No Brainer Containers · Internal Only
NBC Admin Portal
No Brainer Containers · Internal Settings
👑 Owner
All quotes created by your reps — who sent it, to whom, pricing tier used, margin, and current status.
DateRepClientUnitsQuote $MarginTierStatusAction
Track when clients last accessed their portal, what they interacted with, and how engaged they are with their quote.
ClientPortalLast AccessSessionsUnits ViewedQuote StatusRep
Proto Town
Diego Elfudi		/protoToday · 1:28 PM46 unitsviewed quoteRobert B.
Owl Peak / Ruben Corona/owlpeakMay 15 · 3:42 PM23 unitsbrowsingFred R.
Carson Creek Ranch/carsonMay 12 · 10:15 AM12 unitsno actionFred R.
Khan — Platinum/khanMay 10 · 6:22 PM35 unitsprinted quoteFred R.
💡 Full session tracking coming in v2. Currently showing simulated activity. Live tracking activates when clients log in through their portal URL.
🛡 Minimum Margin Floor
Reps cannot send a quote below this margin. If a discount would push the margin under the floor, the quote is blocked and requires owner override. Only owners can change this setting.
20%
0% (no floor)25%50%
Presets:
Override approvers — can bypass the floor
✅ Saved
How the margin floor works in the Quote Builder
💡 When a rep selects units and applies a discount, the Quote Builder calculates the resulting margin in real time. If the margin drops below the floor set here, the Send Quote button is blocked and shows a warning:

"This quote is below the minimum margin floor (20%). Contact Nathan or Bert for override approval."

The rep can still Preview the quote to share internally, but cannot send to the client until an approver unlocks it.
Rep sees
Margin warning + block
Owner/Nathan sees
Override request email
Override method
Owner approves here → rep unlocked
🔓 Live Override — Approve a blocked quote Owner only
✅ Override email sent to rep
These email addresses receive notifications when quotes are sent, overrides are requested, or new reps are added. Future white-label customers will set their own here.
Notification recipients
✅ Saved
Notification triggers
Sales reps
NameEmailRoleMax DiscountStatusActions
Pricing tiers control what reps see in the Quote Builder. Retail is the default and safe to send. Cost is hidden from reps by default.
Tier visibility by role
🔴
Cost Pricing
Our buy price from Containing Luxury. Never shown in client quote.
🟡
Mid / Blended Pricing
Average of cost and retail. Good for internal discussion, not for client.
🟢
Retail Pricing
Safe to send to client. Default for all reps.
✅ Saved
These settings define your company identity in the Quote Builder. Future white-label customers will configure their own company here.
Company profile
✅ Saved
Create a new client, vendor, or rep portal. Fill in the details and generate an access code instantly. Share the code with your client — they'll get a personalized dashboard.
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