Executive Overview — Department Health
Total Ad Spend (Week)
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Marketing · Sep 6–12
Total Leads (Week)
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All sources
NABP Accreditation
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Warehouse readiness
Licenses in Progress
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Applications filed
Department Status
📣 Marketing🟢 Live
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🛒 Purchasing🟢 Live
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🪪 Licensing🟢 Live
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📦 Inventory🔵 Building
Connecting data source…
🏭 Warehouse / NABP🟢 Live
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📈 Sales🟢 Live
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System Completion — $5,000 Bonus Checklist
📋 Bonus Requirements
All depts mapped & trackedIn Progress
Dashboards functional✅ Live (6/6 depts)
Trends visible (MoM/YoY)Building
Profitability & ROI measurable❌ Needs financial data
Data accurate & verifiedPartial
Management approvalPending completion
🚀 What Management Can See Now
Marketing spend & leads✅ Live
Purchasing by vendor✅ Live
Licensing state progress✅ Live
NABP accreditation %✅ Live
Sales pipeline KPIs✅ Live
Financial / P&L❌ Not yet connected
Marketing — Live KPI Tracker · Sep 2026
Ad Spend (This Week)
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Total Leads (Week)
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Google Clicks (Week)
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Lead → Sales Handoff
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📢 Campaign Spend Breakdown (This Week)
🎯 Lead Sources (This Week)
📱 Social Media
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💵 Revenue & ROI
Revenue Generated (Marketing-Attr.)TBD — confirm with Sales/Austin
Gross Profit GeneratedTBD — needs COGS from Purchasing
ROAS / ROITBD — Revenue ÷ Ad Spend pending
Customers Acquired YTD1 (East Coast Pharmacy, Aug 31)
CAC (YTD)…
🚀 Campaign Performance (Week)
| Campaign | Spend | Impressions | Clicks / CTR | Notes |
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Purchasing / Suppliers — Order History
Total Spend (All Time)
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Total Orders
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Unique order numbers
Active Vendors
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Received Orders
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Payment completion
🏭 Spend by Vendor
📅 Monthly Purchasing Volume
📋 Recent Orders
| Vendor | Date Ordered | Product | Qty | Cost | Status |
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⚠️ Metrics Needed (Austin's Requirements)
Gross Margin by Supplier❌ Needs sell price data
Supplier Fulfillment Rate❌ Needs lead-time tracking
Purchase-to-Sale ROI❌ Needs sales cost data
Savings from Negotiations❌ Needs baseline price data
Inventory — VGP Diabetic Supplies
🔵 Data source connected — pulling live inventory. Some metrics require additional tracking setup.
Total SKUs
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Products tracked
In Stock
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Units available
Low Stock Items
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Below reorder threshold
Out of Stock
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Immediate reorder needed
📊 Austin's Required Metrics — Tracking Status
Inventory Value ($)⏳ Calculating from product data
Inventory Turns⏳ Needs movement history
Days Inventory Outstanding⏳ Building
Sell-Through Rate❌ Needs sales linkage
Expiration Exposure⏳ Expiry dates needed per SKU
Aging Inventory⏳ Needs receive dates
Fulfillment Time⏳ Order-to-ship tracking needed
Shipping Cost / Order❌ Needs shipping data input
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Licensing / Compliance — State Coverage
Licensed States
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Active licenses
Applications In Progress
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Filed / processing
Not Started
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No action yet
Total License Types
5
RX · OTC · Non-Ctrl · CS · DEA
📊 Licensing Status Breakdown
📋 License Applications by State
| State | License Type | Status | Assigned To | Notes |
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Warehouse — NABP Drug Distributor Accreditation
NABP Readiness
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Of all required items
Completed Items
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Remaining
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In progress or not started
Overdue Items
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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 Accuracy⏳ Tracking setup needed
Fulfillment Time⏳ Order timestamps needed
Shipping Cost / Order❌ Needs carrier data
Returns / Damages❌ Tracking not yet set up
Warehouse Productivity❌ Needs labor tracking
Sales — Cold Calling Pipeline · Live
📅 Today's Team Activity
Calls Made
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Target: 75/rep
Emails Sent
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Target: 50/rep
Follow-Ups
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Target: 20/rep
Total Interactions
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All activity types
📊 Cumulative Totals (All Time)
Total Calls
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All reps · all time
Total Emails
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All reps · all time
Total Leads
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All contacts in pipeline
Closed Sales
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Converted accounts
👥 Per-Rep Activity — All Time
🎯 Lead Status Breakdown
📋 Rep Performance — All Time + Today's KPI %
KPI% = avg(Calls/75, Emails/50, FollowUp/20) · today only
| Rep | Calls | Emails | Follow-Up | Warm | Hot | Closed | Conv% | Today KPI% |
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📅 Today's Activity by Rep
| Rep | Calls | Emails | Follow-Up | Warm | Hot | KPI% |
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