Supplier Scorecard
best-price win rate across quoted products · lower avg rank = more competitive
🏆 Best Buy — Cheapest Source
OK-to-buy products · lowest quoted supplier + savings vs next
Supplier Directory
approved supplier profiles · accreditation, licensing & products
⛔ Restricted — Do Not Buy
products to refuse · with visual identifier & required action
🔍 Special Handling
inspection rules & conditional pricing
Supply Chain — Tasks
open tasks first · from VGP task sheet
Needs Attention
reps below their KPI targets · latest day
Team Activity Trend
total calls, warm & hot leads · last 14 days
Daily KPI Performance
latest day · actual vs each rep's target
Sales & Cold Calling — Tasks
open tasks first · from VGP task sheet
Application Pipeline · 50 states
canonical pipeline stages · Licensed → Applied → In Progress → Not Started
Pipeline Distribution
share of states by licensing status
License Type Boards
progress per license type across all 50 states
State-by-State Tracker
sorted by status · IR = in-state agent, Rep = designated rep
Licensing — Tasks
open tasks first · from VGP task sheet
Marketing KPI Scorecard
live from Monthly KPIs · 🟢 on target · 🟡 close · 🔴 off target
Daily Performance
ad spend & leads · last 30 days
Recent Days
daily KPI log
Growth Trajectory
monthly reach, ad spend & cumulative audience · Jan–Jun 2026
Month-by-Month
source metrics
Leads — Pipeline by State
total leads sourced · by state
Marketing — Tasks
from VGP task sheet
No marketing tasks tracked in the task sheet yet — add a “Marketing” tab to enable.
