⚠️ PO Gap Alerts

Checks every issued Sales Order line against your open POs and available inventory. Classifies each line as:

• 🚨 Critical — No PO exists and insufficient stock. Issue a PO immediately.
• ⚠️ Shortfall — A PO exists but the quantity doesn't cover the demand.
• ✅ Covered — Stock + open POs fully cover the SO demand.

This tab catches the scenario where someone forgets to issue a PO after a sales order is placed.

📊 Inventory Runway

Shows how many days of stock you have left per part based on 90-day actual shipment velocity.

• 🔴 RED — High $ At Risk — Will run out before vendor can restock AND it's a high-profit part. Order now.
• 🟡 YELLOW — At Risk — Will run out before lead time buffer. Monitor closely.
• 🟢 GREEN — Safe — Adequate cover including on-order inventory.
• ⚫ No Movement — No sales in 90 days. May be dead stock.

Days of cover uses effective inventory (on-hand + on-order) so incoming POs count toward coverage.

🛒 Purchasing

All open PO lines from Fishbowl — everything that's been ordered but not yet received. Expected date badges:

• 🔴 Overdue — Past the expected receipt date.
• 🟡 X days — Arriving within 7 days.
• 🟢 X days — More than 7 days out.

📈 CRM & Sales

Live pipeline from GoHighLevel. The kanban board shows deals by stage — click any card to take action:

• Move to Selected Stage — Moves the deal to a new pipeline stage. If the deal was Won, it reopens it automatically.
• 🏆 Mark Won — Closes the deal as Won and moves it to the Customer Program Established stage.
• ✕ Mark Lost — Closes the deal as Lost.

All actions sync to GoHighLevel in real time. Use the search and rep filter to focus on specific deals.

🔄 Data Freshness

PO Gaps, Runway, and Purchasing data comes from Fishbowl via the nightly sync — updated every morning. CRM data pulls live from GoHighLevel when you open the tab. Hit ↻ Refresh to reload all data.