UMS Operations ยท Command Center
Overview ยท whole-operation health at a glance
Business
โ Live
โ
โ
โ
Recently Addressed
๐ข Departments
Sales
Rep Achievement vs Target ยท
Team Calls โ daily trend
Marketing
KPI Scorecard vs Target ยท
Ad Spend โ monthly trend
Licensing / NABP
โ
accreditation tracking
Coming soon
Purchasing
โ
awaiting data source
Coming soon
Inventory
โ
awaiting data source
Coming soon
HR
โ
awaiting data source
Coming soon
Needs Attention
Sales Manager KPI
Daily KPI Performance
Call & Email Volume Trend
Needs Attention
KPI Scorecard vs target
Year-to-Date Totals
Ad Spend & Leads by Month
Reach & Impressions Trend
Source: VGP public sales & marketing dashboard feeds (operator-provided). UMS and VGP data stay fully separate.
๐ฃ Daily Team Announcementauto-built from yesterday ยท copy & send at start of shift
โ
๐ฏ Mission Control โ UMS Goalsthe standards every department drives toward ยท live status where data is available
Consistent execution, accountability & continuous improvement โ building a stronger, more profitable company.
๐ข Departments
Sales
โ
fulfilled this month
Dispatch
โ
latest-day pickups
Marketing
โ
latest-day leads
Inventory
โ
units on hand
Import / Purchasing
โ
paid this month
Warehouse
โ
items scanned this month
Accounting
โ
net profit this month
โญ Our Operating Principlesgrowth is the goal โ not maintenance
Ask yourself every day
- How can we become more organized?
- What can we optimize today?
- How can we improve communication with other departments?
- What process can we improve to increase efficiency & reduce errors?
Stay organized. Optimize everything. Communicate consistently. Take ownership. Execute with urgency.
๐ฏ Goal Progress โ this month $500K quota ยท $600K target
๐ Last Month โ Final Summary last completed month
๐ Daily Fulfilled vs Quota $25K/day
Monthly Fulfilled vs $500K quota
Order Status 2026 shipped vs pending
๐ค Fulfillment Activity units scanned out ยท New Order Scan + E-commerce
Products physically scanned out the door = orders shipped. The Sales $ above track revenue fulfilled; this tracks the units going out (Pharmacy/Wholesale via New Order Scan + E-commerce).
Daily Units Shipped Out last 14 scan days
โณ Pending / Processing Orders
| Customer | Type | Amount | Status | Date |
|---|
๐งพ Recent Orders latest logged
| Customer | Type | Amount | Status | Date |
|---|
๐ด Live Today
๐ Dispatch โ current month
๐ Previous Day Summary
| Driver | Pick Ups | Spent | Items | OTC | ROTC | Intake Value |
|---|
๐ท Drivers & Daily Activity target 15 pickups/day/driver
Daily Spend last 30 active days
๐ฆ Bucket Scans by Driver items scanned in from each driver's buckets
Buckets are picked up one day and scanned the next. "Scanning now" = today's live scan of yesterday's buckets; "latest finalized" = the last completed scan day.
Scans by Driver last 30 scan days
๐ Product Intake
Items Acquired latest check-in day
Top Products by Units that day
| Product | Units |
|---|
๐ฃ Marketing โ latest day
๐
Month to Date
๐ Daily Trend last 30 days
Leads & Ad Spend daily
Total Followers growth
๐ฌ Messaging & Efficiency latest month
๐ Month-over-Month Growth
๐๏ธ Monthly Trend Meta Ads
| Metric |
|---|
๐ Daily Detail last 14 days
| Date | Spend | Impr. | Clicks | CTR | Leads | CPL | Engage | New Foll. |
|---|
๐ท๏ธ Warehouse Scanning โ Daily Activity
๐ฅ Procurement scanned in
๐ค Distribution scanned out
Daily Scans โ Procurement vs Distribution last 30 days
๐ Stock & Movement
๐ฆ Low / No Stock & Overstocked
OTC low โค15 ยท over โฅ40
ROTC low โค5 ยท over โฅ20
โก Product Movement
OTC June 2026 invoices
ROTC June 2026 invoices
Stock: MINT only ยท no-sale-2mo excluded ยท High Demand = >50 units OR >5 orders/30d. | Movement: Fast = >5 txns OR 50+ units ยท Slow = has sales but <5 txns & <50 units ยท Inactive = no sales.
๐ฆ Inventory โ Current Stock on Hand
๐ Stock by Type
OTC over-the-counter
ROTC type: ROTC
โ๏ธ Buy vs Scan Reconciliation declared bought vs actually scanned ยท per driver
Drivers declare what they buy (Check-In log); Inventory then scans it into buckets the next day. This flags any day where the counts don't match โ items left out or added. Today is excluded (still being scanned).
Recent Mismatches count differences, last 30 reconciled days
| Date | Driver | Declared | Scanned | Diff |
|---|
๐ Top Stocked Products
OTC โ Top by Units
| Product | On Hand | Mint | Dmg |
|---|
ROTC โ Top by Units
| Product | On Hand | Mint | Dmg |
|---|
Stock levels are a live snapshot from the OTC/ROTC tabs of the Inventory sheet. Daily/weekly/monthly movement time-series is limited by what the source sheets track โ current snapshot + compliance status shown here; movement history can be added if a dated daily log becomes available.
๐ด Live Today
๐ธ Vendor Payments โ this month cash out
Monthly Spend last 12 months
Payment Methods all-time count
๐ฆ Import Intake โ this month scanned purchases
Monthly Intake items scanned, last 12 mo
Top Resellers by Value all-time
| Reseller | Items | Value |
|---|
๐งพ Payment Reconciliation Log
| Reseller | Total | Paid | Adjustment | Date Paid |
|---|
๐ด Live Today
๐
Yesterday's Summary latest completed day
๐ญ Warehouse Activity the scanning & import-payment engine
The warehouse is the hub that scans all Dispatch and Import intake and executes Import vendor payments. This view rolls up that throughput โ what the warehouse physically touched.
Monthly Scan Throughput items scanned in, last 12 mo
Import Payments Processed count + $, last 12 mo
๐ฆ Scanned-In by Source latest complete day
| Source | Items In | OTC | ROTC |
|---|
๐ฐ Margin & Cash โ latest month bank truth
Real money in/out from the bank (Accounting Command Center ยท Plaid live feed on 0914), joined to our operational numbers. This is the true-margin + cash-reconciliation layer. Open full Accounting โ
๐ Reconciliation โ Cash vs Operations where bank truth meets what we logged
| Check | Bank / Cash | Ops / Logged | Variance |
|---|
๐ Gross Margin Trend revenue โ COGS, by month
๐ธ Top Spend This Month operating cash out (bank)
| Category | Spent |
|---|
UMS Ops Dashboard ยท read-only ยท auto-refreshed from the Centralized Dispatch sheet