Performance Overview
Feb 27, 2026
Team Revenue — Yesterday vs Target
Daily achievement by territory
Feb 27
MTD Progress
Revenue achievement %
Productivity — TC vs PC
Total calls & productive calls today
SKU Sales — Daily Cases
CAN / BOOM / GO split today
Daily Performance — by Team
Feb 27, 2026
Daily Performance — by Executive
Feb 27, 2026
| # | Name | EMP ID | Territory | Yday Revenue | MTD Revenue | MTD Ach | TC | PC | CAN | BOOM | GO | Start | End |
|---|
MTD Performance Tracker
vs Prev Mo
DATE RANGE
→
| # | Territory / Team | Ach% | SC→TC% | TC→PC% | Target | Actual | Δ vs Tgt | TC | PC | Prev Mo | Δ vs Prev | Growth% |
|---|
Performance Analysis
Custom comparison
ROWS
STATUS
TERRITORIES
PERIODS
→
Distributor Order Entry
—
Order Book — Distributor Orders by SKU
JSOs — Less Than 6hr Retail Time
| # | Name | ID | Territory | Team Lead | Retail Time | First In | Last Out | SC | TC | TC% | PC | PC% | Daily Rev | Daily Tgt | MTD Rev | MTD Tgt | MTD% | CAN A/T | BOOM A/T | GO A/T | Indie A/T | iCAN A/T |
|---|
Data History
Daily Update Log
All uploaded data snapshots
No history yet. Upload daily data using the "Update Daily Data" button.
Team Leader View
Feb 27
Date Range
→
GT
General Trade
MT
Modern Trade
How to Update the Dashboard
DAILY UPDATE PROCESS
Follow these steps every day after field activity ends (ideally by 7 PM)
1
Open your CRM / Reporting Tool
Log in to the RIO sales reporting system. Navigate to Reports → Export
2
Export: TC PC Report
Select the 1 - TC PC report sheet for today's date. This contains: Revenue, TC, PC, availability, SKU cases per rep.
Sheet columns needed: Emp ID, Name, Territory, MTD Value, Daily Value, TC, SC, PC, CAN/BOOM/GO cases, Login time, Logout time
Sheet columns needed: Emp ID, Name, Territory, MTD Value, Daily Value, TC, SC, PC, CAN/BOOM/GO cases, Login time, Logout time
3
Export: Timeline Report
Select the Timeline Report sheet for today's date. This contains hour-by-hour call distribution (9 AM – 8 PM) per rep.
Required for: Hourly call heatmap in Team Leader view
Required for: Hourly call heatmap in Team Leader view
4
Export: Sales Team Dashboard
Select the Sales Team Dashboard sheet. This is the authoritative revenue source — all MTD totals are pulled from Row 7 of this sheet.
Critical: Always use this for final revenue numbers, not the TC PC report
Critical: Always use this for final revenue numbers, not the TC PC report
5
Save as a single Excel file
Combine all 3 sheets into one .xlsx file. Name it clearly:
RIO_Sales_YYYY-MM-DD.xlsx
e.g. RIO_Sales_2026-03-01.xlsx
RIO_Sales_YYYY-MM-DD.xlsx
e.g. RIO_Sales_2026-03-01.xlsx
6
Upload to Dashboard
Click "Update Daily Data" in the top-right of the dashboard. Choose "Upload Excel" tab, drag your file in, and click Process.
The new date will appear in the calendar picker automatically.
The new date will appear in the calendar picker automatically.
⏰ DAILY SCHEDULE
📤 By 7 PM — Export all 3 sheets
🔄 By 7:30 PM — Upload to dashboard
📱 By 8 PM — Share updated file with TLs
📊 3 REQUIRED SHEETS
1️⃣ 1 - TC PC report
2️⃣ Timeline Report
3️⃣ Sales Team Dashboard
✅ WHAT EACH UPDATES
💰 Revenue figures (all tabs)
📞 TC / PC / SC counts
⏱ Hourly heatmap (TL view)
🏪 CAN / BOOM / GO cases
👤 Rep availability & timing
⚠️ COMMON MISTAKES
❌ Using TC PC report for MTD revenue (use Sales Team Dashboard)
❌ Uploading without Timeline Report (breaks hourly chart)
❌ Wrong date in filename
MONTHLY PROCESS
At the start of each new month
1
Export full month history
Export each working day of the previous month individually. Upload each date one by one using the calendar picker to verify each date is loaded correctly.
2
Update SC Targets
If monthly targets change, include the updated SC Target sheet in your upload. This updates the target vs actual comparisons across all views.
3
Archive & share
Save a copy of the completed dashboard HTML file at month-end as an archive. Share the current file with TLs for the new month via WhatsApp or Google Drive.
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