Admin Configuration

Manage countries, industries, account types, confidence levels, and note categories.

Manage stage groups and the sales stages that belong to them.

Manage financial year labels and their start/end dates.

Manage foreign exchange rates used for USD conversions.

Manage the revenue / TPV thresholds per country and effective date.

Configure the day-of-week, time, and timezone for the weekly update cut-off.

Set the haircut multiplier for each confidence level.

Set the delta thresholds that trigger key-movement callouts.

Set how many merchants appear in the Top-N pipeline and won dashboards.

Set the number of days without an update before a merchant is considered stale.

Set how many years the audit log is retained.

Configure notification cadences. (UI stub — module wiring is Phase 4.)