Dashboard
Sunday, March 8, 2026 · Good morning, Admin
247
Active Accounts
▲ 12 new this month
$14,820
Revenue This Month
▲ 8.3% vs last month
$3,240
Outstanding Payments
▼ 18 invoices unpaid
12,450
Total Items in Circulation
▲ Across 247 displays
86
Watches In Repair
Expected return: 22 this week
4
Stolen Displays
▼ $2,100 loss this year
Revenue & Commission
Monthly breakdown
Inventory Split
By location
Displays (accounts)8,240
Warehouse2,860
Van 1780
Van 2570
In Repair86
Recent Visits
| Customer | Driver | Date | Sold | Status |
|---|---|---|---|---|
| Bella's Boutique | Marco | Mar 8 | $420 | Paid |
| City Mall Kiosk | Sarah | Mar 7 | $680 | Pickup Needed |
| Fashion Corner | Marco | Mar 7 | $215 | Paid |
| Gold & Grace | Sarah | Mar 6 | $540 | Unpaid |
| Sunrise Gifts | Marco | Mar 5 | $190 | Paid |
⚠ Alerts
5 active
Gold Watch A — Low stock at Bella's (3 left)
City Mall Kiosk — Payment pickup due today
22 watches returning from repair this week
Gold & Grace — Not visited in 45 days
Swap Summary
This month
| Business | Contact | Phone | Next Visit | Balance Due | Status | Actions |
|---|---|---|---|---|---|---|
| Bella's Boutique 123 Main St |
Isabella R. | (555) 100-2020 | Mar 15 | $0.00 | Active |
|
| City Mall Kiosk City Mall, Unit 4B |
James K. | (555) 204-5566 | Today | $680.00 | Payment Due |
|
| Fashion Corner 88 Oak Ave |
Maria S. | (555) 311-9900 | Mar 20 | $0.00 | Active |
|
| Gold & Grace 250 Fifth Ave |
Grace W. | (555) 422-3344 | Overdue | $540.00 | Overdue |
|
📦 Inventory Count + Swaps
Beginning Inv: 100 items
| Product | Beginning | Ending (Enter) | Sold (Auto) | Good Swap ♻ | Bad Swap ✕ | Restock |
|---|---|---|---|---|---|---|
| Gold Watch A #GWA-001 |
30 | 5 | +5 | |||
| Silver Watch B #SWB-002 |
25 | 10 | +20 | |||
| Hoop Earring C #HEC-003 |
40 | 2 | +6 | |||
| Pendant D #PND-004 |
5 | 0 | +0 |
Total Sold: 17 items
Good Swaps: 10 watches
Bad Swaps: 4 items
Restock Needed: 31 items
ℹ Good Swap Note: Battery-only watches are swapped out for working ones. They go to repair — NOT written off. Profit is NOT affected.
✕ Bad Swap Note: Physically damaged items are replaced and written off. Profit IS affected (loss recorded).
✕ Bad Swap Note: Physically damaged items are replaced and written off. Profit IS affected (loss recorded).
| Invoice # | Customer | Date | Items Sold | Gross | Commission | Net Due | Payment | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| INV-2026-0048 | Bella's Boutique | Mar 8 | 17 | $544 | $217.60 | $326.40 | Cash | Paid | |
| INV-2026-0047 | City Mall Kiosk | Mar 7 | 22 | $704 | $281.60 | $422.40 | Check | Pickup Needed | |
| INV-2026-0046 | Gold & Grace | Mar 6 | 18 | $576 | $230.40 | $345.60 | — | Unpaid |
| SKU | Name | Category | Cost | Sell Price | Total Stock | Low Alert | Actions |
|---|---|---|---|---|---|---|---|
| GWA-001 | Gold Watch A | Watch | $14.00 | $32.00 | 340 | 10 | |
| SWB-002 | Silver Watch B | Watch | $12.00 | $28.00 | 210 | 10 | |
| HEC-003 | Hoop Earring C | Earring | $6.00 | $14.00 | 580 | 20 | |
| PND-004 | Gold Pendant D | Other | $8.00 | $18.00 | 7 | 10 |
All Displays (Accounts)
8,240
Warehouse
2,860
Van 1 + Van 2
1,350
In Repair
86
All Inventory Movements
| Date | Product | From | To | Qty | Type | Reference |
|---|---|---|---|---|---|---|
| Mar 8 | Gold Watch A | Van 1 | Display DISP-001 | +5 | Restock | Visit #148 |
| Mar 8 | Silver Watch B | Display DISP-001 | Repair Batch #22 | -10 | Good Swap | Visit #148 |
| Mar 8 | Hoop Earring C | Display DISP-001 | Damaged/Written Off | -4 | Bad Swap | Visit #148 |
| Mar 7 | Gold Watch A | Warehouse | Van 1 | +50 | Van Load | Van Check #44 |
| Display Code | Customer | Delivered | Items | Last Visit | Status | Actions |
|---|---|---|---|---|---|---|
| DISP-001 | Bella's Boutique | Jan 15, 2026 | 100 | Mar 8 | Active | |
| DISP-002 | City Mall Kiosk | Feb 2, 2026 | 80 | Mar 7 | Active | |
| DISP-009 | Sunrise Gifts | Nov 10, 2025 | — | — | Stolen | |
| DISP-015 | — | — | 100 | — | New (Ready) |
| Batch # | Product | From Visit | Qty Sent | Sent Date | Expected Return | Status | Actions |
|---|---|---|---|---|---|---|---|
| REP-022 | Silver Watch B | Visit #148 | 10 | Mar 8 | Apr 8 | In Repair | |
| REP-021 | Gold Watch A | Visit #145 | 5 | Feb 20 | Mar 20 | In Repair | |
| REP-019 | Gold Watch A | Visit #138 | 8 | Jan 10 | Feb 10 | Returned |
Gross Revenue (YTD)
$89,240
72% of annual target
Total Losses (Bad Swaps)
$3,120
▲ 18% vs last year
Net Profit (YTD)
$52,180
▲ 12% vs last year
Profit & Loss by Account
Top 8 customers this month
Payment Methods
This month
Cash62%
Check31%
Other7%
| Invoice | Customer | Amount Due | Method | Date Paid | Received By | Status | Actions |
|---|---|---|---|---|---|---|---|
| INV-2026-0048 | Bella's Boutique | $326.40 | Cash | Mar 8 | Marco | Paid | |
| INV-2026-0047 | City Mall Kiosk | $422.40 | Check | — | — | Pickup Needed | |
| INV-2026-0046 | Gold & Grace | $345.60 | — | — | — | Unpaid |
🏭 Warehouse
2,860 items
| Product | Qty |
|---|---|
| Gold Watch A | 840 |
| Silver Watch B | 620 |
| Hoop Earring C | 1,400 |
🚐 Van 1 — Marco
780 items
| Product | Qty | Expected |
|---|---|---|
| Gold Watch A | 200 | 200 |
| Silver Watch B | 180 | 185 ⚠ |
| Hoop Earring C | 400 | 400 |
🚐 Van 2 — Sarah
570 items
| Product | Qty | Expected |
|---|---|---|
| Gold Watch A | 150 | 150 |
| Silver Watch B | 130 | 130 |
| Hoop Earring C | 290 | 290 |
Payment Pickup — City Mall Kiosk
Invoice INV-2026-0047 · $422.40 due · James K. Due: Today · Assigned: Marco
Invoice INV-2026-0047 · $422.40 due · James K. Due: Today · Assigned: Marco
Overdue Visit — Gold & Grace
Last visited 45 days ago Schedule visit soon
Last visited 45 days ago Schedule visit soon
Low Stock Alert — Gold Watch A at Bella's Boutique
Only 3 remaining (alert threshold: 10)
Only 3 remaining (alert threshold: 10)
Repair Return — 22 watches ready
Batch REP-020 · Silver Watch B × 22 · Ready to collect
Batch REP-020 · Silver Watch B × 22 · Ready to collect
Van Spot Check Due — Van 1 (Marco)
5 unit discrepancy found on last check
5 unit discrepancy found on last check
| Contract # | Customer | Display | Date | Signed By | Status | Actions |
|---|---|---|---|---|---|---|
| CON-001 | Bella's Boutique | DISP-001 | Jan 15 | Isabella R. | Signed | |
| CON-002 | City Mall Kiosk | DISP-002 | Feb 2 | James K. | Signed | |
| CON-015 | New Store TBD | DISP-015 | — | — | Pending |
| Name | Role | Linked Van | Status | Actions | |
|---|---|---|---|---|---|
| Admin User | admin@fancyline.com | Admin | — | Active | |
| Marco D. | marco@fancyline.com | Driver | Van 1 | Active | |
| Sarah K. | sarah@fancyline.com | Driver | Van 2 | Active |
| Visit # | Customer | Driver | Date | Items Sold | Good Swaps | Bad Swaps | Invoice | Status |
|---|---|---|---|---|---|---|---|---|
| #148 | Bella's Boutique | Marco | Mar 8 | 17 | 10 | 4 | INV-0048 | Completed |
| #147 | City Mall Kiosk | Sarah | Mar 7 | 22 | 0 | 2 | INV-0047 | Payment Pending |
| #146 | Fashion Corner | Marco | Mar 7 | 8 | 3 | 0 | INV-0046 | Completed |
Total Good Swaps (This Month)
86
Battery watches — sent for repair ♻
Total Bad Swaps (This Month)
24
▼ $480 profit loss
| Date | Visit | Product | Type | Qty | Cost Impact | Notes |
|---|---|---|---|---|---|---|
| Mar 8 | #148 | Silver Watch B | Good Swap ♻ | 10 | $0.00 | Battery issue, sent for repair |
| Mar 8 | #148 | Hoop Earring C | Bad Swap ✕ | 4 | -$24.00 | Physically cracked |
| Mar 7 | #147 | Gold Watch A | Bad Swap ✕ | 2 | -$28.00 | Display scratched |