{
  "id": "business-crm-services",
  "slug": "crm-services",
  "title": "Tern Client Services",
  "industry": "professional-services",
  "description": "A linked company/contact/deal/activity pipeline with stage probabilities and a contact-import profile.",
  "workflows": [
    "contacts",
    "sales-pipeline",
    "activities",
    "leads",
    "quotes",
    "projects",
    "timesheets",
    "invoicing"
  ],
  "asOf": "2026-09-08",
  "source": "deterministic-synthetic",
  "tables": {
    "companies": {
      "primaryKey": "company_id",
      "foreignKeys": [],
      "rows": [
        {
          "company_id": "CO-01",
          "name": "Pine Workshop",
          "domain": "company1.example"
        },
        {
          "company_id": "CO-02",
          "name": "Cobalt Design",
          "domain": "company2.example"
        },
        {
          "company_id": "CO-03",
          "name": "Tern Events",
          "domain": "company3.example"
        },
        {
          "company_id": "CO-04",
          "name": "Alder Services",
          "domain": "company4.example"
        }
      ]
    },
    "contacts": {
      "primaryKey": "contact_id",
      "foreignKeys": [
        {
          "column": "company_id",
          "table": "companies",
          "targetColumn": "company_id"
        }
      ],
      "rows": [
        {
          "contact_id": "CON-01",
          "company_id": "CO-01",
          "first_name": "Ada",
          "last_name": "Sample",
          "email": "contact1@example.test",
          "job_title": "Coordinator"
        },
        {
          "contact_id": "CON-02",
          "company_id": "CO-02",
          "first_name": "Ben",
          "last_name": "Sample",
          "email": "contact2@example.test",
          "job_title": "Manager"
        },
        {
          "contact_id": "CON-03",
          "company_id": "CO-03",
          "first_name": "Chen",
          "last_name": "Sample",
          "email": "contact3@example.test",
          "job_title": "Coordinator"
        },
        {
          "contact_id": "CON-04",
          "company_id": "CO-04",
          "first_name": "Dara",
          "last_name": "Sample",
          "email": "contact4@example.test",
          "job_title": "Manager"
        },
        {
          "contact_id": "CON-05",
          "company_id": "CO-01",
          "first_name": "Ede",
          "last_name": "Sample",
          "email": "contact5@example.test",
          "job_title": "Coordinator"
        },
        {
          "contact_id": "CON-06",
          "company_id": "CO-02",
          "first_name": "Faye",
          "last_name": "Sample",
          "email": "contact6@example.test",
          "job_title": "Manager"
        },
        {
          "contact_id": "CON-07",
          "company_id": "CO-03",
          "first_name": "Gus",
          "last_name": "Sample",
          "email": "contact7@example.test",
          "job_title": "Coordinator"
        },
        {
          "contact_id": "CON-08",
          "company_id": "CO-04",
          "first_name": "Hana",
          "last_name": "Sample",
          "email": "contact8@example.test",
          "job_title": "Manager"
        }
      ]
    },
    "deals": {
      "primaryKey": "deal_id",
      "foreignKeys": [
        {
          "column": "company_id",
          "table": "companies",
          "targetColumn": "company_id"
        },
        {
          "column": "contact_id",
          "table": "contacts",
          "targetColumn": "contact_id"
        }
      ],
      "rows": [
        {
          "deal_id": "DEAL-01",
          "company_id": "CO-01",
          "contact_id": "CON-01",
          "stage": "qualified",
          "amount": 1500,
          "probability": 0.25,
          "weighted_amount": 375.0
        },
        {
          "deal_id": "DEAL-02",
          "company_id": "CO-02",
          "contact_id": "CON-02",
          "stage": "proposal",
          "amount": 1750,
          "probability": 0.6,
          "weighted_amount": 1050.0
        },
        {
          "deal_id": "DEAL-03",
          "company_id": "CO-03",
          "contact_id": "CON-03",
          "stage": "won",
          "amount": 2000,
          "probability": 1,
          "weighted_amount": 2000.0
        },
        {
          "deal_id": "DEAL-04",
          "company_id": "CO-04",
          "contact_id": "CON-04",
          "stage": "lost",
          "amount": 2250,
          "probability": 0,
          "weighted_amount": 0.0
        },
        {
          "deal_id": "DEAL-05",
          "company_id": "CO-01",
          "contact_id": "CON-05",
          "stage": "qualified",
          "amount": 2500,
          "probability": 0.25,
          "weighted_amount": 625.0
        },
        {
          "deal_id": "DEAL-06",
          "company_id": "CO-02",
          "contact_id": "CON-06",
          "stage": "proposal",
          "amount": 2750,
          "probability": 0.6,
          "weighted_amount": 1650.0
        },
        {
          "deal_id": "DEAL-07",
          "company_id": "CO-03",
          "contact_id": "CON-07",
          "stage": "won",
          "amount": 3000,
          "probability": 1,
          "weighted_amount": 3000.0
        },
        {
          "deal_id": "DEAL-08",
          "company_id": "CO-04",
          "contact_id": "CON-08",
          "stage": "lost",
          "amount": 3250,
          "probability": 0,
          "weighted_amount": 0.0
        },
        {
          "deal_id": "DEAL-09",
          "company_id": "CO-01",
          "contact_id": "CON-01",
          "stage": "qualified",
          "amount": 3500,
          "probability": 0.25,
          "weighted_amount": 875.0
        },
        {
          "deal_id": "DEAL-10",
          "company_id": "CO-02",
          "contact_id": "CON-02",
          "stage": "proposal",
          "amount": 3750,
          "probability": 0.6,
          "weighted_amount": 2250.0
        },
        {
          "deal_id": "DEAL-11",
          "company_id": "CO-03",
          "contact_id": "CON-03",
          "stage": "won",
          "amount": 4000,
          "probability": 1,
          "weighted_amount": 4000.0
        },
        {
          "deal_id": "DEAL-12",
          "company_id": "CO-04",
          "contact_id": "CON-04",
          "stage": "lost",
          "amount": 4250,
          "probability": 0,
          "weighted_amount": 0.0
        }
      ]
    },
    "activities": {
      "primaryKey": "activity_id",
      "foreignKeys": [
        {
          "column": "deal_id",
          "table": "deals",
          "targetColumn": "deal_id"
        }
      ],
      "rows": [
        {
          "activity_id": "ACT-001",
          "deal_id": "DEAL-01",
          "date": "2026-08-01",
          "type": "call",
          "minutes": 15
        },
        {
          "activity_id": "ACT-002",
          "deal_id": "DEAL-02",
          "date": "2026-08-02",
          "type": "meeting",
          "minutes": 25
        },
        {
          "activity_id": "ACT-003",
          "deal_id": "DEAL-03",
          "date": "2026-08-03",
          "type": "proposal",
          "minutes": 35
        },
        {
          "activity_id": "ACT-004",
          "deal_id": "DEAL-04",
          "date": "2026-08-04",
          "type": "call",
          "minutes": 45
        },
        {
          "activity_id": "ACT-005",
          "deal_id": "DEAL-05",
          "date": "2026-08-05",
          "type": "meeting",
          "minutes": 15
        },
        {
          "activity_id": "ACT-006",
          "deal_id": "DEAL-06",
          "date": "2026-08-06",
          "type": "proposal",
          "minutes": 25
        },
        {
          "activity_id": "ACT-007",
          "deal_id": "DEAL-07",
          "date": "2026-08-07",
          "type": "call",
          "minutes": 35
        },
        {
          "activity_id": "ACT-008",
          "deal_id": "DEAL-08",
          "date": "2026-08-08",
          "type": "meeting",
          "minutes": 45
        },
        {
          "activity_id": "ACT-009",
          "deal_id": "DEAL-09",
          "date": "2026-08-09",
          "type": "proposal",
          "minutes": 15
        },
        {
          "activity_id": "ACT-010",
          "deal_id": "DEAL-10",
          "date": "2026-08-10",
          "type": "call",
          "minutes": 25
        },
        {
          "activity_id": "ACT-011",
          "deal_id": "DEAL-11",
          "date": "2026-08-11",
          "type": "meeting",
          "minutes": 35
        },
        {
          "activity_id": "ACT-012",
          "deal_id": "DEAL-12",
          "date": "2026-08-12",
          "type": "proposal",
          "minutes": 45
        },
        {
          "activity_id": "ACT-013",
          "deal_id": "DEAL-01",
          "date": "2026-08-13",
          "type": "call",
          "minutes": 15
        },
        {
          "activity_id": "ACT-014",
          "deal_id": "DEAL-02",
          "date": "2026-08-14",
          "type": "meeting",
          "minutes": 25
        },
        {
          "activity_id": "ACT-015",
          "deal_id": "DEAL-03",
          "date": "2026-08-15",
          "type": "proposal",
          "minutes": 35
        },
        {
          "activity_id": "ACT-016",
          "deal_id": "DEAL-04",
          "date": "2026-08-16",
          "type": "call",
          "minutes": 45
        },
        {
          "activity_id": "ACT-017",
          "deal_id": "DEAL-05",
          "date": "2026-08-17",
          "type": "meeting",
          "minutes": 15
        },
        {
          "activity_id": "ACT-018",
          "deal_id": "DEAL-06",
          "date": "2026-08-18",
          "type": "proposal",
          "minutes": 25
        },
        {
          "activity_id": "ACT-019",
          "deal_id": "DEAL-07",
          "date": "2026-08-19",
          "type": "call",
          "minutes": 35
        },
        {
          "activity_id": "ACT-020",
          "deal_id": "DEAL-08",
          "date": "2026-08-20",
          "type": "meeting",
          "minutes": 45
        },
        {
          "activity_id": "ACT-021",
          "deal_id": "DEAL-09",
          "date": "2026-08-21",
          "type": "proposal",
          "minutes": 15
        },
        {
          "activity_id": "ACT-022",
          "deal_id": "DEAL-10",
          "date": "2026-08-22",
          "type": "call",
          "minutes": 25
        },
        {
          "activity_id": "ACT-023",
          "deal_id": "DEAL-11",
          "date": "2026-08-23",
          "type": "meeting",
          "minutes": 35
        },
        {
          "activity_id": "ACT-024",
          "deal_id": "DEAL-12",
          "date": "2026-08-24",
          "type": "proposal",
          "minutes": 45
        }
      ]
    },
    "leads": {
      "primaryKey": "lead_id",
      "foreignKeys": [
        {
          "column": "contact_id",
          "table": "contacts",
          "targetColumn": "contact_id"
        }
      ],
      "rows": [
        {
          "lead_id": "LEAD-1",
          "contact_id": "CON-01",
          "source": "Referral",
          "qualified": true
        },
        {
          "lead_id": "LEAD-2",
          "contact_id": "CON-02",
          "source": "Website form",
          "qualified": true
        },
        {
          "lead_id": "LEAD-3",
          "contact_id": "CON-03",
          "source": "Referral",
          "qualified": true
        },
        {
          "lead_id": "LEAD-4",
          "contact_id": "CON-04",
          "source": "Website form",
          "qualified": true
        },
        {
          "lead_id": "LEAD-5",
          "contact_id": "CON-05",
          "source": "Referral",
          "qualified": true
        },
        {
          "lead_id": "LEAD-6",
          "contact_id": "CON-06",
          "source": "Website form",
          "qualified": true
        },
        {
          "lead_id": "LEAD-7",
          "contact_id": "CON-07",
          "source": "Referral",
          "qualified": false
        },
        {
          "lead_id": "LEAD-8",
          "contact_id": "CON-08",
          "source": "Website form",
          "qualified": false
        }
      ]
    },
    "quotes": {
      "primaryKey": "quote_id",
      "foreignKeys": [
        {
          "column": "deal_id",
          "table": "deals",
          "targetColumn": "deal_id"
        }
      ],
      "rows": [
        {
          "quote_id": "QUOTE-01",
          "deal_id": "DEAL-01",
          "amount": 1500,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "open"
        },
        {
          "quote_id": "QUOTE-02",
          "deal_id": "DEAL-02",
          "amount": 1750,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "open"
        },
        {
          "quote_id": "QUOTE-03",
          "deal_id": "DEAL-03",
          "amount": 2000,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "accepted"
        },
        {
          "quote_id": "QUOTE-04",
          "deal_id": "DEAL-04",
          "amount": 2250,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "open"
        },
        {
          "quote_id": "QUOTE-05",
          "deal_id": "DEAL-05",
          "amount": 2500,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "open"
        },
        {
          "quote_id": "QUOTE-06",
          "deal_id": "DEAL-06",
          "amount": 2750,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "open"
        },
        {
          "quote_id": "QUOTE-07",
          "deal_id": "DEAL-07",
          "amount": 3000,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "accepted"
        },
        {
          "quote_id": "QUOTE-08",
          "deal_id": "DEAL-08",
          "amount": 3250,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "open"
        },
        {
          "quote_id": "QUOTE-09",
          "deal_id": "DEAL-09",
          "amount": 3500,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "open"
        },
        {
          "quote_id": "QUOTE-10",
          "deal_id": "DEAL-10",
          "amount": 3750,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "open"
        },
        {
          "quote_id": "QUOTE-11",
          "deal_id": "DEAL-11",
          "amount": 4000,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "accepted"
        },
        {
          "quote_id": "QUOTE-12",
          "deal_id": "DEAL-12",
          "amount": 4250,
          "currency": "USD",
          "valid_until": "2026-09-30",
          "status": "open"
        }
      ]
    },
    "projects": {
      "primaryKey": "project_id",
      "foreignKeys": [
        {
          "column": "deal_id",
          "table": "deals",
          "targetColumn": "deal_id"
        }
      ],
      "rows": [
        {
          "project_id": "PROJECT-1",
          "deal_id": "DEAL-03",
          "name": "Website refresh",
          "budget": 2000,
          "status": "active"
        },
        {
          "project_id": "PROJECT-2",
          "deal_id": "DEAL-07",
          "name": "Service handbook",
          "budget": 3000,
          "status": "active"
        },
        {
          "project_id": "PROJECT-3",
          "deal_id": "DEAL-11",
          "name": "Booking setup",
          "budget": 4000,
          "status": "active"
        }
      ]
    },
    "timesheets": {
      "primaryKey": "time_id",
      "foreignKeys": [
        {
          "column": "project_id",
          "table": "projects",
          "targetColumn": "project_id"
        }
      ],
      "rows": [
        {
          "time_id": "TIME-01",
          "project_id": "PROJECT-1",
          "date": "2026-08-01",
          "worker": "Sample specialist 1",
          "hours": 2,
          "hourly_rate": 100,
          "billable_amount": 200
        },
        {
          "time_id": "TIME-02",
          "project_id": "PROJECT-2",
          "date": "2026-08-02",
          "worker": "Sample specialist 2",
          "hours": 3,
          "hourly_rate": 100,
          "billable_amount": 300
        },
        {
          "time_id": "TIME-03",
          "project_id": "PROJECT-3",
          "date": "2026-08-03",
          "worker": "Sample specialist 3",
          "hours": 4,
          "hourly_rate": 100,
          "billable_amount": 400
        },
        {
          "time_id": "TIME-04",
          "project_id": "PROJECT-1",
          "date": "2026-08-04",
          "worker": "Sample specialist 1",
          "hours": 2,
          "hourly_rate": 100,
          "billable_amount": 200
        },
        {
          "time_id": "TIME-05",
          "project_id": "PROJECT-2",
          "date": "2026-08-05",
          "worker": "Sample specialist 2",
          "hours": 3,
          "hourly_rate": 100,
          "billable_amount": 300
        },
        {
          "time_id": "TIME-06",
          "project_id": "PROJECT-3",
          "date": "2026-08-06",
          "worker": "Sample specialist 3",
          "hours": 4,
          "hourly_rate": 100,
          "billable_amount": 400
        },
        {
          "time_id": "TIME-07",
          "project_id": "PROJECT-1",
          "date": "2026-08-07",
          "worker": "Sample specialist 1",
          "hours": 2,
          "hourly_rate": 100,
          "billable_amount": 200
        },
        {
          "time_id": "TIME-08",
          "project_id": "PROJECT-2",
          "date": "2026-08-08",
          "worker": "Sample specialist 2",
          "hours": 3,
          "hourly_rate": 100,
          "billable_amount": 300
        },
        {
          "time_id": "TIME-09",
          "project_id": "PROJECT-3",
          "date": "2026-08-09",
          "worker": "Sample specialist 3",
          "hours": 4,
          "hourly_rate": 100,
          "billable_amount": 400
        },
        {
          "time_id": "TIME-10",
          "project_id": "PROJECT-1",
          "date": "2026-08-10",
          "worker": "Sample specialist 1",
          "hours": 2,
          "hourly_rate": 100,
          "billable_amount": 200
        },
        {
          "time_id": "TIME-11",
          "project_id": "PROJECT-2",
          "date": "2026-08-11",
          "worker": "Sample specialist 2",
          "hours": 3,
          "hourly_rate": 100,
          "billable_amount": 300
        },
        {
          "time_id": "TIME-12",
          "project_id": "PROJECT-3",
          "date": "2026-08-12",
          "worker": "Sample specialist 3",
          "hours": 4,
          "hourly_rate": 100,
          "billable_amount": 400
        },
        {
          "time_id": "TIME-13",
          "project_id": "PROJECT-1",
          "date": "2026-08-13",
          "worker": "Sample specialist 1",
          "hours": 2,
          "hourly_rate": 100,
          "billable_amount": 200
        },
        {
          "time_id": "TIME-14",
          "project_id": "PROJECT-2",
          "date": "2026-08-14",
          "worker": "Sample specialist 2",
          "hours": 3,
          "hourly_rate": 100,
          "billable_amount": 300
        },
        {
          "time_id": "TIME-15",
          "project_id": "PROJECT-3",
          "date": "2026-08-15",
          "worker": "Sample specialist 3",
          "hours": 4,
          "hourly_rate": 100,
          "billable_amount": 400
        },
        {
          "time_id": "TIME-16",
          "project_id": "PROJECT-1",
          "date": "2026-08-16",
          "worker": "Sample specialist 1",
          "hours": 2,
          "hourly_rate": 100,
          "billable_amount": 200
        },
        {
          "time_id": "TIME-17",
          "project_id": "PROJECT-2",
          "date": "2026-08-17",
          "worker": "Sample specialist 2",
          "hours": 3,
          "hourly_rate": 100,
          "billable_amount": 300
        },
        {
          "time_id": "TIME-18",
          "project_id": "PROJECT-3",
          "date": "2026-08-18",
          "worker": "Sample specialist 3",
          "hours": 4,
          "hourly_rate": 100,
          "billable_amount": 400
        },
        {
          "time_id": "TIME-19",
          "project_id": "PROJECT-1",
          "date": "2026-08-19",
          "worker": "Sample specialist 1",
          "hours": 2,
          "hourly_rate": 100,
          "billable_amount": 200
        },
        {
          "time_id": "TIME-20",
          "project_id": "PROJECT-2",
          "date": "2026-08-20",
          "worker": "Sample specialist 2",
          "hours": 3,
          "hourly_rate": 100,
          "billable_amount": 300
        },
        {
          "time_id": "TIME-21",
          "project_id": "PROJECT-3",
          "date": "2026-08-21",
          "worker": "Sample specialist 3",
          "hours": 4,
          "hourly_rate": 100,
          "billable_amount": 400
        },
        {
          "time_id": "TIME-22",
          "project_id": "PROJECT-1",
          "date": "2026-08-22",
          "worker": "Sample specialist 1",
          "hours": 2,
          "hourly_rate": 100,
          "billable_amount": 200
        },
        {
          "time_id": "TIME-23",
          "project_id": "PROJECT-2",
          "date": "2026-08-23",
          "worker": "Sample specialist 2",
          "hours": 3,
          "hourly_rate": 100,
          "billable_amount": 300
        },
        {
          "time_id": "TIME-24",
          "project_id": "PROJECT-3",
          "date": "2026-08-24",
          "worker": "Sample specialist 3",
          "hours": 4,
          "hourly_rate": 100,
          "billable_amount": 400
        }
      ]
    },
    "invoices": {
      "primaryKey": "invoice_id",
      "foreignKeys": [
        {
          "column": "project_id",
          "table": "projects",
          "targetColumn": "project_id"
        }
      ],
      "rows": [
        {
          "invoice_id": "SVCINV-1",
          "project_id": "PROJECT-1",
          "issue_date": "2026-09-01",
          "due_date": "2026-09-30",
          "amount": 1600,
          "paid": 1600,
          "currency": "USD"
        },
        {
          "invoice_id": "SVCINV-2",
          "project_id": "PROJECT-2",
          "issue_date": "2026-09-01",
          "due_date": "2026-09-30",
          "amount": 2400,
          "paid": 2400,
          "currency": "USD"
        },
        {
          "invoice_id": "SVCINV-3",
          "project_id": "PROJECT-3",
          "issue_date": "2026-09-01",
          "due_date": "2026-09-30",
          "amount": 3200,
          "paid": 0,
          "currency": "USD"
        }
      ]
    }
  },
  "metrics": [
    {
      "id": "deals-amount",
      "label": "Total deal value",
      "value": 34500.0,
      "unit": "USD",
      "calculation": "Sum deals.amount over the included records.",
      "formula": {
        "op": "sum",
        "table": "deals",
        "column": "amount"
      }
    },
    {
      "id": "deals-weighted_amount",
      "label": "Weighted deal value",
      "value": 15825.0,
      "unit": "USD",
      "calculation": "Sum deals.weighted_amount over the included records.",
      "formula": {
        "op": "sum",
        "table": "deals",
        "column": "weighted_amount"
      }
    },
    {
      "id": "activities-minutes",
      "label": "Recorded activity time",
      "value": 720.0,
      "unit": "minutes",
      "calculation": "Sum activities.minutes over the included records.",
      "formula": {
        "op": "sum",
        "table": "activities",
        "column": "minutes"
      }
    }
  ],
  "chart": {
    "title": "Pipeline by stage",
    "unit": "USD",
    "points": [
      {
        "label": "qualified",
        "value": 7500
      },
      {
        "label": "proposal",
        "value": 8250
      },
      {
        "label": "won",
        "value": 9000
      },
      {
        "label": "lost",
        "value": 9750
      }
    ]
  },
  "notes": []
}