UMS Ops Dashboard

Executive Summary

—

🎯 Mission Control — UMS Goalsthe standards every department drives toward · live status where data is available

Consistent execution, accountability & continuous improvement — building a stronger, more profitable company.

🏢 Departments

💵 Sales

—

fulfilled this month

🚚 Dispatch

—

latest-day pickups

📣 Marketing

—

latest-day leads

📦 Inventory

—

units on hand

📥 Import / Purchasing

—

paid this month

🏭 Warehouse

—

items scanned this month

Yesterday's Recap

what happened on the last completed activity day

🎯 Goal Progress — this month $500K quota · $600K target

📋 Last Month — Final Summary last completed month

📈 Daily Fulfilled vs Quota $25K/day

Monthly Fulfilled vs $500K quota

Order Status 2026 shipped vs pending

📤 Fulfillment Activity units scanned out · 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

⏳ Pending / Processing Orders

Customer	Type	Amount	Status	Date

🧾 Recent Orders latest logged

Customer	Type	Amount	Status	Date

🔴 Live Today

🚚 Dispatch — current month

📆 Previous Day Summary

Driver	Pick Ups	Spent	Items	OTC	ROTC	Intake Value

👷 Drivers & Daily Activity target 15 pickups/day/driver

Daily Spend last 30 active days

📦 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

💊 Product Intake

Items Acquired latest check-in day

Top Products by Units that day

Product	Units

📣 Marketing — latest day

📅 Month to Date

📈 Daily Trend last 30 days

Leads & Ad Spend daily

Total Followers growth

💬 Messaging & Efficiency latest month

🚀 Month-over-Month Growth

🗓️ Monthly Trend Meta Ads

Metric

📊 Daily Detail last 14 days

Date	Spend	Impr.	Clicks	CTR	Leads	CPL	Engage	New Foll.

🏷️ Warehouse Scanning — Daily Activity

📥 Procurement scanned in

📤 Distribution scanned out

Daily Scans — Procurement vs Distribution last 30 days

📊 Stock & Movement

🚦 Low / No Stock & Overstocked

OTC low ≤15 · over ≥40

ROTC low ≤5 · over ≥20

⚡ Product Movement

OTC June 2026 invoices

ROTC June 2026 invoices

Stock: MINT only · no-sale-2mo excluded · High Demand = >50 units OR >5 orders/30d. | Movement: Fast = >5 txns OR 50+ units · Slow = has sales but <5 txns & <50 units · Inactive = no sales.

📦 Inventory — Current Stock on Hand

📊 Stock by Type

OTC over-the-counter

ROTC type: ROTC

⚖️ Buy vs Scan Reconciliation declared bought vs actually scanned · 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 — items left out or added. Today is excluded (still being scanned).

Recent Mismatches count differences, last 30 reconciled days

Date	Driver	Declared	Scanned	Diff

🏆 Top Stocked Products

OTC — Top by Units

Product	On Hand	Mint	Dmg

ROTC — 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 — current snapshot + compliance status shown here; movement history can be added if a dated daily log becomes available.

🔴 Live Today

💸 Vendor Payments — this month cash out

Monthly Spend last 12 months

Payment Methods all-time count

📦 Import Intake — this month scanned purchases

Monthly Intake items scanned, last 12 mo

Top Resellers by Value all-time

Reseller	Items	Value

🧾 Payment Reconciliation Log

Reseller	Total	Paid	Adjustment	Date Paid

🔴 Live Today

🏭 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 — what the warehouse physically touched.

Monthly Scan Throughput items scanned in, last 12 mo

Import Payments Processed count + $, last 12 mo

📦 Scanned-In by Source latest complete day

Source	Items In	OTC	ROTC

💰 Margin & Cash — latest month bank truth

Real money in/out from the bank (Accounting Command Center · Plaid live feed on 0914), joined to our operational numbers. This is the true-margin + cash-reconciliation layer. Open full Accounting →

🔁 Reconciliation — Cash vs Operations where bank truth meets what we logged

Check	Bank / Cash	Ops / Logged	Variance

📈 Gross Margin Trend revenue − COGS, by month

💸 Top Spend This Month operating cash out (bank)

Category	Spent