Total Revenue
$2.45M
▲ 12.5%Total Orders
1,842
▲ 8.3%Gross Profit
$735K
▲ 15.7%Avg. Order Value
$1,331
▲ 5.6%Sales Overview
$1.0M$750K$500K$250K$0
Feb 1Feb 8Feb 15Feb 22Feb 28
Top Products
Oakframe Writing Desk
$245K
Ceramic Vessel Set
$185K
Brass Table Lamp
$142K
Linen Throw — Ash
$118K
Walnut Wall Shelf
$96K
Recent Orders
Activity Feed
Active Customers
312
▲ 6.1%Open Deals
47
▲ 12%Pipeline Value
$518K
▲ 9.4%Win Rate
34%
▼ 1.2%Contacts
| Company | Owner | Stage | Value | Last touch |
|---|
SKUs Tracked
1,284
▲ 24Stock Value
$1.12M
▲ 3.8%Low Stock
3
Needs reorderOut of Stock
1
▲ 1Stock Levels
| SKU | Product | Warehouse | On hand | Status |
|---|
Orders (MTD)
1,842
▲ 8.3%Revenue (MTD)
$2.45M
▲ 12.5%Refund Rate
1.4%
▼ 0.3%Fulfilment
98.2%
On timeAll Orders
| Order | Customer | Items | Total | Status |
|---|
Open POs
18
▲ 4Spend (MTD)
$412K
▲ 7.2%Active Suppliers
36
▲ 2Avg. Lead Time
11d
▼ 1.5dPurchase Orders
| PO | Supplier | Items | Total | Expected | Status |
|---|
Cash on Hand
$1.08M
▲ 4.1%Outstanding
$164K
9 invoicesExpenses (MTD)
$1.72M
▲ 6.0%Net Margin
30%
▲ 2.1%Revenue vs Expenses
RevenueExpenses
Invoices
| Invoice | Customer | Amount | Status |
|---|
Headcount
48
▲ 3Open Roles
5
2 in interviewAvg. Tenure
3.4y
▲ 0.2yOn Leave Today
4
Fully coveredTeam
| Name | Role | Department | Started | Status |
|---|
Saved Reports
24
▲ 3Scheduled
7
Weekly & monthlyGenerated (MTD)
156
▲ 12%Last Run
2h
agoSales Summary
Revenue, orders, and AOV by channel and product line.
Inventory Valuation
Stock on hand and its value across every warehouse.
Profit & Loss
Monthly P&L with revenue, cost of goods, and expenses.
Customer Cohorts
Retention and repeat-purchase rates by first-order month.
Supplier Spend
Spend by supplier, lead time, and on-time delivery rate.
Tax & VAT
Collected and payable tax by period, ready for your accountant.
Company Profile
Regional
Notifications
Low-stock alertsNotify when a SKU drops below its reorder point
Daily sales digestEmailed summary at 8:00 each morning
Overdue invoice remindersAuto-nudge customers past their due date
New order pushReal-time alerts for orders over $10,000
Team & Permissions
| User | Role | Access |
|---|---|---|
| Alex Morgan | Owner | Full |
| Priya Nair | Manager | Sales & CRM |
| Theo Bright | Manager | Finance |
| Mara Voss | Staff | Inventory |