Sales Accountability.
District Visibility.
Zero Guesswork.
Real-time progress tracking, compliant lead capture, and role-based access for retail sales teams. From rep dashboards to district-level governance—all with audit-ready accountability.
Built for Multi-Store Retail
From rep dashboards to district oversight—every feature designed for accountability and compliance.
Rep Clarity
Know exactly what you need per day to hit your goal with real-time progress tracking and daily pace calculations.
Manager Control
Edit or return transactions with required reasons. Every action creates an audit trail and notifies the rep.
District Visibility
Compare stores, view rep leaderboards, and monitor performance across your entire district in one dashboard.
Lead Enforcement
Eligibility prompts enforce compliance. Required lead capture when not sold ensures no opportunity is missed.
Inbox + Notifications
Reps and managers get notified on adjustments, status changes, and important updates—nothing falls through the cracks.
Security First
RBAC scope enforced server-side. Security events logged with severity escalation. Data retention for all receipts.
Role-Based Access Control
Each role sees exactly what they need—nothing more, nothing less. Scope enforced server-side.
Consumer Expert (CE)
Track personal progress, log transactions, capture leads, and manage daily goals.
- Daily progress rings (Lines, Fiber, FAN, etc.)
- Transaction creation with lead capture
- Goal tracking and pace calculations
- Inbox for manager notifications
Store Manager (SM)
Oversee store performance, edit transactions, manage team, and enforce compliance.
- Store-wide dashboard and metrics
- Edit/return with audit trail
- Rep leaderboard and rankings
- User management and announcements
District Manager (DM)
Multi-store visibility, district comparisons, and governance across all locations.
- District summary and store comparison
- Cross-store rep leaderboards
- Month lock/unlock with audit logs
- District-level notifications
Administrator
Full system access, user setup, district configuration, and security oversight.
- User and store management
- District creation and assignment
- Security event monitoring
- System-wide settings and controls
Roles can be combined—one user can be CE + SM + DM + Admin across multiple stores.
Security & Compliance
Enterprise-grade security built into every layer. Audit-ready from day one.
Server-Side RBAC
Role scope validated on every API request. No client-side bypasses possible.
Audit Logs
Complete CRUD trail for transactions, months, users, and settings. Immutable records.
Security Events
Severity escalation (INFO, WARN, CRITICAL) for suspicious activity and policy violations.
Data Retention
Receipt images stored with transactions. Full history preserved for compliance.
Compliance First: Every transaction edit requires a reason. Month locks prevent retroactive changes. Security events track policy violations.
Ready to run your district on facts?
No more spreadsheets. No more guesswork. Just clear accountability from rep to district.
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