Executive
Performance, finance, profitability, forecasting, costs, and staff. Admin only.
Snapshot
Performance & profit
Sales performance
Revenue by month and channel, KPIs per rep, goal lines.
B2B profit
Margin by account, rep, and SKU at standard cost.
Pricing
Every price per SKU and the margin behind it. Edit here, it changes everywhere.
Profit calculator
Price a deal against cost, channel fees, and shipping.
ABC analysis
Rank SKUs by contribution to revenue and profit.
Forecast
Demand and reorder outlook by SKU.
SKU 360
One SKU, everything: stock, FBA, sales, velocity, profit.
Finance
Finance
Channel P&L, cash flow, receipts, and convergence to QuickBooks.
Ledger
Bank import, categorization, journal, and statements — where the bookkeeping is done.
Invoices
Every invoice: amount, terms, due date, paid state, and the deposit that settles it.
Company settings
Invoice identity, terms, and defaults.
Product development
Manufacturing
New SKUs from design through the factory to release into inventory.
Suppliers
Factories and vendors, contacts, lead times. Admin only.
Upcoming items
What sales and warehouse see: the pre-release catalog.
