clawback Waiver — Customer Bankruptcy Force Majeure
AE-2156 (Enterprise) · Approver: CRB
EXC-2026-010
ASC 606 Treatment Exception — Multi-Element Bundle
Revenue Accounting · Approver: Revenue Controller + External Audit
Open Cases
4DSP-2026-042
Split Credit Dispute — Pacific Northwest Territory
AE-4471 (Pacific NW) · 7/14 days
DSP-2026-041
Quota Appeal — Mid-Year Territory Realignment
AE-3892 (Central) · 5/21 days
DSP-2026-040
Clawback Dispute — Customer Bankruptcy Chargeback
AE-2156 (Enterprise) · 12/30 days
Recent Audit Events
13Escalated to CRB
Territory change case escalated to CRB for review. Recommending $30K quota relief.
Amanda Foster · Dec 17
Exception Request Submitted
Draw repayment extension requested due to financial hardship. 3-month extension sought.
Thomas Anderson · Dec 16
Approved
CFO approved Mid-Period Plan Change Policy v2.0. Financial impact is acceptable.
Michael Rodriguez · Dec 15
Submitted for SGCC Approval
New policy governing mid-year compensation plan changes submitted to SGCC for review.
Sarah Chen · Dec 15
Plan Modification Request
BDR to AE role transition requested for Christina Park, effective Jan 1.
Michael Torres · Dec 14