What do the status badges mean?

There are four statuses: **Pending Claim** means the vendor has not yet signed up to claim their profile. **Incomplete** means they claimed it but have not finished adding photos, services, or other required sections. **Active** means their profile is approved and live. **Rejected** means the platform team found an issue during review.

How do I send a reminder to a vendor who has not claimed their profile?

Find the vendor in your table and click the **Remind** button on their row. You can choose to send a reminder via email, WhatsApp, or both. After sending, the button enters a cooldown period to prevent spamming the vendor.

Can I edit a vendor's profile after they have claimed it?

Yes, with a safeguard. When a vendor has claimed their profile, you will see a conflict warning when you click Edit. This prevents accidental overwrites of changes the vendor has made. Click 'Edit Anyway' if you need to make updates, but coordinate with the vendor first.

How do I know if a vendor needs attention?

The 'Needs Attention' stat card counts vendors whose profiles are incomplete or stuck. The vendor table also highlights rows that require action — such as vendors who have been in Pending Claim status for more than a week. Use the filter buttons to quickly isolate these profiles.

For Sales Team

Track Your Onboarded Vendors — Sales Executive Dashboard

Monitor vendor onboarding status, track claim rates, filter by status, and send reminders from your sales executive dashboard on itsmy.wedding.

4 min read

Anitha Joseph

How do sales executives monitor the vendors they've onboarded?

The Sales Executive Dashboard is your command centre for tracking every vendor you have registered on the platform. It shows real-time statistics across four dimensions: how many vendors you onboarded this month, how many are waiting to claim their profiles, how many are fully active, and how many need your attention.

Below the stats, a searchable and filterable vendor table lists every vendor you have created. Each row shows the vendor's name, category, location, current status, and action buttons for editing, viewing, and sending reminders.

The dashboard helps you answer the questions that matter: Which vendors have not claimed their profiles yet? Who needs a nudge? Which profiles are incomplete and might need your help? By monitoring these numbers regularly, you can maximize your conversion rate from quick-adds to active, booking-ready profiles.

TL;DR

Track onboarding stats, filter vendors by status, search by name, and send claim reminders — all from one dashboard view.

View your dashboard stats

Sales Executive Dashboard showing four stat cards: onboarded this month, pending claims, active, and needs attention

When you open your dashboard, four stat cards give you an instant overview of your onboarding performance. Onboarded This Month tracks how many vendors you registered this period. Pending Vendor Claim shows profiles waiting to be claimed. Completed & Active counts fully live profiles. Needs Attention flags profiles that are stuck or incomplete.

These numbers update in real time as vendors claim profiles and complete their setup. Use them during weekly reviews to track your team's onboarding velocity and identify bottlenecks.

See the full picture on desktop

Desktop view of the Sales Dashboard showing all four stat cards in a row with the vendor table below

On a desktop or laptop, all four stat cards display in a single row with the vendor table immediately below. This gives you the complete picture without scrolling — stats at the top, vendor details below.

The desktop layout is ideal for your weekly review sessions or when presenting onboarding progress to management. You can see all vendors, their statuses, and take action without navigating between screens.

Browse the vendor table

Vendor table showing rows with vendor name, category, city, status badge, and action buttons

The vendor table lists every vendor you have onboarded. Each row displays the vendor's name, category, city, current status badge, and action buttons. The status badge is colour-coded: yellow for Pending Claim, orange for Incomplete, green for Active, and red for Rejected.

Action buttons on each row let you View the vendor's public profile, Edit their details (useful when they need help completing their profile), and Remind them to claim or complete their profile.

Filter by onboarding status

Vendor table filtered to show only Pending Claim vendors with the filter button highlighted

Above the vendor table, a row of filter buttons lets you narrow the list by status: All, Pending Claim, Incomplete, Active, and Rejected. Click any filter to instantly show only vendors in that state.

The Pending Claim filter is particularly useful during follow-up sessions. It shows exactly which vendors have not yet signed up to claim their profiles, so you can send targeted reminders. Each filter chip shows a count of matching vendors.

Search for a specific vendor

Vendor table with search field showing filtered results matching the search query

The search field above the table lets you find any vendor by name. Type a few characters and the table filters in real time. This is useful when a vendor calls you and you need to quickly pull up their profile, or when you want to check the status of a specific registration.

Search works alongside the status filters — you can filter by "Pending Claim" and then search within that set to find a specific vendor. Clear the search field to see all vendors in the selected status again.