Retail & Local Shops demo
Owner viewFull 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
0/6Role View
Sales Orders: $7.8K today
Service Add-ons: 18% upsell
Daily Closeout: 98% matched