Sales & CRM

Sales Rep Dashboard

Support field selling with nearby-client discovery, geo check-in, live visit timing, reports, targets, and account context.

LiveERPGCC

Capabilities

  • Find nearby assigned clients
  • Check in with location validation
  • Run a live visit timer
  • Check out with distance checks
  • Write a post-visit report
  • Review targets, achieved sales, statements, and follow-up hints

How it works inside the ERP

  1. Find nearby assigned clients
  2. Check in with location validation
  3. Run a live visit timer
  4. Check out with distance checks
  5. Write a post-visit report
  6. Review targets, achieved sales, statements, and follow-up hints

Important scope note

Location validation depends on device permission and configured client coordinates.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/rep-dashboard/view.html
  • public/modules/rep-dashboard/logic.js