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BRANCH SETTINGS · 4 BRANCHES · SALES & CRM SCOPE

Branch governance 4 branches · 14 reps · 8 Lead Owners · reporting included by default

Sales & CRM branch configuration placeholder. Branch data affects every report (069 Branch Comparison) · lead assignment policy · cadence rules per branch · permission scoping for reps and managers. This is the Sales & CRM branch policy surface · not a full company/settings module · backend address/legal data lives in Settings & Admin (advanced settings).

4 BRANCHES ACTIVE14 REPS · 8 OWNERSPOLICY PLACEHOLDER
This month · vs last STATUS · ALL ACTIVESCOPE · DEALERSHIP-WIDE
ACTIVE BRANCHES
4
Yas Mall · SZR HQ · Dubai Marina · Reem Island
SALES REPS
14
across 4 branches · Yas Mall 4 · SZR HQ 5 · DM 3 · RI 2
LEAD OWNERS
8
oversight role · 2 per branch on average
REPORTING INCLUDED
4 / 4
all branches included in 069 Branch Comparison
REASSIGN CAPACITY
OK
no branch over 90% capacity · DM at 78%
4 branches · Sales & CRM scopepolicy · reporting inclusion · reassignment authority
all active
YM
Yas Mall Abu Dhabi
TOP PERFORMER
Branch ManagerS. Manager
Sales team4 reps
Lead Owners2 owners
Leads · 30d26
Sales value2.34M
Conversion8.4%
included in reports · default lead assignment ON
SZ
SZR HQ Sheikh Zayed Rd · Dubai
ACTIVE
Branch ManagerA. Branch Manager
Sales team5 reps
Lead Owners2 owners
Leads · 30d18
Sales value1.04M
Conversion5.6%
included in reports · default lead assignment ON
DM
Dubai Marina Dubai
ACTIVE
Branch ManagerH. Manager
Sales team3 reps
Lead Owners2 owners
Leads · 30d14
Sales value620K
Conversion4.8%
included in reports · default lead assignment ON
RI
Reem Island Abu Dhabi
COACHING WINDOW
Branch ManagerJ. Lead
Sales team2 reps
Lead Owners2 owners
Leads · 30d8
Sales value234K
Conversion3.2%
included in reports · default lead assignment ON
Default lead assignment ruleactive per branch · cadence-aware
Walk-in · same-branch assignmentauto-assigned to local Lead Owner with lightest queue
Online (Website / Paid Ads / Google)round-robin across branches · weighted by capacity
WhatsApp inboundrouted to branch by customer area · fallback to nearest
Reem Island · capacity at 92%nearing overflow · auto-overflow to Yas Mall enabled
Multi-branch warningbranch data affects 5 surfaces
069 · Branch Comparisondirect dependency · leaderboard + KPI matrix
070 · Cadence Complianceper-branch SLA thresholds + overdue heatmap
062 · Lead Source Performancebranch dimension in source funnel matrix
074 · Custom Report BuilderBranch = standard reporting dimension · 4 enum values
077 · Team RolesBranch Manager scope · reassignment policy
Boundary · this is not the full Settings module
Branch address · legal entity · trade licence · tax registration · bank accounts · operating hours · branch logo all live in the SaaS Admin / Company Settings module (handled in platform settings). This surface governs Sales & CRM branch policy only · what shows up in reports, how leads route, who manages which branch. Branch reporting can be temporarily excluded (e.g. for new branch ramp-up) without deactivating the branch itself.
Data rules6
  • Branch data affects every report · cadence · lead assignment · permission scoping
  • Sales & CRM branch policy placeholder · not the full Company/Settings module
  • Branch reporting can be excluded without deactivating the branch (ramp-up scenario)
  • Default lead assignment rules vary by source · walk-in same-branch · online round-robin
  • Capacity overflow rules auto-route to nearest branch when over threshold
  • Branch address · legal · trade licence · banks live in SaaS Admin (advanced settings)