R
The Reflect Co
Sales Rep Portal

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About accounts
New users start as reps. An admin promotes them via Admin → Reps. Bootstrap: the first user can run a one-line SQL in Supabase to make themselves admin (see setup guide).
R
The Reflect Co
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Rep

Dashboard

Accounts
0
Orders (MTD)
0
Revenue (MTD)
$0
Commission (MTD)
$0

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

Orders
0
Revenue
$0
Avg order
$0
Commission
$0

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.

Leads created
0
Accounts created
0
Conversion rate
—
Avg time to close
—

By rep

By account type

Detail (click to expand)

Forecast

Summary

Monthly forecast
$0
Quarterly forecast
$0
Weighted (× close %)
$0
Appose Lip TX cases to order
0 cases

Cases = weighted forecast ÷ $600 per case (24 units). Adjust in Admin → Settings.

Team rollup (admin)

Forecasts in this period

My Profile

👋 Welcome! Please fill in your contact info below. Fields marked * are required. Once you save, you can use the rest of the CRM.

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

Total reps
0
Active
0
Disabled
0
Pending invites
0

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.)

If all else fails: 1-800-TBD · hello@thereflectco.com · 3642 S. Jason Street, Englewood, CO 80210

Admin

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.

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.