My Dashboard
Your Order Pipeline
⚡ Needs Your Attention
📅 Upcoming Deadlines
Recent Order Activity
Spending by Month
Orders by Status
Orders by Status
Orders Over Time
Revenue by Month
Top Supplier Items
Customer Invoice Status
Supplier Invoice Status
Top Suppliers by Orders
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Revenue by PPD (Top 10)
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Orders
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Customer Invoice
Supplier Invoice
| Order # | Company | Customer | Customer Invoice # | Customer Invoice Status | Supplier | Supplier Invoice # | Supplier Invoice Status | PO # | Supplier Item # | Supplier Item Name | Qty | Order Status | Project | Tax Exempt | Firm In Hands | PPD | PPD User | Template Files | Design Files | Proof Files | Unit Price | Order Total | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Shipment Tracking
Order Info
Template Art Files
Design Art Files
Leads
| Lead Description | Customer | Est. Value | PPD | Assigned To | Status | |
|---|---|---|---|---|---|---|
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Customers
| Name | Company | PPD | PPD User | Invoice Email | Phone | Orders | Total Revenue | Referrer | Commission % | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
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Suppliers
| Company | Phone | Orders Email | Website | Rating | Status | ||
|---|---|---|---|---|---|---|---|
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Companies
| Name | Industry | Phone | PPD | Customers | Tax Exempt | Orders | Total Revenue | Status | |
|---|---|---|---|---|---|---|---|---|---|
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Supplier Items
| Supplier | Supplier Item # | Supplier Item | Colors | Template Files | Decoration | # Prod Days | # Ship Days | # Lead Time Days | Net Setup Fee | Price Code | Rating | Orders | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Projects
| Project Name | Company | Customer | PPD | PPD User | Tax Exempt | Firm In Hands | Orders | Status | |
|---|---|---|---|---|---|---|---|---|---|
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New Project
Project Details
Activity Log
PPDs
| Company | Owner | Phone | PPD Users | Plan | Status | ||
|---|---|---|---|---|---|---|---|
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Users
| Name | PPD | Role | Orders | Total Revenue | Status | ||
|---|---|---|---|---|---|---|---|
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My Account
Profile
Change Password
Leave all three fields blank to keep your current password.
Site Subscription Billing (Stripe)
Stripe credentials used for PPD subscription billing.
Used for Stripe checkout redirect URLs
Subscription Webhook URL:
Processing Fees
Default fees applied to new orders.
Stripe Settings
Connect your Stripe account to send invoices to customers.
Webhook URL:
Processing Fees
Default fees applied to new orders.
Email Preferences
Choose which notifications you receive. Changes take effect immediately.
Team Performance
Revenue by Team Member
Orders by Team Member
Lead Conversion Rate
| Team Member | PPD | Orders | Revenue | Avg Order | Active | Pipeline | Delivered | Canceled | Leads | Converted | Lost | Conv. Rate |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Referrers
| Name | Phone | Customers | Status | ||
|---|---|---|---|---|---|
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Tasks
| Task | Related To | Priority | Due Date | Assigned To | Status | ||
|---|---|---|---|---|---|---|---|
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Order Comments
| Order | Customer | Latest Message | From | Unread | Last Activity | |
|---|---|---|---|---|---|---|
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Notifications
| Notification | Type | Related To | Received | ||
|---|---|---|---|---|---|
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