🏢 VGP Command Center — Department Scorecards
Monthly Revenue
…
OpsFlow · Nov 2026
Active Orders
…
In fulfillment
Warm + Hot Leads
…
Priority pipeline
States Sellable
…/50
Licensing coverage
📊 Department Scorecards — Output · Cost · ROI · Status
📈 Revenue Trend (Daily · Oct 2026)
📊 Orders per Day
🔴🟡🟢 KPI Health — All Departments
| Department | Key Metric | Value | Status | Trend |
|---|---|---|---|---|
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💰 Executive Financial Overview — Live · Last sync: Loading…
Monthly Revenue
…
Current month · Accounting
Pipeline Value
…
Active orders in fulfillment
A/R Outstanding
…
Unpaid Net 30 orders
All-Time Revenue
…
Jun 2026 – present
QTD Revenue
…
Current quarter
YTD Revenue
…
Jan–present 2026
QTD Orders
…
This quarter
MoM Change
…
vs prior month
Active Orders
…
Completed Orders
…
Top Salesperson
…
Top State
…
Net Margin %
…
Net Profit ÷ Revenue
Profit per Order
…
Net Profit ÷ Completed Orders
Operating Expenses
$138.37
⚠️ Enter real OpEx to unlock exact margin
Net Profit (Month)
…
Revenue minus expenses
Cost per Order
…
Est. COGS ÷ Completed Orders
Avg Order Value
…
Revenue ÷ Completed Orders
📈 Daily Revenue Trend
Revenue per Day — Jun–present 2026
🗓 Weekly Revenue
Revenue by Week (week starting Monday · current week = green)
📅 Month-over-Month Revenue
Monthly Revenue Comparison (green = current month)
📊 Quarterly & Yearly Revenue Rollup
Revenue by Quarter (current quarter = green)
Revenue by Year
📅 Year-over-Year: VGP launched Jun 2026 — only ~5 months of history available. Full YoY comparison (2026 vs 2027) will auto-populate starting June 2027. For now, use the Month-over-Month and Quarterly charts above for trend analysis.
👤 Revenue by Salesperson
Top 10 Reps by Revenue
Salesperson Breakdown● Live
| Rep | Revenue | Orders | Avg Order | Share |
|---|---|---|---|---|
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🗺️ Revenue by State / Territory
Top 12 States by Revenue
State Breakdown● Live
| State | Revenue | Orders | Avg Order | |
|---|---|---|---|---|
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🏆 Top Customers by Revenue
Customer Revenue Ranking● Live
| Customer | Revenue | Orders | Last Order | |
|---|---|---|---|---|
| Loading… | ||||
📦 Top Products by Revenue
Top 8 Products — All-Time Revenue
💳 A/R — Unpaid Net 30 Orders
Accounts Receivable⚠️ Awaiting Payment
| Order ID | Customer | State | Value | Stage | Age | Rep |
|---|---|---|---|---|---|---|
| Loading… | ||||||
📊 Gross Profit Analysis — Live · Source: USA Medical Surplus cost data
Gross Profit (All-Time)
…
Revenue minus COGS
Gross Margin %
…
Overall avg margin
Top GP Product
…
Highest gross profit
Avg GP / Order
…
Blended avg per order
🏆 Gross Profit by Product
Top 12 Products — Gross Profit ($)
Product GP Breakdown● Live
| Product | Revenue | Cost/Unit | Gross Profit | Margin |
|---|---|---|---|---|
| Loading… | ||||
👥 Gross Profit by Customer ⚠️ Estimated (36.1% blended margin)
Top 10 Customers — Est. Gross Profit ($)
Customer GP Ranking● Live
| Customer | Revenue | Est. GP | Margin | Orders |
|---|---|---|---|---|
| Loading… | ||||
👤 Gross Profit by Salesperson ⚠️ Estimated (36.1% blended margin)
GP Contribution by Rep ($)
Rep GP Breakdown● Live
| Rep | Revenue | Est. GP | Margin | Orders |
|---|---|---|---|---|
| Loading… | ||||
🗺️ Gross Profit by State / Territory ⚠️ Estimated (36.1% blended margin)
Top 12 States — Est. GP ($)
State GP Ranking● Live
| State | Revenue | Est. GP | Orders | |
|---|---|---|---|---|
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🏭 GP by Supplier / Vendor
Gross Profit by Vendor (from COGS × Sales data)
🏭 Vendor GP Summary● Live
| Vendor | Revenue | Est. COGS | Gross Profit | Margin % |
|---|---|---|---|---|
| Loading… | ||||
📈 Monthly Gross Profit Trend
Revenue vs COGS vs Gross Profit — Monthly (Jun–Present)
ℹ️ Gross Profit methodology: ✅ Exact — Product-level GP uses actual per-unit costs from COGS tracker (Oct 2026). ⚠️ Estimated — Customer / Rep / State / Vendor GP applies a 36.1% blended margin to revenue (exact per-order COGS mapping pending). Net Profit unlocks once operating expenses are entered in the COGS & Expense Tracker sheet.
Marketing — Full Performance Dashboard · Live from VGP Performance Tracker
YTD Ad Spend
…
All channels
Total Leads
…
Paid + pipeline
Customers Acquired
…
Closed accounts
Customer CAC
…
YTD spend ÷ customers
💰 Spend by Channel
Meta (Facebook)
…
Paid ads
Google Ads
…
Paid ads
CPM (Avg)
…
Cost per 1K impressions
CPC (Avg)
…
Cost per click
📈 Monthly Ad Spend Trend (2026)
🏢 Spend by Platform
🎯 Leads by Channel
Paid Leads YTD
…
Meta lead campaigns
FB Pipeline Leads
…
All-time from Leads tab
Cost per Lead (CPL)
…
Aug MTD
Sent to Sales
…
Handed off
📈 Monthly Leads Trend (Paid)
👥 Customers Acquired · 💰 CAC · 📉 Conversion Rates
👥 Customers Acquired
Loading…
💰 Customer Acquisition Cost
Loading…
📉 Conversion Rates
Loading…
📅 Daily KPIs — Last 14 Days
| Date | Ad Spend | Impressions | Leads | CPL | CTR |
|---|---|---|---|---|---|
| Loading… | |||||
💵 Revenue Generated · 📈 Gross Profit · 📊 ROAS/ROI
ℹ️ ROAS & GP are auto-computed from live OpsFlow + Ads data (company-wide). Per-channel attribution data will populate once the Marketing team fills in the Revenue Generated, Gross Profit, and ROAS ROI source tabs.
ROAS (Overall)
…
Revenue ÷ Ad Spend
Total Revenue (Company)
…
YTD · OpsFlow
Est. Gross Profit
…
Revenue × 36.1% blended margin
YTD Ad Spend
…
All channels · Live
⚠️ Marketing ROI (VGP Bonus Requirement): Per-channel attribution pending — Marketing team to fill in Revenue Generated and ROAS ROI source tabs for exact bonus calculation. Current ROAS reflects company-wide revenue ÷ total ad spend.
🔄 Customer Retention (30/60/90/180-day)
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📱 Social Growth
FB Followers
…
Facebook Page
IG Followers
…
Instagram
Total Posts YTD
…
FB + IG + LinkedIn
Avg Engagement/Post
…
Organic social
📈 Monthly Reach & Impressions
🔗 LinkedIn Organic (Recent)
| Date | Impressions | Clicks | Likes | Engagement |
|---|---|---|---|---|
| Loading… | ||||
📧 Email/SMS · 🌱 Organic Activity
📧 Email / SMS
Loading…
🌱 Organic Activity by Platform
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📣 Campaign Performance & Trends
🎯 Lead Pipeline Status
🎯 KPI Scorecard
| KPI | Current | YTD | Target | Status |
|---|---|---|---|---|
| Loading… | ||||
📣 Paid Campaign Performance (All Time · from Ads Log)
| Campaign | Platform | Total Spend | Leads | CPL | Impressions | Clicks |
|---|---|---|---|---|---|---|
| Loading… | ||||||
🥧 Lead Source Breakdown
👥 Customers Acquired by Source
📊 Posts by Platform (YTD)
🌐 Website Traffic — Google Analytics
⚠️ Website Traffic data not yet connected. To enable: share Google Analytics 4 property access with the analytics service account, or manually enter traffic figures in the Marketing source sheet (Sessions, Users, Bounce Rate, Avg Session Duration columns).
Sessions (MTD)
—
GA4 · awaiting data
Users (MTD)
—
GA4 · awaiting data
Bounce Rate
—
GA4 · awaiting data
Avg Session Duration
—
GA4 · awaiting data
🌐 Traffic Sources Breakdown⏳ Awaiting GA4 Connection
📊
Website Traffic Not Yet Connected
Connect Google Analytics 4 or enter traffic data in the Marketing source sheet to populate: Sessions, Users, Organic vs Paid vs Direct traffic split, Bounce Rate, and Avg Session Duration.
📋 Full Lead Pipeline — Facebook Leads
| Lead ID | Pharmacy / Name | State | Contact | Created | Status |
|---|---|---|---|---|---|
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Purchasing / Suppliers — All Orders Overview
Total Spend (All Time)
…
…
Total Orders
…
Unique order numbers
Active Vendors
…
…
Avg Delivery Time
…
Days order → delivered
1 · Daily / Weekly / Monthly Purchasing
📅 Monthly Spend Trend
📋 Recent OrdersLatest 20
| Vendor | Date | Product | Qty | Cost |
|---|---|---|---|---|
| Loading… | ||||
2 · Purchase Volume by Vendor
🏭 Vendor Spend (Bar)
💰 Spend by Vendor
| Vendor | Total Spend | Orders | % of Total | |
|---|---|---|---|---|
| Loading… | ||||
3–4 · Supplier / Vendor Acquisition & New Vendors
🤝 Vendor Acquisition Summary
Total Unique Vendors…
Newest Vendor…
Oldest Vendor…
Date Range…
🆕 Vendors — First Order Date
| Vendor | First Order | Total Orders | Total Spend | |
|---|---|---|---|---|
| Loading… | ||||
5 · Price Paid by SKU — Top Products
🏷️ SKU Cost Analysis
| # | SKU / Item No. | Product | Unit Cost | Total Spend | Qty Purchased |
|---|---|---|---|---|---|
| Loading… | |||||
6 · Supplier Pricing Trends
📈 Monthly Spend Trend by Vendor
💰 Avg Unit Cost by Vendor● Live
| Vendor | Avg Unit Cost | Total Units | Total Spend | MoM Trend |
|---|---|---|---|---|
| Loading… | ||||
7 · Gross Margin by Supplier
ℹ️ Revenue attributed proportionally by vendor spend share × company YTD revenue. GP estimated at 36.1% blended margin — exact margin unlocks when per-order COGS mapping is complete.
📊 Est. Gross Profit by Vendor ($)
📈 Margin by Supplier⚠️ Est. 36.1%
| Vendor | Est. Revenue | Purchase Cost | Est. GP | Est. Margin |
|---|---|---|---|---|
| Loading… | ||||
9 · Purchase-to-Sale ROI — by Product
ℹ️ ROI = (Sales Revenue − Purchase Cost) / Purchase Cost. Products matched by name between purchasing tracker and sales records.
📉 Purchase-to-Sale ROI per Product● Auto-computed
| Product | Vendor | Purchase Cost | Est. Revenue | ROI |
|---|---|---|---|---|
| Loading… | ||||
8 · Inventory Acquired — Top Products by Quantity
📦 Top Products by Qty Purchased
📋 Inventory Acquired Detail
| # | Product | Vendor | Qty | Total Spend |
|---|---|---|---|---|
| Loading… | ||||
10 · Purchasing Speed — Order to Delivery
⚡ Avg Delivery Days by Vendor
📋 Delivery Speed per Vendor
| Vendor | Avg Days | Min Days | Max Days | Tracked Orders |
|---|---|---|---|---|
| Loading… | ||||
11 · Vendor Recurrence / Reliability
🔄 Vendor Order Frequency & Reliability
| Vendor | Total Orders | Total Items | Total Spend | Avg Order Value | Avg Delivery Days | Fulfillment Rate | Reliability |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
📦 12 · Product Revenue Breakdown — Live from Order Items
Top 10 Products by Revenue (from order items)
Product Revenue Table● Live
| Product | Revenue | Qty Sold | Orders | |
|---|---|---|---|---|
| Loading… | ||||
⚠️ 13 · Supplier Concentration & Risk
Supplier Diversity
…
Named suppliers in tracker
Top Supplier Concentration
…
…% of total spend
Top Supplier
…
…
Purchase Frequency
…
Avg orders/vendor/month
📊 Purchase Frequency by Vendor (Monthly)● Live
| Vendor | Total Orders | Active Months | Avg Orders/Month | Spend Concentration |
|---|---|---|---|---|
| Loading… | ||||
💰 Savings from Negotiations
Total Savings (All Time)
—
Logged negotiation savings
Savings This Month
—
MTD negotiated discounts
Avg Saving per Deal
—
Per negotiation logged
📋 Negotiation Savings Log⏳ Awaiting Entries
💰
No Savings Logged Yet
Log vendor price negotiations in the Savings tab of the COGS & Expense Tracker sheet. Fields: Date · Vendor · Product · Original Price · Negotiated Price · Qty · Total Savings. This section will auto-populate once entries are added.
📋 14 · Required Purchasing Tracker — Live
Total Spend
…
All tracked orders
Total Orders
…
Line items tracked
Vendors
…
…
Top Vendor
…
…
📋 All Orders — Required Purchasing TrackerLive
| # | Vendor | Date | Product | Order # | Qty | Cost |
|---|---|---|---|---|---|---|
| Loading… | ||||||
📦 Inventory / Warehouse Dashboard — VGP Diabetic Supplies
Inventory Value (Cost)
…
Total cost basis
Retail Value
…
Potential at sale price
Gross Margin %
…
Projected gross margin
Units On Hand
…
Total units in stock
📦 Section 1 — Inventory Value & SKUs
Active SKUs
…
SKUs with inventory
In-Stock Items
…
Items with stock
Low-Stock Items
…
Near reorder point
Out of Stock
…
Zero units on hand
📈 Inventory Value Trend
💰 Margin Breakdown
Cost Basis…
Retail Value…
Projected Gross Margin…
Gross Margin %…
🔄 Section 2 — Inventory Turns & Performance Rates
Inventory Turns
…
OUT ÷ avg on hand
Days Inv. Outstanding
…
On hand ÷ daily usage
Sell-Through Rate
…
OUT ÷ (Open + IN)
Fulfillment Time
…
Avg processing (OpsFlow)
🚚 Section 3 — Receiving / Shipping Volume
📊 Monthly IN vs OUT Volume
📥 Recent Receiving Log (last 10)
| RCV# | Date | SKU | Product | Qty | Location |
|---|---|---|---|---|---|
| Loading… | |||||
📋 Recent Movements (last 15)
| Date | SKU | Product | Type | Qty | Client |
|---|---|---|---|---|---|
| Loading… | |||||
⚠️ Section 4 — Expiration Exposure & Aging
Expired Value
$757.90
Already expired lots
Expiring ≤30 days
$0.00
Imminent risk
Expiring ≤60 days
$651.50
Near-term risk
Expiring ≤90 days
$0.00
Short-term risk
📅 Lot Expiry — Expired & Near-Expiry Items (<90 days)
| SKU | Product | Lot/Batch | Expiry Date | Qty On Hand | Location | Status |
|---|---|---|---|---|---|---|
| Loading… | ||||||
📦 Section 4b — Stock-Age Buckets (Days in Stock)
Fresh (0–30 days)
…
Recently received
Aging (31–60 days)
…
Monitor closely
Slow-Moving (61–90 days)
…
⚠️ Consider promotion
Stale (90+ days)
…
🔴 Clearance needed
📋 Stock-Age Detail — Items by Days Since Received
| # | SKU | Product | Date Received | Days in Stock | Qty | Age Bucket |
|---|---|---|---|---|---|---|
| Loading… | ||||||
🐌 Section 5 — Slow / Dead Inventory
Zero-Movement SKUs
…
Stock on hand, no sales
🐌 SKUs with Stock but Zero Movement
| # | SKU | Product | On Hand | Total OUT | Status |
|---|---|---|---|---|---|
| Loading… | |||||
💲 Section 6 — Market Resale Prices
💲 Top 20 SKUs by Sale Price
| # | SKU | Product | Sale Price | Source |
|---|---|---|---|---|
| Loading… | ||||
📦 Section 7 — Returns & Damages
🔄 Returns Log🟢 Tracking Active
| Return# | Date | Type | Order/Ref | Customer/Supplier | SKU | Product | Qty Returned |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Returns tracking is active. Records will appear here as they are logged.
📊 Section 8 — Order Accuracy & Shipping
🎯 Order Accuracy● Live
Accuracy Rate
…
(Completed − Returns) ÷ Completed
Total Completed
…
Orders fulfilled all-time
Returns / Damages Logged…
Fulfillment Rate…
Methodology(Completed − Returns) ÷ Completed Orders
🚚 Shipping Cost / Order⚠️ Est.
In Transit (Active)
…
Orders being shipped
Delivered (All Time)
…
Total fulfilled
Est. COGS per Order…
Exact Shipping Cost— connect carrier invoices
⚠️ Exact shipping cost/order unlocks when carrier invoices are entered in the COGS & Expense Tracker. Showing estimated COGS per order as proxy.
🏭 Section 9 — Warehouse Productivity
NABP Readiness
100%
10/10 sections done
Total Movements
…
All IN + OUT records
IN Movements
…
Receiving events
OUT Movements
…
Shipping / sales events
Units Received (All Time)
…
Total qty IN
Units Shipped (All Time)
…
Total qty OUT
Avg Movements / Day
…
On active warehouse days
Receiving Events
…
POs received all-time
🏭 NABP Accreditation Status🟢 100% Complete
Section 1 — Facility & Personnel✅ Complete
Section 2 — Drug Storage✅ Complete
Section 3 — Purchasing & Receiving✅ Complete
Section 4 — Inventory Control✅ Complete
Section 5 — Record Keeping✅ Complete
Section 6 — Returns & Recalls✅ Complete
Section 7 — Labeling & Repackaging✅ Complete
Section 8 — Distribution✅ Complete
Section 9 — Customer Service✅ Complete
Section 10 — Quality Assurance✅ Complete
⏳ 2 items pending external review (state submissions). Internal preparation 100% complete.
🪪 Licensing / Compliance / Operations — State Expansion Dashboard
States Sellable
…/50
Licensed · Permitted · License-Free
WDD Licensed
…
Loading…
Applications Active
…
In Progress + Applied
Total WDD Fees
$28,978
Initial fees committed
🗺️ State Coverage
Sellable Coverage Breakdown
📊 Coverage Progress
States Sellable… / 50
LicensedLoading…
Permitted / License-FreeLoading…
License On HoldLoading…
In Progress…
✅ Sellable States (…)🟢 Active
| State | Category | RX Sellable | OTC Sellable | Basis |
|---|---|---|---|---|
| Loading… | ||||
📋 Operational Status / Application Pipeline
WDD Application Status Breakdown
📊 Pipeline Summary
Licensed…
Permitted / License-Free…
License On Hold…
In Progress / Applied…
Total States Tracked50
🗺️ All States — WDD Application Status
| State | OTC Devices | Rx Devices | Controlled | Credential # |
|---|---|---|---|---|
| Loading… | ||||
🪪 Credentials & Renewals
Credentials on File
…
Documented licenses
Expiring ≤90 days
…
Renewal urgent
Expiring ≤180 days
…
Watch list
Valid >180 days
…
No action needed
🪪 State Credentials — Expiration Tracker
| State | Credential # | License Title | Issue Date | Expiration | Days Left |
|---|---|---|---|---|---|
| Loading… | |||||
📑 WDD Application Details
📄 State Application Notes
| State | Status | Notes / Update | Credential # | |
|---|---|---|---|---|
| Loading… | ||||
📊 Document Completion & Bottlenecks
📈 50-State Coverage Rates
Sellable Rate…%
Licensed Rate…%
Target100% Coverage (50 states)
⚠️ Bottlenecks & Flagged Issues
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🏭 NABP Inspection Readiness
🏭 NABP Checklist Status
✅ 10 Sections Complete
NABP Drug Distributor Accreditation — 10 of 10 checklist sections verified complete. 2 external items pending.
Business & Licensure✅ Complete
Facility Requirements✅ Complete
Designated Representative✅ Complete
Personnel✅ Complete
SOPs✅ Complete
DSCSA Compliance✅ Complete
Recordkeeping✅ Complete
Security✅ Complete
Quality Management✅ Complete
Inspection Readiness✅ Complete
⚠️ Pending External Items
⚠️ 2 Awaiting
These 2 items require external action. Internal readiness is 100% complete.
Eligibility Letter Received⚠️ Pending
Inspection Scheduled⚠️ Pending
Facility4554 N 126th St, Butler WI 53007
Designated Rep.Amond Tilley
Accreditation TypeNABP Drug Distributor
📈 Departmental Performance
👤 Department Overview🟢 Active
Department LeadAlma Mari
RoleTeam Lead / Manager
Designated RepresentativeAmond Tilley
Total States Tracked50
States Licensed…
States Permitted / License-Free…
Sellable States… / 50
License TypesWDD · Permit · License-Free
Application PaceMulti-state simultaneous
🟢 Permitted / License-Free States
| State | Status | Notes |
|---|---|---|
| Loading… | ||
Warehouse — NABP Drug Distributor Accreditation
NABP Readiness
…
Of all required items
Completed Items
…
…
Remaining
…
In progress or not started
Overdue Items
…
Immediate attention needed
📈 NABP Readiness Trend (Jul–Now)
📍 Facility Details
Facility4554 N 126th St, Butler WI 53007
Designated RepresentativeAmond Tilley
Accreditation TypeNABP Drug Distributor (formerly VAWD)
High-Priority Items…
Status🟢 Nearly Complete
⚠️ Austin's Required Warehouse Metrics — Status
NABP Readiness %✅ Live
Receiving/Shipping Volume⏳ Needs daily log
Order AccuracyLive → Inventory tab
Fulfillment Time⏳ Order timestamps needed
Shipping Cost / Order⚠️ Est. COGS/order → Inventory tab
Returns / Damages❌ Tracking not yet set up
Warehouse Productivity❌ Needs labor tracking
Sales — OpsFlow Command Center · Live Data + Snapshot Sep 24 2026
Monthly Revenue
…
Nov 2026 (live orders)
Active Orders
…
In progress
Total Pipeline Value
…
All orders YTD
Total Leads
…
All pipeline contacts
📅 1. Sales by Day / Month
💰 Revenue per Day (Last 14 Days)
📦 Orders per Day (Last 14 Days)
📆 Monthly Summary (Jun–Oct 2026)
| Month | Orders | Revenue | Avg Order Value |
|---|
📦 2. Orders
Total Orders YTD
…
All time
Completed
…
Delivered & closed
Active / In Progress
…
Being processed
Unpaid
…
Awaiting payment
In Transit
…
Shipped, en route
Delivered
…
Confirmed received
Payment Method
…
Dominant method
🔄 Stage Distribution
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💰 3. Average Order Value
Overall AOV
…
Total value ÷ total orders
Highest Single Order
$31,985
A Family Pharmacy Hesperia · 5 orders
Oct 2026 AOV
$4,999
$269,949 ÷ 54 Oct orders
👥 4. Customers · CLV · CAC
Total Customers
…
Unique pharmacy partners
Avg Orders / Customer
…
Repeat rate indicator
Customer Lifetime Value
…
Revenue ÷ customers
Customer Acq. Cost
…
Mktg YTD ÷ partners
🎯 5. Lead Volume & Funnel
Total Leads
…
All pipeline contacts
Warm Leads
…
Engaged, interested
Hot Leads
…
High priority
Conversion Rate
…
Closed ÷ total leads
🔽 Lead Funnel Stages
📊 Funnel Breakdown
📈 6. Sales Pipeline Value & Win/Loss
Pipeline Value
…
Total orders YTD value
Completion Rate
…
Completed ÷ total orders
Win Rate
7.1%
Closed ÷ (closed+NI) · Live
Pending Orders
…
In fulfillment queue
Not Interested
92
Lost — NI response
Fulfillment Rate
83.1%
Completed ÷ total orders
CAC
$313
Mktg spend ÷ customers
⏱ 7. Sales Cycle & Fulfillment Time
Avg Fulfillment Time
…
Order placed → shipped
Avg Fulfillment (Days)
4.5 days
107.8 hrs ÷ 24
Lead → Closed Cycle
…
Avg activities before close
📅 Lead → Close Cycle Analysis● Live
Total Leads in Pipeline…
Closed / Won…
Conversion Rate…
Avg Touchpoints per Lead…
Avg Order Fulfillment…
Exact Lead-to-Close Days— needs CRM date stamps on stage changes
🎯 Win Rate by Rep — Lead Funnel Breakdown● Live
| Rep | Leads | Calls | Emails | Warm | Hot | Closed | Win Rate |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
👤 8. Activity by Salesperson — Live (OpsFlow_Feed)
📊 Per-Rep Activity (Leads · Calls · Emails · Follow-Up)
📋 Rep Performance — Cumulative All-Time
Live from OpsFlow_Feed · Nelson & Mariebeth hidden
| Rep | Leads | Calls | Emails | New Contact | Follow Up | Warm | Hot | Pending | Closed |
|---|---|---|---|---|---|---|---|---|---|
| Loading live data… | |||||||||
💰 Rep Revenue — Order Snapshot
📞 9. Calls, Emails & Follow-Ups
Total Calls
…
All reps · all time
Total Emails
…
All reps · all time
New Contact
…
First outreach touches
Follow-Ups
…
Return contact touches
🎯 Manager KPI Targets vs Actuals — Live
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🔄 10. Customer Retention & Repeat Order Frequency
Repeat Customers
…
Placed >1 order
Avg Orders / Customer
…
Orders per unique partner
Repeat Customer Rate
…
% customers w/ >1 order
🔄 New vs Repeat Customers
⏰ Customer Activity & Churn Risk● Live
| Customer | Revenue | Orders | Last Order | Days Ago | Status |
|---|---|---|---|---|---|
| Loading… | |||||
🗺️ 11. Sales by State / Territory
📊 Top States by Orders
🗺️ State Breakdown (Top 10)
| State | Orders | Revenue | % of Total |
|---|
🏆 12. Top Customers & Product Concentration
👑 Top Customers (by Revenue)
| Company | State | Orders | Revenue | % Total |
|---|
🧪 Top Products (by Revenue)
| Product | Revenue |
|---|
⚠️ 13. Awaiting Data — Metrics Pending Additional Sources
The following metrics require additional data sources not yet connected:
- Gross Profit / GP by Salesperson — needs cost data from Purchasing
- True Customer Lifetime Value — needs multi-year historical order data
- Shipping Cost per Order — needs shipping invoice integration
- Lead → Close Cycle Time — needs CRM date-stamp on lead creation vs close date
👥 HR / Payroll — Staff Attendance & Productivity
Active Staff
…
Currently working
Roster Count
…
Total employees
Total Hours Logged
…
All employees
Avg Hours/Employee
…
Productivity
🏢 VGP Staff🟢 Live
| # | Name | Hours | Days | Status |
|---|---|---|---|---|
| Loading… | ||||
🏥 UMS Staff🟢 Live
| # | Name | Hours | Days | Status |
|---|---|---|---|---|
| Loading… | ||||
⏱ Hours by Employee
⏰ Overtime · 🏖 Leave · 📅 Absences — Live from HR Sheet
Total OT Hours
…
Approved OT requests
OT Requests
…
Approved / Total
Leave Days Taken
…
Approved leaves
Total Absences
…
Recorded by HR
⏰ OT Requests● Live
| Name | Date | Hours | Status |
|---|---|---|---|
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🏖 Leave Requests● Live
| Name | Type | Days | Status |
|---|---|---|---|
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📅 Absences● Live
| Name | Date | Status/Reason |
|---|---|---|
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⚠️ Awaiting: Payroll amounts, dept assignment, KPI targets. Hours/Days/OT/Leave/Absences are all live from the HR sheet. ✅
💰 Finance / Revenue — Live from Accounting · Auto-refreshed every 30 min
Monthly Revenue
…
Current month · Accounting (Paid)
Active Pipeline
…
Fulfillment in progress
A/R Outstanding
…
Unpaid Net 30 orders
All-Time Revenue
…
Jun 2026 – present
QTD Revenue
…
Current quarter
YTD Revenue
…
Jan–present 2026
QTD Orders
…
This quarter
MoM Change
…
vs prior month
🧲 Accounting Summary — QB VGP + QB UMS
Income (Completed Orders)
…
Collected revenue
Expenses
$138.37
Wave · logged expenses
Net Profit
…
Income minus expenses
Completed Orders
…
Revenue recognized
📈 Month-over-Month Revenue (Jun–Present)
📊 Revenue by State (Top 12)
📅 Revenue by Quarter (current = green)
📆 Revenue by Year
💵 Revenue by Month● Live
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📊 Order & Payment Summary● Live
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🏆 Top Revenue Customers● Live
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💳 A/R Aging — Unpaid Net 30 Orders
Accounts Receivable Detail⚠️ Awaiting Collection
| Order | Customer | State | Value | Stage | Age | Rep |
|---|---|---|---|---|---|---|
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🏦 Cash Position — U.S. Bank ···4386 · Verified
Cash on Hand
…
U.S. Bank ···4386 · Verified
Sep Collections
…
External revenue collected
Accounts Payable
…
All vendors settled Sep 28
LOC Pre-Approved
…
Ready to draw · 6 lenders
📥 Sep 2026 — Collections Detail● Verified
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📊 A/R Aging Breakdown — As of Sep 28, 2026
Current (0–30 days)
…
…
31–60 Days
…
⚠️ Follow Up
61–90 Days
…
🔴 Overdue
Over 90 Days
…
Critical
📋 Detailed A/R Aging Ledger⚠️ Awaiting Collection
| Invoice # | Customer | Ship Date | Days Out | Amount Due | Bucket | Notes |
|---|---|---|---|---|---|---|
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💵 Cash Collected vs Invoiced — Sep 2026
Collected (Confirmed)
…
Intuit + Brumed + Medmart
On Hold / In Review
…
Intuit payout pending
Total Invoiced (A/R)
…
Pending collection
Collection Rate
…
Collected ÷ (Collected+A/R)
💵 Cash Flow Breakdown — Sep 2026 Collections vs Outstanding A/R
🏆 Top Customers — All-Time Paid Revenue
Customer Ranking (OTC Export · All-Time)● Live
| # | Customer | All-Time Revenue |
|---|---|---|
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💼 Loan & Financing Pipeline — Goal: $5M by Nov 14, 2026
Total Approved
…
Net proceeds · 6 lenders
Ready to Draw
…
Lenders approved
In Underwriting
…
Pending approval
Remaining to $5M
…
Deadline: Nov 14, 2026
🏦 Lender Pipeline Detail
| Lender | Product | Approved ($) | Net Proceeds | Status | Action |
|---|---|---|---|---|---|
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📋 Balance Sheet — As of Sep 28, 2026
Assets● Verified
Cash & Cash Equivalents…
Accounts Receivable (net)…
InventoryNot connected
Total Current Assets…
Liabilities● Verified
Accounts Payable$0.00 ✅
Short-Term Loans—
Other Current Liabilities—
Total Liabilities$0.00
Equity & Notes
Owner's CapitalPending
Retained EarningsPending
Net IncomeNeeds COGS
⚠️ Equity section incomplete — COGS & expense data needed to calculate net income and retained earnings.
📊 COGS & Gross Profit — Enter Cost Per Unit to Unlock
ℹ️ The VGP COGS & Expense Tracker sheet is now live. Once cost-per-unit is filled in for each SKU, this section auto-calculates gross profit, margin %, and profit by product/customer/rep.
🧰 COGS by SKU — Top Products⏳ Awaiting Cost Entry
| SKU / Product | Revenue | Units Sold | Cost/Unit | Est. COGS | Est. Gross Profit | Est. Margin % |
|---|---|---|---|---|---|---|
| Loading from COGS tracker… | ||||||
💸 Operating Expenses — By Dept/Category
Total Expenses (MTD)
…
All depts combined
Largest Expense Dept
…
Highest spend dept
Fixed Expenses
…
Recurring/fixed
Variable Expenses
…
Variable/one-time
📋 Expense Log — Recent Entries⏳ Awaiting Data Entry
| Date | Dept/Category | Description | Amount | Type | Vendor |
|---|---|---|---|---|---|
| Add entries to the Operating Expenses tab in the COGS & Expense Tracker sheet | |||||
🎯 Budget vs Actual — By Department
📊 Budget vs Actual — 2026⏳ Awaiting Budget Entry
| Month | Dept | Budget | Actual | Variance | Variance % | Status |
|---|---|---|---|---|---|---|
| Fill the Budget vs Actual tab in the COGS & Expense Tracker to activate this section | ||||||
📈 Monthly Cash Flow Trend — Revenue In vs Cumulative Position
Monthly Revenue (bars) + Cumulative Revenue to Date (line) — Jun–Present
💧 Cash Flow Summary● Live
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📥 Monthly Revenue Inflows
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📤 Known Cash Outflows
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🎯 ROI by Business Initiative — Capital Efficiency Tracker
Marketing ROI
…
All-Time Revenue ÷ YTD Ad Spend
Licensing ROI (Est.)
…
Est. Rev from WDD states ÷ Fees paid
Loan Goal Coverage
…
Capital raised ÷ $5M target
📊 Initiative: Investment vs Estimated Return
🎯 Initiative Breakdown● Live
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ℹ️ Marketing ROI = all-time revenue ÷ YTD ad spend (conservative — not all revenue is marketing-attributed). Licensing ROI estimates revenue from WDD-licensed states (35% of total revenue) vs licensing fees committed. Loan Coverage tracks capital raised vs $5M growth target.
🔄 Refunds, Credits & Chargebacks
Total Refunds (MTD)
…
Current month
Chargebacks
…
Disputed payments
Bad Debt
…
Uncollectable A/R
📋 Refunds & Credits Log⏳ Awaiting Entries
| Date | Order # | Customer | Type | Amount | Reason | Status |
|---|---|---|---|---|---|---|
| Fill the Refunds & Credits tab in the COGS & Expense Tracker to activate this section | ||||||
🗂️ Management — Master Task Queue · Department Performance
Departments Tracked
12
VGP departments
Highest Completion
…
Leading dept
Avg Completion
…
All depts
Needs Attention
…
Lowest completion
📊 Task Completion % by Department
📋 Dept Leaderboard
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ℹ️ Live from Master Task Queue. Completion % = Completed ÷ total tasks per dept tab. Note: Time filter does not apply here — task completion is a current-state snapshot (tasks don't have timestamps in the source sheet).