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SALES DASHBOARD
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Sales data updated
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Key stat comparison
Previous month to the same day
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PROGRESS
Sales Target
Personal monthly target
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CHANNEL MIX
POS vs Backend
Ex GST
POS Sales—
POS Orders—
Backend Sales—
Backend Orders—
FOLLOW-UP
Needs Attention
0
Open quotes—
Unpaid—
TREND
Last 6 Months
MIX
Revenue by Category
DETAIL
Category Statistics
| Category | Revenue | Products Sold | Orders | Revenue Share |
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ACTION
Orders Requiring Attention
| Order | Date | Customer | Status | Invoiced | Paid | Outstanding |
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No orders currently require attention.
PHONE PERFORMANCE
Store Phones
Latest 3CX snapshot
Store network
YOUR PHONES
Personal activity
Inbound Answered—
Outbound Answered—
Total Answered—
Unanswered—
Talk Time—
READ ONLY
Points History
Historical transactions copied from the existing points ledger.
LEDGER COPY
Transactions
No points writes
| Date | Transaction | Notes | Points |
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No points transactions found for this selection.
PHASE 1
Points Program is not connected yet
The current points balance, Visa requests and DJ City gift card system remain completely unchanged while this portal is tested.
Live balancePlanned
Visa requestsPlanned
DJC gift cardsPlanned
Redemption historyPlanned
Historical transactions are already available under Points History and are read-only.
ADMIN · POINTS
Points Program Management
Shadow-mode ledger, fulfilment queues and legacy explorer. Nothing here is visible to staff.
Release stateShadow / Test
POINTS PROGRAM · SHADOW
Points Management & Explorer
Admin-only test system. Staff Points Program access and live fulfilment remain disabled. Legacy balance is a snapshot; new weekly earnings are read from Points History after the shadow start date.
Shadow only
Shadow Accounts—
Open VISA Requests—
Gift Cards Imported—
Unmapped Legacy—
Opening Balance—
New Weekly Earnings—
Shadow Adjustments—
Available—
Select a mapped account to inspect the shadow balance.
MANUAL ADJUSTMENT
Add / remove test points
TEST REDEMPTION
Create a shadow request
DJC gift-card requests generate a random DPP-####-#### shadow code only. It is not yet created in Odoo.
SHADOW LEDGER
Adjustments & Redemptions
| Date | Type | Notes | Points |
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EARNINGS SOURCE
Points History
| Date | Type | Notes | Points |
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FULFILMENT
VISA & Redemption Requests
| Staff | Request | Source | Requested | Points | Status |
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No redemption requests match this filter.
GIFT CARDS
DJC Gift Card Explorer
Legacy + shadow
| Staff | Code | Value / Balance | Expiry | Source | Status |
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Unmapped legacy data —
Balance rows
Gift cards
Legacy gift-card issue dates were not supplied, so they are intentionally left unknown rather than paired to guessed redemptions.
REPORTS
Team Reporting
Cross-team rankings and phone snapshots. Available to analysts and administrators only.
Access
Analyst / Admin
REPORTING
Top Reports
Open Reports to load the latest cached rankings.
Team Sales—
Orders—
Products Sold—
Reporting Reps—
TOP 10
Sales Reps
Open Reports to load rankings.
TOP 10
Order Count
Open Reports to load rankings.
TOP 10
Products Sold
Open Reports to load rankings.
TOP 10
Categories
Open Reports to load rankings.
These rankings query only the portal's local cached reporting tables. They do not query Netstock or Odoo interactively, and each list is capped at 10 results.
PHONES
All Store & Team Phone Snapshots
Current month-to-date 3CX snapshots with the previous end-of-month snapshot for comparison.
| Phone Group | Site | Snapshot | Received | Answered | Unanswered | Outbound | Talk Time | Answer % | Previous EOM |
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No phone snapshot imported yet.
ADMIN
Portal Administration
Manage portal access, roles, store/team assignments and integration health.
Allowed Google domains
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ENVIRONMENT
Portal Connection
Checking…
Public URL—
Google OAuth—
Secure cookie—
Real-data import API—
Use the public HTTPS URL for Google sign-in. Data import uses a separate API key and never grants portal login access.
NETWORK
Store Network Diagnostic
Admin only
NETWORK DIAGNOSTIC
Detected Store Network
Matched Store—
Detected IP—
CF Connecting IP—
X-Forwarded-For—
USERS & ACCESS
Portal Users
| User | Role | Sales Rep Mapping | Location / Team | Status | Last Login |
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No portal users found.
SALES TARGETS
Monthly Per-Staff Targets
Set the personal monthly target inherited by each salesperson assigned to a store or team. This does not create or display a combined store target.
| Location / Team | Type | Target per Staff |
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No active stores or teams are configured.
Targets apply to each mapped salesperson individually on their Overview.
STORE & TEAM RELATIONS
Assignments
Users are assigned from the user setup above. Store Managers can only switch between active users assigned to their own location.
Assignment matrix
| Location / Team | Type | Active Users | Assigned Users | Phone Groups | Known IPs |
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No stores or teams configured.
DATA
Import Status
Monitoring only
Sales Cache From—
Cached Through—
Completed Days—
Cached Orders—
| Source | Status | Started | Completed | Rows | Message |
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SECURITY
Access Audit
Last 100 changes
| When | Administrator | Action | Target |
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USERS & ACCESS