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Dashboard Library

Every view your
operations actually need.

Built in production. Organized by department so you see what matters to your role. Six are included with every engagement. The rest are yours to add as your business grows.

6

Core, every client

32

Departmental add-ons

10

Departments covered

$0

In licensing fees

What every client gets

These six are included in every engagement, regardless of scope. They are the foundation the rest of the stack is built on.

Core

Inventory and Demand Hub

Real-time inventory visibility across your entire catalog. Statistical reorder points, weeks-on-hand tracking, and automated alerts when stock drops below safety thresholds.

  • Statistical reorder point per SKU
  • Weeks-on-hand with forward projection
  • Safety stock optimization
  • Automated low-stock alerts
  • Cycle count scheduling integration
  • Scales from 50 SKUs to 5,000
Core

Multi-Channel Sales Analytics

Revenue tracking across every sales channel in one view. Wholesale, retail, DTC, POS, marketplace, and commission-based channels consolidated with weekly history and period comparisons.

  • All channels in a single dashboard
  • 52 weeks of rolling history
  • Customer classification and segmentation
  • Period-over-period comparisons
  • Margin analysis by channel
  • Real-time updates, zero manual work
Core

Supply Chain Planning

A 12-module monthly planning system that connects procurement, production, and fulfillment into a single operating cadence. Never miss a reorder or a production window again.

  • 12-module monthly planning cycle
  • Procurement calendar with lead times
  • Production batch scheduling
  • Constraint and bottleneck flags
  • One-click status reports
  • Links directly to vendor commitments
Core

EDI and Retail Compliance

Scorecard tracking, fine avoidance, shipping label compliance, and chargeback monitoring across all retail accounts. Know your compliance status before your retailer does.

  • EDI transaction scorecard by retailer
  • Chargeback and fine tracker
  • Shipping label compliance flags
  • Store coverage mapping
  • SOP library linked to each alert
  • Fine avoidance savings tracker
Core

Vendor Scorecard

Formal scorecards for every vendor and co-packer. On-time delivery, quality, lead time variance, and dispute history tracked in one place and reviewed on a quarterly cadence.

  • Scorecard per vendor, quarterly cadence
  • On-time delivery rate
  • Quality acceptance rate
  • Lead time variance tracking
  • Dispute log with resolution status
  • Co-packer SLA performance
Core

Automated Data Pipeline

Nightly sync that pulls your entire dataset from any source, transforms it, and pushes it to live dashboards. By the time you open your laptop, everything is current. Zero manual work.

  • Nightly sync from ERP, Shopify, or spreadsheets
  • 21 months of rolling history maintained
  • Zero-touch, fully automated
  • Runs on scheduled 2AM to 4AM cycle
  • Status monitoring and error alerts
  • Under $500 per year in infrastructure

What else we can build

Pick your department to see the dashboards most relevant to your role. Every one of these has been scoped, built, or designed from a real operational need.

Sales Finance Procurement Logistics Production Distribution Customer Service People and Labor Marketing Retail and Trade

Sales and Revenue

4 dashboards
Sales and Revenue

Weekly Revenue Flash

A Monday morning view of how last week performed across every channel, compared to the same week last year and the prior four-week average.

  • Weekly revenue by channel, one view
  • Same-week prior year comparison
  • 4-week rolling average trend
  • Top 10 accounts by week
  • New vs. returning revenue split
  • Automated delivery to inbox optional
Sales and Revenue

Customer Lifetime Value

Lifetime value, order frequency, channel loyalty, and account growth tracking across your full customer base. Understand which accounts to protect and which to develop.

  • Customer lifetime value ranking
  • Order frequency by account
  • Channel mix per customer
  • Year-over-year growth by account
  • New vs. returning split
  • Top account risk flags
Sales and Revenue

SKU Margin Analysis

Gross margin by SKU, by channel, and by period. See which products are actually making you money and which are diluting your mix.

  • Gross margin per SKU
  • Margin by sales channel
  • COGS breakdown per unit
  • Price vs. cost trend over time
  • Low-margin SKU flags
  • Period-over-period margin movement
Sales and Revenue

Promotional ROI

Track the return on every promotion, discount, and trade event. Understand what actually lifted volume and what just eroded margin.

  • Promo ROI by event
  • Volume lift measurement
  • Discount depth vs. revenue gained
  • Post-event sell-through rate
  • Best and worst performing promos
  • Year-over-year promo calendar

Finance and Cash Flow

4 dashboards
Finance and Cash Flow

Cash Flow Projector

A rolling 13-week cash flow view built from your actual payables, receivables, and purchase orders. Know what is coming before it hits your account.

  • 13-week rolling cash projection
  • Inflow from open receivables
  • Outflow from open POs and payables
  • Cash buffer threshold alerts
  • Scenario modeling for large POs
  • Integrates with ERP or QuickBooks
Finance and Cash Flow

AR and AP Aging

Who owes you money, how long they have owed it, and who you owe. Aging buckets, days outstanding, and collection priority flags all in one view.

  • AR aging by customer and bucket
  • AP aging by vendor and due date
  • Days sales outstanding tracking
  • Overdue flags with escalation notes
  • Payment history per account
  • Net position at a glance
Finance and Cash Flow

Budget vs. Actual

Track every major spending category against plan. Operational budget, COGS, freight, trade spend, and headcount costs compared to what you budgeted.

  • Actuals vs. budget by category
  • Monthly and YTD variance
  • Overspend flags by line item
  • Forecast to year-end based on trend
  • Departmental cost breakdown
  • Linked to supplier and payroll data
Finance and Cash Flow

Working Capital Tracker

Inventory, receivables, and payables combined into a single working capital view. Understand how much capital is tied up and where it is sitting.

  • Working capital ratio by month
  • Inventory dollars on hand
  • Receivables and payables balance
  • Cash conversion cycle tracking
  • Capital efficiency trends
  • Alert when working capital dips below floor

Procurement

3 dashboards
Procurement

Open PO Tracker

Every open purchase order in one view. Status, expected delivery, vendor, and SKU level detail so nothing slips and no surprise stockouts catch you off guard.

  • All open POs, real-time status
  • Expected vs. confirmed delivery dates
  • Overdue and at-risk flags
  • PO value by vendor
  • Receiving history and accuracy
  • Link to vendor scorecard
Procurement

Spend Analysis

Total spend by vendor, by category, and by period. See where the money is going, which suppliers are growing as a share of spend, and where you have leverage to negotiate.

  • Spend by vendor, ranked
  • Spend by raw material category
  • Month-over-month spend trends
  • Single-source dependency flags
  • Price variance tracking per item
  • Year-over-year spend comparison
Procurement

Vendor Spend by Category

Breaks your procurement spend into ingredient, packaging, co-packing, freight, and overhead categories. Useful for budgeting, negotiations, and cost control.

  • Spend split by cost category
  • Category trend over 12 months
  • Cost per unit by category
  • Budget vs. actual by category
  • Top vendors per category
  • Concentration risk by category

Logistics and Fulfillment

4 dashboards
Logistics and Fulfillment

Freight and Carrier Analytics

Cost per shipment, on-time delivery rate, and carrier performance tracked by lane and by carrier. Know which carriers are costing you money and which are earning your volume.

  • Cost per shipment by carrier
  • On-time delivery rate per carrier
  • Lane cost comparison
  • Freight budget vs. actual
  • Accessorial charge tracking
  • Carrier scorecard, quarterly view
Logistics and Fulfillment

Warehouse Utilization

Zone-by-zone fill rate, pallet position tracking, and slow vs. fast mover heat maps. See what is taking up space and what is turning.

  • Zone-by-zone fill rate
  • Location drill-down by SKU
  • Pallet position tracking
  • Slow vs. fast mover heat map
  • Expansion scenario modeling
  • Cycle count integration
Logistics and Fulfillment

OTIF Tracker

On-time, in-full performance by customer and by retailer. The number your retail partners are measuring you on, tracked before they send you the fine.

  • OTIF rate by customer
  • On-time vs. in-full split
  • Root cause breakdown by failure type
  • Trend over trailing 13 weeks
  • Retailer-specific benchmarks
  • Fine risk flag when OTIF drops below threshold
Logistics and Fulfillment

Returns Analysis

Return rate by SKU, by channel, and by reason code. Understand what is coming back, why, and what it is costing you in restocking and write-offs.

  • Return rate by SKU and channel
  • Reason code breakdown
  • Return cost per unit
  • Restocking and write-off tracking
  • High-return SKU flags
  • Month-over-month return trend

Production

3 dashboards
Production

Production Scheduling

Batch scheduling across your production calendar with capacity constraints, raw material availability, and co-packer lead times built in.

  • Batch schedule by production date
  • Capacity utilization per run
  • Raw material readiness per batch
  • Co-packer calendar integration
  • Lead time buffer flags
  • Finished goods arrival projection
Production

Yield and Quality

Batch yield rates, quality acceptance, and shrinkage tracking by SKU and by production run. Find the runs that are costing you product before the pattern becomes expensive.

  • Yield rate per batch and SKU
  • Quality acceptance rate by run
  • Shrinkage and waste tracking
  • Reject reason code breakdown
  • Co-packer quality comparison
  • Trend over trailing 6 months
Production

Batch Cost Tracker

Actual cost per batch compared to standard. Tracks ingredient, packaging, labor, and co-packing costs per production run so variances surface immediately.

  • Cost per batch vs. standard
  • Ingredient cost per unit
  • Packaging cost per unit
  • Co-packing cost per run
  • Variance flag when batch cost exceeds threshold
  • Trailing 12-month cost trend

Distribution

3 dashboards
Distribution

Order Accuracy

Pick accuracy, shipment accuracy, and short-ship rate by order, by customer, and by warehouse zone. Find the accuracy gaps before your customers do.

  • Order accuracy rate by customer
  • Short-ship frequency by SKU
  • Pick error rate by zone
  • Root cause breakdown
  • Cost of inaccurate orders
  • Trend over trailing 8 weeks
Distribution

Route and Load Planning

Load utilization, route efficiency, and delivery density tracking for outbound distribution. See where you are shipping air and where consolidation saves money.

  • Load utilization by route and carrier
  • Delivery density by region
  • Empty miles and deadhead tracking
  • Consolidation opportunity flags
  • Cost per stop by route
  • Week-over-week efficiency trend
Distribution

Pick and Pack Performance

Units picked per hour, pack accuracy, and throughput by shift and by team. Operational productivity without a WMS license.

  • Units picked per hour by shift
  • Pack accuracy rate
  • Throughput vs. daily target
  • Overtime and labor hours by day
  • Backlog and queue depth
  • Performance by team member

Customer Service

3 dashboards
Customer Service

SLA Tracker

Response time, resolution time, and SLA compliance by customer tier. Know whether your team is hitting the service levels your accounts are expecting.

  • SLA compliance rate by customer tier
  • Average response and resolution time
  • Breach count and breach trend
  • Open tickets by age and priority
  • Team performance by rep
  • At-risk account flags
Customer Service

CSAT and NPS Dashboard

Customer satisfaction scores and net promoter tracking by account, by channel, and over time. Connect service quality to account retention and growth.

  • NPS score by period and segment
  • CSAT by account and channel
  • Promoter, passive, detractor breakdown
  • Score trend over trailing 6 months
  • Low-score account flags
  • Correlation to churn risk
Customer Service

Issue Log and Resolution Tracker

Every customer issue, reason code, resolution, and recurrence tracked in a structured log. Spot patterns before individual issues become systemic ones.

  • Issue log by type and account
  • Resolution rate and time by category
  • Repeat issue flag by customer
  • Top issue reason codes by volume
  • Open and resolved split
  • Month-over-month issue trend

People and Labor

3 dashboards
People and Labor

Labor Cost Dashboard

Total labor cost by department, by role, and by week. Regular, overtime, and contracted hours tracked against production output and revenue so you can see cost per unit.

  • Labor cost by department and role
  • Regular vs. overtime split
  • Cost per unit produced
  • Labor as a percent of revenue
  • Budget vs. actual by department
  • Overtime trend and alert flag
People and Labor

Headcount Tracker

Active headcount by department and role, with hiring pipeline, attrition rate, and tenure distribution. Know what your team looks like and where gaps are forming.

  • Headcount by department and role
  • Open roles and hiring pipeline
  • Attrition rate by quarter
  • Tenure distribution
  • Cost of vacancy by role
  • Headcount vs. revenue scaling
People and Labor

Scheduling and Attendance

Scheduled vs. actual hours, absence rate, and shift coverage by department. Built for warehouse and operations teams that need daily labor visibility without an HRIS.

  • Scheduled vs. actual hours by day
  • Absence and tardiness rate
  • Shift coverage gaps flagged
  • Overtime triggered by absence
  • Attendance trend by department
  • Weekly summary for payroll prep

Marketing and E-commerce

3 dashboards
Marketing and E-commerce

DTC Funnel Dashboard

Sessions, conversion rate, average order value, and repeat purchase rate for your direct-to-consumer channel. Connect marketing spend to actual revenue, not just traffic.

  • Sessions, CVR, AOV by week
  • New vs. returning customer split
  • Repeat purchase rate by cohort
  • Cart abandon rate and trend
  • Revenue per visitor
  • Shopify integration, nightly sync
Marketing and E-commerce

Email and Campaign ROI

Revenue attributed to email and campaign activity by send, by segment, and by period. Know which campaigns are actually driving orders and which are burning the list.

  • Revenue per email send
  • Open, click, and conversion rates
  • Revenue by campaign type
  • List health and unsubscribe trend
  • Best-performing segment by AOV
  • Campaign cost vs. revenue ROI
Marketing and E-commerce

CAC by Channel

Customer acquisition cost broken down by marketing channel. Paid, organic, email, referral, and wholesale acquisition costs compared to lifetime value by source.

  • CAC by marketing channel
  • LTV to CAC ratio by channel
  • Payback period by channel
  • New customer volume by source
  • Spend efficiency score per channel
  • Trend over trailing 6 months

Retail and Trade

2 dashboards
Retail and Trade

Retailer Performance

Revenue, velocity, and distribution by retail account. See which retailers are growing your brand and which are dragging it, and bring data into your next buyer meeting.

  • Revenue by retailer, ranked
  • Velocity per store per week
  • Distribution points by SKU
  • Sell-through rate by account
  • Retail growth vs. prior period
  • Buyer meeting summary export
Retail and Trade

Trade Spend and Chargeback Tracker

Total trade spend by account and program, chargeback history, and dispute status all in one view. Know what your retail partnerships actually cost.

  • Trade spend by account and program
  • Chargeback log with dispute status
  • Chargeback cost as percent of revenue
  • Fine avoidance savings YTD
  • Net revenue after deductions by retailer
  • Year-over-year trade cost comparison

See one built for your operation.

Every dashboard here can be scoped, customized, and running in five to eight weeks. Send us a note and we will tell you exactly what it takes.

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