Dashboard
Alerts
Quick actions
Accounts
Orders
Promotions
Reps cannot apply manual discounts. They enter a promo code at checkout. Volume-based perks attach to a code (free shipping, bonus product, seminar/training access).
Reports & KPIs
Summary
Year over year
Revenue trend
🏆 Leaderboard
Each rep ranked across four metrics. Overall rank is the sum of individual ranks — lower is better. Top three get medals.
By rep
Pipeline & conversion
Leads (prospects) and account closes within the selected date range. Conversion % = converted leads ÷ leads created. "Time to close" averages days from prospect creation to the linked account being created.
By rep
By account type
Detail (click to expand)
Forecast
Summary
Cases = forecast ÷ case price. Adjust price in Admin → Settings.
Team rollup (admin)
Forecasts in this period
🔔 Reminders
Your active reminders. Create new ones from within any account (Call / visit log section). Reminders are private to you.
My Profile
Contact information
This is your contact info on file with The Reflect Co. Visible to admin. Update any time.
Role & assignments
Set by your admin — contact them to make changes.
Rep profiles
Reps
Click Edit to manage contact info, commission %, territory, role, and status.
Pending invites
Reps you've invited but who haven't signed up yet. Their pre-set rep ID, role, commission, and territory will apply automatically when they sign up.
Marketing Materials
Product sheets, sell sheets, brand assets, order forms. Click any file to download. Admin uploads only.
Customer Service
Internal AI assistant for reps. (Forward-facing chat lives on thereflectco.com — this is the rep-side copy.)
Admin
🛠 SQL Runner dangerous
Run arbitrary SQL against the database — same as the Supabase Dashboard's SQL editor, but without leaving the CRM. Every run is audit-logged.
⚠ You can drop tables and delete rows here. There is no undo. Confirm carefully.
Messages to reps
Post announcements, promos to push, to-do items, or send a private 1-on-1 message. Shows in the rep's Dashboard → Alerts.
🎬 Media portal access
Every email authorized to sign in at media.thereflectco.com. Reps and admins sign in without being on this list; everyone else needs an explicit grant.
Promotions
Promotion codes are managed in their own tab — open the Promotions view to edit codes.
Rep profiles
Manage rep contact info, commissions, territories, and access in the dedicated Reps tab.
Account types
Settings
Products & pricing
Wholesale catalog. Changes here update every rep's order picker immediately. When Shopify sync is live, use Shopify as the source of truth and pull with "Sync products now" — do not edit here.
🗑 Trash bin (45 days visible + 45 days archived)
Shopify integration
Audit log
Every insert / update / delete on accounts, orders, forecasts, notes, profiles, products, and promotions is logged. Shows the 100 most recent actions matching the filters.
Lead routing & tax (notes from outline)
- Lead → rep routing: match incoming web leads to a rep by ZIP/territory. Stored under each rep as territory (ZIP list).
- Multi-jurisdiction sales tax: recommend Shopify Tax / Avalara. CRM stores the rate per state/county and a sales-tax license # per account when provided.
- Shopify sync: orders, inventory, payments are sourced from Shopify. This UI is the rep-facing layer.