| Customer | Rep | Zone | City | Sales ↕ | Margin | Orders ↕ | Recent 6m | Score ↕ | Priority | Status | Last Order ↕ |
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Product Performance
| Group | Sales | Contribution | Margin % | Orders | Units (Qty) | Avg Sales/Order | Action |
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Click any rep to see full profile
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Predictive Orders
Based on avg order intervals. Overdue shown in red.
| Customer ↕ | Rep | Priority | Last Order ↕ | Predicted Next ↕ | Status | Avg Sales ↕ | Last Visit | Action |
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Visit Planner
P1/P2/P3/P4 scoring
P1 >7P1 NewP2 5–7P3 3–5P4 ≤3
| Customer | Rep | Zone | City | Priority | Activity | Score | Spend | Margin | Last Order | Predicted Next | Last Visit | Action |
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Visit Plan by Rep
Click any visit card to add observations
0 visits planned
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Visit Analytics
Insights from logged visit data
✅ Orders🔄 Follow-ups❌ No Interest
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Master Sheet
Configure visit targets · Used by Smart Route Planner
Rep Summary
| Sales Rep | Active Customers | Inactive | Total |
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