UMS Executive Analytics | Management Dashboard Last Updated: 2026-09-28T20:30:56Z
🏠 Executive Overview
Revenue
$2.93M Invoiced
Collections
91.2% Rate
Inventory
256 SKUs · 590 Units
Margins
57.6% Blended
Total Revenue (All-Time)
425 invoices total
Collection Rate
91.2%
✓ Target Met (≥90%)
Inventory Value @ Sell
122 of 256 SKUs priced
Avg Gross Margin (Blended)
57.6%
OTC 56.3% · ROTC 59.3%
Total Purchasing Spend
963 vendors · 1997 transactions
Outstanding A/R
30 open invoices
Total SKUs in Stock
256
590 total units · 215 low stock
Potential Gross Profit
On matched inventory
Revenue Trend — Invoiced vs Received
Quick Stats
Purchasing Trend — Monthly Spend
💰 Sales & Revenue
Total Invoiced
425 invoices
Total Received
245 fully paid
Outstanding Gap
30 open invoices
Collection Rate
91.2%
✓ On Target
Total Invoices
425
Fully Paid
245
57.6% of total
Avg Order Value
Largest Single Invoice
Monthly Revenue — 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
📦 Purchasing
Total Vendor Payments
Completed
Total Pending
✓ 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
🏭 Inventory
Total SKUs
256
OTC + ROTC combined
Total Units
590
494 mint · 16 dinged · 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
💵 Pricing & Margins
OTC SKUs Priced
135
OTC Avg Margin
56.3%
Target ≥ 40%
ROTC SKUs Priced
102
ROTC Avg Margin
59.3%
Target ≥ 60%
Margin Distribution — OTC vs ROTC
🏆 Top 10 OTC Products by Margin
Category Product Sell Buy Cost Margin $ Margin %
🏆 Top 10 ROTC Products by Margin
Category Product Sell Buy Cost Margin $ Margin %
📋 Full OTC Pricing Table (135 items)
CategoryProductUPC SellBuy CostMargin $Margin %12% Off
📋 Full ROTC Pricing Table (102 items)
CategoryProductUPC SellBuy CostProfitMargin %
🏷️ Vendor Buying Price Reference (223 items)
CategoryProduct10mo+ Price9mo Price7-8mo Price
🚗 Drivers & Logistics
🚗

Drivers & Logistics

⏳ 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.
🛒 E-Commerce
🛒

E-Commerce (eBay · Amazon · Shopify)

⏳ Awaiting Data Connection
  • Sales by channel — 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.
📢 Marketing
📢

Marketing Analytics

⏳ 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.
👔 HR & Payroll
👔

HR & Payroll

⏳ 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.
🏪 Warehouse
🏪

Warehouse Operations

⏳ 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.
📋 Department Scorecards