Dashboard
Top-line
Money Flow
Customer Health
My Commission
Operations
Trends
Revenue (last 12 months)
Sales by Category this period
Top Performers
Top Products by lbs sold
Top Customers by $ revenue
Sales by Rep by $ revenue
Recent Activity
Latest Invoices
Latest Commission
Latest Done Tasks
Create Invoice
Invoices
| # | Customer | Total | Status |
|---|
Orders
Invoices that still need fulfillment or collection.
| # | Customer | Rep | Issue | Due | Total | Paid | Balance | Status | Turned In |
|---|
Follow-Ups
Who needs a check-in. Sorted with the longest-since-last-order at the top — click a row to view that customer’s history.
| Customer | Last Order | Days Since | Last Invoice | Outstanding | Unpaid |
|---|
Tasks
Calendar or list of what your team is working on. Click a day or task to view, edit, or add.
Territory Map
Assign zones to team members and see your customer locations plotted. Click a county to assign it; click a pin to view the customer.
Map data © OpenStreetMap contributors. Geocoding by Nominatim. County data: see notes.
Commissions
Track commission month by month. Log a full month’s total below, and keep a detailed record of individual payouts underneath.
Monthly Commission Log
When a commission period is done, roll up the payouts below into one monthly total. Nothing happens until you press the button — handy when a period runs past the end of a calendar month.
| Month | Payouts | Lbs | Total Commission | Notes |
|---|
Commission Payments
Detailed log of individual payouts (e.g. Thursday payouts). Add them here; roll them up with the button above.
| Date | Invoice # | Customer | Lbs | Commission | Status | Notes |
|---|
Inventory
Starting stock, receipts, and manual adjustments. Invoices auto-deduct on save.
| Product | On Hand | Status |
|---|
Recent movements
| Date | Product | Change | Reason | Note |
|---|
Customers
| Name | Address | City/State | Phone | Assigned to |
|---|
Products
| Name | Default Price | Unit | On Hand |
|---|
Settings
Display preferences, business info that prints on invoices, and invoicing controls.
Display
Saves automatically. Applies to anyone using this device. Printed invoices keep the default brand look.
Public Menu
If you host the public menu on a different URL (a separate Cloudflare Pages project or your own domain), enter it here. Share Menu links will use this host. Leave blank to use this app’s URL.
Companies
Each company has its own invoices, products, commission log, and printed invoice header. Switch the active company from the dropdown in the top-right of the app.
| Name | Address | Phone | Next Invoice # |
|---|
Team Members
Add people who can be assigned tasks. They’re labels for now (no login). Each gets a color used on calendar pills.
| Name | Color |
|---|
Account
Signed in as —
Coming soon
Password change, team members on one account, and a QuickBooks integration are on the roadmap.