Product & Rep Dashboard

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Shopify Samples — Current Month

Top 20 Overall

#SKUUnits

Top 20 Small (HWB-S)

#SKUUnits

Top 20 Large (HWB-SL)

#SKUUnits

QB Product Sales

Sales Orders — Top 20

#SKUDescriptionQty

Invoices — Top 20

#SKUDescriptionQty

Past Months

SO — Top 20

#SKUDescriptionQty

INV — Top 20

#SKUDescriptionQty

Seasonal Trend — Top 5 Floor Products

Chart populates once 2+ months of QB history are on file. Backfill 2025 + 2026 YTD data to unlock the full seasonal view.

Insights

Click "Generate AI Summary" for a narrative takeaway.

Shopify Samples — Current Month

Auto-syncs every Monday
#SKUUnits

QB Product Sales

Sales Orders — Top 20

#SKUDescriptionQty

Invoices — Top 20

#SKUDescriptionQty

Past Months

SO — Top 20

#SKUDescriptionQty

INV — Top 20

#SKUDescriptionQty

Seasonal Trend — Top 5 Products

Chart populates once 2+ months of QB history are on file. Backfill 2025 + 2026 YTD data to unlock the full seasonal view.

Insights

Click "Generate AI Summary" for a narrative takeaway.

Rep Workload & Pipeline Health

Rep Future Activities Tasks This Week Pipeline Stages (lead counts) Last Activity Status