Overview
The Whop dashboard provides sales managers with powerful tools to manage sales operations, track customer interactions, and monitor payments.
Key Features
1. Checkout Links Creation
Purpose: Generate custom payment links for individual customers
How to Create:
Click "Create checkout link"
Enter the transaction amount
Generate and copy the unique link
Share directly with the customer
2. Users Table
Customer Management Capabilities
View complete customer information
Track:
Customer names
Join dates
Purchase history
Essential for:
Relationship management
Customer follow-ups
Transaction tracking
3. Payments Tab
Transaction Monitoring
Filtering Options:
View successful payments
Identify failed transactions
Handling Failed Payments
Click on failed transactions
Investigate specific failure reasons
Contact customers to resolve payment issues
Best Practices
Regularly review the users table
Monitor payment statuses
Promptly follow up on failed transactions
Use custom checkout links for personalized customer experiences
Action Items
Create custom checkout links
Follow up with customers with payment issues
Regularly review customer relationships
Note: This guide is based on a tutorial from the Whop tutorials channel, demonstrating the sales manager dashboard functionality.