Decision support
AI insights & Ask Pure Extract
In production, these answers would come from authorised integrated data with deterministic calculations and evidence-linked explanations. In this demo there is no live model key, so every answer below is computed from the local synthetic dataset and clearly labelled as simulated.
Supported questions
Ask any of these in the assistant bar at the top of every page.
3 scheduled stops at risk this week
Which deliveries are at risk this week, and why?
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).
Hypotheses — not established fact
- Hypothesis (not established): Monday concentration increases Tuesday spillover risk. The Monday/Tuesday delivery pattern is an editable assumption to confirm, not a measured fact.
- Date range:
- 2026-03-02 to 2026-03-08
- Calculation or 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.
- Limitations and missing data:
- No live vehicle tracking, route optimization or map provider is connected. Travel times are illustrative. Stock levels are Unavailable rather than zero.
- Freshness:
- Dispatch data is local to this demo. Order feed last successful simulated refresh 2026-03-03 06:15 PT.
Contributing records
Proposed next action
Review the 2 order(s) without a delivery slot and confirm readiness before committing windows.
This assistant never dispatches a driver, sends a message, edits a source order, applies a credit hold or moves money. Any simulated operational change needs an explicit review.
3 accounts rank highest for the next sales contact
Which stores should sales contact next?
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.
Hypotheses — not established fact
- Hypothesis (not established): lower purchasing may reflect a buyer change or competing supply. Purchase history alone does not establish the reason for a decline.
- Date range:
- Contact history through 2026-03-03
- Calculation or rule:
- Rank = 3 (no recorded contact) or 2 (days since contact > reorder interval) + 2 (sample follow-up past due) + 1 (overdue balance present).
- Limitations and missing data:
- CRM activity feed is stale, so recent calls or visits may be missing. Consumer sell-through and in-store stock are Unavailable — no authorized retail analytics source is connected.
- Freshness:
- CRM last successful simulated refresh 2026-02-27 21:40 PT (stale).
Contributing records
Proposed next action
Open the account, confirm the buyer, and create a linked follow-up task for the visit.
This assistant never dispatches a driver, sends a message, edits a source order, applies a credit hold or moves money. Any simulated operational change needs an explicit review.
Accepted order value down $1,374 versus the preceding week
How did accepted order value change versus the preceding comparable period?
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.
Hypotheses — not established fact
- Hypothesis (not established): the gap closes as the rest of the week is entered. No forecast is offered.
- Date range:
- 2026-03-02–2026-03-08 vs 2026-02-23–2026-03-01
- Calculation or 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.
- Limitations and missing data:
- Elapsed-time mismatch between the two windows. Cancellations after the fact are excluded. No margin or cost data exists in the demo.
- Freshness:
- Order feed last successful simulated refresh 2026-03-03 06:15 PT.
Contributing records
Proposed next action
Compare full weeks once the demo week completes, or filter by territory to isolate the change.
This assistant never dispatches a driver, sends a message, edits a source order, applies a credit hold or moves money. Any simulated operational change needs an explicit review.
1 ready order without a delivery slot
Which ready orders lack delivery slots?
Lantern Street Shop order o-7 ($524) requested 2026-03-04 and has no run assigned.
- Date range:
- As of 2026-03-03
- Calculation or rule:
- Orders with status Ready and no linked delivery run.
- Limitations and missing data:
- Run capacity is a placeholder and is not modeled, so slot feasibility is not calculated.
- Freshness:
- Dispatch and order state are local to this demo.
Contributing records
Proposed next action
Prepare a schedule change: assign the order to a run for human review before it becomes a commitment.
This assistant never dispatches a driver, sends a message, edits a source order, applies a credit hold or moves money. Any simulated operational change needs an explicit review.
1 assignment conflict in the demo week
Where do sales and delivery assignments conflict?
Mike on 2026-03-03: Tuesday harbor + south run (12:30–17:30) overlaps Shop support block (14:00–16:00). Mike is a shared resource across delivery, sales, samples, vendor days and production support; his exact hours are not known and are not inferred here.
- Date range:
- 2026-03-02 to 2026-03-08
- Calculation or rule:
- Two assignments for the same person on the same date whose start/end times overlap.
- Limitations and missing data:
- Unknown availability is not free capacity: 13 unknown day-slots this week (Sales Resource A (name pending) on 2026-03-07, Sales Resource A (name pending) on 2026-03-08, Delivery Resource B (roster pending) on 2026-03-02, …).
- Freshness:
- Scheduling data is local to this demo.
Contributing records
Proposed next action
Prepare a reassignment for management review. A committed delivery window is never overridden silently.
This assistant never dispatches a driver, sends a message, edits a source order, applies a credit hold or moves money. Any simulated operational change needs an explicit review.
2 accounts with overdue balances and open delivery commitments
Which overdue balances need review before another delivery commitment?
Riverbend Provisions: $440 overdue, 1 open order(s). Quarry Road Cannabis: $1,240 overdue (includes a disputed invoice — a dispute does not remove the overdue status), 1 open order(s).
- Date range:
- Balances as of 2026-03-03
- Calculation or rule:
- Overdue = invoice with a known due date before today and an unpaid balance after allocations. Invoices with no due date are excluded from overdue and shown separately.
- Limitations and missing data:
- The accounting feed's last refresh failed, so balances may be out of date. A note in the file does not establish payment. Whether QuickBooks Online is the active accounting system is unconfirmed.
- Freshness:
- Last successful accounting refresh 2026-02-27 21:40 PT; refresh attempted 2026-03-03 06:15 PT failed.
Contributing records
Proposed next action
Management decides whether to suggest a credit hold before the next delivery commitment. Nothing is blocked, and no collection message is sent.
This assistant never dispatches a driver, sends a message, edits a source order, applies a credit hold or moves money. Any simulated operational change needs an explicit review.
Anything else
Free-text questions are answered honestly rather than guessed at.
Source: No language model and no external AI service is connected to this project. Answers come from deterministic calculations over the local demo records.
Freshness: Local to this demo