Distributor Dashboard Overview
Comprehensive Business Management Platform
The Distributor Dashboard provides advanced business management capabilities for Gulf-O-Flex distributors. It combines all standard user features with specialized distributor tools, Microsoft Dynamics integration, and comprehensive business analytics for managing sales, projects, and customer relationships.
Standard Features (Inherited)
- • Engineering Calculator & Analysis Tools
- • Compliance Reports & Documentation
- • Material Schedule Management
- • MEP Academy Training Access
- • AI Assistant & 24/7 Support
Distributor-Exclusive Features
- • Microsoft Dynamics 365 Integration
- • Quality Complaints Management
- • Project Management & Tracking
- • Sales Pipeline & Order Management
- • Appointment Scheduling System
Microsoft Dynamics 365 Integration
Real-time Business Data Synchronization
The platform seamlessly integrates with Microsoft Dynamics 365 to provide real-time access to your business data, financial information, and customer records directly within the Gulf-O-Flex Assist interface.
Financial Data Access
- Real-time sales performance metrics
- Credit limits and payment status
- Account balances and outstanding amounts
- Current and total payable amounts
Business Operations
- Quotations and pricing management
- Sales orders and delivery tracking
- Customer data and interaction history
- Inventory levels and product availability
Distributor Code Integration
Access requires a valid distributor code linked to your account. If Dynamics data is unavailable, the system provides demo data to ensure continuous access to dashboard features.
Distributor-Specific Features
Quality Complaints Management
Complaint Tracking
- Submit and track quality complaints
- Upload photos and documentation
- Communication thread with support team
- Response time tracking and status updates
Resolution Management
- Resolution status and progress tracking
- Assigned technical support specialist
- Expected resolution timeline
- Feedback and satisfaction rating
Project Management & Tracking
Project Portfolio
- Active and completed projects overview
- Project status and progress tracking
- Timeline management and milestones
- Team collaboration and assignments
Project Analytics
- Performance metrics and KPIs
- Budget tracking and cost analysis
- Time tracking and efficiency reports
- Project success rate analysis
Sales Pipeline & Order Management
Quotations & Proposals
- Create and manage quotations
- Pricing calculations and approval workflow
- Quotation validity and expiration tracking
- Conversion rate analytics
Sales Orders & Delivery
- Sales order processing and tracking
- Delivery scheduling and logistics
- Overdue order alerts and notifications
- Delivery confirmation and customer feedback
Additional Business Management Tools
Appointment Scheduling
Meeting Management
- • Schedule client meetings and site visits
- • Integration with team calendars
- • Automated reminders and notifications
- • Meeting history and follow-up tracking
Inquiries Management
Customer Inquiries
- • Track and manage customer inquiries
- • Response time monitoring
- • Status tracking (pending, resolved)
- • Follow-up scheduling and reminders
Business Analytics
Performance Metrics
- • Sales performance and trends
- • Customer acquisition metrics
- • Revenue forecasting and analysis
- • Comparative performance reporting
Administrator Features
System Administration
- • All distributors financial data overview
- • System-wide performance monitoring
- • User management and permissions
- • Platform configuration and settings
Comprehensive Dashboard Statistics
The Distributor Dashboard provides extensive statistical tracking across all business operations, combining local platform data with Microsoft Dynamics information for complete business insights.
Core Platform Metrics
- • Total and recent calculations
- • Compliance reports generated
- • Material files processed
- • Recent activity (30-day window)
Business Operations
- • Quality complaints tracking
- • Active and total projects
- • Inquiry management statistics
- • Appointment scheduling metrics
Sales & Financial Data
- • Quotations and conversion rates
- • Sales orders and delivery status
- • Overdue orders monitoring
- • Microsoft Dynamics financial metrics
Distributor Management (Admin View)
Administrative Dashboard Access
Administrators have access to a separate distributor management dashboard for overseeing distributor companies, managing user accounts, and monitoring system-wide performance.
Company Management
- Total distributor companies tracking
- User account management and assignments
- Linked and unlinked user accounts
- Advanced search and filtering options
System Monitoring
- System-wide financial data aggregation
- Platform configuration and settings
- Security and access control management
- Data integrity and backup monitoring
Access Your Distributor Dashboard
Manage your business operations with advanced tools and Microsoft Dynamics integration.