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Admin: Company Settings
Company-wide settings that control how Trakwell works for your team.
Company Settings controls how Trakwell works across your whole company. To open it, go to Admin and click Company Settings in the sidebar. The settings are split into tabs along the top.
In this article
- General Settings
- Internationalization
- Split Sales
- Quick Entry
- Hierarchy Setup
- Floorboard Setup
- Integrations
General Settings
General Settings has several sections. Click a section name to expand or collapse it. When you’re done, click Apply Changes.
👉 Admin: Overview (https://help.trakwell.ai/knowledge-base/admin-overview#saving)
Company Settings
| Setting | What it does |
|---|---|
| Name | Your company code, used to log in (usually a short version of your company name). It’s set when your account is created and can’t be changed. |
| Title | Your company name as it shows in the app and in reports |
| Logo | Your logo, used in emails sent from Trakwell |
| Logo Background Color | Optional background color for your logo |
| Country | Your company’s country |
| Company URL | Your company website |
| Industry | Your type of business, like furniture or mattresses. This is just for info and doesn’t change anything in the app. |
| Start Date | When your Trakwell account was set up |
| Display Sales | Where your sales data comes from (see below) |
Display Sales options:
| Option | What it means |
|---|---|
| Manual | Sales are entered by hand in Trakwell |
| API Interface | Sales data is sent to and pulled from Trakwell with an API key |
| API + Manual | Uses an API key, plus you can upload sales data with a CSV file |
📝 Note: For API setup, contact our support team.
New Photo Default Status
This sets the status a photo gets when it’s assigned to a salesperson.
| Status | How it works |
|---|---|
| In Process | The photo goes straight to In Process (Unassigned > In Process) |
| Up | The photo goes to Up first, then to In Process once the salesperson starts working with the customer (Unassigned > Up > In Process) |
Company Goals
These goals show as goal lines on related Analytics reports, mostly on bar charts.
| Goal | What it’s for |
|---|---|
| Average Sale Goal | Your target average sale amount |
| Revenue Per Opportunity Goal | Your target revenue per opportunity (RPO) |
| Conversion Rate Goal % | Your target conversion rate |
Application Settings
Application Settings is a long list of on/off settings and dropdowns. They’re grouped below by what they affect.
💡 Tip: Settings that end in “Default” only set the starting state each day. Your team can still change them on the Floorboard.
Floorboard
| Setting | What it does |
|---|---|
| Open Floor Default | On: new photos come in unassigned. Off: new photos are assigned to the next available salesperson. |
| Quick Entry Default | Whether Quick Entry starts on |
| Exclude Hidden Is Default | Whether excluded photos start hidden on the Floorboard. Hidden photos still count. |
| Photo Sort Order | Descending (default) shows the newest photos at the top. Ascending shows the oldest at the top. |
| Show Photo on First Click | On: clicking a photo opens it enlarged. Off: clicking goes straight to the forms. |
| Use Special Color for Be-Back | On: a salesperson working with a be-back shows brown. Off: they show the normal yellow. |
| View Traffic Cop | Shows the Traffic Cop dropdown on the Floorboard, so everyone can see who’s running the rotation. Only users with Traffic Cop turned on show in the list. |
| Allow Sales People to View Upboard Statistics | Off hides the Upboard stats from salespeople |
| Enable Audio Alert | Plays a sound when a new unassigned photo comes in. It plays for everyone on that store’s Floorboard. |
| Select Media File | The alert sound (Sound1 to Sound4) |
| Update Pending Items Before Logging Out | Salespeople can’t log out until they finish any pending quick entry items (see below) |
| Process Sale File at End of the Day | Turns on the end-of-day sales file upload from the Floorboard (for API + Manual accounts) |
📝 Note: When a salesperson uses a quick entry button (like a quick Exclude), the photo goes to a pending state. To finish it, they click the photo again, fill out the form (like the reason for the exclude), and submit.
Rotation and Photos
| Setting | What it does |
|---|---|
| Use Static Rotation | Off (default): after a customer, salespeople rejoin the rotation in the order they finish. On: salespeople keep the same order all day, based on the order they logged in. Managers and traffic cops can still change the order. |
| Auto Reassign | On: a rejected photo goes straight to the next salesperson. Off: it stays unassigned. |
| Add Sales Person from Other Department | For stores with departments. Lets you add salespeople from another department to a rotation. |
| Allow Viewing of Other Salesperson’s Photos | On (default): everyone sees all photos. Off: only the assigned salesperson sees the photo, but everyone still sees the counts on the Upboard. |
| Automatically Count Auto-Excluded Photos in Trakwell | Auto-excluded photos are excluded by the system and marked with a yellow X. On: they’re counted. Off: they’re not. |
📝 Note: If a salesperson excludes a photo, they go back to the same spot they had in the rotation.
Forms
| Setting | What it does |
|---|---|
| Customer Relationship Management (CRM) | Turns the CRM on or off |
| CRM Sale & Lost Sale | Off removes the option to enter a Sale or Lost Sale from the CRM |
| Enable Customer Validation | Requires at least one piece of contact info (phone, email, or address) on Sales and Potential Sales |
| “Non-Sale” Option | No Sale Only: salespeople can submit a Sale or No Sale. No Sale and Potential Sale: they can also submit a Potential Sale. |
| Display Estimated Potential Value | Adds a dollar amount field to the Potential Sale form |
| Display Probability | Adds a Low, Medium, or High field to the Potential Sale form |
| Track Add-On Sales | Adds an Add-On Amount field to the Sale form, for things like protection plans. It tracks the dollar amount, not the quantity. |
| Add Quote No. for Potential Sale | Adds a Quote Number field to the Potential Sale form. If quotes come in from your POS, they show as a dropdown. |
| Quote Expiration Days | Only shows quotes issued within this many days before the visit |
| Include Potential Sales in No Sale Stage Chart | Adds the No Sale Stage field to the Potential Sale form, so those answers show in Analytics |
| Include Potential Sales in No Sale Reason Chart | Adds the No Sale Reason field to the Potential Sale form, so those answers show in Analytics |
💡 Tip: A smaller number in Quote Expiration Days keeps the quote list short and easier to pick from.
Reports
| Setting | What it does |
|---|---|
| Is Add-On Amount Included in Total Sale Amount | On: total sales in reports include add-ons. Off: they don’t. |
| Include Removed User’s Data in Charts | On: deactivated users’ past data stays in reports |
| Navigation Expand All | Whether the location list in Analytics starts expanded or collapsed |
| Sales Conversion Decimals on Sales Statistics Report | 0, 1, or 2 decimal places |
| Default for No Sale Stage Chart | What the No Sale Stage report shows first: No Sales only, or Both (No Sales and Potential Sales) |
| Default for No Sales Reason Chart | Same as above, for the No Sale Reason report |
| Calculation Based on Total Sales/Adjusted Sales | What RPO and Average Sale are based on: Total Sales (doesn’t include credits, adjustments, and returns) or Adjusted Sales (subtracts them) |
| Analytics Default Netting Option ($) | Which entries count toward sales dollars in Analytics: Sale, Cancellation, Return, Adjustment, and Credit |
| Analytics Default Netting Option (Count) | Which entries count toward sales counts in Analytics: Sale, Cancellation, Return, and Adjustment |
| Include Auto-Excluded Photos in API | Includes auto-excluded photos in API data |
📝 Note: Credits, adjustments, and returns are the Cr/Adj/Ret entries on the Floorboard.
| Setting | What it does |
|---|---|
| Email Send | Shows an email icon on Floorboard photos, so salespeople can email customers without going to the CRM. The customer needs an email address on their Sale or Potential Sale. |
| Send Email from Company Domain | Salespeople whose email domain is listed send customer emails from their own address. Each domain has to be set up first. |
| Company Email Domains | The domains used for the setting above, like yourcompany.com. Replies to these domains still come in, even when sending is turned off. |
📝 Note: To set up a company email domain, contact our support team.
Validation
| Setting | What it does |
|---|---|
| Phone Validation / Email Validation | Checks phone numbers and emails as they’re entered. If one isn’t recognized, a message pops up, but the salesperson can still submit. |
| Estimated Potential Value Required | Makes the potential value field required |
| Probability Required | Makes the probability field required |
| Comment Required | Separate settings for Potential Sale, Sale, No Sale, and Exclude |
| Require Scheduled Action for Potential Sale / Sale | Requires a follow-up (action, date, and time) on that form |
💡 Tip: If validation slows your team down, you can turn it off.
Contact Information
Your company’s phone numbers, address, and email. These are used in emails sent from Trakwell to customers.
Internationalization
If your company is outside the US, you can change what the address fields are called.
| Setting | Options |
|---|---|
| State Category | State, Province, Region, District, County |
| Zipcode Category | Zip Code, Postal Code, Postcode, Pincode, PIN Code |
Split Sales
Split Sales lets two or three salespeople share credit for one sale.
| Setting | What it does |
|---|---|
| Split Sales | Turns split sales on or off |
| Max Splits | Up to 2 or 3 salespeople per sale |
| 2-Way Default Split % | The default split for two people: None, 50/50, 75/25, 66.7/33.3, or 80/20 |
| 3-Way Default Split % | The default split for three people: None, 33.4/33.3/33.3, 50/25/25, 60/20/20, or 40/30/30 |
| Split With Other Store | Lets salespeople split with someone at another store |
| Split Logic | Split both the amount and the count, or split only the amount |
| Edit Split | Lets salespeople change the split percentage and the number of people on the split |
Quick Entry
Quick Entry adds buttons to assigned photos on the Floorboard, so salespeople can act fast without filling anything in. They can finish the details later.
Turn on the buttons you want: Quick Sale, Quick No Sale, Quick Potential Sale, Quick Exclude, Quick In Process, and Quick Reassign.
Turning a button on here turns it on for every store. If it’s off here, you can still turn it on for a single store.
👉 Admin: Stores and Store Hours (#)
Hierarchy Setup
Hierarchy Setup sets how many levels sit above your stores, and what each level is called (like Region or Company). These names show in the location list in Analytics.
⚠️ Caution: Changing the hierarchy can affect how your stores are grouped. Contact our support team before making changes.
Floorboard Setup
Floorboard Setup controls your dropdown lists, rotation rules, and date calendar.
Code Maintenance
Each card (like Advertising Source, No Sale Reason, or User Status) opens that dropdown list so you can add or edit options.
👉 Admin: Company Codes (#)
Rotation Options
Rotation Options are rules for where a salesperson lands in the rotation when a photo changes status.
| Field | What it means |
|---|---|
| Prior Status / New Status | The photo status change the rule applies to, like Any to Sale |
| Prior Rotation Option / New Rotation Option | Where the salesperson moves: Same, Top, Bottom, 2nd through 9th, or Don’t Bump #1 |
| Sort Order | If two rules match, the lower number wins |
Each rule needs at least one status and a New Rotation Option. Click Add Rule to add one, then click Save Rotation Options.
If there’s no company rule for a change, the System defaults table is used. For example, after a Sale, No Sale, or Potential Sale, the salesperson goes to the bottom.
📝 Note: “Hidden” in these lists means Exclude.
⚠️ Caution: Rotation rules change how customers get assigned. Test changes with your team first, and contact our support team if you need help.
User Rotation
User Rotation sets where a salesperson lands when they change their own status. For example, a rule might move them from Lunch to Available for Upboard.
| Field | What it means |
|---|---|
| Prior Status / New Status | The salesperson’s status change. Custom statuses like Lunch come from the User Status list. |
| Available | Whether they’re back in the rotation |
| Active | Turns the rule on or off |
| Rotation | Where they land: 2nd through 9th, Bottom, or Don’t Bump #1 |
| Sort Order | If two rules match, the lower number wins |
📝 Note: Don’t Bump #1 puts the salesperson in 2nd place. If no one else is in the rotation, they go to the top.
Daily Date Calendar
The Daily Date Calendar pairs each date with a date from last year. Daily Goaling uses these pairs to compare this year to last year.
- Enter each pair as
YYYY-MM-DD,YYYY-MM-DD(current date, then last year’s date). - Click Upload Text to add what you typed, or Upload File to add a file.
📝 Note: When you upload a file, the first two rows are skipped as headers.
Integrations
Podium
These settings control review requests sent through Podium.
| Setting | What it does |
|---|---|
| Integrate with Podium | Turns Podium on or off |
| Review via Text Message / Email | How the review request is sent |
| Review Sales / Review Potential Sales | Which customers get a request |
| Send Requests | Automatic: the request goes out when the Sale or Potential Sale is submitted. Manual: a Podium icon shows on the photo, and the salesperson clicks it to send. |
👉 Admin: Podium (#)
👉 Podium Integration Guide for Trakwell (https://help.trakwell.ai/knowledge-base/podium-integration-guide-for-trakwell)
POS
Enable POS Data in Reporting shows POS data on the Analytics Dashboard pages. This needs a POS integration, which our team sets up. Contact our support team to get started.
👉 Analytics: Analytics Dashboard (https://help.trakwell.ai/knowledge-base/analytics-dashboard#dashboard)
SSO
Single sign-on (SSO) lets your team log in with your company’s sign-in system. For help setting up SSO, contact our support team.
Still have questions? Call or text us at 833-503-9934, email support@trakwell.ai, or submit a ticket.