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Overview
Click any card, bar or slice for its details.
Sales trend
Key insights
Worked out from the current filters. Click one to open it.
Top 5 customers
By net sales.
Product mix
Share of net sales.
Receivables aging
Open balances by bucket.
Sales
Net of discounts and credit memos. FOC boxes carry no sales value.
Sales trend
Customer concentration (80/20)
Customer by period
Customers
Click a row for the customer profile.
Products
Gummy Products by SKU. Click a product for its profile.
Product mix
Click a slice for details.
Sales by product over time
Stacked net sales.
Product performance
Sales by item and quantity
Invoice line level.
Inventory
Moved vs on hand
Boxes moved out of stock to date against boxes still on hand.
Stock value
At average cost.
Stock on hand over time
Boxes on hand at the end of each period.
Inventory valuation by item
Months of cover uses the average monthly movement since the SKU's first sale.
Receivables
Aging buckets
Click a bucket for its invoices.
Open balance by customer
Click a customer for the profile.
Aging by customer
Open invoices
Oldest first. This is the collection list.
Data
Import QuickBooks PDFs, pick which files the dashboard shows, and manage the library. When files overlap, each invoice line is counted once and inventory and receivables come from the newest selected file.
Import a PDF
Drop the QuickBooks PDF here
Any date range works: one month, a quarter, a full year or several years. Importing the same file name with the same date again replaces it.
Share with someone who does not use Claude
- Click Download dashboard file. It holds all the data shown here.
- Email it, or put it on Google Drive or WhatsApp.
- They download it and open it in Chrome, Edge or Safari. Slicers, drill-downs and Excel/PDF downloads all work.
Google Drive cannot run a dashboard inside Drive itself; the file has to be downloaded first. For a one-click web link, drag the file onto app.netlify.com/drop.
File library
Tick files to combine them, or press View to see one file on its own. Every imported PDF stays here until you delete it.