Admin - Sugar Alchemy CRM

📞 Today Call Log

Business	City	Rep	Type	Outcome	Duration	Decision Maker	Next Action	Tier	Temp	Notes	Date
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🔻 Sales Funnel Movement (Today)

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🛠️ Settings & Admin Controls

📊 Monitoring Framework

Use this as your manager control room for discipline, scorecards, goals, funnel movement, reports, and blindspots.

📋 Follow-up Discipline Control

Rep	Due Today	Missed Today	Overdue	Hot/Aggressive	Open Waiting	30d Calls	Action
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📈 Weekly Manager Tracking

🏁 Daily Team Scorecard

Daily execution discipline score for each rep, prioritizing assigned work closure, outcomes saved, due follow-ups, and CRM hygiene on touched leads.

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🎯 Weekly Goals

This section refreshes by week. Review current week goals here, then update next week goals after coaching is done.

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🏙️ City Penetration

Auto-mapped by city from live CRM data so you can coach reps toward 5 to 10 customers per city.

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🔎 Needs Review

Auto-mapped from saved lost reasons and review keywords so you can quickly spot issues that need admin attention.

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Rep	Daily Reason	Execution	Funnel	Follow-Ups	CRM	Blindspots	Training Focus
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♻️ Monthly Reactivation Review (Admin Only)

Reactivation Candidates (Archived, no orders)

Rep	Bakery	City	Last Outcome	Last Call	Action
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Ignored Unreachable (No Answer / Wrong Number, no follow-up)

Rep	Bakery	City	Last Outcome	Days Ignored	Last Notes	Action
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💸 Expenses So Far

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🛒 Grocery Planner

Update this anytime during the week. Save when you want to keep the latest grocery plan.

✅ Grocery To-Do

Use this for prep work like make batter, make ghee, or anything that should roll forward until completed.

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🛒 Grocery Items

Add grocery, apparel, or personal items depending on the active sub tab.

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Sales Representatives

Name	Phone	Email	Cities	Status	Actions
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🔐 Active Sessions

Logged-in admin and reps. Disconnect to force re-login.

Name	Birthday	First Day	100 Days	Billing (₹)
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Rep Name	Cities	Stars (Filtered)	All-Time	Latest Star	Action
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Rep	New Leads	Mins on Call	Mins on App	Calls	Connected	Follow-ups	Samples	Orders
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Milestone	Value	Source
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📋 How to Connect Google Sheets

Open your Google Sheet
Share → "Anyone with link can view"
Copy URL
Click "+ Add Sheet" and paste
Assign city and rep
Click "Sync"

Connected Sheets

City	State	Rep	Last Synced	Status	Actions
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Requested

→

Fulfilled

All Samples

Customer	City	Product	Rep	Status	Feedback	Next Action	Date	Actions
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🚀 Active Pipeline: Sample Dispatched, No Order

Customer	City	Rep	Sample Status	Feedback Status	Action
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📝 Sample Feedback Questions

These questions appear to reps once a sample is delivered. Supported types: rating (1-5) and yes/no.

Customer	Products	Notes	Amount	Rep	Status	Payment	Created	Target	Action
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Customer	City	Rep	First Order	Days Since Last Order	Payment	Status	Action
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Rep	Bakery	Order Type	First Order Date	Delivered	Payment Due	Payment Status	Paid At	Action
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Bakery Name	Number	Address	Next Follow-up	Actions
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	Bakery Name	Number	City	Tier	Temperature	Last Response	Status
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🗂️ Planner

Start with Thirukkural, scan rep performance today, and then work through your categorized checklist.

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📞 Today Call Log

🔻 Sales Funnel Movement (Today)

🛠️ Settings & Admin Controls

📊 Monitoring Framework

📋 Follow-up Discipline Control

📈 Weekly Manager Tracking

♻️ Monthly Reactivation Review (Admin Only)

Reactivation Candidates (Archived, no orders)

Ignored Unreachable (No Answer / Wrong Number, no follow-up)

💸 Expenses So Far

🛒 Grocery Planner

✅ Grocery To-Do

🍽️ Eat Out

🛒 Grocery Items

🧒 Vasu's Today Work

🎨 Drawing Progress

💃 Dance Progress

♟️ Chess Progress

⛸️ Skating Progress

🏋️ Personal Training Progress

Sales Representatives

🔐 Active Sessions

✅ Delete Approval

Rep Profiles

📅 Upcoming Reminders

Personal

Performance

🏆 Leaderboard

All Sales Reps

📋 Recent Star Awards

📊 Rep Performance

📋 Weekly Review

Questions for this week

Rep Submissions

🎯 Personal Milestones

Custom anniversaries (editable)

📊 Performance Milestones

📋 How to Connect Google Sheets

Connected Sheets

All Samples

🚀 Active Pipeline: Sample Dispatched, No Order

📝 Sample Feedback Questions

All Orders

🔁 One-Time Buyers (No Repeat Order Yet)

💳 First Order Payment Tracking

📦 Products

Portfolio Accounts (Placed Orders)

Tier Progress

🗂️ Planner

Weekly Review

Add Plan for This Week

Update Current Goal

Add Product

Add Variant

Edit Follow-up

Add New Rep

🔄 Reassign City

Add Google Sheet

Add Milestone

Add Question

Admin Login

Change Password

Profile Photo

Lead Details

📅 Set Follow-up Date

Add Sample Feedback Question

Add Customer