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Welcome to the Cervos AI Assistant
I can help you with:
"What's our YTD revenue by distributor?"
"Set Q2 goal for CHSE to $500,000"
"Show me the top 10 customers this month"
I can help you with:
- Sales analytics — revenue, trends, customer insights
- Distributor management — commissions, goals, kickers
- Inventory and open order status
- Budget vs actual comparisons
"What's our YTD revenue by distributor?"
"Set Q2 goal for CHSE to $500,000"
"Show me the top 10 customers this month"
Daily Sales Dashboard
Most recent data: — | 0 transactions
Daily Revenue
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Units Shipped
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Customers
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BMA Revenue
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PRP Revenue
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Revenue Trend (Last 30 Days)
Product Line Breakdown
Top Customers Today
Transaction Detail
| Date ▲ | Invoice ▲ | Customer ▲ | Item Code ▲ | Description ▲ | Product ▲ | Qty ▲ | Unit Price ▲ | Amount ▲ | Channel ▲ | Rep ▲ | Commission ▲ |
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Weekly Sales
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Total Sales
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Accounts Ordered
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Units Shipped
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Avg Selling Price
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Channel Breakdown
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Sales by Customer
| Customer | Revenue | Units | Share |
|---|---|---|---|
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Product Mix
| SKU / Description | Revenue | Units | Share |
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Due to Ship This Week
| Customer | Order # | Item | Qty Remaining | Promise Date | Warehouse |
|---|---|---|---|---|---|
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Monthly Sales
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Total Sales
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Monthly Budget
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vs Budget
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Same Month Last Year
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Channel Breakdown
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Sales by Customer
| Customer | Revenue | Units | Share |
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Product Mix
| SKU / Description | Revenue | Units | Share |
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Annual Reports
Full-year KPI breakdown by year
Total Sales
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Customers
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Total Orders
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Avg Order Value
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YTD vs Prior Year (Same Period)
Current YTD: -- Prior YTD: -- --
| Customer ▲ | Current YTD ▲ | Prior YTD ▲ | Change ▲ |
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Top Customers by Revenue
| Customer ▲ | Revenue ▲ | Units ▲ | Orders ▲ |
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New Customers
First-time buyers this year| Customer ▲ | Revenue ▲ | Units ▲ | Orders ▲ |
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Top Growth Customers
vs prior year| Customer ▲ | This Year ▲ | Prior Year ▲ | Change ($) ▲ |
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Largest Decliners
vs prior year| Customer ▲ | This Year ▲ | Prior Year ▲ | Change ($) ▲ |
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Open Sales Orders
-- open orders | -- items backordered
Total Open Orders
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Total Value
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Backordered Items
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Backorder Value
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Avg Order Age
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Fulfillment Rate
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Order Aging Distribution
Backorders by Warehouse
Open Orders Detail
| SO # ▲ | Customer ▲ | Item Code | Description | Order Date ▲ | Ordered ▲ | Shipped | Backordered ▲ | Unit Price | Amount ▲ | Age ▲ |
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Customer Analytics
0 customers | 0 ordering cycle alerts
Total Customers
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Cycle Alerts
0
Avg Monthly Revenue
$0
YTD Commissions
$0
Channel Mix (RAN)
0%
Channel Mix (CER)
0%
Ordering Cycle Alerts
Customers deviating from their historical ordering patterns| Alert Type | Customer ▲ | Total Revenue ▲ | Avg Monthly | Last Order | Detail |
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Top 15 Customers by Revenue
Customer Revenue by Channel
Customer Directory
| Customer ▲ | Channel | Total Revenue ▲ | Orders ▲ | Units ▲ | Items | Last Order ▲ | Rep | Commission ▲ | Cycle Alert |
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Total Sample Reports
0
Distributor Sales & Commissions
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▶ Sage Payment Summary
Batch commission export for all distributors —
Total Sales
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Commission Due
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Units
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Accounts Active
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Sales by Account
| Customer | Revenue | Commission | Units |
|---|---|---|---|
| Select a distributor | |||
Product Mix
| SKU / Description | Revenue | Commission | Units |
|---|---|---|---|
| Select a distributor | |||
Transaction Detail
| Date | Invoice | Customer | SKU | Qty | Unit Price | Ext Amount | Comm Rate | Commission |
|---|---|---|---|---|---|---|---|---|
| Select a distributor to view transactions | ||||||||
Inventory
0 items tracked
Items Tracked
0
Total On Hand
0
Sample Reports
0
Consigned Inventory
Loading consigned inventory...
Inventory Status
| Item Code ▲ | Description ▲ | Qty On Hand ▲ | Source |
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Open Purchase Orders
0 open POs
Open POs
0
Total Open Cost
$0
Unique Items
0
Open Purchase Orders
| PO # ▲ | Item Code ▲ | Description ▲ | Required Date ▲ | Qty Ordered ▲ | Qty Received ▲ | Qty Open ▲ | Unit Cost ▲ | Ext Cost ▲ |
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Open Work Tickets
0 open work tickets
Open Tickets
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Total Qty
0
Unique Items
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Work Tickets
| WT # ▲ | Make Date ▲ | Item Code ▲ | Description ▲ | Qty ▲ | Material ▲ |
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Product Selection
Select products to include in the portal. Only selected products will appear in sales, inventory, open orders, PO, and work ticket views.
Available Products
0
Selected Products
0
Last Updated
Never
Product List
| Item Code ▲ | Description ▲ | Product Line | G/L Code | Transaction Count ▲ |
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Budget Goals
Set monthly sales targets for Ranfac (RAN) and Cervos (CER) divisions.
Monthly Budget Targets
| Month | RAN Goal ($) | CER Goal ($) | Combined |
|---|---|---|---|
| Annual Total | $0 | $0 | $0 |
RAN Annual Goal
$0
CER Annual Goal
$0
Combined Goal
$0
Distributor Admin
Map salesperson codes to distributors and configure commission structures.
Total Distributors
0
Verified
0
Unmapped
0
Contract Upload
Distributor List
| Code ▲ | Distributor Name ▲ | Email ▲ | Warehouse ▲ | Customers ▲ | Base % ▲ | ASP Kickers | Sales Kicker | Status ▲ | Actions |
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Customer Admin
Update customer display names. Changes apply across all portal views.
Total Customers
0
Overridden
0
Containing "CER"
0
Bulk Find & Replace
Customer List
| Customer # ▲ | Original Name ▲ | Display Name Override | Transactions ▲ |
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