UMS Command Center

🏠 Command Overview

Live pipeline status + the day's headline numbers

📦

IMPORT

Live ✅

🏭

INVENTORY

Live ✅

💰

SALES

Live ✅

📈 At a Glance

💰

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Revenue (Year)

—

🛒

—

Units Sold (Year)

Sheets

🏦

—

Cash Position

GL

💹

—

Net Income (YTD)

GL

📦

—

SKUs In Stock

Sheets

💵

—

GL Revenue (YTD)

Accounting

🚚

—

Driver Pickups

Sheets

⬇️

—

AP Pending

GL

💰 Financial

Revenue · cash · receivables & payables — from Accounting GL + sales sheets

🗓️ Sales by Period

💰

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Revenue (Year)

—

📦

—

Units Sold

Period

🧾

—

Order Lines

Period

📊

—

Avg Order Value

Rev ÷ lines

Monthly Revenue Trend

From OTC + ROTC sales sheets

🧾 Order Economics

🧾

—

Orders (YTD)

date+customer

📊

—

Avg Order Value

Rev ÷ orders

💸

—

Avg Cost / Order

COGS

💰

—

Avg Profit / Order

—

Avg Profit / Order by Month

Revenue − list-price COGS

Order-Value Distribution

Count of orders by size

ℹ️

Loading order economics…

📒 Income Statement — YTD 2026

💰

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Revenue (GL)

Accounting

💹

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Gross Profit

—

🧮

—

Total OpEx

YTD

🎯

—

Net Income

—

🏦

—

Total Cash

Across accounts

📥

—

COGS Paid (YTD)

VPS

⚖️

—

Working Capital

—

🔄

—

Sept Net Cash Flow

Received − paid

Monthly Revenue · COGS · Gross Profit

GL figures — Accounting dashboard

Operating Expenses by Category

YTD breakdown

Expense Category	YTD Amount	% of OpEx
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ℹ️

Loading income statement…

💵 Balances Snapshot · from Accounting GL + A/R sheet

⬆️

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AR Outstanding

A/R sheet

⬇️

—

AP Pending

GL

🏦

—

Cash Position

GL

💹 Gross Profit & Margin — COGS × Sales Join

💵

—

Gross Profit

—

📊

—

Gross Margin %

🧾

—

Est. COGS

Matched sales

💰

—

Matched Revenue

—

ℹ️

Loading profit join…

🏷️ Profit by Sales Channel (OTC vs ROTC)

Channel	Revenue (matched)	Est. COGS	Gross Profit	Margin %	Line Coverage
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🥇 Top Products by Margin

Product	Channel	Revenue	Est. COGS	Gross Profit	Margin %	Units
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📋 A/R Aging — Open Receivables

💵

—

Total Outstanding

—

🟢

—

0–30 days

Current

🟡

—

31–60 days

Watch

🔴

—

90+ days

Overdue

A/R Aging Buckets

Outstanding by age · from Export Pending Payments

Invoice	Customer	Cat	Amount	Received	Outstanding	Age	Bucket
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🔒 Still Awaiting Sources

⚠️

Cost/profit per order, refunds, credits & chargebacks still need order-level COGS + a refunds source. Net income, OpEx, GL revenue and gross profit are now live from the Accounting dashboard above.

🏭 Operations

Warehouse throughput, scanning & integrity checks

🏭 Operations

📦

—

SKUs In Stock

Sheets

🗃️

—

Units On Hand

Sheets

🛒

—

Units Sold (Year)

💰

—

Revenue (Year)

Period

📦 Inventory

SKU-level stock, availability & condition — live from Stock & Scanning

📦 Stock Summary

📦

—

SKUs In Stock

—

🗃️

—

Units On Hand

Total

✨

—

Mint Units

💰

—

Value at Cost

—

⚠️

—

Dinged + Damaged

Condition flag

🔁 Inventory Efficiency

🔄

—

Inventory Turns / yr

Annualized

📅

—

Days Inventory Outstanding

365 ÷ turns

📤

—

Sell-Through Rate

sold ÷ (sold+stock)

😴

—

Dead-Stock SKUs

on hand, 0 sold

Fastest Movers	Sold	On Hand	Turns/yr	DIO	Sell-Through
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Dead / Slow Stock (0 sold)	On Hand
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ℹ️

Loading inventory efficiency…

📋 Inventory Detail

SKU	Product	Type	On Hand	Avail	Alloc	Condition	Last Activity
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📥 Purchasing / Import

Purchase orders — vendor, status, fulfillment & cost

📋 Purchase Orders

PO Ref	Vendor	Source	Status	Fulfillment	Payment	Cost	Created
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💳 Vendor Payments

Outbound payments — amount, status, method & carrier

📋 Vendor Payments

PO Ref	Vendor	Amount	Status	Method	Carrier	Requested
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✅ Tasks

Workload across all departments — live task board

📌 Task Board

📋

—

Open Tasks

🔴

—

Overdue

⚡

—

Critical Priority

Urgent

✅

—

Done

📌

—

Backlog

Queued

🏢 Task Breakdown by Department

Department	Open Tasks	Load	Type
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📋 All Tasks — Detail

#	Task	Department	Priority	Status	Owner	Prog
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🏆 Department Scorecards

8 dimensions per dept: Output · Cost · Revenue · Profit · ROI · Trends · Productivity · Problems

🏆 Overall

🎯

—

Overall Grade

—

✅

—

Departments Graded

Sheet-sourced

🕒

—

Awaiting Source

No data yet

📏

8

Dimensions Each

Per mandate

ℹ️

Loading scorecards…

👥 Customers

Accounts, revenue, profit & risk

💰 Profit by Customer

👥

—

Active Customers (Year)

Sheets

💵

—

Revenue (Year)

Period

📈

—

Gross Profit (Year)

—

❓

—

Unnamed Revenue (All-Time)

—

Customer	Revenue	Est. COGS	Gross Profit	Margin %	Orders	Units
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ℹ️

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🚚 Drivers / Logistics

Driver pickups — live from Stock & Scanning ▸ Driver Buckets

🚚 Pickups

📦

—

Total Pickups

Driver Buckets

👤

—

Active Drivers

Logged

💊

—

OTC Pickups

OTC

🏷️

—

ROTC Pickups

ROTC

💰

—

Est. Pickup Value

—

👤 By Driver

Driver	Pickups	OTC	ROTC	Active Days	Pickups/Day
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📅 Recent Pickups

Date	Product	Driver	Type	Condition
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ℹ️

Loading pickups…

📣 Marketing

Paid social, leads & engagement — from UMS Marketing KPI Tracker

📣 Headline

👥

—

Facebook Followers

Current

🎯

—

Leads / Month

Latest

❤️

—

Engagements / Month

Latest

💵

—

Cost per Lead

Latest

📊 YTD Totals

💸

—

Ad Spend (YTD)

Total

👀

—

Impressions (YTD)

Total

🎯

—

Ad Leads (YTD)

Total

💵

—

Avg Cost/Lead (YTD)

Avg

📈 Monthly — Ad Spend vs Leads

Ad Spend & Ad Leads by Month

Paid-social funnel over time

📋 Monthly Detail

Month	Ad Spend	Impressions	Clicks	CTR	Ad Leads	Cost/Lead	Engagements
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ℹ️

Loading marketing…

🎯 $5,000 Bonus — Requirements Coverage

Every line-item from the UMS + VGP incentive brief · 🟢 live · 🟡 partial · 🔴 missing

—

Overall Coverage

—

UMS Coverage

—

VGP Coverage

—

Section	Metric / Requirement	Status	Where it comes from
Building coverage matrix…

🗺️ Roadmap & Data Coverage

Project phases, KPI connection status & blockers

🗺️ Analytics Project — Phase Tracker

PHASE 1

Master Tracker

✅ Complete — 148 KPIs mapped

PHASE 2

VGP / UMS Split

✅ Complete — Separated by company

PHASE 3

Data Dictionary

✅ Complete — 124 KPIs defined

PHASE 4

Data Source Map

✅ Complete — 70/15/39 coverage

PHASE 5

Data Foundation

✅ Complete — 6 live data tables wired

PHASE 6

Live KPI Tracking

✅ Profit, AR aging, customer profit, inventory value

PHASE 7

Dept Scorecards

✅ Live (task dims); money dims pending

PHASE 8

Dashboards

🔵 In progress — charts + period toggle live

PHASE 9+

Automation & Approval

⬜ Auto-refresh built (needs token) — $5K target

🔌 KPI Data Coverage — Phase 4 Results

70

✅ Connected & Ready

Live from Google Sheets

15

🟡 Manual / Partial

Data exists, process needed

39

🔴 Not Connected

eBay · Amazon · Shopify · Logistics

KPI Connection Progress — 124 Total KPIs56% Ready

Connected (70) Manual/Partial (15) Not Connected (39)

🚧 Top Blockers — Action Required

Blocked Area	KPIs Blocked	What's Needed	Owner
eBay API	12	eBay OAuth credentials → Seller Hub API access	E-Commerce Team
Amazon SP-API	12	Amazon SP-API credentials → IAM role + Seller Central	E-Commerce Team
Shopify Admin API	12	Shopify API key/secret → Admin API 2024-01	E-Commerce Team
Fuel & Mileage Log	3	Build driver daily log — Sheet column or ERP entry per driver	Logistics / Ops
Driver Labor Cost	2	HR payroll export — wage per driver per period	HR Team
Market Resale Price	2	Buyers enter expected resale price per SKU in ERP	Purchasing Team