Overview
Status across the whole operation · computed live from current data
Quick actions
Orders by store
City FM · CBES · HaierOrder status
Recent activity
Sales Dashboard
Live totals across the team, computed from Salespeople and Opportunities.
Actual sales by salesperson
Pipeline by stage
Salespeople
Click Edit to update targets and figures. Same record as Staff.
Opportunities
0 open · £0 total
Prospect 0
Qualified 0
Proposal 0
Won 0
Lost 0
Existing Account Growth
Track current and previous spend for the accounts you manage.
| Account | Current | Previous | Next Review | Notes |
|---|
Key Accounts
Companies flagged as strategic — a filtered view of Companies.
Drop-Off Recovery
Accounts that have gone quiet, and progress recovering them.
| Account | Last Order | Value at Risk | Status | Owner |
|---|---|---|---|---|
| Hedon Developments | 14 May | £2,400 | Contacted | Trevor |
| Forest Sawmills | 02 Apr | £1,500 | Recovered | Eddie |
| Fenwick Groundworks | 19 Mar | £980 | At risk | Charlie |
90 Day Plans
Goals and progress per salesperson this quarter.
Eddie
Grow key accounts +15%
- Review AG Barr contract
- Site visit — Currys
- Quote for bulk Hi-Vis order
Trevor
Recover 3 dropped-off accounts
- Call Hedon Developments
- Follow up Forest Sawmills
Charlie
Close Old Course Hotel opportunity
- Send revised proposal
- Confirm site measurements
Sales Meeting
Weekly notes and action items.
Weekly Sales Meeting
Attendees: Charlie, Eddie, Trevor, Mike O, Tony| Action | Owner | Due | Status |
|---|---|---|---|
| Chase revised proposal — Old Course Hotel | Charlie | 08 Aug | In progress |
| Recovery call — Hedon Developments | Trevor | 07 Aug | Not started |
| Bulk pricing quote — Andron Facilities Management | Eddie | 09 Aug | Done |
Companies
The account record — addresses, terms, key-account flag. Contacts belong to a company.
Contacts
Created and managed here — no external CRM dependency. Order history is pulled from real Order Hub data.
Order Hub
Orders across City FM, CBES and Haier
| Order | Store | Customer | Status | Handled by | Total | Tracking |
|---|
Order Trace
One order record, written to by every function — sales, purchasing, production, warehouse, dispatch
Order #8841
Placed 29 Jul✓
Sales
Order placed
29 Jul, 09:14
✓
Purchasing
Stock confirmed
29 Jul, 11:02
✓
Production
QA passed
31 Jul, 15:40
●
Warehouse
Packed
—
5
Dispatch
Awaiting courier
—
Order history log
Why this matters
One order record that warehouse, purchasing and production all write to. Change #8841's status or handler in Order Hub — it updates here live, and logs to the history below.
Product Information
Single source-of-truth record, including stock, reorder point and sell price.
| SKU | Product | Category | Stock | Reorder Pt | Sell Price | Governance |
|---|
Warehouse & Stock
Stock by bin, sourced from Product Info · reorder alerts computed live
Pick / Pack
Barcode scan at each stageStock by bin
| SKU | Bin | Qty |
|---|
Reorder alerts
| SKU | On hand | Point |
|---|
Locations
Main warehouse active · second site ready to onboard as multi-location extension.
Procurement
Purchase orders · three-way goods-in match · receiving a PO updates stock on hand
Purchase orders
| PO | Supplier | Due | Status | 3-Way Match |
|---|
Supplier lead times
| Supplier | Avg lead time |
|---|---|
| Alpha Solway | 9 days |
| Portwest | 5 days |
Production
Branding & embroidery jobs, linked to the sales order
| Job | Order | Stage | Artwork | QA sign-off |
|---|---|---|---|---|
| JB-0512 | #8841 | Ready to dispatch | artwork-v3.ai (OneDrive) | Arlene Bayne · 31 Jul, 15:40 |
| JB-0513 | #8844 | Embroidery | logo-final.eps (OneDrive) | — |
| JB-0509 | #8837 | Artwork approved | proof-signed.pdf (OneDrive) | — |
Staff
One list, used everywhere — Salespeople, Order Hub assignment, and Opportunity owners all pull from here.
| Name | Role | Target | Actual |
|---|
Reporting & BI
Operational snapshot, computed live · deeper analysis via Power BI and Xero connectors rather than rebuilt here
Connected systems
| System | Role | Status |
|---|---|---|
| Power BI | Stock, orders-by-stage, staff workload dashboards | Not yet connected |
| Xero / Sage | Stock-value posting, AR/AP sync only | Not yet connected |
Alerts
Everything that needs a look — computed live from stock, purchase orders and order data.
Activity Log
Full audit trail — every add, edit and status change across the system, newest first.