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📝 Notes
Your private scratchpad — nothing connects to any customer or report.
🔔 Upcoming reminders
View all →📅 Today's schedule ↗ click to expand
🗺️ Build route🎂 Upcoming birthdays
📞 Recent calls
View all →Customers
Every account Crescent Hardwood serves.
All Customers
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▸ Open
| Name | Address | Phone | Assigned rep | Net Sales YTD | YTD Last Year | |
|---|---|---|---|---|---|---|
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Call Reports
Field visit logs, geostamped on submission. Your call reports are private to you and your manager.
Log a call
All Call Reports
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▸ Open
More filters (keyword, city, distance)
Calendar
Every logged call and scheduled follow-up, in one place.
Plan the day
Set where you start, add the stops, and go.
| Customer | Rep | Last Call | Next Call Due | Notes | Actions |
|---|---|---|---|---|---|
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Reminders
Follow-ups and logged calls, soonest due first.
Pending
▾ Close ▸ Completed
📈 Product Trends
24 months · all reps · click any row to drill in
📈 Monthly Revenue
🏆 Top Collections
▼🏢 Top Customers
▼🌟 Sales Heat Map top 8 collections × month
▼🔄 Year-over-Year Comparison recent 12m vs prior 12m
▼🏢 Industry Comparison our trend vs. reported industry trend
▼Every row here is entered by hand with a source — nothing on this page is generated or guessed. Check a box to show that collection in the comparison below. Use "Download research template" for a spreadsheet pre-filled with our collections (and a few researched starting suggestions) to fill in and re-import.
| Our collection | Industry category | Our trend | Industry trend | Source | ||
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Analytics
Company performance, at a glance.
Rep Leaderboard — actual (MTD/YTD from last accounting import) vs goal
▾ Close
▸ Open
Open Orders by Collection — pending order value, not completed sales
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▸ Open
Top Past Due Customers — per last accounting import
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▸ Open
Backordered Items — Age — genuinely backordered lines only, not normal pending-to-ship
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▸ Open
Customers Trending Down — YTD vs same period last year, per last import
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▸ Open
| Customer | Rep | Period to Date | YTD | Last YTD | Sales Previous Year | Change |
|---|---|---|---|---|---|---|
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Rep Activity — call reports, follow-ups, audits, this month
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▸ Open
| Rep | Call reports | Follow-ups completed | Follow-ups pending | Audits logged |
|---|---|---|---|---|
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❓ Help Files
Step-by-step guides for every part of the portal. Search or pick a topic below.
🛠️ Admin
Administrative tools and team insights — visible to administrators only.
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🚦 Data Feed Health
How current each imported data set is. Hover a light for what to do about it.
🚦 Data Feed Health
How current each imported data set is. Hover a light for what to do about it.
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🧰 Admin tools
Imports, catalog, users, and pending pricing changes.
🧰 Admin tools
Imports, catalog, users, and pending pricing changes.
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🎂 Birthday Cards & Reminders
Card designs, default messages, how far ahead birthdays flag, and which pop-ups appear.
🎂 Birthday Cards & Reminders
Card designs, default messages, how far ahead birthdays flag, and which pop-ups appear.
Pick the design reps start on. They can still switch per card.
Pre-filled when a rep opens a card. They can edit it before sending.
✏️ Per-design messages (optional)
Give a specific design its own wording. Blank = use the default above.
Updates as you type. Sample name shown.
Controls the 🎂 on route stops and business cards.
Creates a belated-call reminder if one slipped by.
Use {name} where the person's name goes.
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🏢 Company-wide Adoption
Managers & staff blended into one adoption rate, benchmark, and 30-day trend (admins excluded). Collapse to jump to per-person.
🏢 Company-wide Adoption
Managers & staff blended into one adoption rate, benchmark, and 30-day trend (admins excluded). Collapse to jump to per-person.
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📊 Team Feature Adoption
Click a person to see their breakdown — only their card opens.
to
📊 Team Feature Adoption
Click a person to see their breakdown — only their card opens.
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🧭 Team Comparison — Time by Tab
Side-by-side time spent per person, per tab — spot who's under-using a feature so you know who to walk through it.
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🧭 Team Comparison — Time by Tab
Side-by-side time spent per person, per tab — spot who's under-using a feature so you know who to walk through it.
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People with tabs they've barely touched or never opened in this range — good candidates for a quick product knowledge session.
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💡 Daily Spotlight Engagement
Who's completing the daily "feature of the day" pop-up.
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💡 Daily Spotlight Engagement
Who's completing the daily "feature of the day" pop-up.
| Person | Role | Today | Completed | Completion rate | Spotlight opened | Last done |
|---|---|---|---|---|---|---|
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🕑 Login Activity
Real sign-in / sign-out history — click a name for the day-by-day log. Kept 60 days.
🕑 Login Activity
Real sign-in / sign-out history — click a name for the day-by-day log. Kept 60 days.
| Person | Role | Sessions | Time online | Feature usage | Last login | Status |
|---|---|---|---|---|---|---|
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Click any name to see that person's individual logins, logouts, session length, and which tabs/features they actually used, broken out day by day.
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📦 Shipment History Log
Permanent archive of every container's PO / ship / landing dates — survives edits, hides, and deletions on the live Container Reports page. Feeds future lead-time estimates by collection and vendor.
📦 Shipment History Log
Permanent archive of every container's PO / ship / landing dates — survives edits, hides, and deletions on the live Container Reports page. Feeds future lead-time estimates by collection and vendor.
📈 Avg lead time by collection & vendor ▾
| Collection | Vendor / Carrier | Shipments | Avg PO→Ship | Avg PO→Land |
|---|---|---|---|---|
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Only counts records with a known landing date (PO→Land) — in-transit shipments are excluded from these averages until they land.
| Container # | PO # | Vendor / Carrier | Collection | PO Created | Ship Date | Landed | PO→Ship | PO→Land | Archived |
|---|---|---|---|---|---|---|---|---|---|
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Showing the most recent 500 archived records. Every completed container is captured automatically the first time it's marked Received or given a landing date — use "Archive to Shipment Log" on the Container Reports page to snapshot everything currently on file as a starting baseline.
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💡 Suggestions for future improvement
Ideas from the team — check off Done as you handle them. Shows who suggested each one.
💡 Suggestions for future improvement
Ideas from the team — check off Done as you handle them. Shows who suggested each one.
Users
Manage logins, rep codes, and roles. Admin only.
Admins
| Name | Code | Territory | Role | Status | Actions |
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Managers
| Name | Code | Territory | Role | Status | Actions |
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Staff
| Name | Code | Territory | Role | Status | Actions |
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Sales & Goals
Company performance against monthly and yearly targets.
Open Orders
Orders placed but not yet delivered — a live worksheet for follow-up visits.
Filters
▾ Close
▸ Open
Claims
Product defects, freight damage, warranty, and shortage claims.
| Date | Customer | Type | Description | Amount | Status | Rep | Actions |
|---|---|---|---|---|---|---|---|
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Container Reports
Incoming shipments — sorted by soonest estimated delivery first.
| Container # | Carrier | PO Date | Collection | Est. Delivery | Days Out | Track | Edit | |
|---|---|---|---|---|---|---|---|---|
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Business Cards
Snap a photo of a card and log the contact — searchable later by name or company.
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▸ Add a card
Add a card
Import Data
Load Customer Master and Daily Sales files from Compass/Eagle exports.
Customer Master import
Columns: account_number, customer_name, address, phone, customer_type, customer_since, primary_contact_name, primary_contact_email, terms, branch, rep_code. Also auto-detects and correctly handles Compass's actual "Customer Master" export, which comes out in the Account Information format instead, and the richer "Customer Summary" export (Customer Salesperson Number, Customer Number, Job, Customer Name, Net Sales MTD/YTD, Past Due Balance, etc.) — any of these work here.
To get real day-based Past Due aging in Analytics (instead of the size-based fallback), include these optional columns from an AR Aging export: Current, 1-30 Days, 31-60 Days, 61-90 Days, 90+ Days. Without them, Analytics falls back to grouping past due by dollar amount instead of age.
Drop your Compass export here first. The tool strips any stray symbols from numbers, fixes address overflows, and splits out rows that need your attention (missing rep, house accounts) into a separate Review file you can correct and re-attach below.
After fixing the Review file (adding missing rep codes, etc.), attach it here. The corrected rows are merged back in — numbers are cleaned and the combined file is ready to import.
Open Orders import
Columns (from Eagle/Compass export): Order Doc #, Store, Customer Number, Customer Name, Job, City, Customer PO #, Reference, Order Date, Item Number, Item Description, Order QTY, Backorder QTY, Actual Sell Price, EXT TOTAL, Delivery Date, SP Name, Fineline Code, Fineline Name, Salesperson Number, Clerk
Drop your Compass open orders export here. Strips stray symbols from numbers, flags rows with unknown salesperson codes or missing data into a separate Review file you can fix and re-attach below. Account + Job routing is applied automatically.
After fixing the Review file (adding missing salesperson codes, correcting customer numbers, etc.), attach it here. Corrected rows are merged back into a combined file ready to import.
Container Reports import
Also accepts the Master Container export format (PO DATE, PO Detail, Reference #, Ship Via, Date Expected, QTY ON ORDER, Item Number, Item Description, Fineline Name, Port, WEB). "Ship Via" is read carefully: a real container number goes to Container #, "DELIVERED MM-DD-YY" is read as already-arrived and sets the status, and anything else (booking/BL numbers) is kept as a tracking reference without being mislabeled as a container number. Optional — add a column called "Ship Date" or "Gate In" (either header works) to fill in when the container actually left origin port; leave it off and that field just stays blank until you add it. Rows with nothing to track yet import with those columns blank. Dates as MM/DD/YYYY or YYYY-MM-DD. Re-importing the same Container Number + PO Number + Item Number updates that row instead of duplicating it, so adding a Ship Date/Gate In column to your existing spreadsheet and re-uploading it will fill in that field for every matching row at once. Choosing a file shows a summary — container/carrier counts, anything unusual — before anything is actually written.
Display Catalog
Manage the groups (tabs), collections (sections), and items (checkboxes) used in the customer Display Audit.