Dashboard
Welcome back, {{user?.name}}
Active Pipeline
{{kpis.activePipeline}}
Deals Won
{{kpis.dealsWon}}
Pipeline Value
${{fmt(kpis.pipelineValue)}}
Pending Tasks
{{kpis.tasksPending}}
Upcoming Follow-ups
{{kpis.upcomingFollowups}}
Upcoming Follow-ups
No upcoming follow-ups
{{l.company}}
{{l.next_followup}}
{{l.stage}}
${{fmt(l.expected_value_usd)}}
Latest Announcements
No announcements
{{a.title}}
{{a.body.substring(0,120)}}{{a.body.length>120?'...':''}}
Leads
{{leads.length}} total
| Company | Contact | Stage | Value | Source | Follow-up | |
|---|---|---|---|---|---|---|
| {{l.company}} | {{l.contact_name}} | {{l.stage}} | ${{fmt(l.expected_value_usd)}} | {{l.source||'—'}} | {{l.next_followup||'—'}} | |
No leads yetAdd your first lead to get started. | ||||||
Resources
Marketing materials & sales tools
No resources yet
Knowledge Base
Company info, guides & FAQs
No articles
{{a.title}}
Tasks
{{tasks.filter(t=>!t.completed).length}} pending
{{t.title}}
Due: {{t.due_date}}
No tasks
Add a task to get started.
Commissions
Your commission rates & earnings
All partner commissions
Total Earned
${{fmt(commissionStats.total)}}
Pending
${{fmt(commissionStats.pending)}}
Paid
${{fmt(commissionStats.paid)}}
| Partner | Company | Deal Value | Commission | Status | Date | |
|---|---|---|---|---|---|---|
| {{c.partner_name||''}} | {{c.company}} | ${{fmt(c.deal_value_usd)}} | ${{fmt(c.commission_amount)}} | {{c.status}} | {{formatDate(c.created_at)}} | |
No commissions yet |
Your Commission Rates
{{r.product_category||'All products'}} · {{r.rate_value}}{{r.rate_type==='percentage'?'%':' (flat)'}}
MDF
Market Development Funds
Total Allocated
${{fmt(mdfTotalAllocated)}}
Remaining
${{fmt(mdfRemaining)}}
Requests
{{mdfRequests.length}}
MDF Requests
| Partner | Title | Amount | Status | Reimbursed | Date | |
|---|---|---|---|---|---|---|
| {{r.partner_name||''}} | {{r.title}} | ${{fmt(r.amount_usd)}} | {{r.status}} | {{r.reimbursed?'✅ Yes':'—'}} | {{formatDate(r.created_at)}} | |
No MDF requests |
Allocations
{{a.partner_name}} · ${{fmt(a.amount_usd)}} allocated · ${{fmt(a.remaining_usd)}} remaining · FY{{a.fiscal_year}}
Partner Applications
{{applications.length}} total
| Date | Name | Country | Program | Status | ||
|---|---|---|---|---|---|---|
| {{formatDate(a.created_at)}} | {{a.name}} | {{a.email}} | {{a.country||'—'}} | {{a.program}} | {{a.status}} | {{a.notes}} |
No applications | ||||||
Reports
Download CSV reports
📊 Leads Report
Download all leads data as CSV with partner names, stages, and values.
💰 Commissions Report
Download all commissions data as CSV with partner names and payment status.