FieldPortal · Energy Exemplar
DMDiego Marshall
Weekly digest · this week

Field booked 9 meetings, influenced $14.2M in pipeline, and answered every inbound in under 2.17 minutes.

Meetings booked
9
+29%7
vs Week 11
Pipeline influenced
$14.2M
+22%$11.6M
vs prior week
Avg response time
2.17min
-8%2.36 min
vs prior week
DM
Diego Marshall
VP Sales NA · Energy Exemplar
Mon · 9:00 AM PT
Auto-delivered every Monday. Field has been running your motion since Jan 29 · 2026.

Week 12 in three sentences.

This week Field prioritised IRP cycle entries and hyperscaler load growth signals — the two strongest indicators a utility is reopening its modeling-tool decision. Five agents booked 9 meetings, surfaced 73 accounts, drafted 28 replies, and earned your approval on 22. The Duke Energy 2026 Carolinas IRP cycle is the headline opportunity heading into next week.

One operator is now running 1,284 accounts — and you reviewed 28 judgement calls, not 1,284.
  • 01Pipeline up 22% · $14.2M influenced this week.$14.2M
  • 02Response time dropped to 2.17 minutes — a 8% improvement.2.17min
  • 03Approval rate 79% — Field drafts read like Maya wrote them.79%
Read by 5 others on the Energy Exemplar board.Field v0.1.0 · Synthetic build

Pipeline this week

73 accounts moved through the pipeline. Eight new opportunities, two closed-won.

Updated 9:00 AMSee pipeline

Agent activity report

Per-agent breakdown of what your five agents did this week — board-forwardable as a one-page brief.

5 agents · 28 draftsSee activity