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Retail & Local Shops demo

Full revenue, workload, and automation view

Sales Orders: $7.8K todayService Add-ons: 18% upsellDaily Closeout: 98% matched

Welcome to your Retail & Local Shops workspace

Financial, operational, and automation activity across the business.

Revenue YTD

$4,050

+12%vs last period

Outstanding A/R

$2,500

Active Clients

4

Open Estimates

4

Active Jobs

4

Workflow Pipeline

1

Leads

3

Estimates

3

Invoices

3

Payments

Quick Actions

Recent Activity

Corporate Gift Co paid bulk order invoice - $2,400

1 hour ago

Repair Client viewed invoice INV-2026-0187

4 hours ago

Local School equipment deposit is overdue

2 days ago

New custom order estimate sent to Repair Client

3 days ago

Smith Family repair item checked in

4 days ago

Guided Workflow

0/6

Role View

Sales Orders: $7.8K today
Service Add-ons: 18% upsell
Daily Closeout: 98% matched

Top Clients