Feature
The numbers a sales manager checks before the morning meeting
Sylk System’s dashboards show today’s appointments, who is off, how each rep and office is selling, and which lead sources are producing. Reps get their own dashboard built around the quotes and appointments that need them next.
The manager view
Managers see a Today panel, who is off, a rep leaderboard, an office comparison, signed volume by week, sales by category, lead source performance, and a reasons breakdown. One date range control changes the window for the whole page.
The rep view
Reps see appointments waiting for a response, quotes the customer viewed in the last 48 hours, quotes expiring in the next seven days, and decisions on their time off requests. It reads like a to-do list, not a scoreboard.
One office or all of them
Multi-office companies can switch the dashboard to a single office, so each branch manager sees their own team without exporting anything.
Common questions
More answers are on the FAQ page.
Can we look at a specific date range?
Yes. The manager dashboard has a date range control that applies to every panel on the page. Weekly and monthly reviews use the same view.
What does a rep see on their dashboard?
Reps see appointments waiting for them, quotes viewed by customers in the last 48 hours, quotes expiring within seven days, and time off decisions. Every item points to a next action.
See it with your own team in mind
We'll walk through it using the way your reps sell today.