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Month-to-date performance metrics
| # | Rep | Store | Hours | Boxes | MIM | HINT | Tablet | Watch | Acc $ | Acc $/PPD | Acc Qty | New Act | Upg/SOR | Box/Hr | Tot Acts |
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| # | Store | Reps | Traffic | Conv % | Hours | Boxes | MIM | HINT | Tablet | Watch | Acc $ | Acc $/PPD | Acc Qty | New Act | Upg/SOR | Box/Hr | Tot Acts |
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| Date | Stores | Boxes | MIM | HINT | Tablet | Watch | Acc $/PPD | New Act | Upg/SOR | Tot Acts |
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| Score | Rep | Store | Feedback | Sentiment | Resolution | Type | Date |
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| # | Store | Market | Opps | MIM | Goal | % to Goal | Conv% | Conv Target | Status |
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| # | Rep | Store | Opps | MIM | Goal | % to Goal | Conv% | Status |
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| # | Store | Market | Opps | HINT | Goal | % to Goal | Conv% | Status |
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| # | Rep | Store | Opps | HINT | Goal | % to Goal | Conv% | Status |
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| # | Store | Market | Tablet | Goal | % to Goal | Status |
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| # | Rep | Store | Tablet | Goal | % to Goal | Status |
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| # | Store | Market | Voice | Goal | % to Goal | Status |
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| # | Rep | Store | Voice | Goal | % to Goal | Status |
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| # | Rep | Store | Total | MIM | HINT | Acts | Tablets | Acc | Spiffs | Status | Progress |
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| Store | Market | Total | Reps | Eligible | Avg/Rep |
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Data is synced daily from BDI
Fetching live data from BDI + ShopperTrak...
This may take 15-30 seconds
Stores may not have opened yet — upload C2/DASH to see today's targets, or try refreshing later
Store opening status
Loading store open/close data...
Paste the UPS tracking number for the return shipment
Tracking number for RMA shipment to Assurant
This will be created as a critical item that requires resolution.
Control which users can access the dashboard and what markets/stores they can see.
Full audit trail of all actions
Pick the report type, then upload — or leave on Detect and confirm the match.
Export items with notes attached
Correct store assignment; remove terminated/DM items
Scan and remove duplicate entries
Delete all active items in a category
Create/refresh market chats + Game Room from roster
Pull latest MTD sales from BDI
Pull latest returns from BDI to Google Sheets
Move resolved items older than X days to the archive to keep your dashboard clean.
Paste CSV with a header row. Recognized columns (case-insensitive, any order):
doorCode (required), name (required), market (required),
phone, address, custno, msc,
fullName, targetReps.
Markets must already exist in Org Setup — unknown markets cause that row to be skipped.
Create announcements shown as banners below the nav tabs. Pinned banners cannot be dismissed by users.
Markets group your stores by region. Reps and DMs are scoped by market; their accessible-markets dropdown shows only the markets they're assigned to. Adding a market doesn't add stores — use the Store Directory tab for that.
Accessory dollars-per-PPD target. Acc $ goals are calculated as (Voice + HINT + BTS) × this rate — on the Goals page, Rep Allocations, and My Sales. Rep-level goals update immediately; store Acc $ columns recalculate the next time Monthly Targets are uploaded.
Deposit receipt email. When a DM resolves a Missing Deposit action item, their email app opens pre-addressed to this recipient with the receipt details filled in. Leave blank to let the DM type the recipient themselves.
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