Closet Factory Designer Portal

Opportunity Setup

Existing opportunities

Sales Support Sales Support Hub Open the tools, notes, media, contracts, and process support for each opportunity.

Opportunity Setup

New Client Opportunities

Quick Tools

Tools

Quick Tool Ballpark Pricing Build fast client ranges for closets, offices, wall beds, and laundry spaces. Quick Tool Inventory Capture designer inventory, media, requirements, and inventory reports. Opportunity Tool Calc Sheet Prepare space-level contract worksheet summaries from SSH spaces. Quick Tool Market Intel Capture competitor photos, client comments, local offers, and review notes.

Quick Calcs

Calculators

Quick Calc Shoe Shelf Requirements Estimate shelf counts from pair count, pair width, and shelf width. Quick Calc Drawer Capacity Calculate drawer slide fit, storage volume, and stack height. Quick Calc Mirror Pricing Estimate standard mirror pricing with optional melamine or thermofoil frame adders. Quick Calc Hanging Calcs Calculate hanging inches from item count and hanger density.

Sales Tools

Goals and reporting

Goals MSGT (Monthly Sales Goal Tool) Track goals, forecasts, actuals, availability, and monthly reporting.

Admin Maintenance

Portal Admin

Tools & Routes

Portal Admin

People & Access

Locations & Showrooms

Shared showroom records assigned to designers and future mileage calculations.

Location Key Location Name Showroom Name Sort Showroom Address 1 Showroom Address 2 City State ZIP Country Active

Designers

Identity, access, assigned location, and mileage address readiness.

Designer Email Role Environment Access Location Active

Functional access

Home address

Address 1 Address 2 City State ZIP Country

Shared Portal

Shared Lists

Opportunity Channels

Shared stable channel labels used when creating and opening opportunities.

Calc Sheet SSH

Calc Sheet Maintenance

Import Materials Import Door/Drawer Import Categories Import Subgroups Import Accessories Import Countertops

Primary Materials

Core material rows used by primary, door, drawer, backing, edge, base trim, and crown selections.

Stable Key Color Name Level Sort

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Material image

Upload one JPG, PNG, WebP, or AVIF image. The app creates the JPEG full image, WebP thumbnail, and R2 keys.

Advanced image keys

Thumbnail R2 Key Full Image R2 Key

Image Alt Text Max Board Height Can Be Edge Color Active Backing Use Laminate Match Source Workbook Source Tab Source Row Board Sizes Edgebanding Widths Laminate Sheet Sizes Laminate Notes Board Size Note Source Text

Search Status

Door & Drawer Styles

Style options by maintained material and finish family.

Material Family Style Sort

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Door/drawer image

Upload one JPG, PNG, WebP, or AVIF image. The app creates the JPEG full image, WebP thumbnail, and R2 keys.

Advanced image keys

Thumbnail R2 Key Full Image R2 Key

Image Alt Text Source Workbook Source Tab Source Row Active Description

Search Material Family Status

Door Insert Types

Mullion insert choices shown on Calc Sheet when doors are selected.

Stable Key Admin-provided stable ID. Use lowercase letters, numbers, hyphens, and underscores. Glass image filenames can be used as keys, for example frosted or glue_chip. It is saved on Calc Sheets and cannot be renamed after saving. Label Sort Active

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Insert type image

Upload one JPG, PNG, WebP, or AVIF image. The app creates the JPEG full image, WebP thumbnail, and R2 keys.

Advanced image keys

Thumbnail R2 Key Full Image R2 Key

Image Alt Text Description

Search Status

Countertop Materials

Countertop type/material options, price ranges, and catalog images.

Type Material Price Low Price High

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Countertop image

Upload one JPG, PNG, WebP, or AVIF image. The app creates the JPEG full image, WebP thumbnail, and R2 keys.

Advanced image keys

Thumbnail R2 Key Full Image R2 Key

Image Alt Text Source Workbook Source Tab Source Row Sort Active Description

Search Type Status

Subgroups

Category-specific filters that keep the accessory picker manageable.

Category Subgroup Sort Active Description

Accessories

Catalog rows, images, pricing, filters, and additional placements.

Category Subgroup Item Finish Vendor Part Number Client Price

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Accessory image

Upload one JPG, PNG, WebP, or AVIF image. The app creates the JPEG full image, WebP thumbnail, and R2 keys.

Advanced image keys

Thumbnail R2 Key Full Image R2 Key

Image Alt Text Source Tab Source Row Item Sort Active Description

Also appears in

Category Subgroup Sort

Search Category Subgroup Finish Status