1. What Geo Dollars is

Geo Dollars puts every one of your accounts on a map as a circle. One glance tells you two things about each account:

What you’ll see

• Your own accounts. Reps see the accounts assigned to them. Managers see their reps’ accounts; John and Colt see everyone.

• Sales numbers update every night from Compass. Call colors update as soon as a call report is saved.

• If Geo Dollars isn’t in your menu, it hasn’t been turned on for you yet. Ask John or Colt.

2. The screen at a glance

Tap Geo Dollars in the menu on the left. You’ll see four areas (Figure 1):

1. Search bar (top): find a ZIP code, city, or business name. The line under it counts your accounts on the map and your total sales this year.

2. Legend (just above the map): what every color and size means.

3. The map: every account as a circle and every prospect as a “?”. Use + and – (or pinch) to zoom, and drag to move around.

4. Accounts by sales YTD (right side): every one of your accounts, highest sales to lowest, with last year’s total, the % change, and a colored dot matching its circle. When you tap an account, a Selected card with its details appears at the top of this panel.

Figure 1. Geo Dollars with an account selected: its details fill the Selected card, and it is highlighted in the list. Sample accounts shown.

3. Reading the circles

Size = sales this year

Color = when it was last called on

Figure 2. The legend at the top of the map explains both colors and sizes.

Putting size and color together

The combination is what tells you where to spend your time:

Figure 3. What common combinations mean, and what to do about them.

4. Tapping an account

Tap any circle (or its blue star). Two things happen at once:

• A small pop-up opens on the map next to the circle.

• The same details fill the Selected card at the top of the right-hand panel, and the account is highlighted in gold in the list below it, which scrolls to it. The card is easier to read than the pop-up, especially on an iPad. Tap ✕ on the card to clear it.

Either way, everything you need before walking in the door is right there:

• Sales YTD and the % change versus the same point last year (green is up, red is down).

• Last year: the same period last year and last year’s full total.

• Last call: how many days ago, shown in the same green, yellow or red as the circle.

• 💵 Dealer Pricing: the account’s pricing tier for each collection. Scroll inside the box if the list is long.

• Square feet this year, top collection, last sale date, the assigned rep, phone and address.

• Open account page → takes you to the full customer page: contacts, orders, call reports and notes.

Figure 4. An account’s details: sales, last call, dealer pricing and a link to the full account. The Selected card shows the same information.

Hover over a circle (on a computer) for a quick tip showing the name, YTD sales and days since the last call, without opening the pop-up.

5. Prospects on the map

Prospects show as a “?” in a circle, colored by how recently they were called on, just like accounts. Uncheck show prospects in the search bar to hide them.

Tap a “?” to fill the Selected card (and the map pop-up) with the prospect’s state, stage, how many days you’ve been working it, the potential monthly dollars and confidence, where the lead came from, the last call, any dealer pricing you’ve set up, and the contact information.

Figure 5. A prospect pop-up. Open in Prospects takes you straight to it.

• Open in Prospects → jumps to the Prospects tab with that prospect open, so you can update the stage or add a note.

• Missing from the map? The prospect needs an address. On the Prospects tab, tap 📍 No map pin — locate, or edit the prospect and add the street address.

6. Finding things

Search

Type in the search bar and tap 🔍 Search:

• A business name or account number zooms to the matching accounts. If only one matches, its pop-up opens.

• A ZIP code (like 70123) zooms to that ZIP, so you can see what’s around a stop.

• A city (like Hattiesburg, MS) zooms to that city.

Other controls

• Show everything zooms back out to all your accounts.

• ⌖ Recenter (top right of the map) does the same thing.

• show $0 accounts hides or shows the gray dots for accounts with no sales this year.

The accounts list

• Every account you have, highest sales this year to lowest. The title shows how many. Scroll inside the list to see them all.

• The colored dot on each row matches its circle: green, yellow, red, black, or gray. Scan the dots to spot overdue accounts without looking at the map.

• Tap a name to fill the Selected card, fly the map to that account and open its pop-up.

• “NO MAP PIN” means the account isn’t on the map because its address can’t be located. You can still tap it to see its details; the address needs fixing on the Customers tab.

7. Using Geo Dollars to plan your week

1. Zoom to the area you’ll be in (search the city or ZIP).

2. Look for big red circles first, especially ones with a blue star, or scan the top of the accounts list for red dots. That’s your most valuable business going the longest without a visit.

3. Then yellow: accounts about to turn red.

4. Fill gaps with red “?” prospects and gray dots nearby. They’re cheap to add when you’re already in the neighborhood.

5. Build the day in Routes, then log a call report at each stop. By next week those circles are green.

8. Quick reference

9. Questions and troubleshooting

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