Dashboard
Single operational view across Metrc, LeafLink, and Sheets.
Label data work
22% → <5% target
Primary metric — within 1 month of rollout
Pre-sale compliance
100% verified
OMMA + OBNDD before fulfillment
Menu staleness
14 min
Under the 20-minute ceiling
P&L coverage
100% of transactions
Labor · costs · returns per order
Label labor, before vs. after
Share of the day spent fixing batch, harvest & test data
Compliance status
Customer verification across OMMA + OBNDD
86% verified
8% expiring soon
6% unverified
Integration health
Metrc ConnectBatch · harvest · test results
SyncedLeafLink BrandOrders & products (webhooks)
SyncedGoogle SheetsSafe log + tracking · read-only
ConnectedOMMA / OBNDD scrapersChange-monitoring active
WatchingAlerts
3 openOMMA layout change detected — scraper on watch; no silent misses.
12 min ago
2 licenses expiring within 14 days — Tulsa Green Wellness, Moore Skyline.
1 hr ago
Menus refreshed — 142 available products, 6 min ago.
6 min ago
Label generation
Batch numbers, harvest dates, and test results pulled straight from Metrc — no copy/paste in the happy path.
| Batch | Product | Harvest date | Test result | Labels | Status | Action |
|---|---|---|---|---|---|---|
| B-2417 | Northern Lights | Aug 18, 2026 | Passed | 48 | Draft | |
| B-2418 | Blue Dream | Aug 19, 2026 | Passed | 32 | Ready | |
| B-2419 | OG Kush | Aug 21, 2026 | Pending | — | Awaiting results | |
| B-2420 | Wedding Cake | Aug 22, 2026 | Passed | 64 | Printed |
Compliance automation
Every LeafLink customer cross-checked against OMMA + OBNDD before sale. Unverified or expired accounts are flagged or blocked.
OMMA portal layout changed. Scraper is on change-monitoring watch; verification continues against cached results while we re-target. No silent misses. View audit log →
| Customer | OMMA | OBNDD | Last checked | Status | Detail |
|---|---|---|---|---|---|
| Tulsa Green Wellness License OK-2024-1182 |
Valid | Registered | Today, 08:14 | Verified | |
| OKC Herbal Collective License OK-2024-0947 |
Valid | Registered | Today, 08:14 | Verified | |
| Moore Skyline Wellness License OK-2024-0771 |
Expires in 9d | Registered | Today, 08:14 | Expiring | |
| Norman Bloom Supply License OK-2025-0019 |
Unverified | — | Today, 08:14 | Unverified | |
| Lawton Prairie Herbal License OK-2023-1445 |
Expired | Revoked | Today, 08:14 | Flagged — blocked |
Transaction-level P&L
Labor, costs, and returns for every order leaving the building — joined from LeafLink orders and the existing Sheets.
Sheets connected · read-only
Gross revenue (month)
$482,410
Labor
$96,480
COGS + returns
$241,205
Net margin
30.0%
$144,725 net
| Order | Customer | Revenue | Labor | COGS | Returns | Net |
|---|---|---|---|---|---|---|
| ORD-10482 | Tulsa Green Wellness | $8,400 | $1,120 | $4,200 | $0 | $3,080 |
| ORD-10481 | OKC Herbal Collective | $12,900 | $1,540 | $6,450 | $600 | $4,310 |
| ORD-10480 | Norman Bloom Supply | $6,200 | $890 | $3,100 | $0 | $2,210 |
| ORD-10479 | Broken Arrow Leaf Co. | $9,750 | $1,240 | $4,875 | $0 | $3,635 |
| ORD-10478 | Stillwater Botanics | $4,100 | $610 | $2,050 | $0 | $1,440 |
Sheets stay the system of record — the panel reads the safe log and tracking spreadsheets without replacing them.
CRM map & heatmap
A LeafLink-style customer map — territory rep, account dots, last purchase, and recency — with 30/60/90-day tiers.
Territory rep
Territory map
Current LeafLink customer visualization (reference)
≤30d
31–60d
61–90d
>90d cold
Reference: the client's LeafLink customer map. The panel rebuilds this view with client-managed recency heat tiers.
Top accounts by recency
Tulsa Green Wellness
Last order 4d ago · Dana Ruiz
OKC Herbal Collective
Last order 11d ago · Marcus Lee
Norman Bloom Supply
Last order 47d ago · Jordan Wells
Broken Arrow Leaf Co.
Last order 72d ago · Dana Ruiz
Stillwater Botanics
Last order 118d ago · Marcus Lee
Outreach
Email and text to accounts, with open tracking on both channels.
New message
Recipient
Channel
Subject
Message
Recent sends
Open tracking onEmail to Tulsa Green Wellness
"Fresh Northern Lights back in stock" · 92% opened · 41% replied
SMS to OKC Herbal Collective
"OG Kush cartridges restocked" · delivered · 3 replies
Email to Norman Bloom Supply
"October menu now live" · 61% opened
Inventory aging
Aging product is auto-discounted at your threshold, so it moves without manual price edits.
Age threshold
days
Auto-discount
Products past threshold are discounted automatically.
| Product | Batch | Age | Status | Price | Discount | Action |
|---|---|---|---|---|---|---|
| Sour Gummies 100mg | B-2412 | 34d | Fresh | $14 / unit | — | None |
| Dark Chocolate 50mg | B-2409 | 58d | Approaching | $12 / unit | — | None |
| Pineapple Express | B-2401 | 74d | Over threshold | $2,050 / lb | 15% | Auto-discounted |
| Gelato | B-2398 | 91d | Over threshold | $2,300 / lb | 20% | Auto-discounted |
Users & roles
Six built-in roles. Access is granted by role only — enforced server-side on every module.
| User | Role | Territory | Status |
|---|---|---|---|
| Jeff Caldwell jeff@intellivega.com | Admin | All | Active |
| Dana Ruiz dana@calvindistro.com | Sales rep | North | Active |
| Marcus Lee marcus@calvindistro.com | Sales rep | Central | Active |
| Priya Shah priya@calvindistro.com | Compliance | All | Active |
Role → module matrix
Built in, enforced server-side
| Module | Admin | Ops/Label | Compliance | Finance | Sales mgr | Sales rep |
|---|---|---|---|---|---|---|
| Label generation | ✓ | ✓ | — | — | — | — |
| Compliance | ✓ | — | ✓ | — | — | — |
| Live menu | ✓ | ✓ | — | ✓ | ✓ | View |
| P&L & Sheets | ✓ | — | — | ✓ | — | — |
| CRM map & heatmap | ✓ | — | — | — | ✓ | Own territory |
| Outreach | ✓ | — | — | — | ✓ | Own territory |
| Inventory aging | ✓ | — | — | ✓ | — | — |
