Owner Panel
Owner Panel
What to check first after login
Collections and cash-risk snapshot
Highest-impact actions for today
Open and overdue tasks by role
Move stages as calls and quotes progress
Retention and repeat-order risk
| Client | Type | City | LTV | Days Since Order | Risk | Action |
|---|
Track sent, paid and overdue invoices from Wix
| Invoice | Client | Amount | Due Date | Status | Promise | Touches | Manager | Action |
|---|
Prevent lost sales from stock-outs
| SKU | Category | Stock | Threshold | Velocity | Action |
|---|
Sharpening and rental follow-up
Critical owner and team tasks