Replace spreadsheet sprawl with one refined platform for uploads, reporting, commissions, and service operations.
This system brings admin oversight, vendor workflows, and client reporting into one cohesive product experience. It preserves Excel compatibility where the business needs it, while moving approvals, dashboards, audit history, and service coordination into a cleaner operational model.
Portals
3
Required upload statuses
5
Audit coverage
5 core areas
Admin portal
Approvals, reporting, audit, and service oversight across the full operating footprint.
Vendor portal
Template downloads, monthly uploads, upload status, sales summaries, and ticket management.
Client portal
Machine-level and product-level reporting with dashboards, trends, and downloadable reports.
From monthly templates to trusted reporting
The operating model preserves familiar spreadsheet intake, but routes every upload through validation, staging review, approval, and downstream reporting so dashboards and reports are always grounded in traceable data.
Master data stewardship
Vendors, clients, locations, machines, products, commission rules, and subsidies are all modeled within one centralized system.
Excel-compatible intake
Uploads remain Excel-friendly while versioning, status tracking, and file context move into a controlled digital workflow.
Staging and review
Admins can correct mappings, adjust sales values, flag duplicates, and approve data before it becomes reportable.
Role-specific analytics
Dashboards surface the right level of detail for internal teams, vendors, and clients without exposing the wrong data.
Service operations
Tickets stay connected to client, vendor, location, and machine context so operational follow-up is immediate.
Audit confidence
Every meaningful change across master data, uploads, approved rows, commission rules, and service tickets is reviewable.