Saturday · June 7, 2026
Good evening
Today's Sales
$18,420
+22% vs same day last week
June MTD
$284,650
+11% vs May
Pending Deliveries
23
7 today · 16 next week
AI Chat (24h)
147
38 to follow up
AI Room Scene — top conversion feature
Try it
"Your living room, with our Ravenna sectional"
Customer uploads a photo of their living room. Our AI realistically places any sofa, sectional, or table from your inventory into that exact space — same lighting, same scale, same angle. Customers who try it convert at ~38% vs ~12% on standard product pages.
Today's priorities
All customers
RK
Rachel Kowalski — Ravenna sectional decision
$4,280
MC
Marcus & Claudia Diaz — bedroom set
$6,920
JC
Jennifer Chen — designer purchase
$12,400
AS
Anna Sokolov — Russian-speaking inquiry
~$5,800
Recent activity
Sale: Cortona sleeper sofa → The Bergmans
2 HRS AGO · $3,840 · DELIVERY TUE
AI Chat: handled inquiry in Polish · transferred to showroom
3 HRS AGO · KOWALSKI FAMILY
Financing approved: Snap → Rivera household
4 HRS AGO · $4,200 LIMIT
Delivery completed: dining set → Chen on Cooper
5 HRS AGO · NPS PROMPT SENT
5-star review on Google → Mark Williams
6 HRS AGO · AUTO-THANK SENT
Today's deliveries
Route map
9:30 AM · Chen residence — Cooper
DINING SET · DELIVERED · NPS SENT
11:00 AM · Williams family — Robbinsville
SECTIONAL · DELIVERED · 5-STAR REVIEW
1:00 PM · Bergmans — Princeton
SLEEPER SOFA · EN ROUTE · ETA 1:45
3:30 PM · The Adlers — Lawrenceville
BEDROOM SET · SCHEDULED
5:00 PM · Sokolov apartment — Trenton
RECLINER · SCHEDULED
2,847 SKUs in stock · $1.84M inventory value
Inventory
AI · 14 MATCHES
▬
Ravenna 3-Seat Sectional · Charcoal
$1,849
8 in stock
▬
Cortona Convertible Sleeper · Ivory
$1,640
3 in stock
▬
Milano Modular · Stone Grey
$1,995
2 in stock — low
▬
Toscana L-Shape · Slate Blue
$1,725
6 in stock
▬
Verona Loft Sectional · Camel
$1,495
11 in stock
▬
Genoa Studio Sectional · Espresso
$1,375
9 in stock
▬
Bologna Compact Sectional · Navy
$1,620
5 in stock
▬
Padova Reversible Sectional · Greige
$1,889
4 in stock
Waterfall · Snap → Acima → Affirm → Synchrony → Wells Fargo
Financing
Rivera household — $4,200 purchase
View customer
Applied 4 hours ago · 60-second decision via waterfall · approved with Snap Finance at $4,200 limit. No customer paperwork required — application pulled from prior visit notes + financing pre-screen.
Snap Finance
12-mo no interest · $4,200 limit
✓ Approved
Acima Lease-to-own
90-day same as cash
Skipped (snap approved first)
Affirm
3-36 mo
Skipped
Synchrony
Standard revolving
Skipped
Wells Fargo Furniture Card
Promotional terms
Skipped
Active applications (this week)
| Customer | Purchase | Approved with | Limit | Status |
|---|---|---|---|---|
| Rivera | Sectional | Snap Finance | $4,200 | Closed |
| Bergmans | Sleeper sofa | Wells Fargo | $8,500 | Closed |
| The Adlers | Bedroom set | Synchrony | $12,000 | Closed |
| Sokolov | Recliner | Acima L2O | $1,800 | Closed |
| Diaz | Custom bedroom set | Synchrony | $7,500 | Pending fabric |
| Kowalski | Sectional | Snap | $4,200 | Pre-approved |
24/7 · English / Español / Polski / Русский
AI Chat
Today's Inquiries
147
38 to follow up
Conversion to Visit
22%
+8 pts vs no-AI
Languages (24h)
4
EN · ES · PL · RU
After-Hours Handling
61%
After 8pm or before 9am
Kowalski family · Polish-language inquiry
Polski
RK
Dzień dobry. Czy macie sekcyjną sofę w kolorze ciemnoszarym około 110 cali, w stylu nowoczesnym?
Witam! Mamy kilka opcji w tym stylu. Najpopularniejsza to "Ravenna 3-Seat Sectional" w kolorze Charcoal — 110 cali, lewa szezlong, $1,849. Czy chciałaby Pani umówić wizytę w salonie, czy zobaczyć ją w swoim pokoju przez naszą funkcję AI Room?
AI
RK
AI Room brzmi ciekawie. Jak to działa?
Wystarczy wgrać zdjęcie pokoju, a my w 30 sekund pokażemy Pani jak sofa Ravenna wygląda w Pani salonie — z tym samym oświetleniem i w tej samej skali. Tu link: [AI Room Scene]. Jeśli się spodoba, zarezerwuję dla Pani wizytę i opcję finansowania bez wpływu na credit score.
AI
→ CONVERTED TO SHOWROOM VISIT · APPT MON 4:30 PM · FINANCING PRE-APPROVED
After-hours queue (since 8pm)
Anna Sokolov · Russian-language · bedroom set inquiry
9:14 PM · AI HANDLED · APPT BOOKED TUE 10 AM
Maria Mendez · Spanish-language · sleeper sofa for studio apt
9:47 PM · AI HANDLED · LINK TO CORTONA SENT
James Thomas · English · custom order question
10:22 PM · AI ESCALATED · HUMAN FOLLOWUP MORNING
Eric W. · English · price match request from Wayfair
11:08 PM · AI HANDLED · MATCHED W/ FREE DELIVERY
Pawel K. · Polish · designer/trade inquiry
12:33 AM · AI ROUTED · TRADE FORM SENT
Today: 84 visitors · 22% conversion · $18,420 floor revenue
Showroom
Today's Visitors
84
+12 vs same day LW
Conversion Rate
22%
18 sales / 84 visitors
Avg Ticket
$1,023
+8% MoM
Returning Visitors
19
23% of today's traffic
Live floor — who's on the showroom right now
Refresh
Returning visitor — 3rd visit · Living section, looking at Milano modular
23 MIN ON FLOOR · MARIA ASSIGNED
New visitor · 2 people, possibly couple · Sectionals area
11 MIN ON FLOOR · CARLOS APPROACHED
New visitor · solo · Bedroom + custom corner
7 MIN ON FLOOR · NOT YET APPROACHED
Returning — designer (Jennifer Chen) · Picking samples for Cooper
JUST ARRIVED · TRADE TIER · OWNER GREETING
New visitor · Family of 4 · Kids playing in dining room display
18 MIN ON FLOOR · YOLANDA TRACKING
Hot zones today (heat map · placeholder)
Floor traffic heat · last 7 days
Sectionals
412 dwells · highest traffic
Bedroom
287 dwells
Dining
194 dwells
Accents
128 dwells
Rugs
102 dwells
Outdoor
61 dwells
Salesperson scorecard — today
| Salesperson | Approaches | Sales | Avg ticket | Conversion | Revenue |
|---|---|---|---|---|---|
| Maria | 14 | 5 | $1,420 | 36% | $7,100 |
| Carlos | 11 | 4 | $1,090 | 36% | $4,360 |
| Yolanda | 9 | 3 | $1,820 | 33% | $5,460 |
| Diego | 8 | 2 | $750 | 25% | $1,500 |
| Floor avg | 10.5 | 3.5 | $1,275 | 32% | $4,605 |
9 custom orders in pipeline
Custom Orders
| Customer | Piece | Stage | Fabric | Value | Promised |
|---|---|---|---|---|---|
| Diaz | King bedroom set · oak | Fabric selection | Pending | $6,920 | July 20 |
| Bergmans | Custom sectional · L-shape 130" | CAD review | Velvet · stone | $4,250 | July 14 |
| Williams | Dining table · 96" walnut | Manufacturing | — | $3,180 | July 28 |
| Adler | Custom bookshelf · floor-to-ceiling | Manufacturing | — | $5,800 | August 4 |
| Patel | Sectional · 4-piece modular | Awaiting fabric in | Boucle · cream | $8,420 | August 11 |
| Chen | Designer commission · ottoman pair | In production | Performance velvet | $2,400 | July 18 |
| Robinson | Headboard · custom upholstered | Ready for delivery | Linen · navy | $1,650 | — |
| O'Brien | Custom recliner pair | Manufacturing | Top-grain leather | $3,990 | July 25 |
| Kohn | Built-in entertainment unit | CAD review | — | $7,200 | August 30 |
4,228 households · 162 active this month · top decile = 38% of revenue
Customers
Total Households
4,228
+38 this month
Active (90 days)
462
11% conversion to repeat
VIP Tier
68
$5K+ lifetime · 38% revenue
Languages Served
4
EN · ES · PL · RU
| Household | Tier | Lifetime | Last visit | Language | Open opportunity |
|---|---|---|---|---|---|
| The Bergmans · Princeton | VIP | $48,400 | Today · delivery | EN | Custom sectional in CAD review |
| Jennifer Chen · Cooper (designer) | Trade | $184,200 ytd | Today · delivery | EN | Cooper condo project · 3 pieces pending |
| Williams family · Robbinsville | VIP | $36,800 | Today · delivered + reviewed | EN | Dining table in production |
| Rivera household | A | $8,420 | 4 hrs ago · Snap approval | ES | Sectional pickup tomorrow |
| Kowalski family | A | $0 (new) | 3 hrs ago · AI chat | PL | Ravenna sectional · Monday 4:30 appt |
| Anna Sokolov | A | $0 (new) | Last night · AI chat | RU | 5pc bedroom set · Tuesday 10 AM |
| Marcus & Claudia Diaz | A | $2,400 | Last week | ES | Custom bedroom set · fabric pending |
| The Adlers · Lawrenceville | VIP | $22,600 | Yesterday · delivery scheduled | EN | Bedroom set delivery today 3:30 PM |
| Patel household | A | $8,420 | 2 weeks ago | EN | Boucle sectional · awaiting fabric |
23 active trade accounts · $284K B2B revenue YTD
Designers / Trade
Active Trade Accounts
23
+4 onboarded this quarter
B2B Revenue YTD
$284K
22% of total store revenue
Avg. Trade Order
$8,400
vs $1,840 retail
Wholesale Discount
20%
Locked tier · Net-30 terms
| Designer / Firm | Specialty | YTD spend | Open projects | Net terms |
|---|---|---|---|---|
| Jennifer Chen Design | Residential · modern | $48,200 | 3 (Cooper condo, Princeton renovation) | Net-30 · good |
| Roma Staging Group | Real estate staging | $62,800 | 7 active properties | Net-30 · good |
| Kowalska Interiors | Residential · traditional · Polish-speaking | $34,500 | 2 | Net-30 · good |
| The Brook Group | Restaurant + boutique hospitality | $28,400 | 1 (new café space) | Net-30 · good |
| Estate Realty + Co. | High-end residential staging | $22,800 | 4 listings | Net-30 · slow paying |
| Volkov Design Studio | Custom residential · Russian-speaking | $18,600 | 1 | Net-30 · good |
| Hamilton Realtors Group | Realtor co-op buys | $14,200 | 3 | Net-30 · good |
Tearsheet generator
Designers need spec PDFs to show their clients. Generate a branded tearsheet for any piece in one click — fabric details, dimensions, lead time, designer-tier pricing.
Auto-branded with designer's firm name on cover
CO-BRANDED · WHITE-GLOVE
Trade pricing visible (designer cost + suggested retail to their client)
PROTECTS DESIGNER MARGIN
Multi-piece roomboard PDF for project pitches
EX: WHOLE LIVING ROOM IN ONE DOC
Swatch ordering — free + tracked
Trade accounts request fabric samples directly through portal. We ship same-day. Tracking + reorder reminders.
14 swatch requests this week
AVG 4 SWATCHES PER REQUEST
Swatch-to-order conversion: 34%
CHEAPEST MARKETING IN THE BUSINESS
Auto-follow-up 14 days after swatches received
"DECISION ON THE BOUCLE?"
5 deliveries today · 23 this week · driver: Jose · van #2
Delivery
Today
5 stops
87 mi · 4 hrs
This Week
23
4-star avg post-delivery NPS
Damage Rate
0.8%
Industry avg: 2.4%
On-Time
94%
±15 min of promised window
Today's route — local area
Open driver app
Route map · 5 stops · 87 mi · 4 hrs · driver Jose · van #2
9:30 AM
Chen residence · Cooper
Dining set
✓ Delivered
5-star
11:00 AM
Williams · Robbinsville
Sectional
✓ Delivered
5-star
1:00 PM
Bergmans · Princeton
Cortona sleeper
→ En route · ETA 1:45
—
3:30 PM
The Adlers · Lawrenceville
Bedroom set
Scheduled · text sent
—
5:00 PM
Sokolov · Trenton
Recliner
Scheduled · text sent
—
Customer-side tracking
Customer gets a tracking link the night before. Driver app pushes live ETA + photo proof of delivery + electronic signature capture.
Night-before reminder text: "Tomorrow 1-3 PM"
REDUCES NO-ONE-HOME RATE BY 60%
30-min-out alert: "Driver is on the way"
CUSTOMER PREPS THE ROOM
Photo proof + signature on delivery
DAMAGE-CLAIM EVIDENCE · INSURANCE PROTECTION
Post-delivery NPS automation
Auto-text 24 hrs after delivery: "How was your experience?" 5-star → review prompt (Google/Yelp). 1-4 star → private resolution thread.
5-star this week: 19 → 7 posted to Google
37% PUBLIC-REVIEW CONVERSION
4-star this week: 3 → all addressed personally
FIXED BEFORE PUBLIC POST
1 damage report → photo evidence → replacement scheduled
CUSTOMER COMPED REPAIR-LEVEL SERVICE
Instagram · Facebook · Pinterest · TikTok · email
Marketing
Multi-Channel Marketing
AI-generated content, scheduled posting, and conversion-tracked promotions across every channel that drives furniture traffic.
- AI Room Scene-as-content engine (your inventory in different rooms)
- Instagram + Facebook Shopping integration
- Pinterest auto-pinning (huge for furniture)
- TikTok Shopping
- Email newsletter to customer database (segmented by language, interest)
- Loyalty program (return-customer discount, refer-a-friend)
- Per-channel ROI reporting
4.7 stars · 312 reviews across Google + Yelp + Facebook
Reviews
Review Management
Capture every positive moment, address every negative one, and surface aggregate sentiment trends.
- Auto-prompt after delivery (24h delay, NPS-style)
- 5-star routing → Google / Yelp public posting
- Sub-5-star → private resolution flow (don't lose them)
- Cross-platform review aggregation (Google, Yelp, FB, BBB)
- Sentiment analysis on themes (delivery, quality, financing, service)
- Negative-review alert with rapid response template
Monthly · QoQ · YoY
Reports
Business Reporting
The numbers that matter for furniture retail: revenue, margin, traffic, conversion, inventory turn, and customer LTV.
- Monthly revenue by category (sofas / bedroom / dining / accessories / custom)
- Salesperson scorecard (units, $, attach rate, returns)
- Financing mix (cash / Snap / Acima / Affirm / Wells)
- Inventory aging (SKUs in stock > 90 days)
- Delivery margin (cost of getting it to customer vs gross)
- Customer LTV cohorts (first visit by year/quarter)
- QuickBooks-synced P&L
Sales tax · 1099 vendors · multi-state nexus · use tax
Tax & Compliance
↘ Shared engine — sourced from the Audit Practice cockpit · adapted for retail
Sales Tax Due
$18,420
Filing due July 20
1099 Vendors
23
All on track for Jan filing
States with Nexus
4
NJ + NY + PA + DE
Use Tax (online)
$2,840
From out-of-state vendor purchases
Sales tax — current period
Detail by state
| State | Period | Taxable Sales | Tax Rate | Tax Due | Filing Due | Status |
|---|---|---|---|---|---|---|
| New Jersey | June 2026 | $162,400 | 6.625% | $10,759 | July 20 | In prep |
| New York | June 2026 | $84,200 | varies 4-8.875% | $5,840 | July 22 | In prep |
| Pennsylvania | June 2026 | $18,600 | 6% | $1,116 | July 20 | In prep |
| Delaware | June 2026 | $8,200 | 0% (no sales tax) | $0 | — | No filing |
| Quarterly total | $273,400 | $17,715 |
1099 vendor tracking — current year
Every contractor / designer / freelancer who earned over $600 this year. Auto-tracks YTD, generates 1099-NEC and 1099-MISC in January.
Jennifer Chen Design · 1099-NEC · $48,200 YTD
DESIGNER · W-9 ON FILE · TIN VERIFIED
Roma Staging Group · 1099-NEC · $62,800 YTD
STAGING · W-9 ON FILE · TIN VERIFIED
Jose Delivery Service · 1099-NEC · $42,500 YTD
DELIVERY DRIVER · W-9 ON FILE
3 vendors missing W-9
SURFACE BLOCK · PAYMENT HELD UNTIL COLLECTED
Multi-state nexus tracking
Triggers automatically when you cross a state's economic nexus threshold (revenue + transactions). Surfaces compliance risk before it becomes audit risk.
New Jersey · home state · always required
CERTIFICATE OF AUTHORITY ACTIVE
New York · threshold crossed Jan 2025
$500K + 100 TXN OVER 4 QUARTERS
Pennsylvania · threshold crossed Mar 2025
$100K OR 200 TXN OVER 12 MONTHS
Delaware · 89% to threshold
PROJECTED TO HIT JUL 2026 · PREPARE TO REGISTER
Connecticut, Maryland, Virginia — under threshold
MONITORING · NO ACTION NEEDED
14 awaiting review · 78 archived this month · OCR-indexed
Document Inbox
↘ Shared engine — sourced from the Audit Practice cockpit · adapted for retail document handling
Awaiting review
| Document | Source | Type | Linked to | Received | Action |
|---|---|---|---|---|---|
| Custom-Order-Diaz-Bedroom.pdf | Customer email | Custom order spec | Diaz custom · $6,920 | 2h ago | Auto-parsed → order |
| Fabric-COA-Boucle-Cream.pdf | Supplier | Fabric certification | Patel sectional | 4h ago | Auto-attached |
| Designer-Agreement-Chen-Cooper.pdf | Designer | Trade contract | Jennifer Chen Design | Yesterday | Needs signature |
| Insurance-COI-RoyalLeasing.pdf | Insurance carrier | Certificate of Insurance | Delivery vehicle | Yesterday | Filed |
| WarrantyClaim-Bergmans-Sectional.pdf | Customer | Warranty claim | Bergmans · sectional | 2 days ago | Pending review |
| 1099-W9-NewDriver.pdf | HR | New contractor W-9 | 1099 tracker | 3 days ago | TIN verified |
62 milestones in next 90 days · 14 high-LTV · proactive outreach engine
Milestone Engine
↘ Shared engine — sourced from the Diamond Atelier cockpit · adapted for furniture moments (move-in, anniversary, renovation, new-baby)
Next 30 days — outreach triggers
Full calendar
| Date | Household | Event | Recommendation | Budget | Action |
|---|---|---|---|---|---|
| Jun 14 | The Bergmans | 5-year house anniversary | Refresh outdoor set (originally bought 2021) | $2-4K | Reach out this week |
| Jun 22 | The Williams | New baby (registered) | Nursery glider + crib · staff handled it last week | $1,800 | Done |
| Jul 5 | The Adlers | Marina's 60th birthday | Accent chair (she's commented on the Eames style 3x) | $1-2K | Reach out by Jun 21 |
| Jul 14 | The Diaz family | 30th wedding anniversary | Refresh bedroom set (their custom is in production) | In flight | In production |
| Jul 28 | Sokolov apartment | 1-year apartment anniversary | "Year-in" review — what else does the space need? | ~$1K avg | Reach out by Jul 14 |
| Aug 8 | Cooper renovation | Renovation done (per designer) | Final styling pieces · accent + dining lighting | $3-5K | Coordinate w/ designer |
Event sources we track
Customer-provided anniversaries + birthdays
CAPTURED AT FIRST PURCHASE · OPT-IN
Move-in dates (public record + customer-provided)
1-YEAR, 5-YEAR, 10-YEAR ANNIVERSARIES TRIGGER REFRESH
Life events: new baby, new pet, wedding, divorce
REGISTRY DATA · SOCIAL SIGNALS · CUSTOMER-VOLUNTEERED
Renovation completion (designer + permit data)
FINAL-STYLING WINDOW = HIGHEST CONVERSION
Conversion data (past 12 mo)
Milestone-driven outreach converts at 31% — vs 4% for general promotional emails. Average milestone purchase: $1,840.
Wedding anniversary: 42% convert
HIGHEST · USUALLY UPGRADE OR ADD ROOM
New baby: 38% convert
SPECIFIC PURCHASE (NURSERY) · TIME-CRITICAL
Move-in / renovation: 36% convert
BUDGET HIGH · COMPLETE-ROOM PURCHASES
Birthday: 24% convert
SPOUSAL PURCHASE FOR ANOTHER
$84,200 currently on memo · 12 pieces out to designers + stagers
Memos Out
↘ Shared engine — sourced from the Diamond Atelier cockpit · adapted for furniture display pieces, staging loans, designer try-outs
| Memo # | Designer/Stager | Piece | Value | Days out | Status | Next touch |
|---|---|---|---|---|---|---|
| M-2026-0042 | Jennifer Chen Design | Bergamo accent chair pair · cognac leather | $3,200 | 4 | Active | Cooper condo install Thu |
| M-2026-0041 | Roma Staging Group | 3-piece dining set · walnut · staging | $8,400 | 12 | Active | House goes on market Sat |
| M-2026-0040 | Estate Realty | Sectional + accent set · 4 pieces | $12,800 | 18 | 2-week check | Call today · listing went pending |
| M-2026-0039 | Volkov Design | Velvet bench + ottoman | $1,840 | 22 | Risk · 30-day | Decision or return Tue |
| M-2026-0038 | Kowalska Interiors | Boucle accent chair · ivory | $1,420 | 6 | Active | Client revealing Friday |
| M-2026-0037 | Hamilton Realtors Group | Floor-model living set · staging | $28,400 | 14 | Active · 4 listings | Rotation OK · weekly check |
Memo cadence engine
Every display piece out to a designer or stager gets an automatic follow-up rhythm based on the relationship tier. The system handles the timing; you handle the conversation.
Day 7 — soft check-in (email + photo refresh from designer)
AUTO · UNLESS DESIGNER INITIATES SOONER
Day 14 — phone call: "is the staging working? want to swap?"
SURFACES IN DASHBOARD
Day 30 — risk flag: decision or return
PROTECTS YOUR INVENTORY EXPOSURE · OVERRIDE FOR LONG STAGING JOBS