Territory Map
Click a state or distributor to view scorecard · Assign states in Add/Edit tab
Distributors
All Distributors
| Name | Loc. Group | Region | FY Target | Status | MTD Target | MTD Actual | % Goal | Email / Phone | |
|---|---|---|---|---|---|---|---|---|---|
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Add New Distributor
Entity / Agency
Territory — Exhibit A
Previous Experience
Product ASP — Average Selling Price
Year 1 Forecast by Month (Fiscal Year: Oct 1 – Sep 30)
Contract Terms
Edit Existing Distributor
📥 Load from Potential Distributors
Prospects added by Leah or Calvin in their weekly tracker — load to pre-fill the agreement form
Smart Target Calculator
Enter FY target + start month to preview monthly allocation
Targets Matrix — FY26
Click any cell to edit. Changes save directly to Airtable.
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📐 Quota Planner
Auto-calculates FY27 distributor quotas from FY25 + FY26 actual revenue · Submit when ready to push to Airtable
Setup
Sales Manager Quotas
Seasonality Curve
💰 OpEx Budget
Revenue auto-pulled · OPEX synced to Airtable · Edit any cell → saves instantly
COGS:
% Shipping
%
Settings
👥 Portal User Management
Manage roles for all portal users. customer_service has full visibility but cannot delete records — only admin can delete. Changes save to Airtable instantly.
Click Refresh to load users…
Seasonality % — FY26
Total: 100.00%
Direct Rep FY26 Targets
Airtable Connection
Base:
appENyd3a0lj3rq42Distributors:
tblIHd1a9kfAK3AkNTargets:
tblSImYuTDup0yK5b🎯 Business Reviews
Rep KPI tracking · Monthly & Quarterly accountability · Admin only
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💰 Comp Manager
Live compensation tracking · 80/20 Revenue/KPI bonus · Admin only · Effective June 1, 2026
View:
Showing both reps
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📊 Bonus Tier Reference — 80/20 Revenue / KPI Split
Revenue Component (80% of quarterly bonus)
| Q Attainment | Quarterly Bonus |
|---|---|
| Below 80% | $0 |
| 80 – 84% | $500 |
| 85 – 89% | $1,000 |
| 90 – 94% | $1,500 |
| 95 – 99% | $1,750 |
| 100% | $2,000 |
| Above 100% | $4,000 |
Annual max (revenue): $16,000 · 80% threshold required to earn
KPI Component (20% of quarterly bonus)
| KPI Attainment | Quarterly Bonus |
|---|---|
| Below 80% | $0 |
| 80 – 89% | $250 |
| 90 – 99% | $400 |
| 100% | $500 |
| Above 100% | $1,000 |
Annual max (KPI): $4,000 · Combined annual max: $20,000
KPI sources: Monthly (6 KPIs) + Quarterly (4 KPIs) from Business Reviews.
Update KPIs in the 🎯 Business Reviews tab to reflect here.
Update KPIs in the 🎯 Business Reviews tab to reflect here.
🏥 Facility Information
📋 Procedure Volumes
Total: 2,045
| CPT | Procedure | Cases / Year | % of Volume | Comp. Spend | SBM Spend | Savings |
|---|
🔩 Product Configuration
19 products
Adjust SBM pricing per unit, toggle products in/out of scope, and edit competition pricing. All savings recalculate instantly.
| Include | Category | SBM Product (SKU) | Competitor Product | Comp. $/Unit | SBM $/Unit | Unit Savings | Annual Units | Annual Savings |
|---|
📁 Saved Proposals — click Edit to reload & modify
Total Procedure Volume
2,045
Cases per year
💰 Annual Savings Summary
Competition Annual Spend
$5,588,898
SBM Annual Spend
$4,495,810
Annual Savings
$1,093,088
Savings per Case
$534.52
Cost Reduction
19.6%
🏆 Top Savings Drivers
✅ Program Highlights
Billing model1 PO / month
Inventory risk$0 to facility
Spoilage0%
ShippingGround only
CancellationNo penalty
Quarterly reviewIncluded
✅ Excel proposal downloaded!
✅ Excel proposal downloaded!