$6.99
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CRM dashboard template
Circuit Field Route CRM Dashboard Template
Circuit is a dark single-file HTML dashboard template that runs a beverage distributor's field book across routes, doors, visits, orders, and rep standings.
Circuit is a field route CRM dashboard template for distributors whose reps sell from a truck. The template is framed as the night dispatch board of the fictional Kestrel Beverage Co. and organizes field work into 5 views: Route Board, Accounts, Visit Log, Orders and Returns, and Rep League. It renders in a dark Tarmac Emerald theme with an emerald accent, and all figures come from seeded data inside the single HTML file.
The Route Board draws today's route as a schematic line where filled markers are stops already serviced, and picking a marker loads a stop sheet with the account, delivery window, and cases due. Accounts lists 24 retail doors across Grocery, Convenience, and Bar banners with cases per month and a health score that blends order cadence, returns rate, and shelf audit score. The Visit Log files every door knock in order with the rep's note as written from the cab. Orders and Returns keeps the paper trail with an 8 SKU product list, and Rep League ranks 6 reps against the personal targets set at Monday dispatch.
What is inside Circuit
- Route Board schematic line for the truck on the road, with filled markers for serviced stops and rep selector chips
- Stop sheet panel loading account, delivery window, and cases due for whichever stop marker is selected
- Accounts list of 24 retail doors with Account, Banner, Cases per month, and Health columns, filterable by banner
- Health score that blends order cadence, returns rate, and shelf audit score for the trailing quarter
- Account plate with a 12 week case trend and the standing order for the selected door
- Visit Log with week selector chips, outcome filters, and rep notes filed as written from the cab
- Sales orders table with Order, Account, SKUs, Cases, Value, and Status columns
- Returns ledger with Credit, Account, SKU, Cases, Reason, and Credit USD columns
- SKU breakdown panel unpacking cases across the 8 product SKUs, from Kestrel Cola 12pk at $14.50 to Peregrine Energy at $24.60
- Rep League standings with bars running against a personal target tick line and a per-rep week summary with miles driven
Specifications
| Format | Single self-contained HTML file; zero dependencies, no build step |
|---|---|
| Theme | Tarmac Emerald |
| Mood | Dark |
| Category | CRM |
| Price | $6.99, one-time |
Who Circuit is for
Circuit gives route supervisors the Route Board to see which stops the truck has serviced and to pull any stop sheet for its delivery window and cases due.
Field sales reps use the Accounts view to check a door's 12 week case trend and standing order before walking in, and they file visit notes that land in the Visit Log.
Sales managers use Rep League to compare the 6 reps against weekly targets and to read each rep's week summary, including miles driven on their route.
Operations staff use Orders and Returns to reconcile cases written against credits issued, with a SKU breakdown for every order.
When to reach for it
Circuit suits a distributor that tracks route performance on a whiteboard at the depot and in a group chat. The Route Board replaces the marker board, the Visit Log replaces the chat scroll, and the Rep League replaces the Friday spreadsheet where someone ranks the team by hand.
Circuit also suits teams evaluating a field CRM before committing to a platform. The template shows exactly which entities matter on a route (stops, doors, visits, orders, returns, SKUs), so a team can validate the data model in the browser for the price of a coffee.
Frequently asked questions
What kind of business is Circuit built for?
Circuit is built for a beverage distributor with 24 retail doors across Grocery, Convenience, and Bar banners. The structure fits any van-sales operation: a daily route, stop sheets, visit notes, orders, returns, and a rep leaderboard. Rename the SKUs and doors and it matches your territory.
How is the account health score calculated?
The account health score blends three inputs over the trailing quarter: order cadence, returns rate, and shelf audit score. The blend lives in the script as plain arithmetic, so you can reweight the inputs or replace them with your own scoring formula.
What does Rep League measure?
Rep League ranks the 6 reps on a chosen metric with each bar drawn against that rep's personal weekly target, shown as a tick on the bar. Selecting a rep opens a week summary with route assignment and miles driven.
Is the data different on every page load?
No, the data is identical on every page load. Circuit uses a seeded random generator, so every stop, visit, order, and standing renders the same each time the file opens. You can edit the seed or replace the generated arrays with literal records.
