Subscriptions by billing frequency
Active subscriptions per dealer
Commission still to be paid per dealer
Subscriptions per month: new versus cancelled
Orders per month
Active subscriptions by product
Cancelled subscriptions per quarter
Cancelled subscriptions by province/state (this year)
Cancelled subscriptions by dealer (this year)
Open support cases
Recent activities
Dealers
Fulfillment
Commission Payout
Mark accrued commission as paid in bulk, per dealer, dealer representative or O-Care representative, for a date range. Equivalent of the three Salesforce screen flows of the same name.
Map
Customers
Contacts
Subscriptions
Orders
Commissions
Opportunities
Onboarding
Support
Activities
Countries
The markets where O-Care sells. Dealers and customers belong to a country; each user sets which countries they can see. The colour carries through to every card.
Products
Reply Templates
Email Templates
Campaigns
Mailing Lists
Prospects
Users
Automations
Every automation in this environment, described in plain language: what starts it, what happens step by step, and what's good to know. Kept up to date by And Repeat with every new or changed function.
Processes
Guides and process descriptions for the team and for And Repeat.
Roadmap
The backlog and roadmap that And Repeat keeps for O-Care, shown here read-only. Refreshed automatically every 15 minutes; changes can only be made at And Repeat.
Monthly Reports
And Repeat's formal monthly reports: what's been delivered, what's changed, and what's planned for next month. Newest on top.
Data Model & Migration
How the data in this environment is structured, which Salesforce field ends up where, and every migration run with its counts. The environment explains itself.