This Week's Performance
Today's Route
Recent Activity
🎯 Focus List Customers to focus on this week — ranked by RFM + opportunity
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Customer Insights
🎯 Prospects Reach new customers — promote to customer when they place their first order
🔍 Find New Prospects Search local businesses across the USA
Powered by free OpenStreetMap data (Nominatim + Overpass). For best results, search one state or city at a time.
📜 Cold Call Script Proven flow for lubricant cold calls — opening → qualifying → close
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Prospect
📥 Visit Requests Customer-initiated visit requests
🗺️ Territory Optimization Suggested customer reassignments based on geography + workload
🔒 Accounting access required
Your account doesn't have an accounting role assigned. Ask an admin to grant you "view_only", "data_entry", or "full" access from the Admin tab.
Your account doesn't have an accounting role assigned. Ask an admin to grant you "view_only", "data_entry", or "full" access from the Admin tab.
📊 Accounting Overview
💰 Profit & Loss
📋 Balance Sheet
⏰ AR Aging Report
🗂 Chart of Accounts
📝 Journal Entries
👥 Customer Analytics & Behavior
🏭 Vendor Management
📦 Inventory Insights
📄 Customer Statement of Account
🧠 Distributor Insights
Strategic analytics for a lubricant distributor — customer, product, vendor, ops, financial, sales, and strategic views.
Customer:
Product:
Vendor:
Operations:
Financial:
Sales:
Strategic:
Predictive:
Select a teammate from the directory to start chatting
🎤 Recording... 0s ·
0 customers selected
| ✓ | Company | Contact | City | Zip | Phone | Rep | Tier | Status | YTD $ |
|---|
Build Route
Customers grouped by zip code for efficient routing — no zig-zagging.
Log a Visit
Visit History
| Date | Customer | Rep | Status | Notes |
|---|
Create Invoice
| Product | Qty | Unit Price | Line Total |
|---|
$0.00
Invoice History
← Pick a customer on the left to see their invoices and payment history.
Customers with the largest balance are listed first.
Customers with the largest balance are listed first.
Invoice Detail
Record Payment
Payment History
💵 Team Commission Summary
Team Total Payout
$0
—
Team Revenue
$0
0 reps active
Commission Cost %
0%
of revenue this week
🏆 Top Performer
—
$0
💰 Weekly Commissions Pick any date — Monday of that week is used
🔮 This Week's Forecast Projected pace based on activity so far
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📈 Payout History Last 12 weeks
💰 Commission Draws Draw against pending commission
Commission COLLECTED
$0.00
on $0 of paid invoices
Commission PENDING (uncollected)
$0.00
on $0 of unpaid invoices
Outstanding draws
$0.00
to be settled from collected commission
Available at 30% (auto)
$0.00
no approval needed
Available at 50% (needs approval)
$0.00
requires admin/manager OK
Request a draw
$0.00
≤ 30% — auto-approved
⏳ Pending Approval (admin/manager)
📋 Draw History
| Date | Rep | Amount | % | Status | Settled | Actions |
|---|---|---|---|---|---|---|
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👥 Live Workforce & Remote Support
Click Refresh to load active users…
📞 Phone Calling Access
Click Refresh to load the access grid…
🎧 Live Calls Monitoring
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🎙 Call Recording Library
Click Refresh to load recordings…
User Management
Create New User
Tip: The temp password shows here once after creation — copy it and share with the user via a secure channel (text, password manager, in-person). They should change it on first login. You can also use the Reset PW button next to any user.
| Name | Role | Type | Rep Zone | Comm % (blank = use tiers) |
Base/Wk | Pay Freq | Weekly Quota | Overage % | Active | Reps can assign? |
Twilio # (caller ID) | Action |
|---|
Per-Rep Activity Report
Pending Price Change Requests
Reps submit when they need to price below a customer's level. Approve or reject below.
Commission Tier Configuration
Edit thresholds and rates — these apply to all future commission calculations.
| Tier | Min $/wk | Max $/wk | Rep % | Bonus $ | Mgr Override % | Save |
|---|
Tasks
New Task
Activity Log — what your reps are doing
| When | User | Role | Action | Entity | Details |
|---|
Monthly Route Planner
Up to 20 stops/day · click a date to plan
Plan
Available customers
In this day's plan
My Assigned Customers — Report
📞 Daily Call List Context-rich calling for sales reps
Call History
Create Estimate
| Product / Description | Qty | Unit Price | Line Total |
|---|
$0.00
Estimates History
| Number | Date | Customer | Rep | Total | Status | Actions |
|---|
Product Catalog
Cost columns visible to admins only. Reps see retail price, description, and pack details — costs and profit are hidden by role.
To import: get the products_import.json from your phase1_supabase folder, click Import JSON, pick the file.
To import: get the products_import.json from your phase1_supabase folder, click Import JSON, pick the file.
Add New Product
Selling Prices (visible to all)
🔒 Costs (admin only)
✏️ Bulk edit mode
Edit prices (and cost/active for admins) directly in the table. Use the category filter to narrow the list, then Save.
| Name | Category | Package | Retail $/pack | Pallet $/pack | $/gallon | Cost $/pack | Margin | Action |
|---|
Generate Price List
Per-gallon is always shown to customer · Per-quart is internal-only by default
The customer's price reflects their level discount. Reps can override prices upward only.
Below-level pricing requires admin approval.
Quotas
Set / Update Quotas
All Quotas
| Rep | Period | Range | Target | Bonus % | Achieved | % Hit | Action |
|---|