Net sales
RM 0
Liveloaded after secure login
Management overview
Sales performance, with profit in view.
Live revenue, profitability, target progress and operational exceptions loaded from Supabase after secure login.
Gross profit
RM 0
Privatecontrolled by account authority
Orders processed
0
Liveloaded from Supabase
Margin risk
0 orders
0.0%below 10% or negative margin
Sales and profit trend
Current-year monthly results
Net salesProfit
00000
Target pace
Awaiting live period
0%achieved
RM 0KPI targets load from authorised Supabase settings.
Management attention
Prioritised exceptions from live records
Low-margin exposureNo live data loaded.
0Duplicate invoice numbersNo live data loaded.
0Customer concentrationNo live data loaded.
0%Top customers
Ranked by selected-period net sales
No live data loaded.
Customer mix
Order count and sales by selected period
0orders
Agent
00.0% · RM 0
End user
00.0% · RM 0
Unclassified
00.0% · RM 0
Sales performance
Team performance.
Live ranking and authorised financial detail load from Supabase after login.
No live team data loaded.
Successful order register
Key it once. Review it clearly.
Add, sort, label, export and correct successful orders. Missing or unusual costs stay visible until someone resolves them.
| Job / Supplier | Profit | Margin | Review | Label | Actions |
|---|
Commission control
Commission status.
Live commissionable sales can be reviewed here. No estimate is displayed until an authorised policy and closing process are connected.
No live commission data loaded.
Customer intelligence
Customer performance.
Customer rankings and ownership load from the selected live reporting period.
No live customer data loaded.
Unified lead pipeline
One journey from first approach to final deal.
Self-created prospects and company website enquiries now share one pipeline while keeping their origin, owner and KPI treatment separate.
iOne pipeline, two origins: salesperson-created prospects count toward new-approach KPI; company leads are assigned by Boss. Returned leads retain the first owner’s attempt before reassignment.
Data integrity and profit risk
Know whether the number is wrong—or merely risky.
Integrity checks identify records that may be incomplete or duplicated. Profit-risk checks identify genuine orders that need management attention.
No live quality data loaded.
Month review
Review before finance closes the month.
This page checks completeness and profit risk. It does not lock transactions, approve commission or send payroll instructions.
No live month-review snapshot loaded.
KPI configuration
Set targets, weights and accountability.
Targets and score weights are stored by salesperson and month. Weight means contribution to the final KPI score—not urgency or work priority.
Target configuration
Select a salesperson and reporting month
Score Weight (%)Each KPI contributes this percentage to the final score. All weights must total exactly 100%.
Live score preview
Calculated from authorised settings
0score
SalespersonSelect a configured period.
Achievement × WeightExample: 80% achievement on a 30% KPI contributes 24 points. Achievement is capped at 120% for scoring.
| Salesperson | Sales target | Actual sales | Profit target | Actual profit | Approaches | Customers won | Score |
|---|
Weekly meeting minutes
Turn discussion into ownership.
Record the agenda, decisions and action items in one place. Unfinished actions can be carried into the next weekly meeting.
Meeting history
Searchable weekly records
Meeting editor
Minutes, decisions and accountable follow-up
Lead follow-up queue
Overdue and upcoming pipeline follow-ups for weekly discussion
System administration
Manage the team and authority in one place.
Boss can add or deactivate salespeople, store portrait URLs, control order, meeting access and role permissions.
ⓘLogin administration is now available here: save the salesperson and email first, then use Invite / Link Login. The secured Edge Function creates or finds the Supabase Auth user, creates the sales profile and links everything without exposing administrator keys in this HTML.
Sales team & login management
Add staff, invite or link their login, disable access and deactivate former staff while retaining all historical records.
Recommended removal: Deactivate the salesperson and disable login. Permanent deletion is only allowed for an unused, unlinked record with no orders, leads, KPI assignments or other historical references.
Meeting-minute access by account
The Salesperson template is further restricted by individual account
Order labels
Customize the labels every salesperson can apply to their own orders
Theme preview cycle
The single top button cycles through all four themes and remembers the last selection.
LightCurrent clean management view
DarkQuiet low-light workspace
CheerfulWarm coral, yellow and teal
NeonControlled lime and cyan contrast