UMS Operations · Command Center
Overview · whole-operation health at a glance · Created by EJ
● Live
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📣 Daily Team Announcementstart of shift
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🌇 End-of-Day Reportend of shift
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📅 Last Week's Performanceprior completed Mon–Sun · vs the week before
🎯 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
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fulfilled this month
Dispatch
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latest-day pickups
Marketing
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latest-day leads
Inventory
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units on hand
Import / Purchasing
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paid this month
Warehouse
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items scanned this month
Accounting
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net profit this month
🎯 Daily Department Recommendations what each dept must do today to hit goals & directives
Based on completed performance — yesterday, last week, last month (not mid-day partials). Each card = that department's status vs its goal/directive + the top actions to close the gap. Use 📋 Copy to message a department its daily marching orders.
💰 Pending Payments — not yet received June–current outstanding AR
| Invoice | Customer | Type | Cat | Amount | Age | Date |
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🎯 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 |
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🧾 Recent Orders latest logged
| Customer | Type | Original | Fulfilled | Shortfall | Fill % | Status | Date |
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🔴 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 |
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🧾 Payment Reconciliation Log
| Reseller | Total | Paid | Adjustment | Date Paid |
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📣 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. |
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🏷️ 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 |
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🏆 Top Stocked Products
OTC — Top by Units
| Product | On Hand | Mint | Dmg |
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ROTC — Top by Units
| Product | On Hand | Mint | Dmg |
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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.
💰 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 |
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📈 Gross Margin Trend revenue − COGS, by month
💸 Top Spend This Month operating cash out (bank)
| Category | Spent |
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📈 Financial Monitoring structured monthly plan · build into the Accounting SOP
Company Improvement Initiative · Management-owned
🧠 EJ Recommendationswhat to tell managers today · built from live signals · 🤖 = OpenClaw can automate
🤖 OpenClaw Playbook — how a department gets an automation set up ▾
The model: Departments don’t build automations themselves. Each dept’s only interface is its Telegram bot. To automate something, the dept hands EJ/operator the inputs, and EJ provisions it once in OpenClaw — then it runs hands-off.
What a department provides (the 4 inputs):
- Source — the exact Google Sheet ID + tab (or where the data lives) OpenClaw should read.
- Trigger — when it should run: a clock time (e.g. daily 6pm CT) or on the dashboard’s 15-min refresh.
- Output + delivery — what it produces and where it goes: a Telegram message, a dashboard panel, a written file.
- Recipients / approval — who receives it, and who signs off before it goes live.
What EJ / operator does: adds the source read + logic in OpenClaw config, sets the cron trigger, points delivery at the right Telegram bot/channel, approves + tests once. (On this VM, provisioning = operator task; depts never touch config.)
Good first automations to teach with: scheduled EOD reminders to non-filers · auto-refreshed dashboards · daily summary posts · flagging pending items · report/SOP drafting. Each rec above has a “🤖 set up OpenClaw” expander with its specific inputs.
🔒 Safety: read-only on source sheets by default; external sends need approval; one dept never sees another dept’s data.
📊 Progress Rollup
💲 Financial Performance Standards below target → auto financial review + corrective plan
Hard minimums from Austin's Accounting & Management directive. Focus is now profitable, sustainable growth — daily P&L, segment margin, and early-warning escalation.
🧾 Daily P&L + Segment-Margin Check anything below floor → 48h corrective plan
Daily cash-flow P&L (built from sales receipts + vendor payments + Milwaukee spend) on top; completed-month accrual P&L below. Segment margins checked live vs floor — any segment under floor auto-generates a 48h corrective plan.
📈 Financial Monitoring structured monthly plan · build into the Accounting SOP
📋 SOP Completion Bonus
🧭 12-Step Transformation Roadmap click a step to expand
🔢 Implementation Order
UMS Ops Dashboard · read-only · auto-refreshed from the Centralized Dispatch sheet