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Team Dashboard
Real-time overview of sales activities. Use filters to analyze performance.
Total Interactions
0
New Leads
0
Existing Accounts
0
Listings Secured
0
Total Cases Ordered
0
Regional Target Performance
Interactions by Region
Recent Activity
| Business | Rep | Date | Type | Details |
|---|
How to Use the Sales Tracker
1. Getting Started: The Layout
- Dashboard: overview & KPIs
- Instructions: you’re here
- Add Interaction& Add Order: log activity
- Logbook: searchable history
- Settings: manage reps/regions/targets
- Action Items: track next steps and due dates
Log a New Sales Interaction
Log a Confirmed Order
Interaction Logbook
Complete, searchable history of all sales interactions.
All Interactions
| Business | Contact | Rep | Interaction Date | Next Step Date | Listed? |
|---|
Settings
Manage Sales Reps
Manage Regions
Action Items
Open: 0
Overdue: 0
Next Steps
| Business | Action | Due | Rep | Region |
|---|
Client History
Showing all interactions for
Total Interactions
Total Orders
Total Cases
Settings Access
Please enter the password to modify targets.
Confirm Deletion
Orders
| Business | Rep | Date | Cases |
|---|
DOWNLOADABLE SALES TOOLS
BRAND GUIDELINES
REP GUIDE TO TEQUILA
ACTIVATION TOOLS
BRAND POSITIONING
OKANAGAN SELL SHEET
VANCOUVER ISLAND SELL SHEET
LOWER MAINLAND SELL SHEET
