• Sales: top customers, best selling parts, sales velocity, gross margin
• Inventory: stock levels, low-stock alerts, dead stock, days of cover
• Purchasing: open POs, expected delivery dates, vendor performance
• Customers: who has open orders, recent activity, payment terms
• Parts & pricing: avg cost, current price, margin per part

• CRM contacts — those live in GoHighLevel, not Fishbowl. Use the CRM & Sales tab instead.
• Take actions — it's read-only. Won't create POs, send emails, or change status.
• Future predictions — only reports on data that exists right now.

The forcing function for sales accountability. Every sales rep submits a structured monthly check-in. Due the last Friday of each month. The check-in covers seven sections:

• Top 5 Upsells — existing customers, $ size, probability, next action, blockers
• Top 5 Reactivations — gone-quiet accounts and the play to win them back
• Top 5 New Leads — CRM/inbound/outbound pipeline opportunities
• Bottlenecks — what's blocking deals, what Canwil needs to fix, what you need from leadership
• Wins / Losses — closed and lost this month, with reason categories on losses (price, lead time, product fit, relationship, other)
• Sentiment — pipeline health and leadership/ops support, each 1–10
• Forecast — next-month commit and best-case in dollars

Save Draft any time — your work is preserved. Submit when you're ready. Late submissions are accepted but tagged LATE. Reps see only their own check-in. Managers see their direct reports plus their own. The data feeds a learning loop over time: forecast accuracy per rep, recurring bottlenecks across the team, deal-pattern recognition for reactivations and upsells.

Open pipeline value, won this year, deal counts, stalled deals (no activity 7+ days). The funnel shows deal counts by stage so you can see where deals are concentrated.

Per-rep cards showing pipeline, won-this-year, activity counts. Click 🤖 AI Team Synopsis for a Claude-generated summary of how the team is performing — useful for 1:1s.

This is where you find dormant customers ready for outreach. AI-analyzed campaigns group dormant contacts by what product they used to buy (nylon, hook/loop, webbing, etc.).

• Click any campaign card to see the dormant contacts in that segment
• Use the search box to filter campaigns by keyword (e.g. "nylon", "hook loop")
• Use priority filter to focus on high-value dormant accounts first
• Click any contact to open their card → AI drafts a personalized outreach email → edit + send
• Sent emails sync back to GoHighLevel as activity

Live deals from GoHighLevel arranged by pipeline stage. Click any card to take action:

• Move to Selected Stage — Moves the deal to a new pipeline stage. Reopens Won deals automatically.
• 🏆 Mark Won — Closes the deal as Won and moves it to Customer Program Established.
• ✕ Mark Lost — Closes the deal as Lost.
• Edit contact info — update name/email/phone right from the card, syncs to GHL
• Add/delete notes — full note history pulled from GHL

All actions sync to GoHighLevel in real time. Use the search box and rep filter to focus on specific deals. Toggle Stalled only to see deals with no activity in 7+ days.

1. Open the CRM & Sales tab
2. Expand Reactivation Engine
3. Type webbing in the search box
4. Click the matching campaign card → click any contact → AI drafts the email

1. Open Reports → run the Inventory Runway report
2. Look at the 🔴 RED rows — high-velocity parts about to stockout
3. For each one, run Pick Queue in Reports to see SOs already pulling from that part before issuing a new PO

1. Open the AI Query tab
2. Ask: Show me top 10 customers by revenue last quarter
3. Click column headers to sort, or click ↻ Refine to add filters

1. Open the CRM & Sales tab
2. Expand CRM Pipeline (GoHighLevel)
3. Click the ⏰ Show Stalled toggle above the kanban
4. Filter by your name in the rep dropdown