Smart Assistant for Reps — Rep Agency Demo Version 3.2

Executive Roll-up

All six agencies · October 2026 · Click any agency to drill in

Tier 1 · All agencies

YTD %

+5.7%

vs LY · all agencies

WTD $

$3.4M

Wk-to-date

MTD $

$1.8M

Mo-to-date

YTD $

$167M

All agencies

Active reps

88

All agencies

Web YTD %

2.4%

Target 5%

Avg lines / rep

42

Target 52

Open returns

23

Across agencies

Agency performance

Click row to drill into agency

Agency	Reps	YTD $	LYTD $	Diff %	vs LY	Web YTD %	On goal	Below

Top 10 Customers

All agencies · ranked by YTD sales

#	Customer	WTD $	MTD $	YTD $	LYTD $	LY Total	Vendors YTD	Vendors LY	Rep

Top vendors across the group

YTD by total dollars

Top reps across the group

Ranked by YTD sales

Show Top Reps

#	Rep	Agency	YTD Sales $	vs LY

Welcome, Cascade Sales Group

October 2026 · Manage the exceptions

Tier 2 · CSG

Reps tracked

14

Cascade Sales Group

On / above goal

6

Hold / grow

Below goal

3

Need attention

Open / HFC orders

46 / 7

Open / on hold for confirmation

WTD $

$58K

Wk-to-date

MTD $

$298K

Mo-to-date

QTD $

$298K

Qtr-to-date · Q4

YTD $

$3.68M

14 reps · CSG

YTD Web $

$114K

Web orders · YTD

Rep × KPI grid

Click row · drill into rep dashboard

Rep	CustomersActual / Goal	VendorsActual / Goal	New Cust	WTD $	MTD $Actual $ / Goal $	LYTD $	YTD $Actual $ / Goal $	Diff %	Web $

Top 10 Customers

Ranked by YTD sales across the agency

#	Customer	WTD $	MTD $	YTD $	LYTD $	LY Total	Vendors YTD	Vendors LY	Rep	Call list

Top 10 Vendors

Ranked by YTD sales across the agency

#	Vendor	Vendor YTD $	Vendor LYTD $	LY Total $	Retailer count

Welcome, Jordan Avery

Friday weekly snapshot · October 2, 2026

Tier 3 · Rep view

Bookings — i Statusesi

Sales Pace

Stay on track. Finish strong.

Where you stand

Agency rank

How it works: reps in the company top 10 are ranked across A & R; the top 75% of each agency are ranked within their agency; everyone else is measured against their own last year. Rep-written sales only.

Leading Accounts

See who’s driving your business.

Show Top Customers

#	Customer	Town	LYT	LYTD	YTD	Diff %	Last Ord

Green — YTD sales ahead of the same period last year (LYTD) Red — YTD sales behind the same period last year

Call Planner

Priority retailers · refreshed Friday night

Tier 3

CRM Diary

Before the call: what’s working and what to pitch · After: capture what happened

Tier 3

⌕

Grow Existing Vendors

Vendors this retailer already buys

Line	LYT	LYTD	YTD	Diff %	Last Ordered	Specials	Status
Total	$0	$0	$0	—

Introduce New Vendors

Best-fit vendors this retailer doesn’t carry yet

Northbend

Est. YTD: $14,200/yr

Sells Similar ProductsSpecials Available

Fernway

Est. YTD: $9,800/yr

New Vendor in MarketSells Similar Products

Homestead & Hearth

Est. YTD: $6,400/yr

Sells Similar ProductsSpecials Available

Add a vendor

Not on the list?

Two ways to bring a new vendor into this appointment

Vendors Pitched

Captured in the appointment · saves to history

Line	Est. YTD	Specials	Status

Appointment log

Every visit, call and note for this retailer

Date	Activity	Status	Notes

Appointment notes

Saves to retailer history

Vendors

Pick a vendor · see every retailer · sorted by last year’s volume

Tier 3

⌕

Keep the Momentum

Retailers already buying this vendor

	Retailer	Town	LY	LYTD	YTD	Diff	Last Ord	SARA	Actions

Sales Opportunities

Predicted fit · retailers not yet carrying this vendor

Retailer	Town	Est. YTD	SARA

— Claims

Claims & returns · logged, photographed and tracked through to credit

Tier 3

⌕

My open claims

6

All retailers · in flight

Closed MTD

26

All retailers

Avg time to close

4d

↓ from 11d

Invoices requested

2

Awaiting vendor

New claim · Cedar Hollow

Add every item · we split them into one claim per vendor · workflow continues even when a PO is missing

Item # / UPC

PO # Vendor Qty Reason

Note for this item optional

Photos optional

Carton and product shots both help.

Drafted claims (0 vendors · 0 items)

One claim per vendor. Each vendor gets its own claim # and only their own claim items.

Item #	PO #	Reason	Qty	Photos	Note

Open claims

Sortable · click any row to expand notes

Claim #	Customer	Vendor	Reason	Days open	Status	Notes	SARA

Invoices Invoices & POs Separate from claims · request missing invoice or PO copies from the vendor

Invoice request

Request a missing invoice or PO copy from a vendor · not tied to a claim

Sends to the vendor’s AR contact · appears in “Invoices / POs requested” below until marked received

Invoices / POs requested

Open requests stay here until the invoice/PO is received · tick received or resend

Customer	SARA	Vendor	Reference	Requested	Days open	Received	Action

Order Flow

Tier 3

Upload an order from Excel, PDF, or an image — or capture it directly from your phone.

Select the destination and let Order Flow convert it into a ready-to-process order.

1 Upload the order

Excel, PDF or a photo of a handwritten sheet

XLSX · XLS · CSV · PDF · JPG · PNG · HEIC

⇡

Drag & drop your order here

or choose an option below — we’ll read it and pull out the line items

No file to hand?

3 Review the extracted order

Check the details before sending · use Edit order to change a quantity, price or line item

Extraction confidence 96%

A & R Sales Group

Purchase Order · converted by Order Flow

Order #

SO-48217

Bill To

Ship To

Order Line Items

#	SKU / Item	Description	Qty	Unit Price	Extended

Choose a destination above to enable Send

Account Planning

Tier 3 · Rep view

1Priorities for me

This month · agreed in your monthly 1:1 · tracked on your dashboard

2Key growth accountsi

Your biggest growth opportunities · shared with your principal for pipeline tracking

#	Account	Stage	Target $K	Next step

3Leads

New prospects from the Call Planner · promote a lead to a key growth account once it is real

#	Lead	Source	Contact	Status	Next step

Agency Reviews

November 2026 priorities · auto-tracked vs actuals

Tier 1 · Management

⌕

YTD %

+4.7%

vs LY

WTD $

$183K

Wk-to-date

MTD $

$89K

Mo-to-date

YTD $

$8.1M

Year-to-date

Reps tracked

8

—

On / above goal

5

—

Below goal

3

—

Web YTD %

1.4%

Target 5%

Sales Pace

Stay on track. Finish strong.

Agency scorecard

vs the group · rank of 6

Measure	Agency	Group	Rank

This month's priorities

Management priorities · auto-tracked for this agency

SARA's pre-meeting brief

Suggested for next month

AI-generated · accept or edit

Management notes

Private · writes back to DB

Account Planning

Agency growth accounts · management priorities

Tier 1 · Account Planning

⌕

Key growth accounts · Cascade Sales Groupi

Set the agency’s strategic accounts · visible to the agency principal

#	Account	Stage	Target $K	Next step

Management priorities

Pushed to every agency · they show on each agency’s Account Planning page · click a status to update it

Account Planning

Rep growth accounts · agency priorities

Tier 2 · Account Planning

⌕

Key growth accounts · Jordan Averyi

Set the rep’s strategic accounts · they also appear in the rep’s own Account Planning page

#	Account	Stage	Target $K	Next step

Agency priorities

Pushed to every rep in the agency · click a status to update it

Rep Reviews

November 2026 priorities · auto-tracked vs actuals

Tier 2 · Reviews

⌕

YTD %

+8.4%

vs LY

WTD $

$520

Wk-to-date

MTD $

$2,600

Mo-to-date

YTD $

$790K

Year-to-date

Customers

—

New customers

—

Vendors written

—

Open claims

—

Sales Pace

Stay on track. Finish strong.

Top customers

Top 6 · same ranking as the rep’s dashboard

#	Customer	LYT	LYTD	YTD	Diff %	Last Ord

This month's priorities

Auto-tracked from KPIs

Clear open Northbend claims 3 still open · 6 closed so far this month
3 open
Place Northbend in 5 retailers 2 of 5 placed · 3 target retailers remain
2 of 5
Re-engage Cedar Hollow $34K down YTD · 6 weeks since order
No order

SARA's pre-meeting brief

Jordan is making steady progress — three net new this month, with Northbend placements driving most of it. The Cedar Hollow stall is the biggest exposure — six weeks dark, $34K YTD gap, historically their #4 customer. Suggest making this the November headline priority. Northbend rollout is half-done; the three remaining targets are within thirty minutes of their existing route.

Suggested for next month

AI-generated · accept or edit

Land Cedar Hollow reorder by Oct 23 Highest-risk customer recovery
Finish Northbend rollout — 3 target retailers left Continues current momentum
Keep open Northbend claims at zero for 3 consecutive weeks Sustainability check after the clean-up

Manager notes

Private · writes back to DB

— Reports

Pre-filtered to your territory · click any tile

Tier 3

Tier 3 Rep Reports Pre-filtered to a single territory

01

My Retailer Sales

Every retailer in the territory · YTD vs LY

02

My Vendor Performance

Vendor leaderboard · growth and decline

03

Claims Scoreboard

Claims raised, closed and credited · by vendor

04

Current Specials

Vendor specials running now · what to pitch your retailers

05

Call History

Every call logged · who, when and the outcome

06

Appointments List

Past and upcoming appointments · by retailer

Tier 2 Agency Reports Every rep in the agency, side by side

01

Top Customers

Highest-value accounts across the agency

02

Top Vendors

Best-performing lines across the agency

03

Rep Performance

Each rep against goal · customers, vendors, sales

04

Territory Sales

Sales by rep and territory · YTD vs last year

05

Priorities Board

Agency priorities and key growth accounts · status by rep

Tier 1 Management Reports Every agency in the group

01

All Agency — Roll Up

Group performance · agency by agency

02

Top Customers

Highest-value accounts across every agency

03

Top Vendors

Best-performing lines across every agency

04

Web Order Tracking

Web penetration and order volume by agency

05

Returns Scoreboard

Claims and credits · by agency and vendor