Crest: Sales Rep Tracker

Import your IT contact list to add prospects, new accounts, and anyone not yet in your pipeline. Phone and email on every card — one tap to call, one tap to email.

Crest is a personal sales performance tracker built for outside sales reps. Import your daily sales report and instantly see your GM%, commission earned, customer rankings, pipeline opportunities, and how you're tracking against your goals.

Built in the field, by a sales rep who got tired of tracking numbers on a napkin.

—— WHAT CREST TRACKS ——

GM% Gauge See your gross margin percentage in real time with a color-coded gauge. Red means below target, gold means approaching, green means on or above. Know exactly where you stand before your first call of the day.

MTD Commission Crest calculates your commission automatically based on your GP and your commission scale — flat rate or tiered. Check what you've earned so far this month in seconds.

Monthly Pace Are you on pace to hit your monthly goal? Crest shows you exactly where you should be based on today's date, how far ahead or behind you are, and what you need to sell each day to close the gap.

YTD Progress Track your year-to-date sales against your annual goal and your stretch goal. See your GP YTD, GM% YTD, and exactly what percentage of your goal and reach you've hit.

Customer Rankings Your full customer list, ranked by YTD sales with smart tier badges (A, B, C). Tiers are based on MTD sales percentile — so your most consistent repeat buyers stand out from one-time purchases. A tier = top 20%, B = next 30%, C = bottom 50%. Search, sort, and drill into each account.

Pipeline Track every opportunity in your sales pipeline. Add jobs by customer, estimated value, expected close month, and status — Warm, Hot, Closed Won, or Closed Lost. See your total active pipeline value, monthly bar chart, win/loss close rate, and export a professional branded pipeline PDF to share with your manager. Customer names autofill from your imported client list and are automatically tagged as Client or Lead.

PDF Reports Share polished, branded performance reports directly from the app. The Dashboard generates a Sales Performance Snapshot with your MTD stats, YTD progress, and top customers. The Pipeline generates a full opportunity report. Both feature professional layouts with Crest branding — ready to send to your manager or save for your records.

Earnings History Every import creates a daily commission entry. Review your commission history by day, month, and year. Never lose track of what you've earned.

—— HOW IT WORKS ——

Export your sales report from BisTrack, CDK, Salesforce, or any system that exports Excel or CSV. Save the file to your iPhone Files app. Open Crest and tap Import. Your dashboard updates instantly — no internet needed.

Crest works with any sales system that exports Excel (.xlsx) or CSV files. A universal column mapper automatically reads common report formats from BisTrack, CDK, Salesforce, and more.

—— YOUR DATA STAYS ON YOUR PHONE ——

Crest runs entirely on your device. No internet connection required. No accounts to create. No data shared with anyone — not even us. Your sales data is yours.

—— SET IT UP ONCE ——

During onboarding, set your annual goal, monthly goal, stretch goal, GM% target, and commission structure. Crest handles the rest. Update everything anytime in Settings.

Built for outside sales reps in the LBM industry and beyond — lumber, building materials, CDK dealers, Salesforce users, and any rep who imports a daily sales report.

Crest is part of the Crest Sales Suite — alongside Rapid Q (quote request builder) and Q Vault (takeoff protection). Follow @CrestSalesApp on Instagram for updates.