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YTD v Last YTD Revenue
K $Rolling 36 Months Revenue & Profit
Tasks Dashboard
Top active tasks, sorted by priority and due date.
Customer
Task Description
Click For Details
Summit Bistro Group
Send reorder guide to Summit Bistro Group
Maya Bennett Include top purchased SKUs, last price used, and common substitutes.
High
Open
Overdue
Pine Ridge Hotel
Schedule quarterly account review with Nora Ellis
Nora Ellis Prepare sales trend, notes, and open follow-ups before the call.
High
Open
Overdue
Riverbend Schools Foodservice
Review backorder alternatives for Riverbend Schools Foodservice
Tara Wilson Offer available alternates and confirm if partial shipment is acceptable.
High
Open
Overdue
Oak & Grain Kitchen
Check stock plan with Sofia Reed
Sofia Reed Confirm expected demand for the next 30 days and flag any supply gaps.
High
Open
Overdue
Foundry Food Hall
Quote packaging refresh for Foundry Food Hall
Keira Adams Compare cups, lids, hinged containers, and delivery labels.
High
Open
Overdue