Overview

Executive view of sales, pipeline and operations.

Revenue$248,350↑ 12.4%

Open pipeline$84,20018 active

Conversion42.6%↑ 4.8 pts

Orders127↑ 9.2%

Customer performance

Revenue & profitability

Customer	Revenue	Gross margin	GM %
North Shore	$48.2K	$15.4K	32%
Atlas Services	$31.4K	$11.6K	37%
Pacific Build	$28.7K	$8.9K	31%
Westline	$22.1K	$7.5K	34%
Coastal Mechanical	$19.0K	$5.5K	29%
Top 5 total	$149.4K	$48.9K	32.7%

Top 5 customers · YTDClick to view customers →

Orders by status

127 total

46% processing · 29% delivered

Inventory health

1,243 SKUs

VALUE$86.4K

LOW STOCK14

COMMITTED83

TODAY MOVES38

⚠ 4 items require reorder this week

Sales by category

$234K

Equipment

$82K

Components

$64K

Services

$51K

Accessories

$37K

Quote pipeline

$285K total

Open$84K

Follow Up$51K

Won$128K

Lost$22K

Recent activity

Across your operation

Quote Q-1024 moved to Follow Up
North Shore Construction · 10 min ago

Order O-1258 created from Q-1022
Atlas Services · 25 min ago

24 Control Module X2 received
Inventory · 48 min ago

New customer opportunity assigned
Sarah Chen · 1 hr ago

Customers

Contacts, opportunities and commercial history in one place.

ACTIVE CUSTOMERS312

YTD SALES$248.4K

NEW THIS YEAR42

OPEN OPPORTUNITIES18

Customer	Primary contact	Segment	Last activity	Quotes	YTD sales
North Shore Construction	John Smith	Construction	Sep 30	8	$48,200
Atlas Services	David Lee	Services	Sep 29	6	$31,400
Pacific Build Group	Maria Chen	Construction	Sep 28	5	$28,700
Westline Electrical	Chris Martin	Electrical	Sep 27	4	$22,100
Coastal Mechanical	Emma Wilson	Mechanical	Sep 25	3	$18,950
Metro Facility Group	Lucas Brown	Facilities	Sep 24	3	$16,780
Evergreen Projects	Sophie Taylor	Projects	Sep 22	2	$14,620
Harbour Industrial	Mark Davis	Industrial	Sep 20	4	$12,900

Showing 8 of 312 active customers · Sample data

Quotes

Track proposals, follow-ups and commercial opportunities.

OPEN VALUE$84.2K

FOLLOW UP$51.0K

WON THIS MONTH$128K

WIN RATE42.6%

#	Customer	Project	Sales rep	Due	Status	Total
Q-1024	North Shore Construction	Warehouse Expansion	Alex Morgan	Oct 04	Follow Up	$21,850
Q-1023	Pacific Build Group	Phase II Supply	Sarah Chen	Oct 02	Open	$16,400
Q-1022	Atlas Services	Service Package	Daniel Lee	Sep 30	Won	$12,400
Q-1021	Westline Electrical	Panel Upgrade	Alex Morgan	Oct 08	Open	$14,750
Q-1020	Coastal Mechanical	HVAC Components	Sarah Chen	Oct 11	Follow Up	$11,900
Q-1019	Metro Facility Group	Maintenance Supply	Daniel Lee	Oct 14	Open	$9,850
Q-1018	North Shore Construction	Site Materials	Alex Morgan	Sep 22	Won	$6,250
Q-1017	Harbour Industrial	Safety Equipment	Sarah Chen	Oct 18	Regret	$8,600

18 open opportunities · $84.2K open pipeline

Orders

From approved quote to delivery without re-entering information.

TOTAL ORDERS127

PENDING18

IN PROGRESS37

DELIVERED72

Order	Customer	Source quote	Created	Expected	Status	Total
O-1258	Atlas Services	Q-1022	Sep 30	Oct 04	In progress	$12,400
O-1257	North Shore Construction	Q-1018	Sep 23	Oct 01	Pending	$6,250
O-1256	Pacific Build Group	Q-1015	Sep 22	Sep 29	Delivered	$18,900
O-1255	Westline Electrical	Q-1014	Sep 20	Oct 02	In progress	$9,740
O-1254	Coastal Mechanical	Q-1013	Sep 18	Sep 27	Delivered	$11,280
O-1253	Metro Facility Group	Q-1012	Sep 17	Oct 03	Pending	$7,860

Showing recent orders · Connected to approved quotes

Inventory

Stock, commitments, movements and reorder alerts in one place.

ACTIVE ITEMS1,243

LOW STOCK14

MOVEMENTS TODAY38

INVENTORY VALUE$86.4K

SKU	Product	Category	On hand	Committed	Available	Reorder	Status
SKU-448	Cable Kit Pro	Components	12	8	4	10	Low stock
SKU-203	Mounting Bracket	Equipment	104	18	86	20	Available
SKU-319	Control Module X2	Components	31	12	19	15	Available
SKU-552	Safety Connector	Accessories	22	15	7	12	Low stock
SKU-107	Industrial Sensor	Equipment	48	9	39	18	Available
SKU-611	Power Adapter 24V	Components	63	21	42	20	Available

Recent stock activity

-8 Cable Kit Pro
Reserved for O-1258 · 9:42 AM

+24 Control Module X2
Purchase receipt · 9:15 AM

-12 Mounting Bracket
Order O-1256 · 8:48 AM

Low stock alert
Safety Connector · 8:20 AM