Product direction / Interactive mockup
Your whole trade book, agents on every desk.
These eight views use the TruoDemo workspace as at 14 Oct 2026, 09:00 UTC. Choose a view to see the pipeline, orders, evidence and shipments on one record, and what each agent proposes for a person to approve.
WorkspaceCommand centre
Commercial command centre
Good morning, Maya Chen
What needs attention across pipeline, execution, and compliance.
Open pipeline€641,600Unweighted · source currencies
Won this period€284,500Commercial value · source currencies
Due now4 actionsOwned follow-up
Reviews open3 recordsEvidence and decisions
Needs action
102 open · 102 unassigned · ordered by consequence
Everything 102Operations 38Compliance 6Finance 46Commercial 12
PriorityIssueRecord
CriticalDispatch heldSpecification v2 pending buyer and evidence reviewBR-07-02-2
CriticalDispatch heldSpecification v2 pending buyer and evidence reviewBR-08-03-2
CriticalDispatch heldSpecification v2 pending buyer and evidence reviewBR-11-01-2
+9 more · dispatch held
HighFX quote lapsingEUR → BRL · 1h leftBR-07-02
HighGates short before dispatch0 of 1 gates · dispatch in 7 daysBR-07-02-1
HighFX quote lapsingEUR → BRL · 1h leftBR-07-03
WorkspaceDashboards
Persona dashboards
Measured at14 Oct 2026Workspace owner board
The whole book in one screen: what is sold, what is owed, and what is stopping.
Workspace owner YouCommercialTrade operationsComplianceFinanceDock & customsBuyer reviewerAdministratorExternal auditor
32%
P1 · Exporter
3 blockingRelease readiness
15 of 4754 orders across 54 buyers
Order book€1,843,70054 orders · EUR leg
Orders at risk346 blocks assessed
Release gates met32%15 of 47 applicable gates
Compliance blocks6assessed and failed
Specification amendments1212 need a buyer decision
Shipments held12of 108 bookings
Cash in flight€1,186,18040 invoices issued, unpaid
Stale finance dossiers12order amended after submission
Buyers in the book54top buyer 8% of value
WorkspaceOpportunities6
CRM · Pipeline
Opportunities
Move qualified demand from commercial intent to an executable order with its evidence intact.
Qualifying€292,1002 records
OPP-912Nordwind — Q4 machineryNordwind Logistik GmbH€203,700LBL. ByrneNext: 18 Sep
OPP-918Sur Andina — trial laneSur Andina Cargo€88,400ASA. SinghNext: 25 Sep
Quoted€236,6002 records
OPP-903Delta Frutas — Sep programmeDelta Frutas SL€158,200MCMaya ChenNext: 9 Sep
OPP-907Karelia — timber pilotKarelia Timber Oy€78,400—UnassignedNext: 12 Sep
Negotiating€112,9001 record
OPP-896Merlot — coffee, Santos laneGroupe Merlot SA€112,900ASA. SinghNext: Today
Won€284,5001 record
OPP-889Ostgaard — olive oil, Q3Ostgaard Import BV · CIF€284,500MCMaya ChenNext: Order dueCreate order →
WorkspaceQuotes4
CRM · Commercial terms
Quotes
Versioned commercial terms, approvals, validity, and accepted-version continuity.
RecordStatusValue
Ostgaard — olive oil, Q3
Q-442 v3 OPP-889 · accepted versionAccepted€284,500Delta Frutas — Sep programme
Q-448 v1 OPP-903 · pending approvalApproval required€158,200Merlot — coffee, Santos lane
Q-439 v2 OPP-896 · buyer reviewIssued€112,900Karelia — timber pilot
Q-451 v1 OPP-907 · draftDraft€78,400Trade executionOrder execution54
Trade execution
Order execution
Every order's value, release readiness, stage and promise date.
All orders 54Blocked 6Under amendment 12Awaiting evidence 32
Open order value€1,843,70012 amended · value unchanged by revisions
Awaiting review326 blocked
Under amendment12specification v2 proposed
Multi-line orders11of 54 orders
OrderValueRelease readinessStage
IN-01-01 · IE Packaging Buyer 01Food carton, standard€45,0000 / 1Spec review
IN-01-02 · GB Packaging Buyer 01Folding carton, economy€36,0001 / 1Cleared
IN-01-03 · CY Packaging Buyer 01Barrier carton, premium +3 more€73,9201 / 1Cleared
IN-02-01 · US Textiles Buyer 02Cotton teeUS$44,7001 / 1Cleared
IN-02-02 · DE Textiles Buyer 02Work shirtUS$53,4000 / 1Spec review
IN-02-03 · AE Textiles Buyer 02Woven jacketUS$68,7501 / 1Cleared
IN-03-01 · BR Machinery Buyer 03Dosing pumpUS$20,0881 / 1Cleared
Trade executionCompliance register54
Trade execution
Compliance register
Evidence readiness for every requirement on every order.
Evidence readiness across 54 trade cases
Blocked 6·Review required 26·Accepted 15·Not applicable 7
RequirementOrderEvidenceStatus
PPWR+separate_food_contact_reviewREQ-IN-01-01-PRODUCT · spec 01-1-V1IN-01-012 / 3missingReopened by the proposed specification
product_market_scope_reviewREQ-IN-01-02-PRODUCT · spec 01-2-V1IN-01-023 / 3satisfiedCleared on the seller product file
PPWR+separate_food_contact_reviewREQ-IN-01-03-PRODUCT · spec 01-3-V1IN-01-033 / 3satisfiedCleared on the seller product file
product_market_scope_reviewREQ-IN-02-01-PRODUCT · spec 02-1-V1IN-02-013 / 3satisfiedCleared on the seller product file
product_market_scope_reviewREQ-IN-02-02-PRODUCT · spec 02-2-V1IN-02-022 / 3missingReopened by the proposed specification
product_market_scope_reviewREQ-IN-02-03-PRODUCT · spec 02-3-V1IN-02-033 / 3satisfiedCleared on the seller product file
Unknown applicability always raises a blocking review.
Trade executionShipments108
Trade execution
Shipments
Dispatch windows, release gates and holds per movement.
All shipments 108Dispatch at risk 42Held 12
As at 14 Oct 2026 09:00 UTCNext window 7 days
Shipments tracked10854 cases
Dispatch at risk42release gates still short
Held12recorded hold on the shipment
Sea / air102 / 630 corridors
ShipmentDispatch windowRelease readinessStatus
IN-01-01-1Food carton, standard · IE Packaging Buyer 0121 Oct 2026in 7 days0 / 1Dispatch at risk
IN-01-01-2Food carton, standard · IE Packaging Buyer 0122 Oct 2026in 8 days0 / 1Heldspec v2 substituted
IN-01-02-1Folding carton, economy · GB Packaging Buyer 0121 Oct 2026in 7 days1 / 1Booked
IN-01-02-2Folding carton, economy · GB Packaging Buyer 0122 Oct 2026in 8 days1 / 1Booked
IN-01-03-1Barrier carton, premium · CY Packaging Buyer 0121 Oct 2026in 7 days1 / 1Booked
IN-01-03-2Barrier carton, premium · CY Packaging Buyer 0122 Oct 2026in 8 days1 / 1Booked
AutomationApprovals101
Automation
Approvals
Agents propose. People approve, with an audit trail.
Waiting on me 0All waiting 101Decided 0
As at 14 Oct 2026 09:00 UTCYou approve nothing · read only
ProposalRecord
Ask IE Packaging Buyer 01 to review spec 01-1-V2 on IN-01-01Food-contact coating changed from polyethylene dispersion to water-based barrier. IN-01-01-2 held until the buyer reviews.IN-01-01
Re-review evidence for spec 01-1-V2 on IN-01-01Specification moved from 01-1-V1 to 01-1-V2; evidence assessed against the old specification no longer applies.IN-01-01
Ask DE Textiles Buyer 02 to review spec 02-2-V2 on IN-02-02Food-contact coating changed from polyethylene dispersion to water-based barrier. IN-02-02-2 held until the buyer reviews.IN-02-02
Re-review evidence for spec 02-2-V2 on IN-02-02Specification moved from 02-2-V1 to 02-2-V2; evidence assessed against the old specification no longer applies.IN-02-02
Ask AU Machinery Buyer 03 to review spec 03-3-V2 on IN-03-03Food-contact coating changed from polyethylene dispersion to water-based barrier. IN-03-03-2 held until the buyer reviews.IN-03-03
Re-review evidence for spec 03-3-V2 on IN-03-03Specification moved from 03-3-V1 to 03-3-V2; evidence assessed against the old specification no longer applies.IN-03-03
Recreated from the Truo Trade demo workspace (TruoDemo fixture v2). Parties, values and provider results are illustrative. Screens show product direction, not a live customer deployment.