Salecify Dashboard Guide

What Is Salecify?

Salecify is an agency that scales online businesses through elite sales management. As part of that, we've built an internal sales reporting and tracking dashboard for the high-ticket sales teams we work with. Every metric flows from two sources: EOD (End of Day) reports submitted daily by your closers, setters, and DM setters, and payment records created when a new client enrolls. The dashboard ties these two streams together so you can see call volume, close rates, cash collected, and rep-level performance all in one place.

User Roles

Signing Up

If you are the account owner (Admin):Your account is provisioned for you. You receive an invite link. Open it in a browser — a blue banner will confirm you're being invited as the Admin. Fill in your details and your account is created.

If you are a team member (Sales role): Your Admin will give you a Signup Key and direct you to the login page. Click "Don't have an account? Sign up" and fill in:

Click "Create Account". You will see a green notification and be taken directly to the dashboard.

Logging In

Go to the login page, enter your Email and Password, then click "Sign In". If you forgot your password, click "Forgot password?" below the password field.

Tour of the App

Once logged in, you will see a sidebar on the left with these navigation items:

Before recording any payments, add the programs or courses you sell.

1. Click Settings in the sidebar.
2. Find the Products card (the one with the books icon).
3. Click "Manage Products".
4. Type your product name (e.g. "Sales Mastery") and click "Add Product".

To edit a product: click the pencil icon, change the name, and click "Update Product".

To remove a product: click the trash icon. Confirm in the dialog. Products are soft-deleted — all historical enrollments linked to that product remain intact.

Team members are the reps who submit EOD reports. There are three roles:

Team members are managed from the EOD Reports page:

1. Click EOD Reports in the sidebar.
2. Click the tab for the role you want to add (Closers, Setters, or DM Setters).
3. Click the "Manage [Role]" button near the top right.
4. Fill in the member details and click "Add Member".

To edit a member: click the pencil icon, update fields, and click "Update Member".

To remove a member: click the trash icon. This is a soft delete — historical EOD reports and payment attributions are preserved.

All EOD forms and the New Payment form are public, shareable web pages. Your team does not need a dashboard account to submit them.

1. Click Settings in the sidebar.
2. Find the "Your Form Links" card.
3. Click "Copy" next to each link you need.

Share these links in your team's Slack channel, Notion workspace, or wherever your team communicates. Encourage reps to bookmark their personal form link.

Admin only · Optional. The webhook lets the dashboard fire a notification to an external service (Zapier, Make, or a custom endpoint) every time an EOD report is submitted.

1. Click Settings in the sidebar.
2. Find the "Webhook Configuration" card.
3. Paste your endpoint URL into the "Webhook URL" field.
4. Click "Save".

Each rep visits their EOD form link every day after their shift and submits their numbers. The forms are accessible without logging in — just open the link and fill it out.

Closer EOD Report

Submitted by: Closers, once per day.

Setter EOD Report

Submitted by: Setters, once per day.

DM Setter EOD Report

Submitted by: DM Setters, once per day.

Two ways to open the standalone form: Click the blue "+ New Payment" button at the bottom of the sidebar (available while logged in), or share the New Payment Form link (from Settings → Your Form Links) — no login required.

The form has two modes toggled at the top: New Contract and Pay Installment.

New Contract Mode

Use when enrolling a brand-new client.

Pay Installment Mode

Use when an existing client is making a payment on their split plan. Select the client from the dropdown — their full payment schedule appears. Click "Mark Paid" next to the installment being collected.

Click Home in the sidebar. Use the date range picker (top right) to filter all data to a specific time period. The default range is the last 7 days.

KPI Cards

Pie Chart

A pie chart below the KPI cards shows activity broken down by rep. Use the dropdown to switch between Closed Calls (Closers), Calls Made (Setters), and DM Sent (DM Setters).

Recent Transactions

A table at the bottom lists the most recent enrollments. Click any row to open the full enrollment detail where you can review or edit it.

Click Sales in the sidebar. A date range picker at the top controls the period for all data on this page. Twelve summary KPI cards span the top at all times.

The page has three tabs: Closers, Setters, and DM Setters. Each tab has a dropdown to filter to one rep and includes:

• A KPI grid with detailed per-role metrics
• A performance table with one row per rep
• A Recent Payments table with inline Closer and Setter dropdowns — you can reassign attribution directly from this table and changes save immediately

Click EOD Reports in the sidebar to see all submissions from your team. Use the role tabs (Closers · Setters · DM Setters) and the date range picker to filter.

Click any row to open the full submission detail, including the rep's struggle notes and any additional notes they entered that day.

Other actions on this page:

• Copy Link — copies the public EOD form URL for the active tab directly to your clipboard.
• Manage [Role] — opens the team member management modal.

1. Click Settings in the sidebar.
2. Find the "Profile Settings" card.
3. Update your Name or Email as needed. Your Role is displayed but cannot be changed from this screen.
4. Click "Save Changes".

Roles & Permissions