Sales Professionals roster
Name must match the User column in the VinSolutions export exactly (apostrophes and spacing are normalized). Class Trainee receives a calculated visit floor; Professional shares the remaining pool by YTD visits. Inactive people are kept but excluded from all math.
| Name (VinSolutions) | Display name | Team | Class | Trainee floor override | Active | Sort |
|---|
Add a salesperson
Settings
Team schedules
Both teams automatically work the Sales Close day. Sundays are always closed.
Calendar check
Holiday rules (recurring)
Store closed = no selling day for anyone. Factory holiday = Stellantis will not let the month close on this date (store may still be open, e.g., Memorial Day, Labor Day).
| Name | Rule | Store closed | Factory holiday | Active |
|---|
Add a one-off date
| Date | Name | Store closed | Factory holiday |
|---|
Admin v1.2 · changes take effect on the next calculation. Roster and settings are stored in Supabase (south-oak-ops, goal_* tables).