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