Dashboard
Pre-sale compliance
100% verified
OMMA + OBNDD before fulfillment
P&L coverage
100% of transactions
Labor · costs · returns per order
Revenue & gross margin
Shipped orders — last 7 days
Gross margin 32%
Shipped $184k
Compliance status
Customer verification across OMMA + OBNDD
Audit trail on
Scraper change watch
86% verified
8% expiring soon
6% unverified
Open orders
Unshipped revenue in the pipeline
Awaiting pickup34 orders · $38.4k
On trackScheduled today12 orders · $14.9k
Due todayAt risk >48h3 orders · $7.9k
Follow upAlerts
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 | 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
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
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 |
CRM map & heatmap
Territory rep
Territory map
Current LeafLink customer visualization (reference)
≤30d
31–60d
61–90d
>90d cold
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
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
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
| 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 | ✓ | — | — | ✓ | — | — |
