What each stage means…
Downloads — new app, since 17 Apr 2026
Downloads explainer…
Lifecycle states explainer…
Matching funnel explainer…
Notified
Requests pushed to eligible suppliers (BROADCAST + DIRECT). Per-request grain needs match_events at request level.
Negotiated
Deal room opened (deal_rooms table) — DB-backed, not a PostHog proxy. Engaged-vs-inert (did they actually talk?) is derivable from deal-room activity fields. Not yet fed into this dashboard.
Fulfilled
Did the rental actually happen? Now a manual CRM field, separate from matching: ✅ in-app / 📵 offline / ❌ not fulfilled + reason. Tag it in the Request CRM.
Of requests notified to a supplier, how many got a real bid?
Liquidity is the two sides interacting — the rentee creates demand (Rentee Funnel), the supplier brings supply (Supplier Funnel); this is whether the request gets served. Source: match_events (same data as the Supplier tab).
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| Stuck At Stage | Users Stuck | Avg Days Stuck | |
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▾ 🎯 Intent Meter — how it's calculated Show
| User | Company | Owner | City | Platform | Lifecycle Status | Intent | Joined | Contact | Action needed | Requests | Log |
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Log every customer you meet in person or online — even when they don't download the app on the spot. The moment that number registers, the account is claimed for you automatically and you're told. Only the customer's name and number are required; everything else is context for later.
| Company | Number | Visit | Logged by | Signup | Emails / roles | Notes | |
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| Notes | GMV? | Rentee | Last contact | Owner | Type | Equipment | Budget | Bid price | Created | Status | Lifecycle | Fulfillment | Manual status | Days Open | Request ID | |
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Online = bids made inside the app. Offline = bids submitted through a request's public shared link — qualify those bidders here: create their account, add their equipment, then convert the bid to online.
Order-now and meeting outcomes jump straight to the top; everything else is ranked by signal (dial score). Round robin assigns a fresh lead to whoever has the fewest open right now — this list is your own pool plus anything still unowned.
More filters
One section per team. Where the data is timestamped we chart the trend over time; otherwise we show the current snapshot and coverage.
Signups Over Time
Basic Accounts
First Requests Over Time
Request Volume Over Time
Equipment Volume
Contact Coverage
Request Tagging Coverage
Downloads
Add or deactivate agents, rebalance queues, and work the full queue below.
Claims awaiting review before they count toward GMV or commission. Check the request, the winner, and who filed it — then approve or reject.
GMV closed per rep, split in-app / offline, and the 500 SAR fulfillment commission it earns — 250 for claiming the rentee, 250 for the winning supplier's Account Manager (split by share of units when several suppliers fulfilled one request). Only approved fulfillments count. Uses the same period filter as the Request CRM's GMV bar.
Unclaimed requests: —
Unclaimed supplier share (no Account Manager on the winning supplier): —
| Rep | Requests (rentee side) | Deals closed (rentee side) | In-app GMV (rentee side) | Offline GMV (rentee side) | Transacted GMV (rentee side) | Deals closed (supplier AM side) | Transacted GMV (supplier AM side) | Pipeline (open) | Commission owed |
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Lifetime commission earned (all approved fulfillments, not just this period) minus what's already been cashed out. Cashing out logs the payout — it doesn't touch any deal data.
| Rep | Lifetime earned | Paid out | Balance due |
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| Rep | Amount | Note | Paid by | When |
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Every fulfilled request in this period (approved or still awaiting review) — the rentee, its Account Manager, the winning supplier(s), each supplier's own Account Manager, quantities, price, who clicked fulfilled, who reviewed it, and when. Uses the same period filter as GMV & Commission above.
| Request | Equipment | Qty (awarded/asked) | Rentee side | Supplier side | Unit price | Qty | Total | Basis | Approval | Submitted by | Reviewed by | Fulfilled at |
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Who onboarded the supplier account and who converted the submission into a real bid — from the offline-bid qualification pipeline. This section has its own period filter.
| Rep | New suppliers onboarded | Converted to bid |
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Which registered accounts each rep manages (their Account Manager assignment) and how far each portfolio has progressed. This section has its own period filter, by account sign-up date. Rentee activation = placed a request; supplier activation = placed a bid. Click a rep to see every account in their portfolio.
Unassigned accounts: —
| Rep | Accounts | Rentees | Rentee activated | Suppliers | Supplier activated | VIP |
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Pre-signup visits logged by each rep, and what happened to them: still waiting for the number to register, auto-claimed on signup, or held by someone who already owned the account. This section has its own period filter, by visit date. Click a rep to see every visit in their log.
| Rep | Visits logged | Waiting for signup | Auto-claimed | Held by someone else |
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Calls & contacts per person
Your numbers only — GMV and commission from the deals you own, the accounts assigned to you, and the calls/visits you logged. Same rules as the team board: only approved fulfillments count.
Fulfillments on your side that haven't been approved yet — they don't count toward GMV or commission until they are.
Every deal you're accountable for in this period — claimed by you on the rentee side, or on an account you manage on the winning supplier side. Click a row to open it.
Supplier accounts you onboarded and offline submissions you converted into real bids, in this period.
The accounts you're the Account Manager for. Rentee activation = placed a request; supplier activation = placed a bid. Not period-filtered — this is your portfolio as it stands now.
Visits you logged in this period, and what happened to them: still waiting for the number to register, auto-claimed for you on signup, or held by someone who claimed the account first.
Calls, visits/meetings, notes and follow-ups logged under your name against accounts.
How far suppliers get from sign-up to winning work. The gap between “matched” and “ever bid” is the activation problem.
Deals the team marked fulfilled (in-app or offline), grouped by the winning supplier. Click a supplier to open their record.
| Supplier | Deals won | Equipment booked | In-app | Offline | Total deal value | Last won |
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Of suppliers matched to a request, how many actually bid?
Every registered supplier. Search by store name, owner, company or phone; filter by equipment category → subtype → measurement, city, or verification. Use ⬇ Export to open the filtered list in Excel.
| Store | Owner | City | Status | Aramco | Listings | Equipment (category › subtype › measurement) | Requests | Bids | Wins |
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The supplier-acquisition working board. Each row is a supplier you're recruiting — already on the app (✓, shows live store/listing data) or a lead you're still bringing on. Set a stage, jot the status in your own words, claim who's working it, and add suppliers who aren't in the app yet.
| Supplier | Phone | In app | Stage | Status note | Source | Owner | Stores | City |
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Definitions for every metric and label used across the dashboard.
Every successful sign-in to the Deal Desk sales CRM — time, email, device.
Your day at a glance — what you've done and what's waiting on you. Queues are shared across the team; 👤 marks customers you touched last.
Spotted a bug or have an idea? Post it here — everyone on the team sees the board below.
Every new real request auto-drafts a social/WhatsApp post below. Nothing goes out until you hit Send — edit the text first if needed.