Overview
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Welcome to your dashboard.
Active Clients
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Currently Billing
Orders Fulfilled
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This Month
Cash Collected
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Month-to-Date
Monthly Profit
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Month to Date
Avg Sourcing Time
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Days (Pipeline Avg)
On-Time Dispatch
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Shenzhen cutoff compliance
On-Time Delivery
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Within promised window
Avg Client Health
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Across All Clients
Daily Orders
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Performance
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Orders (7 days)
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Orders (month)
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Avg daily
--
FF Savings (total)
Task Board
Growth tasks for the team. Add items for Josh to action.
No tasks yet. Click + Add Task to add your first one.
Alerts
No active alerts
Yun Shipping Credit
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Balance (RMB)
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Daily Burn (RMB)
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Days Left
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Credit Line (RMB)
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Next Top-Up ETA
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Last Top-Up
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Live Clients
| Client | Stage | Products | Revenue | Margin | Status | Actions | |
|---|---|---|---|---|---|---|---|
| Loading clients... | |||||||
Pending Invoices
Loading...Loading pending invoices...
| Client | Img | Product Name | SKU | Link | Category | Type | Weight | Daily Orders | COGS | Sale Price | FF COGS | Our Cost | Pkg Cost | Total Cost/Unit | 3PL Cost | Landed Cost | Order Profit | FF Profit/m | Sample | Packaging | Stage | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| Client | Img | Product Name | SKU | Link | Category | 14D Orders | On Hand | Daily Orders | Days Left | Status | Fulfilment | Actions | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading inventory... | ||||||||||||||
Packaging Mapping
Total SKUs
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OK
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Low Stock
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Critical
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Out of Stock
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Inventory Forecast & Low Stock Alerts
Sorted by urgency — critical items first. Safety stock default: 14 days.
| Status | Client | Product | SKU | On Hand | Daily Burn | Weekly Burn | Days Left | Reorder Pt | Stockout Date |
|---|---|---|---|---|---|---|---|---|---|
| Loading forecast data... | |||||||||
Product Dimensions
Length, width, height (cm) and weight (kg) for each product. Required for Yun warehouse integration.
| Client | Product Name | SKU | Length (cm) | Width (cm) | Height (cm) | Weight (kg) | Battery | Liquid | Magnetic | Status | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading... | |||||||||||
Bundle Mapping
| Client | Img | Product Name | SKU | Category | Supplier Stock | Daily Orders | Days Left | FF Stock | Fulfilment Status | Est. Transition Date | Action | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading transition data... | |||||||||||||
Daily Order Processing
Upload daily orders CSV from Shopify. Orders are automatically split between FF Fulfilment and existing supplier based on each SKU’s fulfilment status.
Order Processing Log
History of all processed order imports with downloadable CSVs
| Date | Client | Total Orders | FF Orders | Supplier Orders | FF CSV | Supplier CSV | Status | Notes |
|---|---|---|---|---|---|---|---|---|
| Loading log... | ||||||||
| Loading clients... |
Active POs
0
Total Active
Stage Value
A$0
Total value in stage
Avg Days in Stage
0
Average
Needs Attention
0
>14 days in stage
| PO # | Client | Product | SKU | Supplier | Qty | Value | Days in Stage | Actions | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading... | |||||||||||
Outstanding
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Unpaid Invoices
Collected This Month
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Payments Received
Collected All Time
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Total Payments Ever
Pending Approval
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Invoices Awaiting Review
Client Invoices
| Date | Client | Breakdown | Invoice | Amount | Status | Action |
|---|---|---|---|---|---|---|
| Loading invoices... | ||||||
Last refresh: --
Loading P&L data...
Revenue vs Profit Trend
Monthly projection based on current daily run rates
Revenue by Client
FF revenue share per client
Client Profitability Ranking
Monthly FF profit by client, sorted descending
Margin Comparison by Client
FF margin percentage across all live clients
Detailed Client Profitability
All metrics calculated from Live - Fulfilment products. Sorted by FF Profit/Month descending.
| Client | Client Revenue | FF Revenue | FF Costs | FF Margin % | FF Profit/Month | # Products | Avg Order Value | |
|---|---|---|---|---|---|---|---|---|
| Loading... | ||||||||
Loading daily P&L data...
Cash Flow - Inflows vs Outflows
Monthly projected cash inflows (FF revenue) vs outflows (landed costs + operating)
Cost Allocation
Where the money goes: product costs, 3PL, packaging
Net Cash Position
Cumulative net position over projected months
Loading Accrual P&L...
Loading Distribution Calculator...
Business Insights
Live insights calculated from your CRM data
CRM Overview
Live data from your CRM — clients, products, and cost structure.
Loading CRM data...
Margin Analysis
Calculated from CRM product COGS and FF COGS data.
Calculating margins...
Business Intelligence
Loading insights...
Packaging boxes — Onboarding & Live clients
| Client | Product (Box Name) | Dimensions | Dieline Status | Action |
|---|
Clients requiring mockup design sessions
| Client | Stage | Products | Mockup Status | Action |
|---|
User Management
| Name | Role | Status | Last Login | Actions |
|---|
Monthly Earnings
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Commission from processed POs
Needs Sourcing
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Products awaiting supplier
Overdue Samples
0
Past expected date
POs Pending Approval
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Draft or Pending status
Upcoming Tasks
- Loading...
Daily Tasks
Loading daily tasks...
My Active POs
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Currently in progress
Value In Transit
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Total value of active POs
Awaiting Delivery
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Shipped, not yet delivered
Delivered This Month
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Completed deliveries
Purchase Orders
| Category | Client | Product | PO Ref | Qty | Lead Time | Order Date | Expected Arrival | Status | Notes | |
|---|---|---|---|---|---|---|---|---|---|---|
| Loading POs... | ||||||||||
Products Remaining
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Awaiting supplier mapping
| Product Name | Client | SKU | Supplier | Supplier Link | Province / Location | Cost CNY | MOQ | Lead Time | Weight | Sample Status | Notes | Contact Person | Action | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading... | |||||||||||||||
Total Earned
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All-time commission
Pending Payment
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Earned but not yet paid
Reimbursements Owed
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Pending sample costs
Earnings by Month
| Month | Total Units | Earnings (USD) | Earnings (AUD) | Running Total (USD) | Running Total (AUD) | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Sample Reimbursements
| Date | Product | Amount | Status | |
|---|---|---|---|---|
| No reimbursements yet | ||||
Remittance Tracking
| Date | Amount | Period | Method | Status | |
|---|---|---|---|---|---|
| No payments recorded | |||||
| PO # | Check type | Assignee | Status | Notes | Media | Date |
|---|---|---|---|---|---|---|
| Loading QC checks... | ||||||
| ID | Client | Order # | Issue type | Status | Notes | Created | Actions |
|---|---|---|---|---|---|---|---|
| Loading order issues... | |||||||
| Supplier | Product | SKU | PO # | Date discovered | Qty affected | Severity | Description | Resolution |
|---|---|---|---|---|---|---|---|---|
| Loading defect log... | ||||||||
Total invoiced
A$0.00
All invoices
Total collected
A$0.00
Paid invoices
Outstanding
A$0.00
Unpaid invoices
Average invoice
A$0.00
Per invoice
All invoices
| Invoice ID | Client | Amount | Date | Status | Stripe |
|---|---|---|---|---|---|
| No outstanding invoices. | |||||
Generate Client Invoice
Line Items
| Description | Qty | Unit Price | Total | |
|---|---|---|---|---|
| No line items. Click "Add Line Item" or "Auto-Fill from CRM". | ||||
Subtotal: A$0.00
GST (10%): A$0.00
Total: A$0.00
Peter's Commission Invoice
Auto-calculated from processed POs. Commission: USD $0.10 per unit sourced.
Total Units Sourced
0
From processed POs
Commission Earned
$0.00
USD @ $0.10/unit
Sample Reimbursements
$0.00
Pending reimbursement
| Period | Units | Commission (USD) | Commission (AUD) | Reimbursements | Total | Status | Actions |
|---|---|---|---|---|---|---|---|
| No Peter invoices generated yet | |||||||
Freedom Fulfilment
ABN: XX XXX XXX XXX
Melbourne, Victoria, Australia
accounts@freedomfulfilment.com
Invoice Number
FF-INV-2026-001
FF-INV-2026-001
Date
24/02/2026
24/02/2026
Due Date
26/03/2026
26/03/2026
Bill To
Client Name
ABN: --
Address
City, State
Address
City, State
From
Freedom Fulfilment Pty Ltd
ABN: XX XXX XXX XXX
Melbourne, VIC 3000
Australia
Melbourne, VIC 3000
Australia
| Description | Qty | Unit Price | Amount |
|---|---|---|---|
| Fulfilment Services | 1 | A$0.00 | A$0.00 |
SubtotalA$0.00
GST (10%)A$0.00
Total DueA$0.00
PAYMENT DETAILS
Bank: Commonwealth Bank of Australia
Account Name: Freedom Fulfilment Pty Ltd
BSB: XXX-XXX | Account: XXXX XXXX
Reference: FF-INV-2026-001
Account Name: Freedom Fulfilment Pty Ltd
BSB: XXX-XXX | Account: XXXX XXXX
Reference: FF-INV-2026-001
Thank you for your business.
Payment is due within 30 days of the invoice date. Late payments may incur a 2% monthly fee.
Payment is due within 30 days of the invoice date. Late payments may incur a 2% monthly fee.
Packaging Inventory Lookup
Auto-populates from CRM packaging data
?
| Client | Products | Tolerance | Status | Results | Actions | |
|---|---|---|---|---|---|---|
| Loading clients... | ||||||
Backlog
In Progress
Done
| Client | Orders (7d) | Billing | Inventory | Last Order | Total Revenue | Est. Profit/mo | Alerts | |
|---|---|---|---|---|---|---|---|---|
| Loading health data... | ||||||||
Key Insights
Insights load with health data...
Lifecycle Health
Shopify → FF → Yun → Carrier → 17Track → Delivered → Billed. Auto-refreshes every 60s.
Stuck orders (past SLA)
—| Order | Client | Stuck at | Age (h) | SLA (h) | Status | Tracking |
|---|---|---|---|---|---|---|
| Load the tab to populate. | ||||||
IC Action Items
Extracted from coaching call transcripts via AI analysis
| # | Client | Action Item | Category | Priority | Status | Source Date | Actions |
|---|---|---|---|---|---|---|---|
| Click Refresh to load action items... | |||||||
Deposit Tracking
Monitor client deposits vs required coverage based on 45-day inventory cost
| Client | Current Deposit | Required Deposit | Gap | Burn Rate/day | Min Threshold | Days to Top-Up | Adequacy | Status | Recommended | Trend | Last Updated |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading deposit data... | |||||||||||
IC Push Candidates
Products ranked by yield margin that should be promoted in Inner Circle
| Product | Client | SKU | Sale Price | COGS | Margin | Profit/unit | Profit/mo | Daily Orders | IC Priority |
|---|---|---|---|---|---|---|---|---|---|
| Loading product data... | |||||||||
| Client | Img | Product Name | SKU | Link | Supplier | Contact Person | Location | Cost CNY | Cost AUD | Sourcing Notes | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading supplier data... | |||||||||||||
Supplier Performance
Lead time tracking, on-time delivery rates & cost trends
Unmapped Products
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Awaiting supplier assignment
| Client | SKU | Product Name | Category | Supplier Name | Action |
|---|---|---|---|---|---|
| Loading... | |||||
Supplier Intelligence
Performance tracking, defect rates & lead time analysis
Sourcing performance
Time-to-source tracking by sourcer. Michael Fu (AI) vs human benchmarks.
| Product | SKU | Sourcer | Stage | Assigned | First quote | Samples ordered | Samples received | PO ready | Days elapsed | Suppliers | Current supplier |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading sourcing KPI data... | |||||||||||