Link Copilot
Link Copilot
Executive Roll-up
All six agencies · April 2026 · Click any agency to drill in
YTD %
+6.2%
vs LY · all agencies
WTD $
$1.62M
Wk-to-date
MTD $
$7.0M
Mo-to-date
YTD $
$84.2M
All agencies
Active reps
94
All agencies
Web YTD %
2.4%
Target 5%
Avg POS / rep
42
Target 52
Open returns
23
Across agencies
Agency performance
Click row to drill into agency
| Agency | Reps | YTD $ | LYTD $ | Diff % | vs LY | On goal | Below | 5/10 X |
|---|
Top vendors across Link
YTD by total dollars
Portfolio flags
Need attention
-
CBSA gaps flagged 128 A-vendor opportunities unworked >30 daysAction
-
Corporate leads active 47 in progress · 12 stalledTrack
-
Demdaco pilot Rolling out across 6 agencies on scheduleOn track
5/10 Attendance · all agencies · Q1 2026
Legend:
X = unexcused miss ·
V = excused vacation ·
I = excused illness ·
F = excused family ·
N = new rep (60 days) ·
W = weather ·
ME = manager-excused ·
T = training ·
TS = trade show
Welcome, L2 Agency
April 2026 · Manage the exceptions
Reps tracked
14
L2 agency
On / above goal
6
Hold / grow
Below goal
3
Need attention
5/10 misses
2
Last week
↓ Drill in
YTD %
+8.4%
vs LY
WTD $
$58K
Wk-to-date
MTD $
$298K
Mo-to-date
YTD $
$3.68M
14 reps · L2
Rep × KPI grid
Click row · drill into rep dashboard
| Rep | Customers | Vendors | New plc. | POS | WTD $ | MTD $ | YTD $ | Web $ | 5/10 |
|---|
5/10 Attendance · Q1 2026
Legend:
X = unexcused miss ·
V = excused vacation ·
I = excused illness ·
F = excused family ·
N = new rep (60 days) ·
W = weather ·
ME = manager-excused ·
T = training ·
TS = trade show
Welcome, Sarah Chen
Wednesday weekly snapshot · April 22, 2026
5/10 LWk
X
Last week
↓ Drill in
5/10 Lst 4 Wk
1
Misses
↓ Drill in
Excused Misses
1
YTD
↓ Drill in
YTD Total Misses
3
Year-to-date
↓ Drill in
TW Cust Cnt
4
This week
ORD Cnt
9
Orders TW
Web YTD %
1.8%
Target 8%
WTD $
$520
Wk-to-date
MTD $
$2,600
Mo-to-date
YTD $
$348K
Year-to-date
Customers
35
Goal 45 · −22%
New placements
12
Goal 12 · 0%
Vendors written
22
Goal 30 · −27%
POS this month
+1
Total 47 · Goal 52
Annual goal tracking
Cumulative vs monthly
Top 5 customers
By volume
| Customer | LYT | LYTD | YTD | Last Ord |
|---|---|---|---|---|
| Gretchen's Hallmark | $248,500 | $82,400 | $96,200 | 4/22/26 |
| Hamrick's Inc | $186,300 | $58,900 | $71,400 | 4/20/26 |
| New River Pottery | $152,700 | $48,200 | $54,800 | 4/29/26 |
| Harrah's Cherokee | $98,400 | $31,200 | $36,500 | 4/27/26 |
| DeWayne's | $72,100 | $22,800 | $26,400 | 4/28/26 |
Monthly 1:1
May 2026 priorities · auto-tracked vs actuals
YTD %
+8.4%
vs LY
WTD $
$520
Wk-to-date
MTD $
$2,600
Mo-to-date
YTD $
$348K
Year-to-date
Customers
35
Goal 45 · −22%
New placements
12
Goal 12 · 0%
Vendors written
22
Goal 30 · −27%
POS
47
Goal 52
Annual goal tracking
Cumulative vs monthly
Top customers
By volume
| Customer | LYT | YTD | Last Ord |
|---|---|---|---|
| Gretchen's Hallmark | $248,500 | $96,200 | 4/22 |
| Hamrick's Inc | $186,300 | $71,400 | 4/20 |
| New River Pottery | $152,700 | $54,800 | 4/29 |
| Harrah's Cherokee | $98,400 | $36,500 | 4/27 |
This month's priorities
Auto-tracked from KPIs
-
Recover POS to 52 Currently 47 → +1 net so far this monthOn track
-
Place Demdaco in 5 retailers 2 of 5 placed · 8-retailer CBSA gap remains2 of 5
-
Re-engage Three Bears $15K down YTD · 6 weeks since orderNo order
Ken's pre-meeting brief
Sarah is on track for POS recovery — three net new this month, Demdaco placements driving most of it. The Three Bears stall is the biggest exposure — six weeks dark, $15K YTD gap, historically her #4 customer. Suggest making this the May headline priority. Demdaco rollout is half-done; the remaining three CBSA gaps are within thirty minutes of her existing route.
Suggested for next month
AI-generated · accept or edit
-
Land Three Bears reorder by May 15 Highest-risk customer recovery
-
Finish Demdaco rollout — 3 remaining CBSA gaps Continues current momentum
-
Hold POS at 52+ for 3 consecutive weeks Sustainability check after recovery
Manager notes
Private · writes back to DB
— Reports
Pre-filtered to your territory · click any tile
Rep reports
01
Sales Bible by City
Customers grouped by metro · YTD vs LY
02
Sales Bible by Volume
Top-down by total dollars · annual
03
Dynamic 90
Customers active in trailing 90 days
04
Sales by Vendor
Vendor leaderboard · YTD & comparison
05
Heat Map by CBSA
Territory coverage · vendor filter
06
— Specials
Active vendor specials · division filter
Manager & agency reports
07
5/10 by Rep
Quarter or yearly attendance grid
08
KPI & Goals by Rep
Tabular · agency leadership
09
Top 10 Customers per Rep
Volume leaders · drill to customer
10
Vendor × Rep
Cross-tab · all reps, all vendors
11
Vendor by Agency YTD
Agency-level vendor performance
12
Territory Map by Vendor
Coverage map · drill-down
Executive reports
E1
All-Agency Roll-up
Cross-agency YTD & YOY · 6 agencies
E2
Top vendors across Link
Vendor leaderboard at the holding level
E3
Web commerce tracking
Web YTD % toward 5% threshold
E4
CBSA coverage portfolio
Vendor × CBSA gap analysis · all reps
E5
Returns scorecard
Vendor-level return rate & resolution time
E6
Corporate leads pipeline
VP-managed lead tracking · status & aging