•••
Present Today
—
Clocked in
•••
Absent Today
—
Not clocked in
•••
Clocked Out
—
Completed today
•••
Late Arrivals
—
After 9:00 AM
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My Clients
—
Total active clients
•••
Active SKUs
—
Items in catalogue
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Listings Today
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Listings submitted
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Stock Alerts
—
Low / out of stock
Recent ListingsToday
No listings yet. Start your first listing!
Stock Alerts
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Top Sales Reps by Listings
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Team Leave Calendar
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👆
Select a client
Click any client on the left to view their product history and listing details
Build a listing of products for a specific store. Once complete, share it via WhatsApp, Email, or download as Excel.
Listing Details
Select Products to List
| SKU | Product | Stock | ✓ List | ||
|---|---|---|---|---|---|
| Select a store first | |||||
Listing Summary
Add products to see summary
Total SKUs Listed
0 items
My Saved Listings
0
Today
All Mine
No listings saved yet today.
My Wallet Balance
—
points earned
= UGX —
Tracking...
Tier
Standard
1 pts / item
Progress to redemption (50 pts = UGX 50,000)
— / 50
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Loading your wallet...
How rewards work
1
List items for a store
2
Store purchases the item
3
Item appears in Listed Items
4
Earn 1 pts per item = UGX 1,000
5
Reach 50 pts → redeem UGX 50,000+
1 pts
per confirmed listed item = UGX 1,000
= UGX 1,000
per point
50pts min
to redeem (UGX 50,000)
Recent earnings
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Redeem earnings
🔒
Not yet eligible
You need 50 points (UGX 50,000) to redeem.
Current balance— pts
Minimum to redeem50 pts
Still needed— pts
Payment sent to your registered mobile number
Targets Set
—
On Track
—
At Risk
—
Exceeded
—
Target Tracker
No targets set yet.
Listings Summary
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Top Stores by Listings
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Top Sales Representatives by Listings
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All Listings
| Ref | Store | Date | Items | Total (UGX) | Status | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Sales Representatives
—
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👆
Select a sales rep
Click any rep on the left to view their assigned clients and listing activity
Total Leads
0
Won
0
In Progress
0
Lost
0
👆
Select a contact
Click any contact to view their full profile
Total Deals
0
Pipeline Value
UGX 0
Won This Month
UGX 0
Win Rate
0%
All Deals
| Deal | Contact | Value (UGX) | Stage | Probability | Close Date | Rep | |
|---|---|---|---|---|---|---|---|
| Loading deals... | |||||||
Activity Feed0
No activities yet.
Currently Punched In
Nobody currently punched in.
—
Events this month
No events.
Pending Tasks0
No pending tasks.
Completed0
No completed tasks.
Total Calls
0
Outgoing
0
Incoming
0
Missed
0
Call Log
| Contact | Type | Duration | Date | Notes | Follow-up | |
|---|---|---|---|---|---|---|
| No calls logged yet. | ||||||
✉️
Select an email to read
Automation Workflows
No automations yet. Create your first workflow.
Workflow BuilderTrigger → Action
Trigger
→
Action
📊 Deals & Pipeline Reports
Total Revenue
UGX 0
Conversion Rate
0%
Deals Won
0
Avg Deal Size
UGX 0
Sales Funnel
Top Reps by Deals
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Lead Source Performance
📋 Daily Activities Report
Activities logged by sales reps (Calls, Visits, Order Generation, Collections, Meetings) — separate from Deals & Pipelines.
Total Activities
0
Done
0
Pending
0
Overdue
0
Activity Type Breakdown
Quick Filters
All Activities Log
| Date | Type | Subject | Contact / Client | Status | Logged By |
|---|---|---|---|---|---|
| Loading... | |||||
Pipeline Stages
🔵 Prospecting
🟡 Proposal
🟠 Negotiation
🟢 Closed Won
🔴 Closed Lost
Lead Sources
Sources tracked for incoming leads
Walk-inReferralWhatsAppSocial MediaCold CallField Visit
CRM Preferences
Total Users
—
Active accounts
Clients in DB
—
From Zoho sync
Products in DB
—
Active SKUs
Last Sync
—
Zoho sync date
Client Assignments
Assign clients to sales reps so they only see their own accounts
0 clients selected
Select a sales rep above to manage their client assignments.
Client Brand Assignments
Assign which brands each client stocks — determines listing recommendations
0 clients selected
No clients selected yet
Search and select clients above to manage their brand assignments.
SKU Listing Tables
Select a listing table above to view its SKUs.
Add SKU to List
Bulk Import SKUs
Paste from Excel — one SKU per row. Optional second column = item name. Duplicates are skipped automatically.
Users
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Role Permissions
| Permission | Admin | Manager | Sales Rep |
|---|---|---|---|
| View dashboard | Yes | Yes | Yes |
| Place listings | Yes | Yes | Yes |
| View all clients | Yes | Yes | Assigned only |
| Set targets | Yes | Yes | No |
| Export reports | Yes | Yes | No |
| Manage users | Yes | No | No |
| Assign brands to clients | Yes | No | No |
| Manage SKU listing tables | Yes | No | No |