EMD Pulse v16 — 20260511220006

Total Sales — MTD

$0

No data yet

Memberships Closed

0

No data yet

Net Show Rate

0%

No data yet

Close Rate (CT%)

0%

No data yet

Marketing — Manifest Tours scheduled

Vendor	Today	Tomorrow	Day After	Total
Summary	0	0	0	0
No vendors yet — add in Settings

Sales Net totals

Vendor	nSales	nClose%	Qualified	nVPG
Summary	0	0%	0	$0
No data yet

Showings Show rates by vendor

Vendor	No Show	qShow%	gShow%	nShow%
Summary	0	0%	0%	0%
No data yet

Net Volume Revenue breakdown

Vendor	Cash%	Cash$	AvgD	nVol$
Summary	0%	$0	$0	$0
No data yet

Action Items Cancellations & pending

Vendor	Canceled	Canceled$	Pending	Pending$	Credit
Summary	0	$0	0	$0	0
No action items

Payroll Preview Pending approval

Rep / Vendor	Type	Units	Rate	Total
No payroll data yet

Client

*Primary First		*Age 25–72?
*Primary Last
Secondary First		*Sec. Age 25–72?
*Secondary Last
*Relationship
Method of Payment
Employment Status
Income Type
*Primary Phone
Secondary Phone
*Street Address
Street Address 2
*City
*State
*Zipcode
Country
Business Name
*Primary Email
Secondary Email

Client and Booking Information

*Tour Type
*Tour Status
Tour Disposition
*Sales Center
* Tour Date 📅	Click to select date
*Tour Time
*Booking Team
*Booking Agent
Confirmer
Venue
*Gifts
Deposit Amount		Refundable
*Booking Source

Booking Notes

Date Range Status Vendor

Booked	Confirmed	Showed	No Show	Cancel	Total
0	0	0	0	0	0

Results: 0 + Book Experience

	Tour	Customer	Marketing	Booking Team
⊡ No tours booked yet

Tour ID	Customer	Vendor	Date	Status	Rep	Purchases
◎ Search tours by name, phone, email, or Tour ID

▦ Seat Availability

Auto-refresh

From

Show

Open Filling up Full

▲ Bookings Detail

Date and Time Information

Date Range

Date Type

Days of Week

Experience Times

Experience and Booking Information

Experience Type

Experience Status

Disposition

Sales Center

Booking Agent

Confirmer

Gifts

Deposit Refundable

Booking Source

Client Information

Name

Relationship

Method of Payment

Employment Status

Income Type

City

State

Zip Code

Country

Primary Email

Phone

Sales Information

Membership Tier

Sale Status

Sale Amount

Payment Type

Booking Notes

Experience IDs

Booked By

▲ Sales Detail

Date and Rep Filters

Date Range

Membership Tier

Sales Rep

Sales Center Filters

Vendor

Payment Type

▲ Experience Efficiency

Filters

Date Range

Sales Center

Experience Time

Leaderboard

Rank By

Sort By

Hide Blanks

Update Experience Status

Find Experiences to Update

Date Range

Current Status

Sales Center

Update Selected To

≡ My Reports Saved custom reports

No saved reports yet

≡ System Reports

Today's Bookings

Tomorrow's Bookings

This Week's Bookings

Showed — Month to Date

No Shows — Month to Date

Sales — Month to Date

Sales — Week to Date

Sales — Year to Date

Rep Performance — MTD

Vendor Performance — MTD

Cancellations — MTD

Daily Check & Balance

Payroll week

—

Total payout

$0.00

Status

Pending Approval

Sales Rep Commissions Export CSV

Rep	Tier	Units Closed	Rate / Sale	Commission	Status
No closed tours this week

Vendor Show Fees

Vendor	Tours Sent	Shows	No Shows	Fee / Show	Total Due
No show data recorded this week

Administration

Manage Users

Manage Teams

Manage Sales Centers

Manage Experience Days & Times

Pick Lists

Manage Client Pick Lists

Manage Experience Pick Lists

Manage Marketing Pick Lists

Import

Import Bookings from CSV

Data Tools

Assign Missing CID / EID to Existing Records

Download Full Backup (JSON)

Danger Zone

Clear All Test Data

Permanently deletes every experience record and resets the CID / EID counters. Admin only. A backup is downloaded before anything is removed.

Payroll Configuration

Payroll Day

Weekly cycle resets on this day

Default show fee

Flat fee per experience that shows

Rep Commission Rates

Manage Users

—

Active	Name	Role	Sales Center	Team	Login Name	Login Access	Last Login

Add New User

Full Name

Login Name / Email

Password

Role

Sales Center

Team

Login Access

Picklist Visible

Role Access Matrix

Feature	President	VP	Manager	Rep	Vendor	Read Only
Dashboard	✓ Full	✓ Full	✓ Full	Own	✗	✓ View
Book Experience	✓	✗	✓	✓	Own	✗
Manifest — View	✓ All	✓ All	✓ All	✓ All	Own	✓
Manifest — Edit	✓	✗	✓	✓	Own	✗
Analytics / Reports	✓ All	✓ All	✓ All	Own	✗	✓ View
Payroll	✓ Approve	✓ View	✓ View	✗	✗	✗
Admin / Settings	✓ Full	✗	Limited	✗	✗	✗

Manage Teams

—

Active	Name	Code	Type	Sales Center	Note

Manage Sales Centers

—

Active	Name	Code	City	Phone	Fee/Show

Available Days

Tick the days you run experiences. Any day left unticked cannot be selected when booking.

Available Times

These are the only start times a booking agent can choose.

A seat means

Add a time

Manage Client Pick Lists

Manage Relationship

Manage Method of Payment

Manage Income Type

Manage Experience Pick Lists

Manage Experience Types

Manage Experience Dispositions

Manage Booking Sources

Manage Marketing Pick Lists

Manage Gifts / Incentives

Manage Venues

Pick List

—

Visible	Name	Code	Order

Import Bookings from CSV

Upload a CSV file with booking data. Required columns: First Name, Last Name, Phone, Date, Vendor.

Select CSV File

All user accounts Refresh

Name	Email / Username	Role	Access	Created	Last Login	Status
No users yet — create the first account above

Role Access Matrix

Feature	President	VP/C-Suite	Manager	Sales Rep	Vendor	Read Only
Dashboard	✓ Full	✓ Full	✓ Full	Own only	✗	✓ View
Book Experience	✓	✗	✓	✓	✓ Own	✗
Manifest — View	✓ All	✓ All	✓ All	✓ All	Own only	✓ View
Manifest — Edit	✓	✗	✓	✓	Own only	✗
Analytics / Reports	✓ All	✓ All	✓ All	Own only	✗	✓ View
Payroll	✓ Approve	✓ View	✓ View	✗	✗	✗
Settings	✓ Full	✗	Limited	✗	✗	✗
User Access	✓ Full	✗	✗	✗	✗	✗
Audit Log	✓	✓	✓	✗	✗	✗

Audit history — all changes Refresh

No audit entries yet

Update Tour Status for Selected Tour

Client

CID:

All Experiences Customer ID:

Experience ID	Sales Center	Date	Status	Disposition	Purchases
Loading...

Client and Booking Information

EID: CID:

Booking Notes

Sales & Purchase Information Read-only · from Pipeline