πŸ“Š
UMS Command Center
Import β†’ Inventory β†’ Sales Β· USA Medical Surplus
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🏠 Command Overview
Live pipeline status + the day's headline numbers
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IMPORT
Live βœ…
🏭
INVENTORY
Live βœ…
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SALES
Live βœ…
πŸ“ˆ Today at a Glance
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Revenue (Today)
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Cash Position (ARβˆ’AP)
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SKUs In Stock
Sheets
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Open Tasks
Across depts
πŸ“‰ 30-Day Trend
Cash Position (AR βˆ’ AP)
AP obligation building since Sep 10
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Tasks by Department
Open count
πŸ’° Financial
Revenue Β· cash Β· receivables & payables β€” live from ERP + sales sheets
πŸ—“οΈ Sales by Period
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Revenue (Year)
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Units Sold
Period
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Order Lines
Period
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Avg Order Value
Rev Γ· lines
Monthly Revenue Trend
From OTC + ROTC sales sheets
πŸ’΅ Financial Snapshot β€” Today Β· live ERP balances
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Revenue (Today)
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πŸ“Š
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Gross Margin
⬆️
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AR Outstanding
Receivable
⬇️
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AP Pending
Payable
🏦
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Cash Position (ARβˆ’AP)
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🧾
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Invoices Finalized
Today
πŸ“‰ Cash Position Trend (30 Days)
Cash Position (AR βˆ’ AP)
Money in vs money out
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βš–οΈ Money In vs Money Out
AR (in) Β· AP (out) Β· Net Gap
The comparison you asked for β€” receivables vs payables, side by side
πŸ’Ή Gross Profit & Margin β€” COGS Γ— Sales Join
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Gross Profit
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Gross Margin %
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Est. COGS
Matched sales
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Matched Revenue
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ℹ️
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🏷️ Profit by Sales Channel (OTC vs ROTC)
ChannelRevenue (matched)Est. COGSGross ProfitMargin %Line Coverage
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πŸ₯‡ Top Products by Margin
ProductChannelRevenueEst. COGSGross ProfitMargin %Units
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πŸ“‹ A/R Aging β€” Open Receivables
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Total Outstanding
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🟒
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0–30 days
Current
🟑
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31–60 days
Watch
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90+ days
Overdue
A/R Aging Buckets
Outstanding by age Β· from Export Pending Payments
InvoiceCustomerCatAmountReceivedOutstandingAgeBucket
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πŸ”’ Still Awaiting Sources
⚠️
Net profit, operating expenses, cost/profit per order, refunds & chargebacks still need QuickBooks/Wave + order-level COGS. The gross-profit figures above use list-price COGS (see note) β€” true net margin comes once expense data is wired.
🏭 Operations
Warehouse throughput, scanning & integrity checks
🏭 Operations β€” Live
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SKUs In Stock
Sheets
πŸ—ƒοΈ
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Units On Hand
Sheets
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Units Sold (Today)
🚒
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Containers Scanned
Today
⚠️
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Match Exceptions
🚨
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Fraud Alerts (High)
πŸ“¦ Inventory
SKU-level stock, availability & condition β€” live from Stock & Scanning
πŸ“¦ Stock Summary
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SKUs In Stock
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πŸ—ƒοΈ
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Units On Hand
Total
✨
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Mint Units
πŸ’°
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Value at Cost
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⚠️
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Dinged + Damaged
Condition flag
πŸ“‹ Inventory Detail
SKUProductTypeOn HandAvailAllocConditionLast Activity
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πŸ“₯ Purchasing / Import
Purchase orders β€” vendor, status, fulfillment & cost
πŸ“‹ Purchase Orders
PO RefVendorSourceStatusFulfillmentPaymentCostCreated
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πŸ’³ Vendor Payments
Outbound payments β€” amount, status, method & carrier
πŸ“‹ Vendor Payments
PO RefVendorAmountStatusMethodCarrierRequested
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βœ… Tasks
Workload across all departments β€” live task board
πŸ“Œ Task Board
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Open Tasks
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Overdue
⚑
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Critical Priority
Urgent
βœ…
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Done
πŸ“Œ
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Backlog
Queued
🏒 Task Breakdown by Department
DepartmentOpen TasksLoadType
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πŸ“‹ All Tasks β€” Detail
#TaskDepartmentPriorityStatusOwnerProg
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πŸ† Department Scorecards
Output Β· completion Β· overdue Β· grade β€” per department
πŸ“Š Scorecards
DepartmentTotalOpenDoneOverdueAvg ProgScoreGrade
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⚠️
Scorecards currently grade on task output. The full 8-dimension scorecard (output Β· cost Β· ROI Β· quality Β· problems) needs the money/COGS joins wired in before cost & ROI dimensions light up.
πŸ‘₯ Customers
Accounts, revenue, profit & risk
πŸ’° Profit by Customer
πŸ‘₯
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Named Customers
Sheets
πŸ’΅
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Total Revenue
All-Time
πŸ“ˆ
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Total Gross Profit
COGS join
❓
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Unnamed Revenue
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CustomerRevenueEst. COGSGross ProfitMargin %OrdersUnits
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ℹ️
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πŸ“‹ Customer Directory Β· live ERP accounts
NameCompanyStatusRiskInvoicesEmail
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🎯 $5,000 Bonus β€” Requirements Coverage
Every line-item from the UMS + VGP incentive brief Β· 🟒 live Β· 🟑 partial Β· πŸ”΄ missing
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Overall Coverage
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UMS Coverage
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VGP Coverage
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SectionMetric / RequirementStatusWhere it comes from
Building coverage matrix…
πŸ—ΊοΈ Roadmap & Data Coverage
Project phases, KPI connection status & blockers
πŸ—ΊοΈ Analytics Project β€” Phase Tracker
PHASE 1
Master Tracker
βœ… Complete β€” 148 KPIs mapped
PHASE 2
VGP / UMS Split
βœ… Complete β€” Separated by company
PHASE 3
Data Dictionary
βœ… Complete β€” 124 KPIs defined
PHASE 4
Data Source Map
βœ… Complete β€” 70/15/39 coverage
PHASE 5
Data Foundation
βœ… Complete β€” 6 live data tables wired
PHASE 6
Live KPI Tracking
βœ… Profit, AR aging, customer profit, inventory value
PHASE 7
Dept Scorecards
βœ… Live (task dims); money dims pending
PHASE 9+
Automation & Approval
⬜ Auto-refresh built (needs token) β€” $5K target
πŸ”Œ KPI Data Coverage β€” Phase 4 Results
70
βœ… Connected & Ready
Pulling live from ERP today
15
🟑 Manual / Partial
Data exists, process needed
39
πŸ”΄ Not Connected
eBay Β· Amazon Β· Shopify Β· Logistics
KPI Connection Progress β€” 124 Total KPIs56% Ready
Connected (70) Manual/Partial (15) Not Connected (39)
🚧 Top Blockers β€” Action Required
Blocked AreaKPIs BlockedWhat's NeededOwner
eBay API12eBay OAuth credentials β†’ Seller Hub API accessE-Commerce Team
Amazon SP-API12Amazon SP-API credentials β†’ IAM role + Seller CentralE-Commerce Team
Shopify Admin API12Shopify API key/secret β†’ Admin API 2024-01E-Commerce Team
Fuel & Mileage Log3Build driver daily log β€” Sheet column or ERP entry per driverLogistics / Ops
Driver Labor Cost2HR payroll export β€” wage per driver per periodHR Team
Market Resale Price2Buyers enter expected resale price per SKU in ERPPurchasing Team