Dashboard
Your pipeline at a glance
⏰ Follow-up Reminders
Based on your logged activities
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Recent activity
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Pipeline by stage
Rep Leads
All leads submitted by reps through the Rep Portal. Update status or import to pipeline.
| Venue | Contact | Products | Rep | Status | Submitted | Notes | Assign to | Actions |
|---|
Pipeline
Drag cards between stages or switch to list view
All Venues
Complete venue database
| Venue | Type | Contact | Stage | Products | Weekly spend | Ann. turnover | Rep | Updated | |
|---|---|---|---|---|---|---|---|---|---|
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Commission
Projections and earnings — formula configurable
Commission formula: Currently set to display raw opportunity values. Update the
calcCommission(venue) function in the source to apply your formula (e.g. % of weekly produce spend, % of annual turnover). Fields are captured per venue and ready.
Opportunity breakdown
| Venue | Stage | Products | Weekly produce spend | Annual turnover | Est. commission | Status |
|---|---|---|---|---|---|---|
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Team View
All reps, all venues — admin only
All venues across team
| Venue | Type | Rep | Stage | Products | Weekly spend | Ann. turnover | Est. commission | Updated | |
|---|---|---|---|---|---|---|---|---|---|
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Add New Venue
All data syncs in real time across the team
Venue details
Venue info
Contact person
Financial data
Current suppliers (who we're replacing)
Referrer
Commission data (once signed)
Pipeline
Activity & next steps
Live Accounts
Venues converted from pipeline — active account management
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Order Tracker
Weekly order status, follow-ups, and issues across all accounts
Weekly order status
Updated in real time · click any row to log an update
| Account | Contact | Order freq. | Last order | Last order $ | Ordered this week? | Next follow-up | Priority | Issues / Notes | |
|---|---|---|---|---|---|---|---|---|---|
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GP Projections
Gross profit analysis · 20% margin assumption on produce orders
GP gap analysis
Action priorities
Account GP breakdown
| Account | Order freq. | Last order $ | Avg wkly GP | Monthly GP | Annual GP proj. | % of total | Status |
|---|---|---|---|---|---|---|---|
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⚡ Today
Your actions for today
📈 Week target progress
Pipeline value this week
$0
New leads this week
0
Accounts active
0
⏰ Follow-ups due today
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📞 New leads — not yet contacted
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🔴 Active accounts — no order this week
0
| Account | Contact | Last order | Avg weekly $ | Priority | Action |
|---|---|---|---|---|---|
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Leads
All pipeline leads in a sortable, filterable list
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All leads
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| Venue ↕ | Type | Contact | Phone | Suburb | Stage ↕ | Products | Weekly $ ↕ | Current supplier | Referrer | Follow-up | Rep | Contact attempts | Updated | |
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Referrer Network
Track referrers, their tiers, conversions and fees owed
Fees owed (unpaid)
$0
Fees paid this month
$0
Active referrers
0
Referrer directory
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| Name | Type | Phone | State | Tier | This month | Total converts | Fees owed | Fees paid | Venues referred | Last referral | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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Referral conversions — all time
| Venue | Referrer | Stage | Fee tier | Fee amount | Fee status | Date converted |
|---|---|---|---|---|---|---|
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