Flagged Sales
DSR Correction Report
Data-entry typos and address mismatches to send to the company before the next payment run.
Review Queue
Sent to company · awaiting responseWhen the company replies, mark each item with the outcome so it leaves the queue. Items sent here are never re-sent.
Recovered $
Money successfully recovered · persistent across deploysPer-rep scorecard
Sorted worst-first by dollars owed.
Data sources
Auto-sync from OneDrive
Files are pulled automatically every morning at 7 AM ET from the hardcoded source URLs. Click below to pull them now.
Manual upload (fallback if auto-sync fails)
Drop a Daily Sales Report or CitasBEKS file here. Accepts .csv or .xlsx.
Re-upload replaces only the new/changed rows.
Daily Sales Report
CitasBEKS
Payments Received
Weekly payment batches (XLS/XLSX). SF IDs in this file will show a ✓ Paid badge in flags and the investigate modal.
Subcalendar Filters
Turn off a rep to exclude all their Teamup appointments from flags and the audit. Data stays in the database — just hidden from view.
Investigate
DSR + Teamup + BEKS combined for any saleType an SF ID, client name, address, or rep. Pulls everything we have across all three sources into one view — no spreadsheets needed.