Sales Performance Dashboard
Team overview with pie charts, plus per-rep drill-down with summary cards for visits, orders, CEs, displays, and features vs. goals
Dark Account Tracking
Set a time beyond which you don't want to go without seeing a client. Everyone over that limit appears in your Dark Accounts report so you can add them to your routes.
Rep Goal Tracking
Weekly and monthly performance vs. goals with color-coded cells (green/orange/red) across all KPI categories
Sales Detail Table
Line-item order history per rep showing date, location, distributor sales rep, SKU, quantity, and notes
Product & SKU CE Summary
Aggregated case equivalents broken out by product family and individual SKU
Visits & Orders Trend Chart
Weekly / monthly charts with cumulative overlays, highlighting selected period
Account Visit Log
Visit history per rep or account with notes and dates
POS Report
POS placement tracking by location and rep
Tasting Feedback Report
Aggregated team and customer feedback across tasting events, filterable by distributor, location, and date range, with per-question response breakdowns and percentages; exportable to PDF
Historical Depletion Report
Distributor-reported case equivalent data by location, brand, month, and year
Contact Export
Exportable contact list filtered by account or distributor
Visit Export
Exportable visit history for a given rep or date range
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