UMS Operations · Command Center
Overview · whole-operation health at a glance
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📣 Daily Team Announcementauto-built from yesterday · copy & send at start of shift
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Executive Summary
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🎯 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.
⭐ Our Operating Principlesgrowth is the goal — 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.
🏢 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
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 |
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🧾 Recent Orders latest logged
| Customer | Type | Amount | Status | Date |
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🔴 Live Today
🚚 Dispatch — current month
📆 Previous Day Summary
| Driver | Pick Ups | Spent | Items | OTC | ROTC | Intake Value |
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👷 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 |
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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 |
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📊 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.
🔴 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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🔴 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 |
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💰 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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UMS Ops Dashboard · read-only · auto-refreshed from the Centralized Dispatch sheet