PL ProfitLensGCC ERP by Somar
ERP & SolutionsSales & CRMSales Rep Dashboard
Sales & CRM

Sales Rep Dashboard

Support field selling with nearby-client discovery, geo check-in, live visit timing, reports, targets, and account context.

Open guide All modules
LiveERPGCC

Capabilities

  • Find assigned clients within 200 m
  • Check in with server time and location validation
  • Resume an open visit on any device
  • Check out within 300 m, or archive an off-site check-out with a reason
  • Write a post-visit report
  • Review targets, achieved sales, and follow-up hints

How it works inside the ERP

  1. Find assigned clients within 200 m
  2. Check in with server time and location validation
  3. Resume an open visit on any device
  4. Check out within 300 m, or archive an off-site check-out with a reason
  5. Write a post-visit report
  6. Review targets, achieved sales, and follow-up hints

Important scope note

Location validation depends on device permission and configured client coordinates. Off-site check-outs count only after a manager approves them, and visits left open for 4 hours close automatically without counting.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/rep-dashboard/view.html
  • public/modules/rep-dashboard/logic.js