Dashboard

DEMO · FAKE DATANot connected to Sheets / providers

Installs — Oct

47▲ 12% vs Sep

Active Leads

1283 territories

Vendor Receivable

—provider payouts pending

Rep Payable

—next 1st & 15th run

Needs Attention

Unpaid sale — vendorINW-10495 · Stephanie Doyle · $150 · vendor payout missing 4 days
Mystery payout — no matching orderFidium remittance Oct 1 · $150 · unmatched reference
Chargeback aging — 32 daysINW-10470 · Greg Nelson · rep comp clawback pending
2 reps mid-onboardingRyan F. intro call pending · Trevor D. agreement pending

Pipeline Funnel

Rep Leaderboard — Oct

Reconciliation Snapshot

Full detail in Reports tab.
Drag not wired in demo — use → on a card to advance stage
Tap a rep or house for details
Sold
Knocked — no answer
Knocked — interested
Not knocked yet
▣ colored area = territory

Vendor Receivable

—sales awaiting provider payout

Rep Payable

—comp awaiting payout run

Matched This Period

—vendor + rep both settled

Flags

31 unpaid · 1 mystery · 1 chargeback

Per-Sale Net Position — both directions

Each sale tracks two independent payment states: vendor paid us (inbound) and we paid the rep (outbound). The delta is where margin errors and float live.

Chargebacks — 90-Day Window

Payout Run — Oct 15 (preview)

Reps

Admin only
Manager: Chris · Trainers: Corey R., Gary M.
Comp tiers are per-rep configurable (REP_COMP): T1 = $50 flat · T2/FM = $75 flat (1GB+) · trainer overrides per hierarchy. Onboarding tracks W-9 → agreement → badge → PayCard → intro call.

Settings

Company, ISPs, comp tables

Coming soon

Users

Staff logins & permissions

Coming soon