Dashboard
Wednesday, May 27, 2026 — Week 22
Open Orders
—
All non-complete orders
Completed YTD
0
—
Value of Open Orders
—
—
Average Order Value
—
Open orders, wholesale
Urgent Orders
—
Due within 30 days
Work Orders
All active and historical orders
—
Open
0
Needs Info
0
Completed YTD
$0
Revenue YTD
—
Value of Open Orders
—
Commission on Open
▶ Open Orders Breakdown — by Province & Monument Company
By Province / State
By Monument Company
| Cust. Order # ▾ | Date ▾ | Customer ▾ | Prov ▾ | Cemetery ▾ | Service(s) ▾ | Engraver ▾ | Agent ▾ | Due ▾ | Status ▾ |
|---|
New Work Order
Fields marked * are mandatory
Order Source
Please select a sales agent.
Customer Information
🔒 Private — never shared
Surname is required.
A phone number or email address is required.
Enter email above to enable email billing
Cemetery Information
Cemetery is required.
Existing Names on Monument *
All names currently engraved on the stone
Please enter the existing names on the monument.
Services Required *
Select all that apply
Please select at least one service.
Inscription & Design
Inscription / lettering to be added is required.
Click to attach cut / design file
PDF · AI · SVG · DXF · EPS · PNG — max 8 MB
Placement & Format
Instructions for the engraver
Please select placement on the monument.
Engraver instructions are required.
⚠ Important: If Format and Placement are NOT specified, the Engraver's decision must be accepted.
Photos of Monument &
Monument Location
Monument Location
Click to attach
Images · PDF — max 8 MB
Paper Order
Form
Form
Click to attach
Image · PDF · Word — max 8 MB
Cemetery
Map
Map
Click to attach
Image · PDF — max 8 MB
Pricing & Scheduling
$
$
Orders within 30 days are flagged urgent.
Approval *
Order approval confirmation is required before submitting.
Runs / Planning
Build weekly engraver runs — assign orders to each day, log expenses, optimize route
Week of
Live Map
0–20 days
21–40 days
41–60 days
60+ days
0
Stops
$0
Order Value
$0
Fuel
$0
Hotels
$0
Supplies
$0
Other
$0
Total Exp.
$0
Net
▶ Available Orders
Select a province or zone above to load available orders.
Engravers
Field workforce & performance tracking
Select an engraver above
Today
This Week
This Month
YTD
Select an engraver to view stats
MMW Sales Agents
MMW commissioned sales representatives — 20% of pre-tax price, paid annually
| Name | Zone | Price List | Orders (YTD) | Revenue (YTD) | Commission (YTD) | Status | Actions |
|---|---|---|---|---|---|---|---|
| No agents added yet. | |||||||
Commissions
20% of pre-tax wholesale price per completed order
No commission data yet — add agents and orders to begin tracking.
Monument Companies
Wholesale customers — per-company pricing and portals
| Company | Zone | Contact | Agents | Price List | Orders (YTD) | Revenue (YTD) | Portal | Actions |
|---|
Direct Customers
Retail orders placed through MMW sales agents
0
Total Customers
0
Active (YTD)
$0
Revenue YTD
0
Price Lists in Use
| Name | Province | Phone | Agent | Price List | Orders | Rev (YTD) | Last Order |
|---|
Funeral Homes
Funeral home partners — referral relationships and contact directory
0
Total
0
Active (Referred YTD)
| Name | Contact | Phone | Zone | Notes | Actions | |
|---|---|---|---|---|---|---|
| No funeral homes added yet. | ||||||
Price Lists
Create and manage price lists — assign to monument companies or direct customers
Price Lists
Select a price list to edit, or create a new one.
Cemeteries
Public locations — accessible to any company or agent
1,240+
Total in Registry
847
GPS Pinned
7
Regions
31
Active Jobs
| Cemetery Name | City / Town | Province | Address | Notes |
|---|---|---|---|---|
| Loading… | ||||
Expenses
Track all field and operational expenses by category
DateCategoryDescription
AmountEngraver
Run / WO
Reports
Business performance and operational summaries
Revenue (MTD)
$0
—
Orders Completed
0
Avg Order Value
—
Commissions Paid
$0
Notifications
Flags raised by engravers — requires office review and response
Settings
System configuration and integrations
Company
Supply & Equipment Items
Manage the items that appear in the engraver app's order request form. Engravers pick from this list when requesting equipment or supplies. Changes appear in the app immediately.
Commission Defaults
Provinces & States
These are the provinces and states your business operates in. They appear in every dropdown across the system — work orders, cemeteries, customers, and filters. Changes take effect immediately everywhere.
💡 Tip — add U.S. states in the American States group if you serve customers in ME or NH.
Integrations
Notification Rules
Import Data
Import your Power Apps / SharePoint data via CSV export — one list at a time
▶ How to export your SharePoint lists to CSV
1.Open your SharePoint site and navigate to the list you want to export (e.g. Work Orders).
2.Click Export in the top toolbar → Export to CSV. The file will download as a
.csv file.
3.Repeat for each list: Work Orders, Cemeteries, Monument Companies, Customers, Engravers, Sales Agents.
4.Drop each CSV into the matching import card below. Column names don't need to match exactly — use the mapper to align them.
5.Click Import on each card once the preview looks correct. Import them in order: Cemeteries → Monument Companies → Customers → Engravers → Agents → Work Orders.
Work Orders
— Waiting
Expected columns:
Customer Order #Order DateCustomer ProvinceCemeteryService(s) EngraverAgentDue Date StatusWholesale ValueNotes
Customer Order #Order DateCustomer ProvinceCemeteryService(s) EngraverAgentDue Date StatusWholesale ValueNotes
Drop Work Orders CSV here or click to browse
SharePoint → Export → Export to CSV
Cemeteries
— Waiting
Expected columns:
Cemetery NameMunicipalityProvince DenominationGPS LatGPS Long ZoneNotes
Cemetery NameMunicipalityProvince DenominationGPS LatGPS Long ZoneNotes
Drop Cemeteries CSV here or click to browse
SharePoint → Export → Export to CSV
Monument Companies
— Waiting
Expected columns:
Company NameContact NamePhone EmailCityProvince Price ListPortal Status
Company NameContact NamePhone EmailCityProvince Price ListPortal Status
Drop Monument Companies CSV here or click to browse
SharePoint → Export → Export to CSV
Direct Customers
— Waiting
Expected columns:
Full NameProvincePhone EmailAgentPrice List Notes
Full NameProvincePhone EmailAgentPrice List Notes
Drop Direct Customers CSV here or click to browse
SharePoint → Export → Export to CSV
Engravers
— Waiting
Expected columns:
First NameLast NamePhone EmailZoneStatus
First NameLast NamePhone EmailZoneStatus
Drop Engravers CSV here or click to browse
SharePoint → Export → Export to CSV
Sales Agents
— Waiting
Expected columns:
First NameLast NamePhone EmailZoneCommission Rate
First NameLast NamePhone EmailZoneCommission Rate
Drop Sales Agents CSV here or click to browse
SharePoint → Export → Export to CSV
Portal Inbox
Work orders submitted by monument companies via their portal
| Ref # | Company | Cemetery | Services | Priority | Due | Status | Actions |
|---|
New / Submitted
—
In Progress
—
Completed
—
Pending Commission
—
| Order Ref | Agent | Cemetery | Services | Submitted | Retail Price | Commission | Status | Actions |
|---|
Agent Commission Management
Mark commissions as paid once settlement is issued
| Agent | Order Ref | Completed | Commission | Status |
|---|
0 selected
Commission Draw Requests
| Agent | Amount | Requested | Status | Actions |
|---|
Pending Quote Requests
Click a row to send a price back to the agent
| Ref | Agent | Cemetery | Service | Description | Received | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||