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PitchDeck Portal RC 1.0.1 · Confidential
Strata GPO PitchDeck Portal
FUZE PitchDeck Portal — RC 1.0.1
A
Main
Dashboard0
Tokens
Intel
Trends
Tools
Deck Builder
Help & Docs
Versions
Settings
User
Role
Command Center
Real-time engagement intelligence
S
Strata Presentation 1.0
Active Deck · 45 slides
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Active Now
Counts prospects with deck activity in the last 5 minutes. Uses event timestamps from analytics data to detect live sessions.
Detection window5 min
SignalAny event type
Active Now
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Checking sessions...
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Hottest Prospect
The prospect with the highest composite engagement score across all their sessions. Score factors in slide coverage, vault exploration depth, and total time spent.
Ranked byEngagement score
Hottest Prospect
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Top engagement score
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Vault Discovery Rate
Percentage of available Vaults explored on average across all active prospect sessions. 9 Vault branches exist in the deck.
Formulavaults / 9 * 100
Total vaults9 branches
Vault Discovery
0%
Avg vaults per session
?
Weekly Sessions
Total deck sessions started in the current calendar week (Mon-Sun). Compared against the previous week to show trend direction.
Sessions This Week
0
vs last week
Active Tokens
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Active Tokens
Count of registered prospect tokens that have been issued and are not expired or revoked. Only tokens in tokens.json are counted.
Sourcetokens.json
ExcludesExpired & revoked
0
Prospects with access
Avg Engagement
?
Engagement Score
Composite score (0-100) measuring prospect interaction depth across three weighted dimensions.score = coverage + depth + time
Coverage (slides seen / total)40%
Depth (vaults opened / 9)30%
Time (capped at 5 min)30%
0
Score out of 100
Avg Time in Deck
?
Average Session Time
Mean time spent across all prospect sessions. Calculated by summing slide_view event durations per session, then averaging across all active tokens.
Sourceslide_view events
MetricSum of durations
0s
Per session

Live Activity Feed

Awaiting engagement

Activity will appear here as prospects interact with the deck.

!
Needs Follow-Up
Prospects who viewed but have no AI insights
0
✉
Unviewed Tokens
Sent but never opened
0
Q
Quiz Responses
Awaiting review
0
★
High-Intent Signals
Prospects scoring 60+
0
Platform Roadmap
From single-client pitch deck to white-label SaaS platform. Three phases of evolution, each building on proven capabilities.
Phase 1 14
Phase 2 4
Phase 3 6
Phase 4 5
Phase 1 - Current
Interactive Pitch Deck Platform
Live in production
✓ Shipped

45-Slide Narrative Deck

Six-act story arc following Challenge, Outcome, Solution, Proof emotional pattern. 9 hidden Vault branches with theatrical door animation. Dual presentation modes (Rep + Self-Guided).

✓ Shipped

Unified Dashboard CMS

Full content management: inline copy editing with rich text, background/inline/side images, video embeds, grid layouts, custom slides, drag-and-drop ordering, per-slide theming, undo history, version snapshots.

✓ Shipped

Token-Based Access System

Generate unique prospect links with configurable expiration. Token type determines mode. Access gate with validation states. Session and event tracking per token.

✓ Shipped

Behavioral Intelligence Suite

Engagement scoring, heat signature tracking, vault intelligence briefings, cross-tab notifications, per-token analytics drill-down. Pipeline view with ranked prospect list.

✓ Shipped

Media & Design Studio

Image upload with drag-and-drop browser. Deck-wide skin system with overlay opacity. Side image positioning with pure CSS anchoring. Background overlay adaptation per theme.

✓ Shipped

Collaboration Tools

Per-slide threaded comments with resolve/unresolve. Auto-polling. Admin login gate. Reset all edits with confirmation. Multi-deck support with independent namespacing.

✓ Shipped

Dynamic Quiz Engine

Configurable quiz placement, response capture, priority mapping from answers. Prospect follow-up email generation from quiz data.

✓ Shipped

AI Intelligence Engine

Claude-powered prospect analysis with engagement scoring, talking points, objection prep, and stored insights aggregation across all sessions.

✓ Shipped

Prospect Personalization

Custom prospect badges, deck profiles (Default, Buying Group, Not in Group, Large Dealer, Mid-Size), and tailored content paths with slide swaps and inserts.

✓ Shipped

Command Center Dashboard

Live activity feed with timezone support, active session detection, hottest prospect tracking, action cards for follow-up, unviewed tokens, quiz responses, and high-intent signals.

✓ Shipped

Data Trends & Analytics

Month-over-month and year-over-year trend charts. Session volume, engagement depth, and vault discovery rate visualization with summary tables.

✓ Shipped

Transcript Analysis

Upload call transcripts for AI cross-analysis with deck engagement data. Stored insights with date stamps and aggregation view.

✓ Shipped

Session Tracking

Return visit detection, multi-session counting, engagement patterns over time. Pipeline table with sortable session counts.

✓ Shipped

Product Development Roadmap

In-dashboard roadmap view with phased feature tracking, status badges, and architecture-doc-style presentation.

Current Tech Stack
Vanilla JavaScript
Single-File HTML
PHP API (Flat-File JSON)
Server-Side Event Storage
CSS Custom Properties
Phase 2
Enhancement & Integration
In progress
In Progress

Design Template Library

Pre-built slide templates for common use cases. Expanded image gallery with drag-and-drop browser. Customizable design elements with brand consistency controls.

In Progress

Webhook Integration Framework

Configurable event triggers pushing to Zapier, Make, or custom endpoints. Auto-create contacts on token open. Sync engagement scores as custom fields.

In Progress

Enhanced AI Insights

Multi-token aggregate analysis, trend-based recommendations, competitive intelligence. Comparative dwell-time analysis across all sessions for actionable insights.

Planned

Mobile-Responsive Dashboard

Touch-optimized Intel tab and Token management for on-the-go access. Priority views for mobile: prospect pipeline, engagement scores, and token creation. Deck Builder deferred to desktop-first experience.

Phase 2 Additions
Webhook Engine
Enhanced Auth (JWT)
Template System
Phase 3
CRM & Platform Expansion
Next 6 months
Phase 3

Native HubSpot Connector

OAuth authentication, bi-directional contact sync, engagement score as custom properties, activity logging. Trigger follow-up sequences from deck behavior.

Phase 3

Native Salesforce Connector

Lead/Contact sync, opportunity engagement correlation, automated task creation from deck signals. Pipeline influence tracking.

Phase 3

Heat Signature Replay

Visual timeline replay of prospect navigation with animated playback. Slide thumbnails with dwell-time heatmap overlay. Exportable as shareable replay link.

Phase 3

Engagement Benchmarking & Alerts

Aggregate engagement benchmarks across all prospects. Percentile ranking per token. Real-time push notifications when high-intent behavior detected.

Phase 3

Advanced Slide Builder

WYSIWYG editor with drag-and-drop content blocks. Template library for common slide types. Export individual slides as images for email or social.

Phase 3

Server-Side Persistence

Database-backed storage replacing flat-file JSON. PostgreSQL or equivalent. User authentication with role-based access. API hardening with auth tokens and rate limiting.

Phase 3 Additions
PostgreSQL
Node.js / Express API
CRM Connectors
Role-Based Auth
Phase 4
Intelligence & Scale
12+ month vision
Phase 4

AI Content Generation

LLM-powered slide creation from prompts or uploaded documents. Auto-suggest vault content based on main slide themes. Tone and brand voice matching.

Phase 4

Dynamic Personalization Engine

Content adapts per-viewer based on CRM data, industry, revenue tier, and competitive context. Testimonials swap to match prospect's vertical. Financial examples scale to their volume.

Phase 4

Predictive Analytics & ML Pipeline

Train models on engagement-to-close correlation. Predict conversion probability per prospect. Pipeline forecasting weighted by behavioral signals rather than rep sentiment.

Phase 4

White-Label Marketplace

Template marketplace where agencies build and sell deck frameworks. Vault structures, animation packs, and intelligence modules as purchasable add-ons.

Phase 4

Embedded Executive Reporting

Win/loss analysis correlated to deck engagement patterns. Content effectiveness scoring: which slides and vaults correlate most with closed deals. Board-ready reporting exports.

Phase 4 Additions
React Dashboard
LLM Integration (Claude API)
Cloud Infrastructure (AWS)
ML Pipeline
Stripe Billing
Token Manager
Generate and manage prospect access tokens
Prospect Type Status Slides Vaults Engagement Sessions HeatmapActions

No prospects yet

Generate a token to create a unique deck URL for a prospect.
Intelligence
Slide-by-slide engagement and vault discovery analytics

Aggregate Slide Engagement

Heatmap across all sessions

Awaiting data

Engagement data will populate as prospects view the deck.

Vault Discovery Rates

No vault data yet

Vault engagement metrics will appear after prospects interact with the deck.

← Back to PipelineToken Intel Report
0
?
Engagement Score
Composite score (0-100) measuring prospect interaction depth across three weighted dimensions.score = coverage + depth + time
Coverage (slides / total)40%
Depth (vaults / 9)30%
Time (capped at 5 min)30%
60+High intent
30-59Medium interest
<30Low engagement

Prospect

Company

Call Transcript

Paste or upload a meeting transcript for AI cross-analysis

Slide-by-Slide Engagement

Content Manager
Edit content, manage slide order, and collaborate with comments

Quick guide: Click any slide to expand it. Edit text inline, pick colors, change layouts, and assign images. Leave fields blank to keep the original deck content. Changes save per slide and load automatically in the deck.

📷
Image Library
Upload images, then use Browse in any slide's media section
📁
Click to upload or drag here
PNG, JPG, WebP, GIF — Max 10MB
🎨
Deck Skin
Set a background image + overlay across all slides
No skin applied

Font
Wt
Sz
Color
Sp
Lh
Help & Documentation
How to use the Strata GPO Pitch Deck Portal

Quick Start Guide

Get up and running in minutes

Welcome to the Strata GPO Pitch Deck Portal. This platform lets you manage, customize, and share interactive pitch decks with prospects. Here is how to get started:

1
Generate a Token
Go to Dashboard and click Generate Token. Enter the prospect name, company, and select a deck profile that matches their segment.
2
Share the Deck URL
Copy the generated URL and send it to your prospect. The link expires based on the token type (24 hours for prospect tokens, 1 year for rep tokens).
3
Track Engagement
Monitor prospect activity in Tokens and Intel. See which slides they viewed, how long they spent, and which vaults they explored.
4
Follow Up
Use quiz responses and engagement data to craft personalized follow-ups. Click Send Follow-Up Email in the token detail view.

Features Reference

What each section does
Dashboard

Your command center. Shows active tokens, aggregate engagement metrics, and quick actions. The metrics cards at the top display total tokens, average engagement score, vault discovery rates, and total view time.

Tokens

Manage prospect access. Each token creates a unique, trackable URL for a prospect. You can see their engagement score, slide heatmap, vault access, and quiz responses. Tokens can be revoked at any time.

Intel

Analytics deep dive. The heatmap shows aggregate slide engagement across all sessions. Hover over cells to see exact time spent. The top 10 chart highlights which slides get the most attention. Vault discovery cards show which hidden content has been found.

Content Manager

Edit slide content, reorder slides, and manage the deck structure. Use the rich text editor to update headlines, body text, and grid content. Changes are saved per-deck and can be versioned.

Versions

Save snapshots of your deck edits. Add notes to remember what changed. When restoring a version, the system automatically creates a safety backup of your current state first.

Settings

Configure your account, manage team members, and adjust portal settings.

Deck Profiles

Segment-specific presentations

When generating a token, you can select a deck profile that tailors the presentation to the prospect's segment. Each profile swaps in segment-specific slides and can include targeted quiz questions.

Generic / Standard
Default presentation for all audiences. No profile-specific content swaps.
Dealer In a Group
Tailored messaging for dealers already part of a buying group. Highlights competitive advantages.
Dealer Not In a Group
For independent dealers. Focuses on the value of group purchasing power and vendor access.
Large Dealer
Enterprise-focused content emphasizing scale, PE backing, and operational efficiency at volume.
Mid-Size Dealer
Balanced messaging for growing businesses. Highlights technology access and financial advantages.

Interactive Features

Vaults, quizzes, and video
Vaults

Hidden bonus content accessible from specific slides. When a prospect discovers a vault, they see a door animation revealing additional detail. There are 9 vaults covering Bill Pay, Rebate Detail, Central Ordering, LMS, Partner Hub, Vendor Access, Financial Detail, Private Label, and Getting Started. Vault discovery is tracked in analytics.

Quizzes

Profile-specific assessment questions that appear after key sections. Quiz responses feed into the Prospect Priority Map, helping you understand what matters most to each prospect. Results are available in the token detail view and can be included in follow-up emails.

Video Playback

Slides with video content show a discrete Play Video button. Clicking it opens a full-screen lightbox player supporting YouTube, Vimeo, and direct video URLs. Video plays are tracked in analytics.

Slide Design Tips

Creating custom slide backgrounds

To create custom slide backgrounds, use Canva or Figma with these specifications:

Export Specifications
Dimensions: 1920 x 1080px (16:9)
Format: PNG or JPG
Quality: 80%+ for JPG
Naming: slide-01-bg.jpg

Upload backgrounds via the Media tab in the Content Manager. Adjust overlay opacity to ensure text readability over images.

Brand Reference

Strata GPO visual identity
Purple
Light Purple
Cream
Dark
Teal (accent)

Typography: Open Sans for headlines, Roboto Slab for body text. NO green in the color palette.

Deck Versions
Save snapshots of your deck edits. Each version captures all copy overrides, media assignments, and layout settings.
Loading versions...
Settings
Account information and team management

Account Information

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-

-

-

Timezone
Auto-detected:

Data Management

Flush all engagement data, transcripts, AI insights, and quiz responses. Tokens and team configuration will be preserved. This cannot be undone.

CRM Integration

Connect to external systems
Webhook URL
Events will POST as JSON to this URL. Works with Zapier, Make, HubSpot, or any webhook endpoint.
Event Triggers
Coming Soon
Native HubSpot and Salesforce connectors with OAuth authentication, bi-directional contact sync, and automatic activity logging.

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PitchDeck Portal Release Candidate 1.0.1 · Confidential

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