Sales Hub Settings & Configuration

The Settings tab lets you configure your Sales Hub: choose data sources, manage your team, set targets, select metrics, and allocate marketing budgets.

Choose where sales data comes from:

- Manual Entry: Add reps and enter data directly. Best for getting started.

- Housecall Pro: Auto-sync from your connected HCP account. Maps HCP users to Mosco reps.

- Other CRM: Connect any supported CRM and map users.

When using a CRM, a mapping table lets you pair each Mosco rep with their CRM user account.

Add sales reps with:

- Name

- Role: Senior Manager, Manager, or Junior

- Individual plan/quota (monthly target in $)

- Active/Inactive status

Each rep gets their own performance dashboard at /sales-command/[id] with a performance matrix, conversions, compliance, achievements, and bonus forecast.

Set your monthly department target (e.g., $5,000,000). Choose distribution:

- Auto: Splits evenly across reps, weighted by role

- Manual: Set each rep's individual quota

The plan allocation bar visualizes how the total budget is distributed, color-coded per rep.

Toggle which metrics appear in dashboards:

- New Leads

- Total Calls

- Effective Calls

- Approved Appointments

- Paid Appointments

- Contracts

- Revenue

Disabled metrics are hidden from all Sales Hub views.

Set your total marketing budget and allocate it across traffic sources:

- Google Ads

- Google My Business

- Yelp

- Website (organic)

- Reactivation campaigns

Each source shows its budget, percentage share, and auto-calculated CPL target.