Everything a rep does happens on three screens; almost everything a manager does happens here. The Admin Console is the owner’s control room for the Sales Workspace — visible only to administrators — where you add your people, decide what each of them can do, hand out the day’s work, watch the numbers, and choose where to sell next. It is the difference between a box of tools and a run business.
Think about what it replaces. On most small teams the “management layer” is a spreadsheet of who’s who, a separate shared calendar, a whiteboard of this week’s numbers, and a gut-feel guess about which market to work next. The console folds all of that into one place, wired to the same live database the reps work in — so what an owner sees is what is actually happening right now, not last week’s export.
It sits at the bottom of the sidebar, collapsed until you need it and gated to administrators, so it never clutters a rep’s day. Everything that follows in this guide is one of its screens.
Open Admin Console and it expands to a short, purposeful set of screens: Overview, Reports (which opens further to Status Report and Activity Report), Staff Management, Territory Assignments, All Saved Call Lists, and Coverage Map. Each is a focused control — not a wall of settings — and each is one click away. Collapsed by default, it stays out of the way until an owner reaches for it.
The rest of this guide walks each screen in that order.
The morning glance. Six numbers across the top — call leads in the system, saved lists, leads worked, appointments booked, callbacks, and notes — tell an owner in one second whether the machine is running. It is live, straight from the shared database, so there is nothing to compile: open the console and the state of the whole operation is right there.
Reports is a small hub, and each report is framed by the question it answers so an owner knows exactly which one to open: Status Report (“who are we meeting, and when?”), Activity Report (“how hard is the team working, and what’s converting?”), and the Coverage Map (“where can we build a list next?”). Every report opens with its own filters and exports to CSV for a pipeline review or a commission run.
The confirmed-meetings pipeline. Every appointment the team has booked, filterable by date, the rep, and the meeting type (in-person or phone), and each row carries the prospect’s prior-contact history — so an owner sees not just that a meeting is booked but whether it’s a first touch or a warm follow-up. Export it and you have the week’s meetings in a sheet.
Effort and outcome, side by side. For each rep: calls logged, notes, appointments set, distinct leads worked, and the all-important appointment rate. It answers the two questions every sales manager lives on — who is putting in the work, and whose work is turning into meetings — and it’s the honest basis for coaching, a pipeline review, or a commission run.
Everything about who can do what. Each row is a team member with an editable email, a role (User, Manager, or Admin), when they were added, and one-tap actions to reset a password or set a security question so the rep can recover their own login. Below, Add user onboards a rep in seconds, and Remove user revokes access cleanly.
Roles here are about focus, not red tape: a User gets the calling screens and their own assigned work; a Manager also gets team reports and territory assignment; an Admin gets everything, including this page. Each person opens the app to exactly the job they do — nothing extra to wade through.
How an owner divides the map. Give a rep a home state, counties, and (optionally) cities, and their Restaurant Call List opens on that patch by default — they can still filter anywhere, but they start where they belong. It’s the simplest guard against two reps working the same block, and the fastest way to make a new hire productive on day one: assign the patch, and their list is waiting.
The owner’s view of every campaign at once. Each saved list shows who owns it, its territory and size, and how far along it is — called, appointments set — so a manager can see which pushes are moving, which have stalled, and where to reassign effort. It’s the whole team’s work, in one library, instead of scattered across each rep’s screen.
The last question a growing team asks: where do we go next? The Coverage Map shows the markets where a clean, ready-to-call list can be built today — across the United States and into Canada, region by region, each graded by how completely it comes together. An owner plans where to point the team before a single list is built, and the map grows as new markets are added.
The Admin Console is what turns the Sales Workspace from a caller’s tool into a manager’s business: add the team, hand out the work, watch it convert, and choose where to grow — all in one admin-only place, all on live data.
Work-in-progress feature guide — screens are faithful mock-ups with made-up restaurants and reps (no client data). Each section is written to stand on its own as it becomes a dedicated guide. How the underlying data is gathered and kept current is Edgebrook’s proprietary process, intentionally not detailed here.