๐ Executive Overview
Total Revenue (All-Time)
425 invoices total
Collection Rate
91.2%
โ Target Met (โฅ90%)
Inventory Value @ Sell
122 of 256 SKUs priced
Avg Gross Margin (Blended)
57.6%
OTC 56.3% ยท ROTC 59.3%
Total Purchasing Spend
963 vendors ยท 1997 transactions
Outstanding A/R
30 open invoices
Total SKUs in Stock
256
590 total units ยท 215 low stock
Potential Gross Profit
On matched inventory
Revenue Trend โ Invoiced vs Received
Quick Stats
Purchasing Trend โ Monthly Spend
๐ฐ Sales & Revenue
Total Invoiced
425 invoices
Total Received
245 fully paid
Outstanding Gap
30 open invoices
Collection Rate
91.2%
โ On Target
Total Invoices
425
Fully Paid
245
57.6% of total
Avg Order Value
Largest Single Invoice
Monthly Revenue โ Invoiced vs Received
Sales by Category
Top 15 Customers
| Customer | # Invoices | Total Invoiced | Received | Outstanding | Rate % |
|---|
Outstanding Invoices (Top 30 by Gap)
| Invoice # | Customer | Date | Category | Invoiced | Received | Gap |
|---|
๐ฆ Purchasing
Total Vendor Payments
Completed
Total Pending
โ Low
Unique Vendors
963
Total Transactions
1997
Monthly Purchasing Spend
Vendor Concentration (Top 5)
Top 20 Vendors by Spend
| Vendor | Total Amount | Transactions | Last Payment | Status |
|---|
General Payments by Category
| Purpose / Category | Total Amount | Count |
|---|
๐ญ Inventory
Total SKUs
256
OTC + ROTC combined
Total Units
590
494 mint ยท 16 dinged ยท 70 dmg
MINT Units
494
83.7% of stock
SKUs Priced
122 / 256
47.7% matched
Inventory Value @ Cost
Matched SKUs only
Inventory Value @ Sell
Market value
Potential Gross Profit
On matched items
Avg Margin (Matched)
52.2%
Condition Breakdown
Inventory Stock (Sorted by Units)
| Product | MINT | DINGED | DMG | Total | Sell Price | Buy Cost | Margin % | Value@Sell |
|---|
๐ต Pricing & Margins
OTC SKUs Priced
135
OTC Avg Margin
56.3%
Target โฅ 40%
ROTC SKUs Priced
102
ROTC Avg Margin
59.3%
Target โฅ 60%
Margin Distribution โ OTC vs ROTC
๐ Top 10 OTC Products by Margin
| Category | Product | Sell | Buy Cost | Margin $ | Margin % |
|---|
๐ Top 10 ROTC Products by Margin
| Category | Product | Sell | Buy Cost | Margin $ | Margin % |
|---|
๐ Full OTC Pricing Table (135 items)
| Category | Product | UPC | Sell | Buy Cost | Margin $ | Margin % | 12% Off |
|---|
๐ Full ROTC Pricing Table (102 items)
| Category | Product | UPC | Sell | Buy Cost | Profit | Margin % |
|---|
๐ท๏ธ Vendor Buying Price Reference (223 items)
| Category | Product | 10mo+ Price | 9mo Price | 7-8mo Price |
|---|
๐ Drivers & Logistics
Drivers & Logistics
โณ Awaiting Data Connection
- Pickups per driver per day / week / month
- Revenue / value collected per route
- Cost per pickup & cost per mile
- Driver productivity scores
- Fuel & mileage tracking
- Route efficiency analysis
- Pickup success rate
- Labor cost vs revenue ROI
To connect: Share the driver/logistics tracking sheet or data source.
๐ E-Commerce
E-Commerce (eBay ยท Amazon ยท Shopify)
โณ Awaiting Data Connection
- Sales by channel โ eBay / Amazon / Shopify separate
- Orders, fees, shipping costs
- COGS & gross margin per channel
- Net return per channel
- Inventory sold & sell-through rate
- Returns & advertising spend
- ROI per channel
To connect: Share e-commerce data exports or API access.
๐ข Marketing
Marketing Analytics
โณ Awaiting Data Connection
- Spend by channel (Google, Meta, etc.)
- Leads generated & conversion rate
- Customer acquisition cost (CAC)
- ROAS / ROI per campaign
- Campaign performance breakdown
- Social media growth & engagement
- Email & SMS campaign metrics
To connect: Share marketing platform exports or ad account access.
๐ HR & Payroll
HR & Payroll
โณ Awaiting Data Connection
- Headcount by department
- Total payroll cost per period
- Labor cost per department
- Labor cost as % of revenue
- Turnover rate & tenure
- Overtime tracking
To connect: Share payroll data or HR system export.
๐ช Warehouse
Warehouse Operations
โณ Awaiting Data Connection
- Units received / shipped per period
- Employee productivity metrics
- Orders processed per hour
- Labor cost per order
- Error & return rates
- Fulfillment speed & SLA adherence
- Shipping expense tracking
To connect: Share warehouse management system data.
๐ Department Scorecards