I am actively building this tool to bring users real-time visibility into visit history, sales, and team performance in an easy to use web app that works on desktop or mobile. This tool currently has limited access. Please login and use the features and let me know what you think.
Goal: To provide a one stop shop for KPI metrics and insights for all GM's and HQ personnel. This only works for the PNW currently, but is scalable.
Live now: Sales Drill Down by brand, sku, store with trend charts - Route History quick lookup. See when the last time we visited, which RSR, last invoice, etc. - RSR Performance KPI metrics. See rev/route, who is performing, and who is not.
Coming soon: More regional data and regional filter, executive dash, perhaps a RSR leaderboard and challenges. RSR's would be limited to just the leaderboard. Sky is the limit.
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Whisha Daily Grind
Visit History Analytics
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Top & Bottom Performers
RSR Performance
RSR
UID
$ Delivered
Credits
Credit %
Stops
Success
Avg Duration
Total OOS
OOS/Stop
Total Hrs
Total OT
OT %
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POD Notes
Apply filters to view PoD notes
Stop Notes
Apply filters to view stop notes
Visit History
Date
Store
RSR
Direct Invoice #
PO Number
FS Invoice #
FS PO Number
POD Notes
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Store Map
Current Initiatives
Visit History Lookup
POD Notes
Select a store to view PoD notes
Stop Notes
Select a store to view stop notes
Store Map
Product Comparison — Weekly Trend
Select SKUs above to compare. Shows top 10 SKUs by net sales.
Sales & Credits Trend
All regions shown regardless of branch filter. Weekly granularity when time or product filters are applied.
Top 10 Customers
Top 10 Products
Sales by Roaster
GP Margin Trend by Region
Recent Transactions
Roaster
Customer
Date
Type
Product
Qty
Sales $
GP $
GP %
Initiative Management
Create and manage store initiatives displayed to RSRs
Create New Initiative
×
Title
Banner
Roaster
Window
Start
End
Park
Pinned
Actions
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User Management
Manage dashboard user accounts, roles, and access
Create New User
Edit User
Name
Title
Tenure
Role
Active
Force PW
Actions
Last Login
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Security Events
Recent authentication activity and security alerts