Dashboard
/dashboard
The dashboard is the first screen you see when you sign in. It is built to be read in about sixty seconds, so you can tell at a glance whether anything needs your attention before you start your day.
For distributor accounts, the dashboard is organized into a few stacked bands. The customer health band shows how your accounts are trending, flagging anyone who is at risk or declining. The revenue band summarizes spend across your book of business. The inventory band shows where stock is running low across the customers you supply. The action preview pulls the most urgent items to the top so you can jump straight to them.
If your account is new, the dashboard shows a Getting Started checklist instead. It walks you through the first steps in order: add your first customer, add a location for that customer, assign the products they use, and log an inventory count. Each step links directly to the screen where you complete it, and items check off automatically as you go.
A data readiness card tells you how much history the prediction engine has to work with. The more counts and purchase history you log, the more confident the forecasts become. If you want to explore the product before adding real accounts, you can load sample data from here and clear it later.
Customer accounts see a simpler version of the dashboard focused on logging counts and keeping their own products and locations up to date.
Last updated June 17, 2026