Revenue (Jan–May)
LKR 39.2M
2026 YTD
Gross Profit
LKR 8.1M
20.7% margin
Net Profit
LKR 2.75M
7.0%
BOC + AMANA
LKR 65.7M
Bank balance
Accounts Payable
LKR 150.2M
⚠️ Monitor
Slow Stock Value
LKR 0
18 items
Monthly Revenue
Sales Rep performance — September
Distributor — pending orders
0No pending orders
Rep channel — pending orders
0No pending orders
📦
Warehouse — Ready to Dispatch
Approved orders waiting to be packed and sent
0 ready
No orders ready to dispatch.
🏪 Distributor Channel — Managed directly by store manager. No commission. Selective discounts only.
All distributor orders
| Order # | Distributor | Date | Items | Value | Status | Action |
|---|---|---|---|---|---|---|
| No orders yet | ||||||
⏱️ Push time-limited selective discounts to specific distributors. Distributor sees a special price badge in their catalog.
Create new discount offer
👤 Sales Rep Channel — Commission: '+COMM_CONFIG.label+' when monthly sales ≥ LKR 1,000,000. Each rep has assigned customers by region.
Team Sales (September)
—
Commission Due
—
To reps who hit 1M
Reps Hit Target
—
Total Customers
—
All sales reps — September performance
| Rep | Region | Customers | September Sales | Target | Progress | Commission | Status |
|---|
All rep channel orders
| Order # | Rep | Customer | Date | Value | Auto-approved | Status | Action |
|---|---|---|---|---|---|---|---|
| No orders yet | |||||||
💰 Cashback Report
| Order # | Rep | Customer | Date | Order Value | Eligible Total | Tier | Cashback | Status |
|---|---|---|---|---|---|---|---|---|
| No cashback-eligible orders yet | ||||||||
Post offers, new arrivals or announcements. Reps see them as image cards on their dashboard.
Active offers
0No offers yet. Post one and reps will see it on their dashboard immediately.
🎯
Promotions & Cashback Products
Run product discounts and manage featured cashback products. Reps see all active promos when placing orders.
🏷️ Product Discounts
Set a % discount on any product — reps see the discounted price instantly
No active discounts. Add one below.
Add a new discount:
Cashback eligibility rule
%
How it works:
Customer order must include ≥ 30% from featured products
+ Total order ≥ LKR 100,000 → 12% cashback
+ Total order ≥ LKR 200,000 → 15% cashback
Customer order must include ≥ 30% from featured products
+ Total order ≥ LKR 100,000 → 12% cashback
+ Total order ≥ LKR 200,000 → 15% cashback
🚫 Excluded Categories
Products in these categories are excluded from the cashback-eligible order total (thresholds & 30% rule)
e.g. if BATTERY is excluded and a customer orders LKR 120,000 with LKR 20,000 in batteries — the eligible total is LKR 100,000.
Featured products
0 productsNo featured products yet. Add from the list below.
Add products to featured list
⚠️ Non-Moving Stock — 18 products. Cashback offers are for the Sales Rep channel only. Select which products and which rep regions get the cashback offer.
💰 Tier 1: ≥ LKR 100,000 → 12% cashback
💰 Tier 2: ≥ LKR 200,000 → 15% cashback
📋 Rule: Max 30% from any single product
👤 Channel: Sales Rep customers ONLY
Capital Tied Up
—
Recovery Value
—
If all sold at clearance
With Cashback
—
Products activated
Rep Regions Active
—
👤 Create and manage sales rep accounts. New reps can log in immediately after you save.
➕ Add New Sales Rep
Orders below this value auto-approved. 0 = all orders need approval.
All Sales Reps
0 reps| Name | Region | PIN | Monthly Target | September Sales | Commission | Customers | Auto-approve | Actions |
|---|
Total Products
—
In Stock
—
Low Stock
—
Out of Stock
—
Product catalog
0 products
👥 Add and manage customers for the Sales Rep channel. Each customer is assigned to one rep. You can also set a custom auto-approve limit per customer — overrides their rep's limit.
➕ Add New Customer
Custom limit for this customer only. 0 = use their rep's limit.
Filter by rep:
All customers 0
| Customer Name | Region | Assigned Rep | Outstanding | Auto-approve | Contact | Actions |
|---|
📥
Chart360 Import Centre
Download your daily reports from Chart360, upload them here. Portal updates automatically — no manual entry needed.
Supported: Customer Balances · Inventory Report · Rep Sales Report — CSV or Excel
📋 How to export from Chart360 daily
Step by step📦 Inventory Report
1. Log in to Chart360
2. Go to Inventory → Stock Report
3. Set date to today
4. Click Export → CSV
5. Upload the file below ↓
2. Go to Inventory → Stock Report
3. Set date to today
4. Click Export → CSV
5. Upload the file below ↓
👤 Rep Sales Report
1. Log in to Chart360
2. Go to Sales → Sales by Rep
3. Set date range to this month
4. Click Export → CSV
5. Upload the file below ↓
2. Go to Sales → Sales by Rep
3. Set date range to this month
4. Click Export → CSV
5. Upload the file below ↓
💲 Price Tiers
Define your price levels — these map to columns in your Chart360 inventory export
Tier Name
Applies To
Chart360 Column
ⓘ "Applies To" sets which channel sees this price. On import, the portal reads the Chart360 column you name here and updates all matching products.
📦 Inventory Import
Updates stock quantities and prices on all products. Expected columns: Product Name / SKU, Quantity + any price tier columns you configured above.
📂
Drop CSV file here or click to browse
Chart360 inventory export · CSV format
👤 Rep Sales Import
Updates rep monthly sales totals and creates order records. Expected columns: Rep Name, Customer, Product, Quantity, Amount, Date
📂
Drop CSV file here or click to browse
Chart360 rep sales export · CSV format
💰 Customer Balances Report
Chart360 → Reports → Customer → Customer Balances Summary → Export CSV
💰
Drop Customer Balances CSV here
or tap to browse
📅 Import history
0 imports| Date & Time | Type | File | Records | Status |
|---|---|---|---|---|
| No imports yet. Upload your first Chart360 export above. | ||||
Today's Visits
0
across all reps
This Week
0
total check-ins
This Month
0
total check-ins
Unique Customers
0
visited this week
📊 Weekly summary — by rep
📍 All visits — live feed
No visits recorded yet. Reps check in from their My Customers page.
Revenue
LKR 39,155,021
COGS
LKR 31,031,029
Gross Profit
LKR 8,123,992
20.7%
Net Profit
LKR 2,751,086
7.0%
Expense breakdown — Jan to May 2026
| Category | Amount (LKR) | % Revenue | Flag |
|---|---|---|---|
| Staff Salary | 1,798,678 | 4.6% | Monitor |
| Personal Drawings | 1,387,100 | 3.5% | High |
| Zakath | 412,000 | 1.1% | Fixed |
| Staff Commission | 277,656 | 0.7% | OK |
| Courier Charges | 275,925 | 0.7% | Monitor |
| Petrol Allowance | 228,050 | 0.6% | Monitor |
| Insurance | 105,023 | 0.3% | Fixed |
| Rent | 120,000 | 0.3% | Fixed |
Support
Ask me anything · Always here to help
👋 Ayubowan Usman! Full access to your Chart360 data. What would you like to know?
My Purchases (September)
—
—
Outstanding Balance
—
—
Total (Jan–May)
—
Active Discounts
—
Special offers for you
My monthly purchases from IMT
🔒 Prices shown are your exclusive dealer rates. Check for 🎯 special offer badges — these are time-limited discounts just for you.
Add products to your order. Prices include any active special discounts.
Your order
0 items📦 Add products from the left.
Order totalLKR 0
Total (Jan–May)
—
Outstanding Balance
—
Best Month
—
My portal orders
| Order # | Date | Items | Value | Status |
|---|---|---|---|---|
| No portal orders yet. | ||||
—
—
Commission earned
—
——
LKR 0LKR 1M 🎯
This Month Sales
—
—
Still to Target
—
—
Days Left
—
in this month
My Customers
—
assigned to me
💰 Commission calculator
LKR 0
commission
My customers
— customersMy Customers
—
Total Sales (September)
—
Total Outstanding
—
Across all my customers
Best Customer
—
📍 Visiting a new store?
Store not in your customer list? Log it as a new prospect with GPS and a note.
My assigned customers
Tap "Check In" when you visit| Customer | Region | September Sales | Outstanding | Status | Visit |
|---|
💰
Cashback Offers — Your Region
Show these deals to your customers. Every sale counts toward your LKR 1M target and your '+COMM_CONFIG.label+' commission.
Active offers
—
Tier 1 — Customer earns
12% Cashback
Order ≥ LKR 100,000
Customer saves up to LKR 12,000
Tier 2 — Customer earns
15% Cashback
Order ≥ LKR 200,000
Customer saves up to LKR 30,000
🧮 Customer cashback calculator
Show this to your customerEnter how much your customer wants to spend on clearance items — instantly shows their cashback and the 30% rule status.
📋 Condition: No single product can exceed 30% of the order. Encourage them to mix products.
Customer cashback earned
LKR 0
Enter amount to see
⭐ Featured products — must include in order
Customer must order at least 30% from featured products to qualify for cashback.
📋 30% rule: When your customer orders, no single product can be more than 30% of the total order. Tell them to mix products to qualify for cashback.
Cart
0 itemsNo items yet.
TotalLKR 0
Select a customer to enable
My order history
| Order # | Customer | Date | Items | Value | Approval | Status |
|---|---|---|---|---|---|---|
| No orders placed yet. | ||||||
Control what each role can see and do. Changes take effect immediately — no need to reload.
📦 Warehouse Team
What warehouse staff can access beyond their core queue
📍 Rep Visit Tracker
View all rep customer check-ins, GPS locations, new prospect notes and weekly visit summaries
📥 Chart360 Import
Upload daily Chart360 inventory and rep sales reports to update the portal data
On
👥 Customer Balances
View all customers, outstanding balances and assigned reps
On
🎯 Promotions & Offers
View active distributor discounts and rep cashback offers
On
👤 Sales Reps
Core features always on — these control optional capabilities
💰 Cashback offers tab
Show reps the cashback calculator and WhatsApp pitch generator for non-moving stock
On
📍 Customer visit check-in
Allow reps to check in at customer stores with GPS and log new prospects
On
💡 Core access (Orders, Dispatch queue, Own dashboard) cannot be disabled — these are essential for each role to function. Only optional features are listed above.
Changes take effect immediately across the entire portal — rep dashboards, cashback calculators, commission totals all update instantly.
👤 Sales Rep Commission
Set the commission percentage reps earn when they hit their monthly target. Currently applies to all reps.
%
Common rates: 3% · 4% · 5% · 6%
Live preview
Rep hits LKR 1,000,000
LKR 40,000
Rep hits LKR 1,500,000
LKR 60,000
Rep hits LKR 2,000,000
LKR 80,000
Current rate: 4%
💰 Customer Cashback Tiers
Rep channel onlySet the cashback tiers for customers buying non-moving stock through your sales reps. Changes apply immediately to the cashback calculator and all rep portals.
Tier 1 — Starter cashback
%
LKR 12,000 back on LKR 100,000
Tier 2 — Premium cashback
%
LKR 30,000 back on LKR 200,000
Maximum single product % (the 30% rule)
%
No single product can exceed this % of the total cashback order. Keeps customers buying a mix of products.
Current active settings
WhatsApp Order Alerts — Active
Every order triggers a pre-filled WhatsApp to your number. Rep or distributor taps Send — you get notified instantly.
Your WhatsApp number
Sri Lanka example: 94 + your number without leading 0 → 94771234567
Preview of what the message looks like:
🛒 NEW REP CHANNEL ORDER — IM Trading Lanka
📋 Order #: RO-48291
📅 Date: 09/06/2026
👤 Sales Rep: ${order.repName}
🏪 Customer: City Mobile Moratuwa
ITEMS:
• Samsung Galaxy A15 × 5 — LKR 192,500
• Type-C Cable 2m × 20 — LKR 14,000
💰 ORDER TOTAL: LKR 206,500
⏳ Pending your approval
Please log in to the portal to approve or reject.
Warehouse accounts
0 accountsEach warehouse staff member gets their own login. They see dispatch queue, customers, and promotions only — no financial data.
Warehouse — additional access
📍 Rep Visit Tracker
Allow warehouse team to view rep customer visits and GPS check-ins
Off
When enabled, warehouse staff will see a "Rep Visit Tracker" tab — they can view all rep check-ins, GPS locations, and weekly summaries but cannot modify anything.
1️⃣
Rep places order
Order submitted in portal
2️⃣
WhatsApp opens
Pre-filled with full order details
3️⃣
Rep taps Send
You get notified instantly on WhatsApp