OperationsVerified
Supplier Payments & Approvals
Supplier payments with approvals for businesses that pay many suppliers every week: distributors, retailers, restaurants, builders and service companies.
by AgentUIUse template
OperationsVerified
Dashboard + Data Entry template
A KPI dashboard paired with a daily entry app so the numbers never go stale.
by AgentUIUpdated November 13, 2026
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What's inside the Dashboard + Data Entry template
- Track any metric (sales, tickets, deliveries, patients, units) with targets, change vs. the previous period, trends, a split by team or location, goals with pace, drill-down from a chart to the rows behind it and CSV export.
- The mobile entry screen takes today's numbers for every metric on one screen, with copy-previous-day, an entry streak and a daily reminder.
- Import an Excel or CSV sheet and metrics are created from its columns.
- Ships with sample sets for retail, services, logistics, manufacturing and clinics.
- English and Spanish.
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Customer current accounts for route distributors, wholesalers and shops that sell on credit.
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Questions about this template
Something else? Talk to a person and we'll reply within a day.
Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
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