OWNER / ADMIN
Salesperson account access
Generate a private, one-time activation or password-reset link for the correct salesperson.
| Salesperson | Username | Status | Action |
|---|
Send this link privately. Generating another link for this salesperson invalidates the previous one.
MY PERFORMANCE
Sales at a glance
Data last updated —
Quantity by unit
Active customers
Transactions
Products sold
No customers match those filters.
All Salespeople summary
| Salesperson | Sales | Active customers | Visits | Quotations | Open follow-ups | Overdue | Explanation required | Missing explanations | Planned actions | Overdue planned | Open opportunities |
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Explanation coverage
Customers requiring explanation
| Customer | Sales | Previous | Change | Review flag | Explanation | Reason category | Next action | Follow-up | Status |
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Planned actions
| Customer | Action type | Next action | Follow-up | Status | Salesperson | Related product | Source | Timing |
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Opportunities / growth
| Customer | Type | Product | Evidence | Quotation status | Next action | Follow-up | Salesperson |
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Activity summary
Visit report
| Customer | Visit date | Summary | Next action | Follow-up | Status |
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Quotation report
| Customer | Product | Quantity | Unit | Quoted price | Date | Payment term | Validity | Status |
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Follow-up report
Performance explanations
No activity matches those filters.