Dashboard Summary
Sync Connected
Verified Sales
$0.00
Active Orders
0
In Transit (FOB)
0
Unassigned Leads
0
Tasks & Alerts Needing Action
0 AlertsNo pending action alerts. Enjoy the day!
Sales Funnel Analysis
ID |
Company Name |
Contact Name |
Phone |
Email |
Buyer Type |
Outreach Sent |
Lead Status |
Status |
Assigned Sales Rep |
Total Sales ($) |
Pending |
Last Action |
Created Date |
Actions |
|---|
● Draft Quotes
0
● Quotes Sent
0
● Proforma Sent
0
● Firm Orders
0
● Sourced
0
● In Transit
0
● Delivered
0
● Cancelled
0
| Payment ID | Order ID | Client Company | Gross Confirmed ($) | Net Verified ($) | Processing Fees ($) | Payment Method | Transaction Reference | Date Paid | Confirmed By | Verified By | Internal Notes |
|---|
Total CRM Won Revenue
$0.00
Active Pipeline Value
$0.00
Overall Conversion Rate
0.0%
Total Sales Activities
0
Outreach Emails Sent
0
Avg Quote Turnaround
0 mins
Avg Payment Verification
0 hrs
Representative Performance & Activity
| Salesperson Name | Assigned Leads | Won Leads | Lost Leads | Conversion Rate | Won Sales ($) | Pipeline Value ($) | Calls Logged | WhatsApp Logged | Emails Sent | Meetings |
|---|
State Sales Tracking & Economic Nexus Compliance
Monitor sales volume, remote seller tax thresholds, and segment breakdowns (Wholesale vs Commercial)
Top 5 States Dashboard (Sales Volume)
Nexus Compliance Summary
85% Action Warning Triggered
States approaching economic nexus tax obligation limit
Nexus Threshold Exceeded
State sales tax registration & collection required
💡 Tax Exemption Rule: Standard US Tax Law requires evaluating Total Gross Revenue (Wholesale + Commercial) to determine nexus liabilities. Once registered, tax is collected on Commercial End-Users while Resellers remain tax-exempt via Resale Certificates.
State Gross Sales Index & Threshold Progress
| State | Total Gross Revenue ($) | Wholesale ($) | Commercial ($) | Orders | Nexus Threshold ($) | Threshold Progress % | Status | Actions |
|---|
User Accounts & Permissions
| User ID | Name | Role | Passcode | Active | Actions |
|---|
Spreadsheet Engine Integration
Manually trigger Google Apps Script tasks on the background. Changes sync back to sheets automatically.
Google Web App URL Endpoint
If Web App URL changes, update here. Re-verify connectivity afterwards.