Volume Added MTD 💳
—
Deals Closed 🤝
—
Pipeline by Lead SourceView merchants →
Top PerformersAll →
Representatives+ Add Rep
| Name | Vol MTD | Door Knock | Appointment | Status | Actions |
|---|
Total Merchants 🎯
—
—new this month
Est. Deal Value 💰
—
↑ open oppscombined
All Merchants
+ Add Merchant
| Business / Contact | Business Type | Source | Assigned Rep | Est. Monthly Processing Vol | Date Added | Notes | Actions |
|---|
Import from BambooHR CSV
In BambooHR → Reports → New Hires → Export CSV, then import below
New Hires This Week 👥
—
weekly total
Paperwork Completed 📋
—
—of hires
Attended Training ✅
—
—of hires
Expected in Training
+ Add Hire
Onboarding Paperwork
All New Hires — This Week
+ Add Hire
| Name | Date Added | Attended Training | Paperwork Done | Notes | Actions |
|---|