Floor KPIs — today
30-day progress
Activity — last 7 days
Recent CRM activity
Human sales reps
Rep daily checklist
Agentic marketing agents
Agent update log
Pipeline / CRM
| Name / Company | Product | Stage | Assigned | Last touch | Value | Actions |
|---|---|---|---|---|---|---|
| No leads yet — add your first lead above | ||||||
Daily 4-hour structure
Daily report submission
Submitted reports
Monthly leaderboard
Commission calculator
Date range report
Touch log — edit & delete
| Date/Time | By | Contact | Product | Channel | Outcome | Notes |
|---|
Daily reports — edit & delete
| Date | Rep | Cold | F/U | Calls | Demos | Deals | Revenue | Notes |
|---|
Data management