Active Quotes
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Pipeline Value
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Win Rate
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Active Customers
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Visits This Month
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Revenue Trend
Top Performers
Sync OrderTime data to populate leaderboard.
Recent Quotes from OrderTime
| Quote # | Customer | Amount | Status |
|---|---|---|---|
| Loading from OrderTime... | |||
Recent Visits
Log visits in the Visit Diary to see them here.
Open Quotes
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Quote Pipeline
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Open Orders
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MTD Revenue
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| Quote # | Date | Customer | Sales Rep | Items | Total | Status |
|---|---|---|---|---|---|---|
| Loading quotes from OrderTime... | ||||||
| SO # | Date | Customer | PO # | Sales Rep | Total | Status |
|---|---|---|---|---|---|---|
| Loading sales orders... | ||||||
| Ship # | Date | Customer | SO # | Tracking | Method | Status |
|---|---|---|---|---|---|---|
| Loading ship docs... | ||||||
All Customers
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Total portfolio
US Draft
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LF Systems
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KW Draft
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All Customers
| Company | Contact | Location | Brand (OT Custom Field) | Lifetime Value | Last Quote | Status | Assigned Rep | Actions |
|---|
Visit Log
Visit Diary
Contacts Directory
Follow-Ups
Total Visits
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Avg Duration
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Travel Spend
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Cost per Visit
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Visit History
| Date | Customer | Location | Duration | Purpose | Follow-Up | Total Cost | Notes |
|---|
⏰ Upcoming Follow-Ups
Total Contacts
0
Engineers
0
Contractors
0
Firms
0
Contacts
Overdue
0
Due This Week
0
Upcoming
0
Completed
0
Follow-Up Calendar
All Follow-Ups
100 mi
Location not set
US Draft
LF Systems
KW Draft
Quote
Customer
Enable Location Services
Tap "Find My Location" to discover open quotes from customers near you. Your browser will ask for location permission.
2 nights
Stops 0
RM Manifold HQ
100 S. Sylvania Ave, Fort Worth, TX 76111
Start / End
Add customer stops to see your route
Click "+ Add Stop" to start building your trip itinerary
Fare Search
Checking API...
Travel Bookings
Flights
Not booked
Hotels
Not booked
Rental Car
Not booked
Trip Budget
$0.00
Flights$0
Hotel$0
Rental Car$0
Per Diem (2 nights × $75)$150
Total$150
Prospect
—
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Qualified
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Proposal
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Negotiation
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Closed Won
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Pipeline by Brand
Pipeline by Stage
Active Deals
| Deal | Customer | Brand | Value | Stage | Probability | Expected Close | Rep |
|---|---|---|---|---|---|---|---|
| Pipeline will populate from OrderTime quotes and sales orders. | |||||||
Sales Overview
Travel & Expenses
Product Mix
Monthly Revenue
Quote Conversion Funnel
YTD Travel
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Avg per Trip
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Airfare Total
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Hotel Total
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Travel Spend by Month
Revenue by Brand
Top Products
US Draft V350$342K
LF Systems Control Panel$278K
US Draft Custom Manifold$215K
KW Draft Residential Kit$156K
LF Retrofit Package$134K
Standard KPIs
Advanced Analytics
Avg Sales Cycle
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Win Rate
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Avg Deal Size
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Quotes per Month
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Customer Visits
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New Customers
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Win Rate Trend
Activity Scorecard
Revenue per Visit
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Pipeline Velocity
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CAC (Cust. Acq. Cost)
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LTV:CAC Ratio
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Quote-to-Close
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Forecast Accuracy
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Pipeline Velocity Over Time
Revenue vs Travel Spend (ROI)
Rep Provisioning
User Accounts
Travel Profiles
OrderTime API
Database
Sales Team Roster
| Name | Role | Territory | Brands | Customers | Pipeline | Actions |
|---|
Coverage Summary
Assigned Customers—
Unassigned—
Brand Coverage
Quick Assign
Customer → Rep Assignment Matrix
| Customer | Brand | Territory | Assigned Rep | Change Assignment |
|---|
CRM User Accounts
Loading user accounts...
Access Control Overview
Admin Access
Full access to all data across all reps. Can view aggregated reports, travel spend analysis, manage settings, API keys, and database connections. Can create, edit, and deactivate user accounts and sales reps.
Salesman Access
Sees only their own customers, trips, visits, quotes, and pipeline. Cannot access Settings, user management, or aggregated cross-rep reports. Can manage their own travel profiles and trip plans.
Active Sessions
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Users currently signed in
Airlines
Hotels
Rental Cars
OrderTime API Connection
Sync Status
Loading sync status...
Recent Sync History
| Time | Type | Records | Duration | Status |
|---|---|---|---|---|
| No sync history yet | ||||
PostgreSQL Connection
Set via Railway environment variables. Do not change here.
Set JWT_SECRET in Railway env vars.
Railway Deployment
Deployed