Someday OS / Business dashboard
Business dashboard
Your everyday numbers, in one view.
Sales, margin and cash pulled from your books and updated on its own. No more building the report every Monday.
From $3,000 setupthen $400/moLive in about 2 weeks
OverviewSalesCustomersCashOctober 2026
Net sales$186.4k+11% vs last Oct
Gross margin43.2%-0.8 pts
Cash on hand9.5 wkssteady
Past due$26.9k3 over 60 days
Sales by monthThis yearLast year
What you getWho's buyingEvery customer ranked, with what changed since last year. Cash and what's owedSee who's late before it turns into a problem.
The numbers you'd check anyway, already checked.
Top accounts, October
Ranked by sales, with the last 12 months
Account
12 months
Oct
vs last year
Online store
$41.7k
+22%
Harbor Mercantile
$18.2k
+14%
Fernhill Gifts
$12.4k
+3%
Juniper Shop
$9.1k
-6%
Copper Lane Home
$7.8k
+31%
Owed to you: $65.3k
By days past due
Current$38.4k
1 to 30$14.1k
31 to 60$6.2k
61 to 90$4.0k
Over 90$2.6k
Copper Lane Home, #221494 days
Fernhill Gifts, #225171 days
Juniper Shop, #226364 days
How it works
STEP 1ConnectWe link your accounting and sales systems. Read only.
STEP 2BuildWe set up the views around how you actually run the business.
STEP 3Keep it rightIt refreshes on its own. We adjust it as customers and products change.
More in Someday OS
Not sure it's the right first tool?
A free 30-minute operations review will tell you. No prep needed.