Introduction
Sequifi is a platform designed to give you complete transparency into your sales data, commissions, and team management. Whether you're a sales rep tracking your earnings or a manager overseeing your entire operation, Sequifi puts all the information you need in one organized place.
When to Use This
You're logging into Sequifi for the first time
You want to understand what Sequifi does
You're unsure which features apply to your role
You need a high-level overview before diving deeper
What Sequifi Does
For Sales Reps:
See all your personal sales and accounts in one dashboard
Track exactly how much you're earning from commissions and overrides
View pending payments and know when money is coming
Submit requests for advances or reimbursements
Get hired and onboarded smoothly with digital documents
For Managers:
Get a complete view of your team's performance and pipeline
Manage commissions, overrides, and payroll
Run detailed reports by office, rep, or position
Hire and onboard new team members
Make quick updates to rep information and compensation
Create competitions and incentives through Arena
For Admins:
Set up your entire company structure (departments, positions, locations)
Configure payroll, commission structures, and custom fields
Import sales data or manually add accounts
Access advanced reporting and analytics
Manage all users and permissions
Set up integrations with other software
Key Features at a Glance
Dashboard: Your starting point with quick insights into performance and payroll
My Earnings: See your commissions, pending pay, overrides, and account details (reps and managers)
Sales & Accounts: Track your pipeline, view account status, and see all the details on specific deals
Hiring & Onboarding: Manage the entire hiring process from leads through first day
Team Management: Update reps, change commissions, view performance, and manage payroll (managers and admins)
Reports: Deep-dive analytics on company performance, sales, payroll, and more (admins and managers)
Arena: Run competitions and incentive programs to keep your team motivated (managers)
Settings & Admin: Configure how Sequifi works for your business (admins only)
Your Role Matters
Sequifi adapts based on what you do. As you explore, you'll notice some features are only available to managers and admins. This keeps things simple and secure. If you're unsure what you can access, check the "Understanding Your Role" article or reach out to your admin.
We're here to help if you have any questions along the way!