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
Primary Last *
Secondary First		Secondary Age
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 Show Trash

Booked	Confirmed	Showed	No Show	Total
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

▲ 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

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

⚙ COMMISSION RULES

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

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

🎯 Demo Data

Already seeded: 80 tours, 30 notes, 25 tasks, 40 history events. Use these to top up or wipe.

🎁 Add 30 More Demo Tours

🗑 Clear ALL Demo Records (email contains @example.com)

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

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	✓	✓	✓	✗	✗	✗

Total Login Attempts (24h)

—

Successful (24h)

—

Failed (24h)

—

Unique Emails (24h)

—

Recent Login Attempts

Time	Email	Status	User Agent
Loading…

Drag a card between columns to update its status. Showing last 30 days.

Monday-morning report for mark@exploremoredestinations.net — preview & export. (SMTP wire-up pending — meanwhile copy/download and paste in email.)

⤓ FULL BACKUP

Export all tables (tours, users, vendors, teams, tasks, notes, history, audit) as a single JSON snapshot.

⤒ RESTORE

Re-import backup JSON. Existing rows with matching IDs will be skipped (safe merge).

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

📥 IMPORT TOURS — CSV

⚙ COMMISSION RULES

Recent Login Attempts

+ NEW TASK

⤓ FULL BACKUP

⤒ RESTORE