Planilha Inteligente
A route and sales management SaaS built for field sales representatives who visit dozens of stores per cycle. Originally designed for a rep who covers 150+ stores across multiple cities, it replaces spreadsheets and WhatsApp notes with a single, mobile-friendly workflow: plan the route, visit the store, log the sale, track the commission.
🔗 Live demo: planilha-inteligente-liart.vercel.app
Demo credentials: [email protected] / Demo2026!
The demo runs on isolated, fictional data — every account is fully separated at the database level via Row Level Security (RLS), so no user can ever see another user's clients, visits, or routes.
Overview
Sales reps who cover a large territory usually end up juggling a spreadsheet for client data, a notebook (or WhatsApp) for daily visit logs, and their own memory for who's owed a discount or which store hasn't been visited in a while. Planilha Inteligente puts all of that in one place, built around how a rep actually works day to day: cluster clients by city, plan multiple named routes per city, log each visit in seconds from the road, and see sales/commission numbers roll up automatically.
Features
📊 Dashboard
- Monthly summary cards: visits, total sold, conversion rate, estimated commission
- Daily sales bar chart with hover tooltips
- Recent visits feed
- Live widget listing clients with an active fixed discount
👥 Clientes (Clients)
- Full CRUD with address, city, state, phone, and fixed discount (in R$, deducted once per visit total — not per item)
- Optional Google Maps coordinates (paste
lat, lng directly from the Maps app) for pinpoint-accurate directions, with automatic fallback to the text address when coordinates aren't set
- Real-time search by name or city (accent- and case-insensitive)
- Inline quick-edit for discount values directly from the table
- Persistent notes field surfaced automatically during visit logging
🏢 Empresas (Companies)
- Manage the companies/brands the rep represents, each with its own commission percentage
- Optional manual commission override per sale item, for companies whose commission isn't a flat rate
🗺️ Rotas (Routes)
- Clients automatically grouped by city (case/whitespace normalized, so "Indaiatuba" and "indaiatuba" always merge into one group)
- Multiple independently named routes per city ("Route 1", "Route 2"...), so a rep visiting 30+ stores in one city can split them into manageable batches across different days
- Drag-and-drop reordering within a route (touch-friendly, works on mobile via SortableJS)
- One-tap "Open in Maps" per stop, using precise coordinates when available
- Calendar view: see the whole month at a glance, with every scheduled route shown on its date — click a route to jump straight to it in the list view
- Full client mobility between routes — a client can appear in multiple routes with no restriction, giving the rep total freedom to reorganize
🧾 Visitas (Visits)
- Type-ahead client search (no more scrolling a 150-option dropdown from the road)
- Multi-item sales per visit, each linked to a company, with automatic commission calculation (or manual override)
- Fixed client discount clearly broken down: subtotal → discount → final total
- Daily summary (visits today, purchases today, total sold today)
- Persistent client notes surfaced automatically when logging a visit
Tech Stack
- Frontend: HTML5, CSS3, JavaScript (ES6+, vanilla — no framework)
- Backend: Supabase (PostgreSQL, Auth, Row Level Security, Realtime-ready)
- Hosting: Vercel
- Drag & drop: SortableJS
Project Structure
├── index.html # Login
├── pages/ # App pages (Dashboard, Clientes, Empresas, Rotas, Visitas)
├── js/ # One module per page + supabase.js client + auth.js
├── css/ # One stylesheet per page + shared style.css
└── README.md
Running Locally
- Clone the repo
- Create a Supabase project and set up the schema (clients, companies, visits, sale items, routes, route-client links) with RLS policies scoped to
auth.uid() = user_id
- Update
js/supabase.js with your project URL and public (anon) key
- Serve the folder with any static file server (no build step required)
About
Built by Lucas Soares — a self-taught developer transitioning from six years in live TV/audiovisual production into web development. This project is in active production use by a real field sales rep, with ongoing feature development driven directly by real-world usage feedback.
Built by Lucas Soares — a self-taught developer transitioning from six years in live TV/audiovisual production into web development. This project is in active production use by a real field sales rep, with ongoing feature development driven directly by real-world usage feedback.
