What needs you today, and the answer to the next question.
The home dashboard leads with what needs attention today. Explorers answer the next question, by customer, item, rep, state or month, and export to CSV, Excel or PDF.
What is in reports.
Home dashboard
Needs you today, overdue AR, POs to approve, lots expiring this week, shorts, returns and margin.
Warehouse health
One card per warehouse: receiving, put-away, picks, deliveries and exceptions.
Sales explorer
Sales by state, customer, rep, item, category or month.
AR and payments
AR aging explorer, payments explorer and payment behaviour by customer.
Margin analysis
Revenue and gross profit by customer, item or category.
SKU velocity
Fast and slow movers, ABC.
Customer fill and inactivity
Who has not ordered and who is being shorted.
Shorts and returns
What was short and how it ended; returns by reason.
Purchasing and suppliers
Purchasing explorer and supplier performance.
Inventory reports
Cycle counts, adjustments, shrinkage and expiry, barcode coverage, catch weight.
Labor
The labor explorer for warehouse work.
Daily report on the phone
The owner's daily report and dashboard in the mobile app.
Reports & dashboards works with
See it with your own data.
A working session on your own items, customers and route days. Thirty minutes.
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