Agent Portal
A full-stack platform for managing 200+ sales agents across multiple regions.
Performance tracking, incentive programs, lead management, team hierarchy, and automated daily reporting — all in one internal tool built for a regional sales leadership team.
The Problem
Managing a large sales organization means tracking agent performance across dozens of metrics — submitted deals, closed deals, conversion rates, lead investments, recruiting activity, and more. That data lives in scattered systems: vendor portals, CRM exports, lead providers, and spreadsheets passed around via email.
Leadership needs a single source of truth. Agents need visibility into their own performance. And nobody wants to manually pull reports every morning. The Agent Portal consolidates everything into one platform with automated data pipelines and role-based access.
How It Works
Automated Daily Data Imports
An AI agent runs every morning — logs into the vendor portal, exports submitted and closed sales reports, uploads them to Google Drive, and POSTs the data to the platform's API. No manual work.
Performance Dashboards
Agents see their own metrics: submitted deals, closed sales, conversion rates, weekly trends, and where they stand relative to their team. Regional leaders see everyone.
Incentive Program Tracking
A weekly incentive program calculates multipliers and rewards based on performance tiers. Agents track their progress in real time against qualification thresholds.
Team Management
Full hierarchy view — from regional leader down to individual agents. Activity tracking, accountability forms, recruiting pipeline, and disposition monitoring all in one place.
Scale
Data flows in automatically each morning. Sales reports, policy statuses, and agent activity are updated before the team starts their day.
Features
Incentive Program Dashboard
Weekly performance-based rewards with configurable multipliers, tier calculations, and leaderboards. Agents track progress against qualification thresholds in real time.
Team Hierarchy & Activity
Full org chart from regional leader to individual agent. Monitor activity, direct reports, and team performance at every level of the hierarchy.
Lead Management
Lead campaign tracking, credit balances, agent-to-agent credit transfers, and integration with external lead vendors via API.
Automated Sales Imports
An AI agent logs into the vendor portal daily, exports reports, and uploads data to the platform — submitted deals, closed sales, and disposition summaries.
Recruiting Pipeline
Track recruiting candidates through stages, from initial contact to onboarding. Integrates with the team hierarchy to assign new agents to mentors.
Leadership Accountability
Weekly accountability forms and dashboards for team leaders. Goal tracking, activity metrics, and leadership performance reviews.
Agent Performance Analytics
Individual and comparative dashboards with submission-to-close ratios, weekly trends, and historical performance charting via Recharts.
Feature Flags
Admin-controlled feature toggles with client-side caching. Roll out new features gradually or restrict access by role without redeploying.
Tech Stack
| Frontend | Next.js 14, TypeScript, Tailwind CSS, shadcn/ui |
| Database | Supabase (PostgreSQL) |
| Auth | Supabase Auth (email/password, role-based access) |
| Data Grids | AG Grid Community Edition |
| Charts | Recharts |
| Integrations | Leadspedia API, Twilio Verify, Ringy CRM |
| Automation | OpenClaw AI agent (daily cron) |
| Hosting | Vercel |
Architecture
┌───────────────┐ ┌───────────────┐
│ Vendor Portal │ │ Lead Vendors │
└──────┬────────┘ └──────┬────────┘
│ daily export │ API
┌──────▼────────┐ ┌──────▼────────┐
│ AI Agent │ │ Next.js API │
│ (OpenClaw) │ │ Routes │
└──────┬────────┘ └──────┬────────┘
│ POST /api │
┌──────▼─────────────────────▼────────┐
│ Supabase (PostgreSQL) │
│ agents · sales · hierarchy · leads │
└──────────────────┬──────────────────┘
│
┌──────────────────▼──────────────────┐
│ Next.js 14 Frontend │
│ dashboards · teams · incentives │
│ AG Grid · Recharts · shadcn/ui │
└─────────────────────────────────────┘