Overview
Signup & order performance at a glance
Total Signups
—
Converted
—
Total Order Value
—
Unassigned
—
Signups by Account Type
Revenue by Sales Rep
Order Status Breakdown
Customer Acquisition Source
Customers
Assign reps, track follow-up, add notes
All Accounts
| Company | Contact | Type | Signed Up | Ordered | Assigned Rep | Last Follow-Up | Priority | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Orders
All historical orders from agasmfg.com
All Orders
| Order # | Customer | Date | Status | Sales Rep | Assigned To | Value | Actions |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Reports
Rep performance & conversion tracking
Conversion Rate
—
Avg Order Value
—
Top Rep
—
Sales Rep Performance
Follow-Up Pipeline — No order yet
| Company | Contact | Type | Signed Up | Origin | Assigned Rep | Actions | |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Program Pricing
Qualification form submissions from agasmfg.com
Total Submissions
—
New
—
Reviewing
—
Approved
—
Submissions
| Company | Contact | Products Selected | Submitted | Status | Assigned Rep | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Sales Reps
Manage reps — changes reflect instantly across all dropdowns
All Reps
| Full Name | Team | Role | Phone | Status | Actions | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Users
Manage dashboard access & roles
Portal Users
| Name | Username | Role | Status | Last Login | Actions | |
|---|---|---|---|---|---|---|
| Loading… | ||||||