Sales Performance view overhaul: merging Charge & Perf, dark mode

Context

The monthly sales-performance page already existed (ranking, revenue vs prior year) but stayed passive — a table to consult, with no action possible. The idea: give each rep a real reason to look at it every day, not just at month-end.

What was built

• Merging three sources into a single app ("Charge"): monthly performance, actionable rep follow-up (quotes to chase, partial payments, pending pickups, awaiting supplier) and the pre-existing operational load.
• Ranking of reps vs prior-year target computed live from Odoo (end of manual entry).
• Strict separation of Shopify revenue from individual rep revenue (handled separately, "of which Shopify"), so an individual ranking isn't skewed by non-attributable e-commerce revenue.
• A deep cleanup: 1,817 dormant quotes (over 2 months without movement) cancelled in bulk.
• Dark / light mode checked across all the new sections, styling aligned with the old page so reps don't lose their visual bearings.

What was hard

Keeping an app that stays pleasant to check daily without overloading it — several round-trips on the tab order, the Store / Shopify separation and table alignment, validated at each iteration on a preview before switching to production.

Stack

Internal web app, Python (Odoo aggregation), HTML/CSS (dark mode).

What this illustrates

A dashboard that didn't stay a dashboard: over the iterations it became a daily working tool (things to do, not just numbers to read) — a gradual shift from "reporting" to "operating tool", fairly typical of what happens when an internal app is picked up iteration by iteration with Claude rather than delivered all at once.