Dashboard
Role-aware home
· section:sales:dashboard
· —
Inventory
section:sales:inventory
Stock
Adjustments
Suppliers
Purchase Orders
| SKU | Product | Location | On hand | Committed | Available | Min | |
| PO # | Supplier | Status | Total | Expected |
|---|
Channels
section:sales:channels · A.1
Channels
Listings
Sync log
Conflicts
| SKU | Channel | Channel price | Listed qty | Status | Last sync |
|---|
| When | Channel | Event | Items | Duration | Error |
|---|
Fulfillment
section:sales:fulfillment
Pick queue
Packed
Shipped
| Order # | Items | Location | Picker | Status | |
|---|
| Order # | Carrier | Service | Tracking | |
|---|
| Order # | Carrier | Tracking | Shipped | Delivered |
|---|
Customers
section:sales:customers · A.3
All customers
VIP at-risk
Segments
Loyalty
section:sales:loyalty · A.4
| Member | Tier | Balance | Lifetime | Last activity |
|---|
Subscriptions
section:sales:subscriptions · A.5
Active
Plans
Cohorts
Past due
| Customer | Plan | Status | MRR | Next bill | Cycles | |
|---|
📊
Cohort retention heatmap renders once ≥1 month of data.
| Customer | Plan | Failed at | Next retry | |
|---|
Carts
section:sales:carts · A.6
| Cart | Contact | Items | Subtotal | Age | Status | |
|---|
Pricing
section:sales:pricing · A.10
Rules
Competitors
Recommendations
Elasticity curves
| SKU / Category | Type | Range | Active | |
|---|
| SKU | Competitor | Their price | Our price | Δ | In stock | Scraped |
|---|
| SKU | Current | Suggested | Reason | Lift | |
|---|
| SKU | Elasticity | R² | Optimal price | Optimal margin | Data points |
|---|
Forecast
section:sales:forecast · A.2
Suggestions
Forecast Explorer
Accuracy & Health
📈
Pick a variant from Inventory to see its 90d actual + 30d forecast.
Pipeline
section:sales:pipeline · A.8
Kanban
Quotes
Contracts
Activities
Companies
Price lists
| Quote # | Deal | Status | Total | Sent | Viewed | |
|---|
| Deal | Status | E-sign | Sent | Executed | |
|---|
| When | Rep | Type | Subject | Outcome |
|---|
| Name | VAT | Terms | Credit limit | Used | Status |
|---|
| Name | Target | Discount | MOQ | Active |
|---|
Affiliates
section:sales:affiliates · A.12
| Code | Affiliate | Commission | Earned | Balance | Status |
|---|
| Affiliate | Pending | Last payout | |
|---|
Returns
section:sales:returns · A.7
| RMA # | Order | Customer | Reason | Status | Refund | |
|---|
Inbox
section:sales:inbox · B.8 · WhatsApp · Instagram DM · SMS