Dashboard
Recent activity
| Date | Name | Type | Detail | Value |
|---|
Pipeline
Sources
Contacts
| Name | Phone | Last activity | Lifetime $ |
|---|
Leads & Orders
| Date | Name | Type | Detail | Source | Status | Value |
|---|
Invoices
Dealers
| Store | City | Phone | Status | Last touch | Touches |
|---|
RTPOS & Nuco Reports
Monthly trends activations & sales — click a bar to drill in
Activations by month
Sales by month
Financial analysis commission reconciliation, device P&L, item profitability
Commission reconciliation — expected (RTPOS) vs paid (Nuco comp)
Payments land one or more periods after the activation, so month-to-month gaps are normal — watch the running total. Click a month to open the Expected Commission rows.
| Month | Expected | Paid | Diff |
|---|
Device economics by month
From matched sales, costs, and carrier payments (device_econ).
| Month | Units | Revenue | Cost | Carrier paid | Net |
|---|
Most profitable items
| Item | Units | Revenue | Net |
|---|
Biggest money losers (pre-subsidy)
| Item | Units | Revenue | Net |
|---|
Nuco snapshot recent invoices, payments & sync status
Recent invoices
Recent payments
Recent syncs
Browse all reports
Grouped by data source. Click any report to explore its rows, filter by period, and export CSV.
Finance
Money in and out for this business — bank & card imports, POS revenue, payroll, and reconciliation. All amounts are stored to the cent.
Monthly cash flow from imported transactions
Money in
Money out
Net by month
| Month | In | Out | Net |
|---|
Where the money goes — last 90 days by category
Import transactions bank / credit-card CSV & OFX exports, POS exports
Statement PDFs: use the statement importer script or ask Claude to parse them in.
Transactions
Payroll
| Pay date | Employee | Period | Hours | Gross | Taxes | Net |
|---|
Data feeds what each source has delivered
IMEI Research
Searches serials, MDNs, and invoice numbers across the full RTPOS history, plus the external lookup queue.
Order Phones
Nuco catalog
| Item | Stock | Price |
|---|
Cart
Saves the order here, copies the line summary to your clipboard, and opens the Nuco ordering page so you can complete checkout there. The Open Orders sync confirms it automatically once linked.
Your orders placed here — send to Nuco cart, track status
| # | Placed | Items | Subtotal | Status | Nuco # | Nuco status |
|---|
Nuco bills & payment requests
| Date | Invoice | Source | Amount | Status |
|---|
Nuco order history fulfilled orders (invoices)
| Invoice | Date | Amount | Status |
|---|
Nuco auto-cart setup test the portal connection
Each order above has a → Nuco cart button that logs into the portal, loads your cart with the matching items and quantities, verifies them, and opens Nuco so you review and confirm checkout there. Use Test connection if a send fails.
Documents
The important paperwork for this business — leases, insurance policies, workers' comp, dealer agreements, loans. Files are stored in your own cloud, viewable from any device.
Add a document
Import
CSV import
Drop a Squarespace Contacts or Orders export, a RepairMax export, or any CSV with a header row. You'll map the columns on the next step. Duplicates are merged by email.
Settings
Appearance
Theme applies to this browser and is remembered. Auto follows your system setting.
Backup & restore
Download a snapshot of contacts and leads/orders for both accounts. Loading a backup shows it locally for review — it does not overwrite the cloud database.
Sacred Lasers invoicing
Invoices are stored in the Sacred Lasers D1 database (sacred-lasers-crm on Cloudflare), separate from the Sheets sync. The token unlocks the Invoices tab on this device.
Cloud database
Contacts, leads & orders, and invoices are all stored in your Cloudflare database (sacred-lasers-crm) — saved automatically the moment you make a change, from any device. One API token unlocks everything on this browser. Google Drive sync has been retired.
Not connected.