Active reps
6
Urgent items
3
Starting this week
2
| Rep | Manager | ISP | Start | Status |
|---|
START DATE
Overall progress
Days to start
RDLN
Sequifi
ISP
Total tracked
Rep travel
Company card
Pending reimbursement
Rep Travel
Company Card
| Rep | Blitz / office | Category | Date | Amount | Paid by | Reimbursement |
|---|
| Cardholder | Blitz / office | Merchant | Category | Date | Amount | Notes |
|---|
Managers
Urgent items under management
Reps under management
| Manager | Reps | Onboarding progress | Urgent items | Rep travel logged | Card spend |
|---|
Onboarding status
Upcoming starts
Expenses by location type
Top expense categories
Blitz locations
Used for the Expenses location tabs and the Add Expense forms.
Office locations
Used for the Expenses location tabs and the Add Expense forms.
RDLN — default steps
The checklist every new rep gets for RDLN system logins. Changes apply to reps added after this point — existing reps keep what they already have.
Sequifi — default steps
The checklist every new rep gets for Sequifi / payroll onboarding. Changes apply to reps added after this point.
ISPs
Each ISP is its own onboarding checklist — add or remove ISPs, and add or remove the steps a rep gets when onboarding with each one.
About this dashboard
Everything here — reps, expenses, locations, ISPs — is saved to a shared database. Managers only see and edit their own reps and expenses; only admins can edit Settings, view Managers/Reports, and add company card expenses.