Dashboard
Revenue This Month
Current month
Outstanding Value
Unpaid invoices
Customers Visited
This month
New Prospects
Added this month
Monthly Revenue — Last 12 Months
Revenue by Chain Group
Rep Performance — This Month
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Pending Orders
value
Urgent Orders
Overdue 3d+
Customers Cold 30d+
No recent visit
Commission Liability
Est. this month
Customers Not Visited (30+ Days)
Recent Activity
📌 Reminders Due
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Top 10 Customers by Revenue
# Customer Revenue
Top 10 Products by Revenue
#ProductUnitsRevenue
Product Catalogue
Filter: Sort:
Product Name Brand Category Size Pack SKU Cost (VAT incl) Sell (VAT incl) Sell (ex-VAT) Margin % Profit/Unit Alcohol Status SOH Actions
Customer & Store Database
Filter: Sort:
Store Name Health ↕ Chain Group Store Type Trade Channel Owner / Contact Phone Area Province Payment Terms Status Links Actions
Discounts & Trade Deals
Invoices & Dispatch
Filter: to Sort:
Invoice # Customer Date Person / Rep Subtotal (ex-VAT) VAT (15%) Total (incl VAT) Courier Status Actions Delete
Field Rep Portal
📌 Map
Analytics & Insights
Top Customer
Liquor City
Galahad Way
R135,881 all time
Top Product
Bella Baci
Limoncello 750ml
R371,004 · 1,482 units
Top Chain
Liquor City
R652,485 revenue
Avg Product Margin
Across all SKUs
Top 10 Products by Revenue
Revenue by Province
Full Product Margin Analysis
Free / Promo Stock Tracker
CustomerProductQtyDatePerson
Customer Edit Requests
🧠 Business Knowledge

Capture facts, patterns, decisions, or notes about the business as a whole — things that don't belong to a specific customer or product. Nyx can reference these when answering general questions.

📚 Documents

Brand briefs, product specs, awards, sales decks, pricing sheets. Centralised so Nyx can eventually reference them in answers (search coming in a future update).

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📌 Reminders

Every reminder across all customers. Filter by rep, status, due range, or customer. Use the inline action buttons to mark done, snooze, edit, or dismiss without leaving this page.

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📋 Audit Log

Append-only log of every change to high-value tables (customers, invoices, products, memories, knowledge documents, staff). Tamper-evident — only DB triggers can write here, and the app can only read.

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🗺️ Route Planner

Pick the customers you're visiting today. Compass uses Google Maps to compute the most efficient route, splits the route into Google Maps links you can open on your phone, and saves the result for later. Max 25 stops per route.

Trip endpoints
Start from
End at
Extra stops
prospects · ad-hoc addresses
None added.
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0 selected
Saved routes
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Select a supplier from the list to view details.

Raw Materials Inventory

Material Category SOH Reorder Level Status Action
Tasks & To-Do
Miguel's Tasks
Partner's Tasks
Staff
Full Name Role / Title Phone Email Status Actions