Dashboard Synopsis

The main command center. Provides a high-level snapshot of total sales performance, cash collected, closed sets, active reps, and team breakdowns for the selected date range and client/offer filter.

Ranks all sales reps by total cash collected for the selected period. Highlights the top 3 performers on a podium and shows a full sortable table of all reps.

Displays the full team roster with each member's name, team, role, status, and contact information. Used as the master reference for reconciling rep names across all other pages.

Per-team leaderboard pages. Each page shows only the reps belonging to that team, their individual cash collected, new sales count, and rank within the team.

Compares performance across all teams side-by-side. Shows each team's total cash, new sales, closed sets, and their share of the overall totals.

Breaks down sales by product/offer name. Shows which products generate the most revenue. Supports multi-select filtering so you can compare specific products side-by-side.

Focuses on Closed Sets — deals that originated from a setter's booked appointment. Shows which setters are generating the most closeable appointments and how much cash those sets produce.

Tracks sales that are either still pending payment or have been marked invalid/cancelled. Helps identify revenue at risk and patterns in failed or disputed sales. Supports Pending Only / Invalid Only / All pill toggle and monthly trend bar charts.

Breaks down sales by the lead source channel (e.g. Facebook, Instagram, Referral). Helps identify which acquisition channels produce the most revenue.

Breaks down sales by payment/funding method (e.g. Credit Card, Financing, Cash). Shows which funding options are most commonly used and how much revenue each generates.

Tracks setter activity metrics — total dials made and total sets (booked appointments) achieved. Combines data from Team A (Setter KPI Responses sheet) and Team B (Setter EOD Form sheet). Supports date range, team, and setter search filters.

Tracks appointment booking activity from two sources: Booked Date (when the appointment was created) and Start Date (when the appointment is scheduled to occur). Shows show rates, cancellation rates, and calendar-level breakdowns.

Pre-built report pages that automatically filter data to a specific time window. Previous Day = yesterday's data. Previous Week = Mon–Sun of last week. Previous Month = full calendar month prior. Custom Range = any 2–12 month window you define.

Displays audit scores for each sales rep based on the 3V framework: Velocity (speed to lead), Value (quality of conversation), and Volume (sustained engagement). Scores are entered by the auditing team daily. Includes a full-screen '3V Audit Framework' reference button.