📊 KPI Summary — All-Time
Total Revenue
All-time invoiced
Collection Rate
Payments received
A/R Outstanding
Unpaid balance
Total SKUs
In inventory
Vendor Spend
All-time purchasing
Blended Margin
OTC + ROTC avg
🏢 Department Status — All Active
📈 Monthly Revenue Trend
Revenue Invoiced vs Received — Monthly
Total Invoiced
All invoices
Total Received
Payments collected
Collection Rate
% paid
A/R Outstanding
Unpaid balance
Total Invoices
Invoice count
Avg Order Value
Per invoice
📈 Monthly Revenue — Invoiced vs Received
⏳ A/R Aging — Outstanding Invoices
Outstanding Invoices
| Invoice | Customer | Date | Amount | Status |
|---|
🏆 Top Customers by Revenue
Top 15 Customers — All Time
| # | Customer | Revenue | % of Total | Invoices | Collection |
|---|
Total SKUs
Unique products
Units On Hand
Total stock
Sell Value
At sell price
Cost Value
At buy cost
Gross Profit (Potential)
Sell − Cost
Avg Margin
Matched SKUs
📦 Condition Breakdown
⚠️ Low / Zero Stock Items
📋 Full Inventory — In-Stock Items
In-Stock Products
| # | Product | Source | Mint | Dinged | Dmg | Total | Sell $ | Margin |
|---|
Total Vendor Spend
All-time paid
Pending AP
Unpaid to vendors
Active Vendors
Unique suppliers
Transactions
Total line items
General Expenses
Non-inventory
📅 Monthly Vendor Spend Trend
🏭 Top 20 Vendors by Spend
Vendor Leaderboard
| # | Vendor | Total Spend | Transactions | Last Order |
|---|
OTC Avg Margin
ROTC Avg Margin
Blended Margin
All categories
🥇 OTC Top 10 — Highest Margins
OTC Products — Top Performers
| # | Product | Category | Sell $ | Cost $ | Margin % |
|---|
🥇 ROTC Top 10 — Highest Margins
ROTC Products — Top Performers
| # | Product | Category | Sell $ | Cost $ | Margin % |
|---|
⚠️ Bottom 10 — Lowest OTC Margins
OTC Products — Needs Attention
| # | Product | Category | Sell $ | Cost $ | Margin % |
|---|
👥 Customer Cards — New Order Scan (27)
Total Customers
27
New Order Scan
Total Line Items
Across all customers
Top Customer
Marketing — Coming Soon
Department Owner: Jouel
Marketing performance data will be connected here.
Future metrics: Ad spend, lead generation, campaign ROI, social growth,
customer acquisition cost, and monthly reach.
📊 Integration pending — UMS Marketing Tracker
Marketing performance data will be connected here.
Future metrics: Ad spend, lead generation, campaign ROI, social growth,
customer acquisition cost, and monthly reach.
📊 Integration pending — UMS Marketing Tracker
Human Resources — Coming Soon
Department Owner: Reymark
HR data will be connected here.
Future metrics: Staff attendance, hours logged, payroll, KPI targets,
department headcount, and productivity tracking.
📊 Integration pending — UMS HR System
HR data will be connected here.
Future metrics: Staff attendance, hours logged, payroll, KPI targets,
department headcount, and productivity tracking.
📊 Integration pending — UMS HR System
Dispatch — Coming Soon
Department Owners: Liam + Reymon
Dispatch operations data will be connected here.
Future metrics: Delivery routes, order fulfillment, shipment tracking,
delivery times, and carrier performance.
📊 Integration pending — UMS Dispatch Log
Dispatch operations data will be connected here.
Future metrics: Delivery routes, order fulfillment, shipment tracking,
delivery times, and carrier performance.
📊 Integration pending — UMS Dispatch Log