Dashboard metrics are placeholders — live data from ePIC will populate this view once the API integration is complete. All metric definitions will be finalized before go-live.
Open Orders
147
orders in backlog
+12 from last week
Backlog Value
$842K
total open order value
+$48K vs last week
At Risk / Past Due
12
orders — $67,800 value
4 added this week
Open Quotes
389
180-day window
Last CSM run: May 20
Open Quote Value
$2.1M
total opportunity
+$180K this month
Order aging — open backlog
0–7 days
63
$284K
8–14 days
38
$198K
15–21 days
21
$156K
22–30 days
13
$87K
30+ days
12
$117K
Backlog by status
IRF — Awaiting materials
23
16%
PBO — Purchasing / on order
18
12%
PROD — In production
67
46%
Shipping this week
39
27%
Big opportunities — open quotes
Harwood Hospitality Group
28 rooms · Motorized roller + drapery $184,200
Trammell Crow Residential
Multi-family · 312 units · Exterior screen $127,400
Kessler Collins
Commercial office · Roller shade systems $89,600
Rosewood Properties
Luxury residential · Interior + exterior $74,100
Park Place Residences
High-rise · Motorized roller shades $61,850
Recent wins — orders placed this month
Desert Sky Design Group
Exterior zipper screen · Commercial $58,400
Cadillac Heights Interiors
Motorized drapery · 44 rooms $43,200
Premier Shade Solutions
Roller shade systems · Residential $31,750
Highland Park Window Co.
Control systems + roller shades $28,900
At risk — past due orders
WO-24891
Harwood Hospitality
14 days overdue$12,400
WO-24756
Premier Shade Solutions
11 days overdue$8,750
WO-24698
Kessler Collins
9 days overdue$6,200
WO-24512
Desert Sky Design
7 days overdue$5,100
WO-24488
Cadillac Heights Int.
6 days overdue$4,890
WO-24401
ABC Window Co.
5 days overdue$3,750
WO-24389
Rosewood Properties
4 days overdue$3,200
WO-24312
Park Place Residences
3 days overdue$2,980
4 more · view full list in Operations
Top customers — YTD order volume
1
Desert Sky Design Group
$148K
2
Premier Shade Solutions
$122K
3
Harwood Hospitality Group
$101K
4
Highland Park Window Co.
$82K
5
Cadillac Heights Interiors
$71K
6
Kessler Collins
$57K
7
Rosewood Properties
$44K
Monthly sales — orders shipped (YTD)
Month-to-date summary
$184,200
vs $161K same period last month
Orders Shipped
39
Avg Order Value
$4.7K
New Orders In
58
New Customers
7