Floor AI Assistant
Ask anything about today's floor
Hi — I've got today's floor stats in front of me. Ask me anything about sales, agents, product mix, NuPay success rate, or what to focus on this shift. I only see aggregate + agent numbers (no client names or IDs).
Manage Sales Portal Agent Picker
Hide ex-agents' names from the Sales Portal dropdown. Historical sales stay in reports untouched — this only affects what appears when someone captures a new sale. Reversible at any time.
Currently visible in picker
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Hidden agents (0)
None hidden yet.
Merge duplicate names (0)
When one agent's sales are split across typos (e.g. Andiwswa vs Andiswa Tungana) or first-name-only entries (Mbulelo vs Mbulelo Maguma), merge them so the AI + leaderboards count them as one person. Historical rows aren't changed — the view resolves aliases live.
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Tip: names show up in the picker after the agent submits their first sale (auto-added). Hidden names disappear immediately from the Sales Portal on next page load.
Current Sales Cycle
Floor Confirmed Sales
Live · updates every 15s
Custom range:→
PRIMARY SALES
—
Confirmed · excludes R149
Live · cancellations applied
R149 SALES
—
Confirmed · CGM recurring
PENDING
—
Captured but not yet confirmed
REVENUE CONFIRMED
—
Sum of confirmed agreed amounts
CANCELLED
—
Excludes duplicate captures
—
Cancellations this cycle
Floor Target Progress
0%
0 / 600
Sales by TeamCurrent cycle · 26th → 25th
Total confirmed
—
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R149 Sales Performance
0
R149 / CGM sales (standalone or add-on)
R149 / month · recurring
Top Performers — Primary Sales
EXCLUDES R149
🔎 Search Agent
Type any part of an agent's name to see their stats for the selected date range.
Admin Submissions
STANDALONE · DOES NOT COUNT TOWARD FLOOR / TARGET
Captured via the Admin Submission Portal (Mediation, Removal, Prescription, Collection, etc.). Follows the top date range above.
TOTAL
—
Admin sales in window
REVENUE
—
Sum of amounts
TOP TYPE
—
Highest-volume category
TOP AGENT
—
Highest-volume submitter
AVG SALE
—
Average per capture
Breakdown by Type
No admin sales in this window.
Daily Sales Sheet
Sale #
When
Agent
Client
Type
Amount
Payment
Debit Date
Actions
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Live Leads Respond.io
—
Total · selected range
—
all assigned
Today
—
leads received
This Cycle (26→25)
—
cycle-to-date
Unassigned
—
in selected range
🔥 Super Hot · Today
—
— unclaimed
LIVE FEED — newest first
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PER AGENT
click to filter feed
—
🔥 SUPER HOT LEADS qualified pipeline
—
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Confirmers Leaderboard
click a confirmer name to focus
#
Confirmer
Claimed
Confirmed
Cancelled
Calls
No Ans.
Callback
Docs
Claim Time
Conversion
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Product Mix by Agent
search an agent's name to see their pie chart
Daily Sales
or→
grouped by day · refreshed every 30s
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Sale #
Time
Client
ID Number
Cell
Product
Amount
Agent
Status
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Agent Profiles
Digital record for every consultant — notes, coaching, weekly call stats
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Administration
Accounts, teams, access codes, documents, products and DebiCheck. Owner and Super User only.
Name
Email
Access
Status
Actions
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Accounts are never deleted here — Deactivate closes the login immediately while keeping every
sale, ticket and note that person is attached to. Creating an account and resetting a password run on the
server and are refused for anyone who is not Owner or Super User, even if this panel is opened another way.
Team
Manager
Members
Status
Actions
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Who is in which team
Staff member
Access
Team
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These are the staff teams used for manager reporting. Retire hides a team without deleting it,
so past figures stay correct. The Sales Portal's own team list (Team Bilaal, Team Ehaab, Team Hamza, Team DRR,
Trainees) is a separate fixed list inside the sales form — changing a team here does not change that dropdown.
Not switched on yet. The Sales Portal and the Debt Review Removal Portal currently have
no access code — anyone with the link can open the capture form. There is nothing in the system today
for this tab to change.
Shared workspace codes are part of the new single entrance at portal.teleproconsultants.com.
When that goes live, the Sales code and the Removal code are set and rotated here, and this tab will show:
Sales Consultant code — set, rotate, and when it was last changed
Debt Review Removal code — set and rotate separately
Neither code opens the other workspace or any staff department
Deliberately left inactive rather than showing boxes that do nothing. Nothing on this tab can be saved until
the new entrance is launched and approved.
Type
Name
PandaDoc ID
Products
Status
Actions
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Pausing a template stops it being offered on new sales. Documents already sent to clients are untouched.
Nothing on this tab sends anything to a client.
Amounts here are what clients get debited. Mandates already at the bank keep the amount they
were signed for, and schedules already built are not touched. But a sale that is still pending has its
payment schedule built at the moment it is confirmed, from this product — so changing an amount can affect a
sale that was captured before the change. Products are never deleted — pause one instead.
Code
Name
Instalment
×
Total
Collected by
Status
Actions
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Collected by decides which merchant account the debit order runs on — Telepro (automatic
DebiCheck) or Thrive (loaded manually at NuPay). Changing it does not move mandates that already exist.
This controls real money. With the switch on and test mode off, every confirmer can send live
DebiCheck mandates at the real amount. Read each setting before saving.
The master switch. Off means no mandate leaves the system from any portal.
On: only the named testers below can send, and the amount is capped.
The most a test mandate may be for. Ignored once test mode is off.
The NuPay merchant account Telepro collections run on.
Hold Cmd (Mac) or Ctrl (Windows) to pick more than one. Everyone else is blocked while test mode is on.
Where handed-over matters are sent. The Support Portal reads these when a client reaches the attorney stage,
so a wrong address here means those go to the wrong place. Nothing on this tab sends anything.
The main address handovers go to.
Separate several addresses with commas. Leave blank for none.
Sales funnel — every sale on the books
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Client lifecycle
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Top agents — confirmed in the last 14 days
#
Agent
Confirmed
With CGM
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Where sales came from — last 30 days
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Read-only. These are the four views that were only in the Super User Portal — the Manager Portal's own
leaderboard counts confirmers, not sales agents, and has no lifecycle or source breakdown, so they are
kept here rather than pointed at something that measures a different thing.
When
Type
What happened
Sale
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The 100 most recent recorded events. Read-only — nothing here can be edited or removed.