Sales Overview

💰 Total Revenue

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🏭 Equipment Sales

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📋 Additional Items

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📦 Total Orders

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⏱ Pending >3 Days

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🎯 MTD Goal Progress

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Revenue Trend

Daily + cumulative for selected period

Revenue by Channel

Sales channel mix for selected period

Channel Breakdown vs Goals

Revenue per channel — vertical line marks target goal for selected period

Channel

Progress

Revenue

vs Goal

vs Prior

Pending Orders (0)

Not shipped / completed for more than 3 days · click column header to sort

Order #	Customer	Channel	Date	Days ↕	Status	Payment Status	Total

📋 Invoiced (pending)

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✅ Collected

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⚠️ Overdue

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💰 Total Outstanding

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⚠️ Total Overdue

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📅 Days Sales Outstanding

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avg days to collect

✅ Collection Rate

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Accounts Receivable Aging

Customer AR Summary

Customer	Open Invoices	Total Owed	Oldest Due Date	Worst Bucket

Type: Show auto-pay accounts

All Outstanding Invoices

Customer	Invoice #	Order #	Invoice Date	Due Date	Days Overdue	Aging	Invoice Amt	Paid	Balance	Status	Actions	Reminder Sent

🧾 Invoice Tracker

Invoices sent via workflow — live payment status

Type: Show auto-pay accounts

Customer	Invoice #	Order #	Order Ref	Invoice Date	Due Date	Amount	Paid	Balance	Status	Actions	Reminder Sent

Customer Directory

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🔍

Customer	Total Spend	Orders	Avg Order	Frequency	Recency	Segment

Customer Segments

🛒 Abandoned Carts

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Unique carts

💸 Total Abandoned Value

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Potential revenue

📊 Avg Cart Value

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Per cart

Abandoned Carts

	Customer	Email	Created	Last Activity	Items	Cart Total
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🚨 Critical

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below lead-time cover

⚠️ Shortage

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below 6-mo target

🚀 Accelerating

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6-mo rate > 1.5× 12-mo

Supplier Status Hide rows where in-transit + Shenzhen covers the gap

Reorder Candidates

SKU	Name	Supplier	BGI	Shenzhen	In Transit	12-mo Vel / mo	Months of Cover	Suggest PO

💰 Capital Tied Up

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aging inventory $ value

📦 Units Aging

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>12 months cover + 90+ days dormant

🗄️ Space Ranked

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ft³ occupied by discount candidates

Sort by

Discount Candidates

SKU	Name	Supplier	On Hand	$ Value	Space (ft³)	Days Dormant	Months of Cover

↻ Migrating Buckets

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CYL size×color pairs with G2 successor

✖ Discontinued SKUs

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no G2 successor · pure liquidation

$ Capital in Legacy

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tied up in migrating + discontinued

Migrating Legacy → G2 cylinders · pooled demand, prioritize legacy sell-through

Liquidate No successor · discontinued colors, sizes, and one-offs