Sales Trend
Current Period vs Prior Period, Aligned by Day of Period
Sales by Brand
Top Brands — Selected Range
Sales by Sales Rep
Top Reps — Selected Range
Sales by Category
Category : Brand : Product Category : SKU Category
Sales by Location
Delivery Region — Selected Range
Top Customers
Order Count, Qty and Sales — Selected Range
| Customer | Orders | Qty | Sales |
|---|
Top Products
Units Sold, Qty and Sales — Selected Range
| Product | Units (qty) | Sales |
|---|
Sales Rep Performance Brand & Product wise
Click a brand row to drill down into its products. "Show" limits the sales reps shown to the top N by qty sold — all brands still appear.
Uncategorized Transactions
Lines with no Category value — delivery charges, returns, bounced-cheque fees, damaged goods, and any un-mapped SKUs. Updates automatically as you upload more files.
| Date | Type | Invoice No | Location | Sales Rep | Customer | SKU | Product / Service | Qty | Amount | VAT | Gross |
|---|
Sales by Location — Growth vs Prior Period & Target
"Sales Target" = Last Period Sales × (1 + Growth Target %). Enter your own target % above to see the impact instantly.
| Location | Sales | Qty | Orders | Unique Customers | Sales Target |
|---|---|---|---|---|---|
Weekly Sales by Location — Current Range
Current range split into 7-day windows starting from the range's first day. Values are sales.
Upload this week's Invoice Detailed Report (.xlsx)
Same export you pull from QuickBooks — nothing needs to be pre-cleaned. Upload as many weeks as you like; each one is stored and added to the dashboard.
All uploads
What each file changed when it was applied — not what it contained, and not the period's sales. These columns do not add up to the dashboard.
| Period | Branch | File | Date range | Lines written | Value applied | Uploaded By | Uploaded At |
|---|
Data library
Every upload processed so far — a log of what each file changed, not a statement of the book. The two right-hand figures do not add up to the dashboard. Deleting one removes it from the dashboard.
| Period | Branch | File | Date range | Lines written | Value applied | Uploaded By | Uploaded At |
|---|
Submit a Picking Fault
Fill this in whenever a fault is found — it's saved instantly. Picker/checker names shown are limited to what "Viewing as" is allowed to submit under.
Picking Faults Submission
Every submission, whether entered through the form above or brought in via migration import. This is the single source the report is built from.
| Submission Date | Checker | Fault Type | Picker | Customer | Fault Details | Recorded at |
|---|
One-time migration: upload historical Picking Faults export (.xlsx)
Expected columns: Submission Date, Employee, Fault Details, Select Customer, Checker Name, Fault Type. Rows with a Submission ID matching one already stored are skipped automatically, so it's safe to re-run.
Migration history
Every import run so far, most recent first.
| Imported at | File | Rows added | Rows skipped (duplicate) |
|---|
Picker Performance
Click a picker to see their fault breakdown.
| Employee / Fault Type | Ratio | Count | |
|---|---|---|---|
Faults by Date Range
Fault Type Wise Summary
| Fault type | Ratio | Count |
|---|---|---|
Checker Ratio
Form Submissions
Checkers
These are the names that appear in the Checker dropdown on the Picking Faults form. Add a new checker or remove one who is no longer active.
Pickers
These are the names that appear in the Picker (Employee) dropdown on the Picking Faults form.
Fault Types
These are the options shown on the Picking Faults form. The five default types are always included — add extras here as needed.
Customers
Pre-loaded customer names for the Customer autocomplete field on the form. New names also get added automatically when you submit a fault with a customer not in this list.
Team
Everyone with sign-in access. Use "Viewing as" in the sidebar to preview what a given user sees.
Invite a team member
People invited here can sign in to the dashboard. Set what they can see below. Everyone gets a temporary password — they're forced to pick their own on first login.
Assign a saved role, “Administrator” for full access, or “Custom” to pick individual permissions below.
Where this person works. New documents they raise belong to this branch, and it is the branch shown beside their name.
Operational screens — stock, transfers, picking — are filtered to what they may see. Accounting is never branch-scoped: the ledger is one set of books for the whole company.
Leave this empty and they get an
emailed sign-in link — nothing to copy, nothing to pass on.
Type or generate a password instead and no email is sent: copy it before you
close the tab, because it is then the only way they can get in. Either way they
choose their own password on first login.
Import Container Form
Record an imported container / order. Container No. + Shipping Line enable one-click tracking on the carrier's site.
Import Container — Submission Log
Every container record. Click a header to sort; use Track to open the carrier's page.
Import Container — Form Settings
Manage the dropdown options used by the Import Container Form. Changes apply immediately.
Needs attention
In-transit containers near their ETA or already overdue. Click a row to edit it.
Import Tracker — Submissions
All container records. Click a row to edit; use Track to open the carrier's page.
Purchase Order Detail
Purchase orders from ERP (GS).
Stock Data
Live product stock from your GS (QuickBooks). Supply Chain reports read this table.
Purchase Orders
Purchase orders from your GS (QuickBooks). Supply Chain reports read this table.
PO Validation
Costing parameters & validation rules before a PO can lock. Building now.