Skip to content
Demo data — nothing is really connectedFixed demo week 2026-03-02 → 2026-03-08 · “Today” = 2026-03-03

Phase 1 · Commercial operations

Executive Overview

Order value, fulfillment, deliveries and collections in one view. Period totals are kept separate from current balances, and fulfillment states are kept separate from payment states — a delivered order is not automatically paid.

Ask Pure Extract

Selected period: This week (Mon 2026-03-02 – Sun 2026-03-08). Balances are shown as of 2026-03-03.

Order value accepted

period total

$2,519

4 underlying records

Drill into records

Open orders awaiting fulfillment

current count

7

7 underlying records

Drill into records

Deliveries scheduled today / at risk

current count

2 / 1 at risk

2 underlying records

Drill into records

Outstanding / overdue balance

current balance

$4,851 / $1,680 overdue

7 underlying records

Drill into records

Accounts due for sales follow-up

current count

1

1 underlying record

Drill into records

Exceptions needing an management decision

Each exception opens the underlying record and the decision attached to it. Nothing here is blocked, sent or dispatched automatically.

8 open

  • Stock / readiness issue

    Cedar Hollow Cannabis Co. — order o-2 readiness is shortage

    24 disposables short at pack-out.

    Decision: Confirm pack-out quantities or flag a shortage before committing a delivery window.

    Open record

  • Stock / readiness issue

    Quarry Road Cannabis — order o-6 readiness is unknown

    Stock position unknown — no authorized inventory feed.

    Decision: Confirm pack-out quantities or flag a shortage before committing a delivery window.

    Open record

  • Ready order without a delivery slot

    Lantern Street Shop — order o-7 is ready, no run assigned

    Requested delivery 2026-03-04. $524 of goods waiting.

    Decision: Assign to a delivery run or reschedule the requested date.

    Open record

  • Stock / readiness issue

    Riverbend Provisions — order o-10 readiness is unknown

    No authorized inventory source is connected, so stock is Unavailable rather than zero.

    Decision: Confirm pack-out quantities or flag a shortage before committing a delivery window.

    Open record

  • Overlapping staff assignments

    Mike is double-booked on 2026-03-03

    Tuesday harbor + south run (12:30–17:30) overlaps Shop support block (14:00–16:00).

    Decision: Review a reassignment. Suggestions never override a committed delivery window silently.

    Open record

  • Overdue invoice on an account placing a new order

    Riverbend Provisions has $440 overdue and 1 open new order(s)

    Balances come from a stale accounting feed (last success 2026-02-27 21:40 PT). A delivered order is not automatically paid.

    Decision: Management decides whether to hold, part-ship, or proceed. Nothing is blocked automatically.

    Open record

  • Overdue invoice on an account placing a new order

    Quarry Road Cannabis has $1,240 overdue and 1 open new order(s)

    Balances come from a stale accounting feed (last success 2026-02-27 21:40 PT). A delivered order is not automatically paid.

    Decision: Management decides whether to hold, part-ship, or proceed. Nothing is blocked automatically.

    Open record

  • Unreconciled payment

    $675 received (ACH-8917) with no invoice match

    No account or invoice match. Needs reconciliation.

    Decision: Match to an invoice, or leave it visible as unreconciled.

    Open record

Order to cash

Three distinct measures. Order value is not invoiced value, and invoiced value is not collected cash.

Accepted order value (period total)
$3,347
Invoiced in period (period total)
$2,481
Cash collected & reconciled (period total)
$1,450
Cash received but unreconciled
$675

Source: Local demo orders, simulated QuickBooks Online invoices and payments.
Stale feed — accounting refresh failed at 2026-03-03 06:15 PT; last successful 2026-02-27 21:40 PT.

Today's delivery runs

Runs dated 2026-03-03. Travel estimates are illustrative — no live tracking, routing or map provider is used.

Open dispatch

  • Tuesday harbor + south run

    Driver: Mike2 stops
    1. 1.Saltwater Collective13:00–15:00 · ~40 min (illustrative)Planned
    2. 2.Quarry Road Cannabis15:00–17:00 · ~50 min (illustrative)PlannedReadiness unknown

Weekly personnel availability

Unknown availability is not free capacity, and task counts are not capacity estimates.

Open schedule
ResourceMar 02Mar 03Mar 04Mar 05Mar 06Mar 07Mar 08

Sales Resource A (name pending)

Full-time sales (unnamed in demo)

Available

8h planned

Available

8h planned

Available

8h planned

Partially available

4h planned

Available

8h planned

Unknown

Hours unavailable

Unknown

Hours unavailable

Delivery Resource B (roster pending)

Delivery — pending roster confirmation

Unknown

Hours unavailable

Unknown

Hours unavailable

Unknown

Hours unavailable

Unknown

Hours unavailable

Unknown

Hours unavailable

Unknown

Hours unavailable

Unknown

Hours unavailable

Mike

Shared resource — delivery, sales, samples, vendor days, production support

Available

Hours unavailable

Partially available

Hours unavailable

Unknown

Hours unavailable

Available

Hours unavailable

Unknown

Hours unavailable

Unknown

Hours unavailable

Unknown

Hours unavailable

Retail account trends

Purchasing history only. This is not consumer sell-through, and in-store stock is Unavailable because no authorized source is connected.

Open accounts
AccountTerritoryOrders (demo month)Order valueDays since contactOutstanding
Cedar Hollow Cannabis Co.North Valley0$07$621
Riverbend ProvisionsNorth Valley1$49033$440
Old Mill DispensaryHarbor1$7054$410
Saltwater CollectiveHarbor0$011$760
Pinegrove Retail GroupEast Ridge1$4206$1,380
Lantern Street ShopEast Ridge1$52413$0
Quarry Road CannabisSouth Line1$80021$1,240
Foxglove WellnessSouth Line1$4085$0

AI insights (simulated, evidence-backed)

Computed from the local demo dataset with deterministic rules. No live model is called, and no action is taken automatically.

All insights
Simulated analysis

3 scheduled stops at risk this week

2026-03-02 · Cedar Hollow — Northgate · order o-2 — known shortage at pack-out. 2026-03-02 · Pinegrove — Summit · order o-4 — previous delivery issue not resolved. 2026-03-03 · Quarry Road Cannabis · order o-6 — order readiness unknown (no inventory feed).

Range: 2026-03-02 to 2026-03-08

Rule: A stop is at risk when any of: readiness is unknown or short; the run has no driver; driver availability is Unknown/Unavailable; the store delivery window is unknown; or an unresolved delivery issue exists.

Evidence: 3 records

See evidence and next action
Simulated analysis

3 accounts rank highest for the next sales contact

Riverbend Provisions — 33 days since last contact vs a 28-day interval; $440 overdue. Lantern Street Shop — 13 days since last contact vs a 30-day interval; sample left 2026-02-18 with follow-up still open. Quarry Road Cannabis — 21 days since last contact vs a 21-day interval; $1,240 overdue.

Range: Contact history through 2026-03-03

Rule: Rank = 3 (no recorded contact) or 2 (days since contact > reorder interval) + 2 (sample follow-up past due) + 1 (overdue balance present).

Evidence: 3 records

See evidence and next action
Simulated analysis

Accepted order value down $1,374 versus the preceding week

Demo week 2026-03-02–2026-03-08: $3,347 across 6 orders. Preceding week 2026-02-23–2026-03-01: $4,721 across 5 orders. The current week is partial — only 2026-03-02 to 2026-03-03 has elapsed, so the comparison is not like-for-like.

Range: 2026-03-02–2026-03-08 vs 2026-02-23–2026-03-01

Rule: Sum of qty × unit price for non-cancelled orders by order date, compared across two 7-day windows. Order value only — not invoiced value, not cash, not revenue recognition, not profit.

Evidence: 6 records

See evidence and next action

Open orders detail

The drill-down behind the open-orders metric. Partially delivered orders keep their remaining quantities open.

OrderAccount / storeStatusPaymentOrder valueUnits open
o-2

No external ID

Cedar Hollow Cannabis Co.

Cedar Hollow — Northgate

Partial deliveryInvoiced · $621 open$95724
o-4

No external ID

Pinegrove Retail Group

Pinegrove — Summit

Delivery issueNot invoiced$890105
o-5

MKT-ORD-5510

Saltwater Collective

Saltwater Collective

ScheduledNot invoiced$1,01472
o-6

MKT-ORD-5511

Quarry Road Cannabis

Quarry Road Cannabis

ScheduledNot invoiced$80060
o-7

No external ID

Lantern Street Shop

Lantern Street Shop

ReadyNot invoiced$52456
o-8

MKT-ORD-5512

Pinegrove Retail Group

Pinegrove — East Ridge

Needs reviewNot invoiced$42030
o-9

MKT-ORD-5515

Foxglove Wellness

Foxglove Wellness

ReceivedNot invoiced$40848
o-10

No external ID

Riverbend Provisions

Riverbend Provisions

AcceptedNot invoiced$49060
o-11

No external ID

Old Mill Dispensary

Old Mill Dispensary

PreparingNot invoiced$70560