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

Samples Trend — Top 5 Sample SKUs (YTD)

Populates once multiple months of Shopify sample sync data are on file.

QB Product Sales

Sales Orders — Top 20

#SKUDescriptionQty

Invoices — Top 20

#SKUDescriptionQty

Past Months

SO — Top 20

#SKUDescriptionQty

INV — Top 20

#SKUDescriptionQty

Overall Sales Trend — Sales Orders — 2025 to Date

Overall Sales Trend — Invoices — 2025 to Date

Top 5 Products — Sales Orders

Top 5 Products — Invoices

Charts populate once 2+ months of QB history are on file.

Insights

Click "Generate AI Summary" for a narrative takeaway.

Shopify Samples — Current Month

Auto-syncs every Monday
#SKUUnits

Samples Trend — Top 5 Sample SKUs (YTD)

Populates once multiple months of Shopify sample sync data are on file.

QB Product Sales

Sales Orders — Top 20

#SKUDescriptionQty

Invoices — Top 20

#SKUDescriptionQty

Past Months

SO — Top 20

#SKUDescriptionQty

INV — Top 20

#SKUDescriptionQty

Overall Sales Trend — Sales Orders — 2025 to Date

Overall Sales Trend — Invoices — 2025 to Date

Top 5 Products — Sales Orders

Top 5 Products — Invoices

Charts populate once 2+ months of QB history are on file.

Insights

Click "Generate AI Summary" for a narrative takeaway.

Rep Workload & Pipeline Health