Sales Command Dashboard
Snapshot of today’s activity, live reps, open quotes, and lead movement.
Live Sales Reps
Zoom-readyOutstanding Quotes
Reminder queueSuggested action: Send text and email approval reminder.
Suggested action: Rep follow-up call before end of day.
Activity Feed
Last 24 hoursNew customer profile created. Skin type: dry-sensitive. Routine recommended.
Quote reminder sent by text and email to customer.
Meet
See available reps, click an avatar, and connect through Zoom or internal video.
Leads
Search customer database by name, city, state, region, status, and assigned rep.
| Lead | Location | Skin Concern | Assigned Rep | Status | Last Contact | Quick Action |
|---|---|---|---|---|---|---|
| Kara Henson | Cleveland, OH | Dryness, aging | Amanda Monroe | Hot | Today | |
| BrightLife MedSpa | Tampa, FL | Wholesale inquiry | Nina Wells | New | Yesterday | |
| Monica Vale | Austin, TX | Sensitive skin | Brandon James | Follow-up | 3 days ago |
Tasks
Assign tasks to peers. The receiving user must accept or deny the task.
Incoming Tasks
Requires responseAssigned by Amanda. Call before 3 PM and update lead notes.
Assigned by Brandon. Check pricing and send approval reminder.
Create Peer Task
Internal workflowSales
Monitor personal sales and company-wide sales by city, state, region, and time period.
Gross Sales by Region
Mock chartQuotes
Outstanding quotes that have not yet been approved or converted to invoices.
| Quote # | Customer | Amount | Sent | Status | Rep | Reminder |
|---|---|---|---|---|---|---|
| Q-1048 | Kara Henson | $420 | 2 days ago | Outstanding | Amanda Monroe | |
| Q-1051 | BrightLife MedSpa | $2,850 | 5 days ago | Outstanding | Nina Wells | |
| Q-1054 | Monica Vale | $315 | Today | Viewed | Brandon James |
Reports
Track leads, calls, texts, sales, quote conversions, rep activity, and AI recommendation outcomes.
Report Types
Quick accessNew leads, assignments, touch count, and source tracking.
GoToConnect communication volume and outcomes.
Outstanding quotes by age, amount, rep, and reminder history.
Gross sales by city, state, region, and company total.
Rep Performance Snapshot
This monthPhone
Auto click-to-call and auto text tools for customer follow-ups, quote reminders, and rep activity tracking.
Customer Contact Tool
GoToConnect integration placeholder.
Recent Communication
Logged automaticallyQuote reminder sent with approval link.
Rep note added: requested wholesale pricing.
AI routine recommendation and product bundle link sent.
Skin AI
Customer questionnaire, image analysis, recommendation scoring, routine optimization, and future biomarker/device data.
Recommendation Engine Inputs
Build phase roadmap| Input | Phase | Purpose | Status |
|---|---|---|---|
| Skin Questionnaire | Phase 1 | Collect skin type, concerns, goals, allergies, and current routine. | Build First |
| Photo-Based Skin Analysis | Phase 2 | Analyze visible concerns such as redness, dryness, texture, pigmentation, and aging signs. | Integration |
| Routine Tracking | Phase 2 | Track usage, customer feedback, improvements, and product changes. | Planned |
| Biomarkers / Devices | Phase 3 | Future advanced personalization using connected devices and biological data. | Future |
Settings
Admin controls, permissions, API connections, reps, regions, templates, and platform configuration.
Role Permissions
Access controlCan view assigned leads, own sales, tasks, quotes, and customer communication.
Can view team activity, regional reports, quote pipeline, and rep performance.
Full control of users, API keys, AI settings, templates, reports, and global data.
Required Integrations
Backend phaseOnline status, avatar connection, meetings, and team huddles.
Click-to-call, auto texting, call logs, quote reminders, and SMS templates.
Customers, leads, quotes, tasks, sales, reports, and rep assignment logic.
Questionnaire scoring, product matching, photo diagnostics, and routine optimization.