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AZEQUEL

[ DASHBOARD MOCKUP — INTEGRATED VISIBILITY SCORECARD ]

Client A — Weekly Operations & Financial Scorecard

One page, fifteen numbers, no spreadsheet rebuild. Replaces the owner's Friday-afternoon manual report (Waste Item W7 in the Operations Diagnostic) with a scorecard that assembles itself overnight — leading operational signals on top, the financial outcomes they drive underneath.

Week ending Fri — Week 6 of Phase-1 rollout Phase-1 live single intake + auto-clear credit rule Refresh nightly, 2:00am, automated Prepared for Owner / Principal (Client A)
4
ON TARGET
8
IN PROGRESS — FIX ALREADY IN FLIGHT
3
NEEDS OWNER ATTENTION
Green — at or beyond target Amber — moving toward target, build in flight Red — not yet addressed, still needs a decision

01 — OPERATIONAL DRIVERS (LEADING)

What's happening on the floor this week

How this data gets here Auto-synced nightly from the order-intake system (single-inbox, live since Phase-1), the warehouse's barcode-scan pilot (2 of 4 routes), and the dispatch log. Nobody re-types a number into this section — it's a byproduct of running the operation, not a report someone builds.
Orders / day (wk avg)
61.4/day
▲+2.7vs last wk (58.7)
Target ≥ 55/day
Order-entry error rate
3.1%
▼-0.5ppvs last wk (3.6%)
Target < 2.0% · single-intake validation (W2)
Pick-error rate
3.4%
▼-0.4ppvs last wk (3.8%)
Target < 2.0% · barcode-scan pilot (W3)
Days sales outstanding
46days
▼-2vs last wk (48)
Target ≤ 35 days · terms are 30
Credit-hold approval latency
22min avg
▼-16 minvs last wk (38 min)
Target < 10 min · auto-clear rule live, exceptions only (W8)
On-time delivery
97.2%
▲+0.4ppvs last wk (96.8%)
Target ≥ 95% · dispatch, the one mature process
Inventory turns (annualized)
9.4x
▲+0.3vs last wk (9.1)
Target ≥ 12x · perpetual-inventory pilot, wk 2
Refrigerated shrink
2.1%
▼-0.3ppvs last wk (2.4%)
Target < 1.5% of COGS (W5)

02 — FINANCIAL METRICS (LAGGING / OUTCOME)

What it added up to in dollars

How this data gets here Auto-synced nightly from QuickBooks (P&L, AR aging, cash receipts) and reconciled against the order-intake system's revenue ledger. This is the section that used to be a 4-hour Friday spreadsheet rebuild (W7, $15,000/yr, ~$12,000/yr Year-1 capture) — now it's just what QuickBooks already knows, rendered.
Weekly revenue
$118.2K
▲+$8.4Kvs last wk ($109.8K)
Target ≥ $115.4K/wk ($6.0M ÷ 52)
Gross margin
31.8%
▲+0.7ppvs last wk (31.1%)
Target ≥ 30% (68% COGS baseline)
COGS % of revenue
68.2%
▼-0.7ppvs last wk (68.9%)
Target ≤ 68% · pricing leakage (W6)
AR aging 31–60 days
$150K
▬+$2Kvs last wk ($148K)
Target < $120K · ~20% of total AR
AR aging 61–90 days
$95K
▲+$4Kvs last wk ($91K)
Target < $50K · no dunning cadence yet (W4)
AR aging 90+ days
$51K
▬+$1Kvs last wk ($50K)
Target < $15K · owner review flagged
Cash collected vs. invoiced
91.4%
▲+3.5ppvs last wk (87.9%)
Target ≥ 95% · auto cash-application build next (W4)