Dashboard

Who this is for: Brand users, reps, and account (buyer) users. Available widgets differ by role.

Customizing your layout

Click Customize in the top-right corner of the dashboard.

In the panel that opens:

Toggle widgets on or off with the switch next to each name.
Drag the grip handle to reorder widgets top to bottom.
Use Move to top or Move to bottom for quick placement.

On the dashboard itself, drag a widget by its header to reposition it on the grid, and resize from the bottom-right corner.

Click Save layout to confirm.

Click Reset to default layout in the customizer to restore the original arrangement for your role.

Widget	Description
Invoiced Sales Current Month	Invoiced sales vs. monthly forecast
Invoiced + On Order Sales Current Month	Combined invoiced and on-order vs. forecast
On Order Sales Current Month	Dollar value of sales on order vs. forecast
YTD Invoiced Sales	Year-to-date invoiced sales with YoY % change
Reps Forecasted to Hit Current Month	Reps on pace to hit monthly forecast (brand only)
Sales Trend Chart	Line chart of invoiced and on-order sales over time
Rep Sales Matrix	Month-by-month sales per rep with CSV export
Order Follow-Up Required	Accounts that need a new order based on ordering patterns
At-Risk Accounts	Accounts with declining sales or no recent activity
Top Performing Accounts	Horizontal bar chart of highest YTD revenue accounts
Year-over-Year Sales	Monthly comparison of this year vs. last year
Open Orders Summary	Count and total value of unfulfilled sales orders
Commissions MTD	Month-to-date net sales and commission payouts
Top Product Types	Invoiced sales breakdown by product type
Account Status Breakdown	Accounts by Growing, Shrinking, or Inactive
New Accounts This Month	Customers who placed their first order this month
Sales Territory Map	Interactive map of customer locations by rep territory
Top SKUs	Best-selling SKUs month-to-date
Shrinking Accounts	Accounts whose YTD sales trail last year’s YTD
Top Accounts Missing Bookings	Accounts with gaps in prebook commitments
D2C Top Sellers	Brand-supplied direct-to-consumer bestsellers (last 30 days)

Widget

Description

Invoiced Sales Current Month

Invoiced sales vs. monthly forecast

Invoiced + On Order Sales Current Month

Combined invoiced and on-order vs. forecast

On Order Sales Current Month

Dollar value of sales on order vs. forecast

YTD Invoiced Sales

Year-to-date invoiced sales with YoY % change

Reps Forecasted to Hit Current Month

Reps on pace to hit monthly forecast (brand only)

Sales Trend Chart

Line chart of invoiced and on-order sales over time

Rep Sales Matrix

Month-by-month sales per rep with CSV export

Order Follow-Up Required

Accounts that need a new order based on ordering patterns

At-Risk Accounts

Accounts with declining sales or no recent activity

Top Performing Accounts

Horizontal bar chart of highest YTD revenue accounts

Year-over-Year Sales

Monthly comparison of this year vs. last year

Open Orders Summary

Count and total value of unfulfilled sales orders

Commissions MTD

Month-to-date net sales and commission payouts

Top Product Types

Invoiced sales breakdown by product type

Account Status Breakdown

Accounts by Growing, Shrinking, or Inactive

New Accounts This Month

Customers who placed their first order this month

Sales Territory Map

Interactive map of customer locations by rep territory

Top SKUs

Best-selling SKUs month-to-date

Shrinking Accounts

Accounts whose YTD sales trail last year’s YTD

Top Accounts Missing Bookings

Accounts with gaps in prebook commitments

D2C Top Sellers

Brand-supplied direct-to-consumer bestsellers (last 30 days)

Widgets for account (buyer) users

Widget	Description
Top SKUs — Last 12 Months	Your most-ordered products by amount
Sales Trend	Last 3 months, current month, and next 5 months of sales
Outstanding Invoices	Unpaid invoices sorted by due date
Unfulfilled Orders	Open sales orders awaiting fulfillment
D2C Top Sellers	Brand-supplied D2C bestsellers

Getting started

App Onboarding

Features

Settings

Integrations

Inventory API

MCP

Customizing your layout

Widgets for brand users and reps

Widgets for account (buyer) users

Tips

​Customizing your layout

​Widgets for brand users and reps

​Widgets for account (buyer) users

​Tips

Customizing your layout

Widgets for brand users and reps

Widgets for account (buyer) users

Tips