Mapbox Token:

Market: — Leads: 0 DCs: 0 Assigned: 0 / 0

Design Consultants — ranked by close rate

Leads — ranked by unit count

Market:

🧪

Stress Test Mode

Pick a market & slot, then hit Run Stress Test.
The tool will evaluate every existing assignment and flag issues.

Market:

📊

Daily Sheet

Load a file and make assignments to see the daily sheet.

🔍

Auto-Assign Logic

Run assignments in the Assign tab, then come here to see why each DC was picked, what runners-up were considered, and any flagged cases.

DC Assign Tool — How to Use

Complete reference for every feature, color, button, and popup in the tool.

Daily Workflow

1. Upload assign card

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2. Pick market & slot

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3. Review Notes popup

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4. ▶ Run / ▶▶ Run All

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5. Handle SP leads

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6. Review & Approve

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7. ⬇ Export Excel

1 · Upload the Assign Card

Drag and drop your daily .xlsx assign card onto the drop zone, or click it to browse. You can also paste a Google Sheets share URL into the URL box and click Load — the tool fetches it automatically.

On load the tool reads every market tab, detects GA and GTA sub-territories (North/South/East and Central/East/North), pulls close rates from the RBI tab (or RPA for NJ), and reads cell colors, font colors, and ORA columns directly from the file. No manual setup needed.

2 · Pick a Market and Slot

Market tabs appear across the top of the Assign panel once a file is loaded. Click any tab to switch markets. Approved slots show a ✓ on the AM / MID / PM button.

GA and GTA expand into sub-territory tabs (e.g. GA-North, GA-South). Each sub-territory has its own DC pool and lead list and runs completely independently.

3 · Rep Notes Review Popup

Before assignments run, the tool scans Column B notes for every DC and shows you a Rep Notes Review modal. Recognized restrictions (leave, SM capacity removal, geo block, max units, map-origin override) are displayed as summary pills per rep. Any note the tool couldn't parse is highlighted in amber with a text box — type in a clarification and press Enter. Once everything looks right, click ✓ Looks good — Run Assignments. Click Cancel to abort without running.

4 · ▶ Run Auto-Assign

Runs the currently selected market and slot. The tool fetches drive times from Mapbox for every DC→lead pair, scores each DC against each lead, and assigns top-to-top. Pre-assigned locked leads are never touched. A progress bar and status message show where it is. Expect 10–30 seconds per market.

▶▶ Run All runs the selected slot across every market in sequence — pre-fetches all drive times in one batch, then assigns each market. Expect 1–3 minutes total.

5 · SP Lead Picker Popup

When the algorithm hits a lead that requires a bilingual rep (detected via (SP) or similar in the lead text), it pauses and shows a modal with the top 3 SP-capable DCs ranked by drive time and close rate. Click a DC to assign, or click Skip this lead to mark it blue and move on. This popup prevents any accidental assignment to a non-bilingual rep.

6 · Review Assignments

Each lead card shows the assigned DC, their close rate badge, drive time badge, miles, and a 📍 From: line showing the chain origin. Color pills on each lead card indicate assignment quality (see Assignment Status Pills below). The stat bar at the top shows totals: Assigned, Rerouted, Best Avail, and Skipped for the current view.

Use the 📊 Daily Sheet tab for a side-by-side all-day view.

7 · Approve & Export

Click ✓ Approve & Write to File once a slot looks right. A ✓ appears on the slot button and the approve bar shows a confirmation. When all slots across all markets are approved, click ⬇ Export Excel in the header to download the finished file.

Lead Color Key

These colors come directly from the Excel cell fill in the assign card. The tool reads them at file load — nothing needs to be set manually.

🔒 Pre-Assigned A rep name was already written in the card when you uploaded. The lead is locked — the algorithm skips it and builds around it. Shown with a lock icon and the rep's name. Use the 🔓 Unlock button on the card or the chip in the yellow unlock bar to release it.

⭐ Priority High-priority lead — must be assigned before standard leads. Often tied to a skill requirement (RVT, CXL SV). The algorithm processes these first in the ranked order.

🔴 Must Run A previous ORA or explicit Must-Run flag. Assigned unconditionally — drive time limits are relaxed if needed so this rep always gets a lead. Processed after Priority leads.

✕ Cancelled Auto-skipped entirely. The DC on this lead is freed up as if they had no appointment — the algorithm treats them as available for other leads. Shown in the lead list for reference only.

🚫 Do Not Assign Auto-skipped. Notes from the card are preserved and shown on the lead card so you can see the reason.

⚠ ORA Out-of-rotation assignment or confirmed cancellation. Auto-skipped. Shown in the lead list with the reason from the ORA column.

⏳ Waiting rForce Auto-skipped — pending rForce confirmation. Shown in the lead list so you know it's in limbo.

📌 Must Run Slot The DC in that row has a yellow cell indicating they must receive an appointment in this slot. If the algorithm finishes without assigning them, a warning appears on their DC card.

🏠 Not Home Flagged on the lead card. Assignment proceeds normally — no auto-skip.

🕐 CST Central Time Zone appointment — detected by ZIP code prefix or explicit CST flag. Shown on the lead card as a reminder. Assignment proceeds normally.

⏰ Off Time Outside normal hours. Flagged on the lead card. Assignment proceeds normally.

🗺 Staten/Bronx/Brooklyn Noted on the lead card. Assignment proceeds normally — no special routing.

📍 Johnson City Noted on the lead card. Assignment proceeds normally.

↓ Low Priority Assigned last. If no reps remain when the algorithm reaches this lead, it is left unassigned.

🚗 RA Ride Along — the SM will ride with whoever is assigned. Often pre-assigned from the card. The RA Rep Name suffix in the cell is stripped automatically so the DC name resolves correctly.

Assignment Status Pills

Every assigned lead card shows one of these pills in the top-right corner. They reflect the quality of the match — green is ideal, red needs review.

✓ Optimal Optimal — Top closer by close rate, within the drive time target. The best possible assignment. No action needed.

⟳ Rerouted Rerouted — The top closer exceeded the drive time target, so the next best closer within range was selected instead. The card shows who was skipped and why. Review if needed.

⏱ Stretched Stretched — DC is over the target drive time but still within the max (e.g. 45-min target → up to 60 min for chained slots). Acceptable, but worth a quick look.

⚠ Best Avail Best Available — No DC was within the drive time max. The closest available DC was assigned anyway. Flag for manual review — consider unlocking a pre-assigned lead or adjusting limits.

🔒 Pre-Assigned Pre-Assigned — Rep was in the card when uploaded. Locked — algorithm built around it. Click 🔓 Unlock to release for re-evaluation.

Blue card — Skipped — Lead was skipped: auto-skipped (Cancelled, Do Not Assign, ORA, Waiting rForce) or manually skipped (SP lead). The skip reason is shown on the card.

Drive Time Badges

Every lead card shows a drive time badge next to miles. The color tells you instantly whether the drive is within limits.

42 min (18mi) Within the drive time target — optimal.

54 min (22mi) ⚠ Over the target but within the max — stretched but accepted.

78 min (31mi) ✗ Over the max — flagged. Assignment was still made (Best Avail) but warrants review.

— min Drive time not yet fetched or unavailable.

Default Thresholds (adjustable per slot in the top bar)

AM — up to 90 min from DC's home city. No target/max split — any drive under 90 min is Optimal.

MID & PM (chained) — target ≤ 45 min from prior appointment city; max ≤ 60 min. Over 60 min = Best Avail.

MID & PM (unchained) — If no prior slot was assigned, treated like AM (up to 90 min from home).

Drive time limits are adjustable per slot using the input fields in the top bar. Changes take effect on the next Run — they do not retroactively change existing assignments. Limits are saved per market in local storage and persist between sessions.

📍 "From:" Chain Origin

Each lead card shows a 📍 From: [City] line — this is the city the drive time was calculated from (home for AM, prior appointment city for MID/PM). Use it to verify that the chain makes geographic sense before approving.

Close Rate & RPA Badges

Each DC and each lead card shows a colored badge for the assigned rep's performance metric. DCs are ranked by this metric — higher is always better.

38% Green — 35%+ — Top tier. Gets first pick of the highest unit-count leads.

32% Blue — 30–34% — Strong closer. Second priority.

27% Yellow — 25–29% — Mid-tier. Gets leads after green and blue reps are matched.

22% Grey — 20–24% — Below average. Gets remaining leads.

14% Red — below 20% — Low close rate. Last to be matched.

— Muted dash — No close rate on file (new rep or missing RBI data).

Close rates are pulled from the RBI tab automatically at file load. They represent each DC's net close rate over the last 14 days. Within the same close-rate tier (e.g. both green), the algorithm may prefer the rep with a shorter drive time — tiers are interchangeable within the group when drive time is a differentiator.

NJ uses RPA (Revenue Per Appointment) instead of close rate. Same badge colors, scaled to real NJ dollar values: Green ≥ $15,000, Blue ≥ $10,000, Yellow ≥ $6,000, Grey ≥ $3,000, Red below $3,000. The DC panel header changes to "ranked by RPA" when NJ is selected.

DC Panel (Left Side)

The left panel lists all DCs for the current market, sorted by close rate (or RPA) descending. Each card shows name, home city, skillset, and performance badge.

Red name — New rep. Hard restrictions enforced automatically: max 7 units, no door leads (+ FED or E Ensemble Door). Ineligible leads are silently skipped. Stress Test flags violations as Critical.

Maroon name — Jr rep. Enforced unit range: 3–7 units only. Leads under 3 or over 7 units are skipped. Stress Test flags violations as Critical.

📌 Must Run Slot warning — Appears on a DC card if they have a yellow Must-Run-Slot cell for the current slot but haven't been assigned yet. Resolve by running assignments or manually assigning a lead to them.

Skillset symbols — Shown in accent color next to the DC's city (e.g. + R CXL = FED-trained, RVT-capable, Cancel-Save trained). See the Skillset table below.

Pre-Assigned Leads & the Unlock Bar

When a lead already has a rep name written in the assign card, it is locked automatically on file load (shown with 🔒 Pre-Assigned pill). The algorithm skips it entirely and builds every other assignment around it — including drive-time chaining.

Yellow unlock bar — appears at the top of the lead panel whenever the current slot has at least one locked pre-assigned lead. Each chip shows the lead name. Click any chip, or click the 🔓 Unlock button on the lead card itself, to unlock that single lead. Click Unlock All to release all locked leads for the slot at once.

Unlocking does not erase the assignment — it just allows the algorithm (or you) to override it on the next Run. If you re-run without changing anything, the same rep will likely be re-assigned, but drive times and the full scoring logic run fresh.

Skillset Matching

Skill codes are read from Column E of the assign card and matched against symbols found in the lead name or lead notes. The matching is hard-filtered for RVT (R skill) — only R-skilled reps are considered for RVT leads, with close rate as the tiebreaker within that pool. If no R-skilled rep is available, the best available rep is assigned with a flag note.

For all other skills (CXL, +, E, etc.), if no matching rep is available the algorithm assigns the best available rep anyway and flags the mismatch in amber on the lead card.

SP (language) leads are handled differently — the algorithm pauses and shows the manual picker (step 5 above). This ensures no bilingual appointment accidentally goes to a non-SP rep.

Symbol	Meaning	Door?
+	FED — Front Entry Door trained	Yes
E	Ensemble Door	Yes
R	RVT (hard-filtered — only R reps get RVT leads)	—
CXL	Cancel-Save trained	—
C	Coastal trained	—
P	Proxy	—
^	Virtual appointments	—
-	Vaccinated	—
$	RSVP	—
(SP) or variations	Bilingual — manual picker required	—
CST (in skillset)	DC lives in Central Time Zone	—
Name in Red	New rep — max 7 units, no door leads	—
Name in Maroon	Jr rep — 3–7 units only	—

Rep Notes (Column B) — Recognized Patterns

The tool reads Column B notes for every DC before running assignments. Recognized patterns are applied as hard constraints. Anything not recognized surfaces in the Rep Notes Review popup for clarification.

On leave / unavailable — e.g. "out", "leave", "unavailable" → DC is fully blocked from all slots.

SM removed from slot — e.g. "SM out of AM", "SM took out of PM", "SM removed MID" → DC is blocked from that specific slot only.

Max units — e.g. "max 5 units", "no more than 4 units" → DC will only be assigned leads at or below that unit count.

Geo block — e.g. "no New York, NY", "block Manhattan" → DC will not be assigned leads in that city/area.

Geo only — e.g. "only Cincinnati, OH" → DC will only be assigned leads in that city/area.

Map origin override — e.g. "map AM from Lima, OH" → Drive time for that DC's AM is calculated from the specified city instead of their home city. Useful when a DC is staying overnight elsewhere.

🧪 Stress Test Tab

The Stress Test evaluates all existing assignments across all markets and slots for problems. It does not run new assignments — it audits what's already there.

Click ▶ Run Stress Test to evaluate. Results are shown as lead cards with issue badges:

Critical — Must fix: double-booking, new rep on door lead, Jr rep unit violation, skill mismatch with no fallback, DC not found in roster.

Warning — Review recommended: drive time over target, capacity concerns, geo violations, stretched assignments.

Use the filter buttons (All / Critical / Warning) and sort buttons (Status / Close Rate / Unit CT) to focus on what matters. Click + Assign ▾ on any card to reassign — changes are queued until you click Push to Assign Tab. The Stress Test has its own ↩ Undo for stepping back within the stress session.

📊 Daily Sheet Tab

Shows all leads for the selected market in a single table with AM, MID, and PM columns side by side. Each cell shows the assigned DC, drive time, city, units, and miles.

Click any DC cell to open a reassignment dropdown. Pick a new DC — the change syncs instantly back to the Assign tab. The Assign tab and Daily Sheet always reflect the same data. Use it for a full-day overview or quick manual overrides without switching slots.

Controls & Buttons Reference

↩ Undo

Top-right of the header bar. Steps back one action at a time — works for Run Auto-Assign, manual assignments, unlocks, removals, and Clear Slot. Does not undo Approve.

Clear Slot

Wipes all non-locked assignments for the current market and slot. Pre-assigned leads that are still locked are preserved. Useful to re-run from scratch after adjusting drive limits or unlocking. Click ✕ Clear Assignments… for a modal that lets you clear a specific market and/or slot — including ALL at once.

Mapbox Token Field

Enter the Mapbox API token in the top bar. Click Test Token to validate — the status turns green if valid, red if not. Without a valid token, no drive times can be fetched. The token is saved in local storage and pre-filled on reload.

↺ Clear Route Cache

Appears next to the token field after drive times have been fetched. Clears all cached drive times and distances. Use it if you suspect stale data — the next Run will re-fetch everything fresh from Mapbox.

Drive Limit Inputs

Set AM max, MID/PM target, and MID/PM max per slot in the top bar. Changes take effect on the next Run only. Limits are stored per market and persist across sessions. Defaults: AM 90 min, MID/PM target 45 min / max 60 min.

🌓 Dark / Light Mode

Toggle in the top-right header. Preference is saved in local storage and applied automatically on reload.

✓ Approve & Write to File

Marks the current slot as approved and writes assignments into the in-memory workbook. A ✓ appears on the slot button. Once all slots are approved across all markets, click ⬇ Export Excel to download the finished file.

Stat Bar

The row below the slot buttons shows live counts: Market, Leads, DCs, Assigned / Total, and conditional tallies for ⟳ Rerouted, ⚠ Best Avail, and ⛔ Skipped. Updates immediately after each Run or manual change.

Markets & Sub-Territories

GA — Georgia

Splits automatically into North, South, and East sub-territories. Each runs independently with its own DC pool and lead list.

GTA — Toronto

Splits into Central, East, and North. Each sub-territory is fully independent.

NJ — New Jersey

Uses RPA (Revenue Per Appointment) as the ranking metric instead of 14-day close rate. All other assignment logic is identical. The DC panel header updates to reflect this.

All others

Chatt, Cincy, Indy, Knox, LI, Nash, SB, SF, WC — single territory each, ranked by 14-day close rate from the RBI tab.

Google Sheets Import

Paste a Google Sheets share URL into the URL input in the drop zone and click Load from URL. The tool fetches the sheet as an Excel file and processes it identically to a dragged file.

Requirements: The sheet must be shared with "Anyone with the link can view." If the sheet is private the tool will show an error (it receives an HTML login page instead of an XLSX).

Note: URL loading only works on the Netlify deployment (HTTPS). It will not work on localhost due to CORS restrictions.