We handle all the setup. By the time you open the dashboard for the first time, everything is already configured and working.
Export last year's monthly sales report from your POS system and send it to us. That's the only thing you do at setup — we handle everything else from there.
Works with any POS system that can export a sales report — Lightspeed, Square, Shopify POS, and most others.
One Time OnlyWe take your sales data and build the entire dashboard from scratch — mapped to your specific categories, department structure, and budget targets.
Most clients have a live, fully configured dashboard within 48 hours of sending their data.
We Handle ThisOpen the dashboard each morning. Look at the Buyer Command Center tiles at the bottom. Each tile shows one of three statuses for each department.
After placing any order, log it in the Purchase Log tab. That's what keeps the system accurate — and it takes less than a minute per order.
Daily · About 2 MinutesEvery month we refresh your sales data so the system stays accurate. As your store evolves — new categories, new departments — we update the configuration to match.
Improvements we make to the backend roll out to all clients automatically. Your dashboard gets better without any effort on your part.
Included in SubscriptionMost clients are up and running within 48 hours of sending their sales data. Book a demo and we'll walk through exactly what setup looks like for your store.